Najnowsza wersja
2.1.0 Sejf do zainstalowania
2.1.0 Sejf do zainstalowania
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.
Przegląd
TaxDome to Freeware oprogramowanie w kategorii Firma opracowane przez TaxDome.
Najnowsza wersja TaxDome jest 2.1.0, wydany na 15.05.2024. Początkowo był to dodane do naszej bazy na 15.05.2024.
TaxDome jest uruchamiany w następujących systemach operacyjnych: iOS.
Użytkownicy TaxDome dał pewien oszacowanie od 4 z 5 gwiazdek.
Zrzuty ekranu (kliknij aby obejrzeć powiększenie)
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