Dernière version
2.1.0 Coffre-fort à installer
2.1.0 Coffre-fort à installer
TaxDome is a comprehensive platform designed to assist professionals in managing clients, documents, invoices, and automating tax or accounting practices.
- Log in with your TaxDome credentials and easily enable FaceID or TouchID for secure access. Rest assured that all data is encrypted and protected with bank-level security.
KEY MOBILE APP FEATURES:
- CRM functionality for quick access to contact and account records.
- Quick messaging allows you to text, call, and email clients with just one click.
- Inbox+ feature ensures you stay informed about activities within your firm through timely notifications.
- Quick Notes tool lets you create and edit account notes efficiently.
KEY TAXDOME FEATURES:
- Custom branded website & client portal.
- Project management & workflow automation tailored for tax and accounting professionals.
- Unlimited secure document storage capability.
- Integrated CRM system synced with your existing email platform.
- Tax program integrations for seamless operation.
- Invoicing options via ACH and credit card, synchronized with QBO (QuickBooks Online).
- Unlimited e-signatures to eliminate the need for external services like Docusign or HelloSign.
- Enhanced team communication facilitated by @mentions and notifications.
- Secure messages & client task management tools available.
- Unlimited contracts & Engagement Letters support.
- Unlimited customizable organizers/forms to replace standard PDFs, offering flexibility in document management.
Vue d'ensemble
TaxDome est un logiciel de Freeware dans la catégorie Entreprise développé par TaxDome.
La dernière version de TaxDome est 2.1.0, publié sur 15/05/2024. Au départ, il a été ajouté à notre base de données sur 15/05/2024.
TaxDome s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de TaxDome a donné une cote de 4 étoiles sur 5.
Captures d'écran (Cliquez pour agrandir)
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