TaxDome

5.0
9 reviews
1K+
Downloads
Content rating
Everyone
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About this app

It helps you manage clients, documents, cash flow, and automate your tax or accounting practice.

Log in with your TaxDome credentials and enable Biometrics — all data is encrypted and safe with bank-level security yet easy to access.

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, including URL and system emails your clients get.
✔️ Workflow automations designed for tax professionals.
✔️ Integrated CRM.
✔️ Tax Programs Integrations.
✔️ Invoicing via ACH and credit card. Synced with QBO.
✔️ Unlimited E-signatures to replace Docusign, HelloSign, etc.
✔️ Email Sync and @mentions for a streamlined team communication.
✔️ Secure messages.
✔️ Contracts & Engagement Letters.
✔️ Customizable Organizers instead of clunky ‘generic’ PDFs.
Updated on
Jun 29, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Messages and 4 others
Data is encrypted in transit
You can request that data be deleted
5.0
9 reviews
Kalle Granlund
September 22, 2021
Finally!! You guys are amazing. We told you that we need a firm app and you guys delivered. Cannot wait what future improvements will take place, but I love how easy it is now to get in touch with my clients. Thank you!
2 people found this review helpful
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Adam Gutierrez
October 8, 2021
This is a great app. It allows for owners and employees to be able to have access to the firm on the go.
1 person found this review helpful
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What's new

• You can now leave an app store rating directly from the app
• Minor bugfixes