"I love TaxDome: All-in-one software for CPAs, bookkeepers and accounting firms"

2022-05-05 23:26:15

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Register for Demo Back to Menu See 2000+ Reviews Product Overview Workflow Automation Client Portal CRM Document Management Email Sync Invoices & Payments Website &Branding Electronic Signature Secure Messages Time Tracking Organizer Mobile App Desktop App Team Management Inbox+ PDF Editor Integrations Overview Zapier Tax Programs Overview TaxAct CCH Axcess Tax Drake ProConnect Lacerte ProSeries TaxSlayer Cloud Tax Hosting Providers Verito Schedulers Overview Payment Processors Overview CPACharge Pricing Resources All Resources Docs & FAQs Onboarding Get Help Education Inspiration Introducing clients to TaxDome Blog Services Compare Master Table TD vs Asana TD vs Getnetset TD vs Canopy TD vs SmartVault TD vs Jetpack Workflow TD vs Karbon TD vs ShareFile TD vs Adobe Sign About Us Who We Are and Why We Exist Our Values TaxDome Press Room Policies Terms of Service Privacy Policy GDPR Compliance Data Processing Agreement HIPPA Compliance Privacy Shield Compliance Sub-processors TaxDome Security Security Review Refund Policy Spam Guidelines Bug Bounty Partner Program Terms Referral Program Terms GLBA Compliance TaxDome Academy Terms of Use Consultant Program Terms and Conditions Join Demo Join Demo Join Live Demo Watch Recording Simulated Account See 2,000+reviews Join Demo Login en Switch country and language? Choose your country and language USA - English USA - Español UK - English Canada - English Canada - Français Australia - English New Zealand - English Danmark - Dansk International - English Deutschland - Deutsch Österreich - Deutsch Schweiz - Deutsch Schweiz - Français Schweiz - Italiano France - Français España - Español Sverige - Svenska Italia - Italiano Nederland - Nederlands Portugal - Português België - Nederlands Belgique - Français Brasil - Português Suomi - Suomi Suomi - Svenska Norge - Norsk Please provide your contact details to view the simulated account Enter website URL All-in-one platform for CPAs, bookkeepers, and accounting firms. A simple, powerful workspace to manage your practice: clients, jobs, documents, teams. Join Live Demo Start Free Trial I’d moved over from Taxaroo, and prior tothatI was using Canopy. Iwanted something that would replace those &prevent mefrom having touse other services. Amanda Kendall, EA Elevating Profits Iwas looking for something that would allowus tocommunicate with mytax preparers and had all the information inone place—emails, documents, etc. Wewanted something friendly enough for our clients. TaxDome checked all the boxes. Rafael Ferrer Co-founder of F&S Projects TaxDome offered everythingI had recently lost with Canopy Tax and packaged itinamore user-friendly manner. Idon’t have tobeconcerned with unpredictable future billing andI won’t continually lose features. Jessica Smith, EA Tax Savvy Jessica The best benefitI have found would betooperate my«one woman show» more efficiently utilizing one program. Latonia Raines, EA Founder of Sharp Enterprises Iwas struggling tofind asolution that allowed all parts ofmytax preparation process tohappen within one software. TaxDome allows that tohappen and makes your tax firm completely virtual. Dane Janas, EA CEO & Founder of Boundless Tax Every app wetried was missing something weneeded, which requiredus utilizing adifferent software tofill that need. TaxDome has everything init, wedon’t have tosearch for other apps. Sahil Rajpoot, CPA Eccountant Asatax professional, being able tolock the completed tax return until paid was essential for meinTax season. Idid not have tochase aclient for payment. Kimberliann Chambers DAC The client portal, workflows, email integration, billing, and automated tasks have helped meget organized for the tax season. Myclients are telling mehow nice the client portal looks! Joe Bourque, EA JB Taxes, EA Replace Dozens of Apps,Reduce Costs Accounting Workflow Automation CRM for Tax Professionals Document Management for Accounting PDF Editor Team Collaboration Accounting Website & Branding Accounting Workflow Automation TaxDome is workflow automation software created for the tax and accounting industry, allowing you to automate processes, have clear visibility into your work, and ensure nothing slips through the cracks. Use ready-made templates (bookkeeping, tax returns, payroll, resolution and more) or create your own customizable, repeatable business processes that enable you to take your firm to the next level. Read more Join Live Demo Replaces jetpack workflow asana clickUp officeTools karbon CRM for Tax Professionals Integrated tax CRM that helps you manage all your firm’s relationships with customers and prospects. Send bulk emails, messages, contracts and more saving you time and allowing you to stay on top of a growing client list. Read more Join Live Demo Replaces officeTools results CRM insightly zoho accelo Document Management for Accounting Unlimited storage and secure document sharing portal in one place. Access documents in the browser or through the TaxDome Drive directly on your computer in Windows File Explorer or the Mac Finder TaxDome’s desktop app allows you to quickly and easily get documents from your tax or bookkeeping software directly to your clients. Read more Join Live Demo Replaces smartVault box sync shareFile dropbox PDF Editor TaxDome’s PDF editor allows you tohighlight, rotate, make notes ormake annotations directly within TaxDome, without needing touse Adobe orsimilar tools. You, your team members, and your clients can edit PDF documents inTaxDome, including completing fillable forms. Join Live Demo Replaces foxit nitro adobe Team Collaboration Scale your business with TaxDome. Maintain a clear understanding of the projects your team is working on. Onboard new team members, @mention colleagues to discuss jobs and clients, share information between team members with ease. Ensure privacy and safety of your client data with comprehensive user permissioning. Read more Join Live Demo Replaces canopy jetpack workflow karbon officeTools Accounting Website & Branding Create a modern, mobile-friendly accounting firm website hosted with TaxDome. Choose from over 200 accounting firm website templates and utilize a custom URL to represent your brand to the fullest. All at no extra charge. Read more Join Live Demo Replaces CPASiteSolutions squarespace getNetSet wix Outstanding User ExperienceFor Your Clients Secure Client Portal for Accountants Unlimited E-signatures &KBA Secure Sharing ofDocuments Secure Communication Secure Payments Contracts Secure Client Portal for Accountants Awhite-labeled portal that your clients will love nomatter their age and technical expertise. Easy touse, secure, available ondesktop ormobile app. TaxDome supports 6languages (more coming soon) sothat you can finally offer aclient portal toyour non-english speaking clients. Read more Join Live Demo Replaces taxCaddy secureFilePro shareFile smartVault getNetSet Unlimited E-signatures &KBA Create legally binding documents with unlimited e-signatures included inTaxDome. Easy touse interface, tooltips, and auto-reminders make signing documents effortless for one ormultiple signers. KBA available at$1per signature. Read more Join Live Demo Replaces adobe rightSignature helloSign docuSign Secure Sharing of Documents Data safeguards are essential for any modern practice. Encrypted with bank-level security and Two-Factor Authentication, your client data is protected with TaxDome’s secure file sharing for accountants. Read more Join Live Demo Replaces smartVault box sync shareFile dropbox Secure Communication Clear and secure way toshare sensitive data. Similar toWhatsapp, but fully integrated with your CRM &Client Portal. Messages can beautomated and include task lists, documents, and reminders. Amodern communication method that works for your clients and team. Read more Join Live Demo Replaces weave whatsApp message messenger Secure Payments Get paid seamlessly. Accept debit cards, credit cards &ACH directly within your portal. Integrated with Stripe, CPACharge, QBO. Reduce accounts receivable issues bylocking documents tobills toensure payment. Read more Join Live Demo Replaces quickBooks practiceIgnition payPal venmo Contracts, Engagement Letters & Proposals Automate your onboarding bysending your clients legally binding engagement letters directly within TaxDome. Your clients will receive your proposal based, with itemized services, and beable tosign directly within their portal. Less admin work for you and your team. Join Live Demo Replaces pandaDoc proposify practiceIgnition proposal Manage your firm & clients in one place Organize your practice by using one platform for both internal practice management (workflow, CRM, reporting) & for client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice, all in one shared place for your team. Available worldwide & supports 7 languages Utilize TaxDome in your preferred language and provide your clients with top-notch client experience in their language. TaxDome supports multiple currencies and provides you with free support and training sessions in your language. Access TaxDome From Anywhere Firm Mobile App With the TaxDome mobile app you can run your practice from anywhere. Stay up to date on activity in your firm, easily chat with clients, call or email them without leaving the app, add notes for your team, and much more. Client Mobile App Your clients can download the user-friendly mobile app on iOS or Android. In your custom branded portal clients can scan documents, send secure messages, settle invoices, sign documents, view proposals, and more. White-glove Support & Training Sessions Included Personalized support and screen-sharing onboarding sessions atnoextra cost for all clients and trial users. Knowledge baseWebinarsCommunity Screen-sharingPremium support*Free advanced team training* Available inthe Pro plan. Weekly New Feature Releases TaxDome isalways improving based onthe needs ofour community. Our product team communicates with clients via our feature request board and 1:1interviews. Add your own suggestions orvote onrequests from your peers, helpingus prioritize our development plan. Recent Updates Roadmap Frequently Asked Questions Are there onboarding fees? No, training and support isalways 100 percent free and included. Weprovide free 1:1 screen-sharing sessions with our customer care team and unlimited support through chat oremail. Once you sign upfor atrial, you’ll receive amessage from our team toschedule your one-on-one onboarding session with screen sharing. What isthe estimated time frame for setting upTaxDome from start tofinish? You can import your clients within minutes. During the onboarding session, we’ll show you how toimport clients and documents aswell ascreate templates toautomate your work. Here’s aquick plan for your first week with TaxDome.. IsTaxDome for managing the office and facilitating internal and external communication but not preparing tax returns? Correct, TaxDome does not prepare your tax returns. TaxDome helps tostandardize and automate your workflows, communicate with team members, and provides anoutstanding user experience toexchange information with your clients. What isincluded into your trial? All features are available during the trial except for Zapier integrations. Paying clients also have access toour feature request board and the TaxDome community, influencing which new features will bedeveloped. Ifafeature iscrucial tome, isthat something you would ever design? Webelieve inmaking our clients happy—and always improving our product tothat end. Your business isimportant tous, which iswhy wehave afeature request board, where wecan prioritise the needs ofour clients. How does your pricing change depending onfeatures you release? There are noextra prices with TaxDome. Our pricing model doesn’t depend onfeatures werelease, and wedon’t have plans onchanging itsoon. Product Overview Workflow Automation Client Portal CRM Document Management Email Sync Invoices & Payments Website & Branding Electronic Signature Secure Messages Time Tracking Organizer Mobile App Desktop App Team Management Inbox+ PDF Editor Compare Master Table TD vs Asana TD vs ShareFile TD vs GetNetSet TD vs Canopy TD vs SmartVault TD vs Jetpack TD vs Karbon TD vs Adobe Sign Company Pricing Contact Updates Product roadmap Status Taxdome About Us TaxDome Academy TaxDome Press Room Careers Sitemap Integrations Overview Zapier Tax Programs TaxAct CCH Axcess Tax Drake ProConnect Lacerte ProSeries TaxSlayer Verito Schedulers Payment Processors CPACharge Partnerships Referral Program Partner Program Policies Terms of Service Privacy Policy GDPR Compliance Data Processing Agreement HIPPA Compliance Privacy Shield Compliance Sub-processors TaxDome Security Security Review Refund Policy Spam Guidelines Bug Bounty Partner Program Terms Referral Program Terms GLBA Compliance TaxDome Academy Terms of Use Consultant Program Terms and Conditions Policies Terms of Service Privacy Policy GDPR Compliance Data Processing Agreement HIPPA Compliance Privacy Shield Compliance Sub-processors TaxDome Security Security Review Refund Policy Spam Guidelines Bug Bounty Partner Program Terms Referral Program Terms GLBA Compliance TaxDome Academy Terms of Use Consultant Program Terms and Conditions See 2,000+reviews Join Demo en 1178 Broadway NY, NY 10001. 833-TAXDOME TaxDome isthe official partner ofthe National Association ofEnrolled Agents (NAEA). 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