TaxDome 2.1.0

TaxDome 2.1.0

TaxDome – Freeware – iOS
av 14 röster
Senaste versionen
2.1.0
Säkert att installera
image/svg+xml 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.

Översikt

TaxDome är en Freeware programvara i den kategorin Företag utvecklats av TaxDome.

Den senaste versionen av TaxDome är 2.1.0, släppt på 2024-05-15. Det lades ursprungligen till vår databas på 2024-05-15.

TaxDome körs på följande operativsystem: iOS.

Användare av TaxDome gav det betyget 4 av 5 stjärnor.

Screenshots (Klicka för större)

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