TaxDome
It is a marvelous program that combines features for bookkeepers, accountants, and tax preparers. It was launched in 2017 and has its headquarters in Brooklyn, New York. CPAs, EAs, bookkeepers, and accounting firms may manage their practices on TaxDome, an all-in-one platform. A user-friendly client portal and configurable CRM are connected with automated workflows, signatures, client onboarding, and client communication.
By utilizing a single platform for both internal practice administration (workflow, CRM, reporting) & client-facing technologies, TaxDome enables businesses of all sizes to streamline their operations (documents, signatures, invoicing, messages). All of your team’s clients, emails, jobs, and invoices are in one single location. Stop paying for a dozen different tools and manage your practice from a single, integrated hub—ideal for expanding your business. At the cost of only one app, you can get automated workflows, a user-friendly client portal, a configurable CRM, limitless and secure file storage, e-signatures, chat, and much more.
Features
- With TaxDome, you can maintain all communication (internal and external) in a single, well-organized workspace, boosting productivity and significantly reducing the time it takes to onboard new employees.
- It is the most user-friendly, comprehensive cloud-based system for managing tax practices.
- A straightforward, effective workplace for managing your business’ clients, jobs, documents, and teams.
- Accounting and tax professionals can use TaxDome, a practice management tool that unifies the daily operations of running a tax firm under one roof. Billing, workflow, CRM, client portal, and many other things.
General Inquiries
There are no inquiries yet.
There are no reviews yet.