We are happy we can create our own white labeled, personal customer portal, with TaxDome. Customers can chat with us via mobile, or a laptop, anytime. Accountants can answer faster, easier, and have a better understanding of their customers. They also have better control over documents, while being GDPR-compliant.

TaxDome has many free resources available to put you in the best position for success, including bootcamps, webinars, the academy and one-on-one trainings.

TaxDome has revolutionized our project & client management giving our clients a single app to use. TaxDome allows us to give a client an open item list of to-do's and track the deliverables as they are completed without having to constantly update the request and keep manually tracking what is needed.

I began using TaxDome earlier this year, so I am relatively new. I attended the Bootcamp session and several of the month seminars, which have helped me greatly.

I saw TaxDome can automate client onboarding — it’s huge for converting clients when they come to my site from ads. Everything automatically moves within the workflow — I don’t have to manually transition each client.