TaxDome is the all-in-one software for CPAs, bookkeepers, and accounting firms.
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Naam | TaxDome |
---|---|
Versie | 2.3.1 |
Update | 24 aug. 2024 |
Grootte | 23 MB |
Categorie | Zakelijk |
Installaties | 5K+ |
Ontwikkelaar | TaxDome |
Android OS | Android 6.0+ |
Google Play ID | com.taxdome.firm |
TaxDome · Beschrijving
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.
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.