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.
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!
This is a total game changer for my practice. It makes using the client chats a LOT more convenient and definitely was a turning point in my desire to use that feature of TD.
Not the best app out there. Can’t even see the pipelines or make changes to them. Half the clients I click on in the client list comes back with an error and I can’t see their info. Love taxdome but this needs a lot of improvement
Need to be able to go to task views and pipelines on app. The CRM info is nice but pretty much useless when trying to track where a client is in a stage.
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.
