TaxDome 2.1.0

TaxDome 2.1.0

TaxDome  ❘ Freeware
iOS
out of 14 votes
Latest Version
2.1.0
Safe to install
VERY GOOD User Rating

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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