TaxDome

TaxDome is a tax practice management suite, featuring a range of features, including an internal communication platform, a secure portal to share client documents as well as a CRM and project management feature to help users and their teams to hit deadlines.

Just some of Taxdome's features include -

• Lead Capture - Automated Onboarding - Turns leads into clients without intervention, with TaxDome’s workflow automation tools, that can send personalized, customized messages, contracts, invoices, organizers and more based upon client responses automatically.
• Automatic Client Communication - CRM workflow automations, such as secure message and email automations triggered by Job status, keep clients aware of the hard work the internal team is doing behind the scenes.
  
• Schedules: Recurring Jobs - TaxDome’s business process automation lets the user create recurring jobs that happen automatically on any schedule desired.
  
• Accept credit cards & ACH payments - Accept credit card and ACH payments directly through TaxDome with an integrated secure payment processing.
• Lock documents to invoices - Reduce accounts receivable & ensure faster pay. It presents the option to lock documents to invoices, automatically unlocking as soon as the invoice is paid.
• CRM - Unlimited Contacts - To manage all of a firm’s customers and associated contacts, with filters and search and tools to track progress on client work. There is no limit on number of contacts so the cost will not change as the firm grows.
• Targeted & Personalized - Bulk Emails - Using an existing email, emails can be sent directly from TaxDome to one or multiple clients simultaneously.
• Time Tracking - Online Timesheets - It starts by choosing the client, and start the timer when work is carried out for that client, then stop the timer when and leave notes to remind what was being done.
• Monitors employees time - To keep them focused on productivity. Timesheets are integrated with billings.