Latest Version
2.1.0 Safe to install
2.1.0 Safe to install
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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