What is TaxDome?
TaxDome is an all-in-one software solution that enables tax and accounting professionals to efficiently manage their practice. The platform integrates with various industry-leading tools, including QuickBooks Online, Drake Software, TaxWise, UltraTax, Stripe, and CPACharge, as well as common email services like Gmail and Outlook. Rated highly by over 500 users on Capterra with a score of 4.8/5, TaxDome offers a multilingual client portal and mobile app, providing clients with seamless access to their financial information. The platform includes a comprehensive set of features, such as practice management automation, CRM, a client portal, e-signatures, secure messaging, document storage, invoicing, and website creation, all accessible through a centralized hub. TaxDome caters to firms of all sizes, empowering them to streamline their back-office operations and enhance client-facing capabilities, ensuring a more efficient and organized practice management experience
Highlights
- Integrated practice management platform with CRM, workflow automation, and client-facing tools
- Supports integration with leading industry software and common email services
- Multilingual client portal and mobile app for enhanced client engagement
- Comprehensive set of features, including document storage, invoicing, and website creation, in a single platform
Platforms
- On-Premise Windows
- iPad
- Mobile iPhone
- Desktop Windows
- Mobile Android
- On-Premise Linux
- Windows
- Desktop Linux
- Software as a Service (SaaS)
- Mobile iPad
- Cloud, SaaS, Web-based
- Mac
- Desktop Chromebook
- Desktop Mac
- Android
- iPhone
Languages
- English
- Danish
- German
- Finnish
- French
- Italian
- Japanese
- Dutch
- Norwegian
- Portuguese
- Romanian
- Spanish
- Swedish
Features
Contract Management
Employee Time Tracking
Team management
Document sharing
Secure File Sharing
Secure Chat
E-signature
Client Portal
Bookkeeping
Workflow Automation
Task Time Tracking
Billing & Invoicing