TaxDome: Revolutionizing Accounting Practice Management
TaxDome is not just another software; it's a game-changer for accounting, tax, and bookkeeping firms. It offers a comprehensive solution that streamlines operations and boosts productivity.
Overview
TaxDome provides a centralized platform where teams, clients, and projects can be managed seamlessly. It integrates back-office operations like workflow, CRM, and reporting with client-facing tools such as data, signatures, invoicing, and messages. This ensures that every aspect of the business is covered in one place, making it easier for firms to operate efficiently.
Core Features
The CRM hub in TaxDome allows for detailed client management. It enables firms to oversee and manage every aspect of a client record, ensuring client loyalty. Automated client onboarding and integrations make the process smooth, while keeping track of all client interactions in one place facilitates collaboration.
The software also offers a branded client portal and mobile app, providing a top-notch experience to clients. Customizable digital intake forms, time & billing integrated in one workflow, and proposals and engagement letters are some of the other notable features.
Basic Usage
Using TaxDome is intuitive. Firms can optimize their practice by leveraging the single platform for various operations. The weekly new feature releases ensure that the software is always up-to-date and meets the evolving needs of the users.
In addition, TaxDome is a multilingual platform used globally, allowing firms to serve clients in their preferred language. It also provides mobility, security, and transparency, enabling access from anywhere and on any device.
With TaxDome, accounting firms can fuel their growth and take their business to the next level.
