TaxDome 4+
Accounting Automation Software
TaxDome
-
- Free
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 2.4.0
Now you can filter jobs and tasks in Workflow
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 based on, for example, the features you use or your age. Learn More
Information
- Seller
- TaxDome LLC
- Size
- 101.5 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 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
- © 2024 TaxDome
- Price
- Free