TaxDome

TaxDome is a comprehensive practice management tool designed for tax and accounting professionals. It offers a range of features to streamline client management, document organization, and workflow automation. The app provides quick access to client records, messaging capabilities, and timely notifications to keep users updated on firm activities.

Key features include a custom-branded client portal, unlimited secure document storage, and integrated CRM capabilities that sync with existing email systems. TaxDome also supports tax program integrations, invoicing via ACH and credit card, and unlimited e-signatures. Additionally, it enhances team communication with features like @mentions and notifications.

TaxDome AI is another notable feature, which automatically renames and tags client-uploaded documents, saving time on manual organization. This AI functionality is available in the Pro and Business plans and currently supports US tax forms, passports, and driver's licenses.

The app also includes task management tools, allowing users to create and automate tasks within pipelines to ensure efficient workflow management. Overall, TaxDome aims to simplify administrative tasks, enabling professionals to focus on delivering high-quality services to their clients.