TaxDome 4+
Accounting Automation Software
TaxDome
-
- Free
iPhone Screenshots
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.
What’s New
Version 2.0.3
1. App Localization:
The app is now localized into the following languages: Danish, Dutch, Finnish, French, German, Italian, Japanese, Portuguese, Romanian, and Spanish. You can select your preferred language in your profile settings.
2. Mentions in Notes and Chats:
You can now mention other users directly in notes and chat conversations. Simply type “@” followed by the username to notify them within the app.
3. Enhanced Search Filtering:
You now have the ability to filter search results within accounts, contacts, and documents.
Ratings and Reviews
Great app - but need ability to send client invites
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.
TaxDome is a must have for firms looking to automate their business
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.
I really enjoy using the firm app!!
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!
App Privacy
The developer, TaxDome, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- TaxDome LLC
- Size
- 83.3 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2023 TaxDome
- Price
- Free