TaxDome 2.1.0

TaxDome – Freeware – iOS
out of 14 votes

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.

Overview

TaxDome is a Freeware software in the category Business developed by TaxDome.

The latest version of TaxDome is 2.1.0, released on 05/15/2024. It was initially added to our database on 05/15/2024.

TaxDome runs on the following operating systems: iOS.

Users of TaxDome gave it a rating of 4 out of 5 stars.

Pros

User-friendly interface that is easy to navigate and use
Comprehensive suite of tools for managing client communications, document storage, and project management
Secure client portal for sharing sensitive information and receiving documents securely
Automated reminders and notifications help streamline workflow and improve client communication
Integration with popular accounting software for seamless data syncing

Cons

May have a learning curve for new users due to the extensive features and customization options
Pricing plans can be on the higher end, especially for small practices or solo practitioners
Support response time may vary and could be improved

Screenshots (Click to view larger)

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Latest Version
2.1.0

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