1月22日 的 TaxDome 應用程式分析

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.