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TaxDome

2.3.1

TaxDome is the all-in-one software for CPAs, bookkeepers, and accounting firms.

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 · Schermafbeeldingen

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.

TaxDome 2.3.1 · Gratis Downloaden

5,0/5 (12+ Recensies)

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