TaxDome

Accounting Automation Software

Published by: TaxDome

Description

TaxDome helps you manage clients, documents, invoices and automate your tax or accounting practice.
Log in with your TaxDome credentials and enable FaceID or TouchID — all data is encrypted and safe with bank-level security.
KEY MOBILE APP FEATURES
CRM: quick access to contact and account records.
QUICK MESSAGING: text, call, and email clients with one click.
INBOX+: stay up to date on activity in your firm through timely notifications
QUICK NOTES: create and edit account notes.
KEY TAXDOME FEATURES
Custom branded website & client portal
Project management & workflow automation designed for tax and accounting professionals.
Unlimited secure document storage

Integrated CRM, synced with your existing email
Tax Program Integrations.
Invoicing via ACH and credit card. Synced with QBO.
Unlimited E-signatures to replace Docusign, HelloSign, etc.
Enhanced team communication with @mentions and notifications
Secure messages & client tasks.
Unlimited contracts & Engagement Letters.
Unlimited Customizable Organizers/Forms instead of clunky, ‘generic’ PDFs.
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TaxDome FAQ

  • Is TaxDome free?

    Yes, TaxDome is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is TaxDome legit?

    Not enough reviews to make a reliable assessment. The app needs more user feedback.

    Thanks for the vote

  • How much does TaxDome cost?

    TaxDome is free.

  • What is TaxDome revenue?

    To get estimated revenue of TaxDome app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating
App is not rated in Argentina yet.
Ratings History

TaxDome Reviews

TaxDome is a must have for firms looking to automate their business

Doug092876 on

United States

If you are looking to automate your tax and accounting business, then I would go with TaxDome. It takes some time to get everything set up but it is well worth your time once it’s working properly. The admin part of your business needs to be automated so you can spend more time producing results and tax returns for your clients.

Good CRM by Need Pipeline on App

RSPEIGLE on

United States

Need to be able to go to task views and pipelines on app. The CRM info is nice but pretty much useless when trying to track where a client is in a stage.

I really enjoy using the firm app!!

Francis-Joseph on

United States

This is a very good firm app from TaxDome!! I really like the messaging area and the ability to see when I’m assigned a task. I would like to be able to access the files under each client in the firm app but it still gets 5 stars from me!

Doesn’t capture functionality of website

summersolsticegolf on

United States

Not the best app out there. Can’t even see the pipelines or make changes to them. Half the clients I click on in the client list comes back with an error and I can’t see their info. Love taxdome but this needs a lot of improvement

Great app - but need ability to send client invites

may@1935 on

United States

I love the app, I know that this developer will continue to improve, as the business we need the ability to send client invites from the app. During tax season me clients overlook their the initial invite to select their password. Would be convenient to be able to send password reset or initial invite. Also would be nice to be able to access folder templates for the clients. That way we could add a fold template to a client on the fly. That would be an awesome addition for us. Keep up the good work.

Much needed and easy to use

russellbarnett on

United States

This is a total game changer for my practice. It makes using the client chats a LOT more convenient and definitely was a turning point in my desire to use that feature of TD.

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