Analyse de l'application TaxDome pour le 22 janvier

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.