
Practice management for tax and accounting firms, with a client portal built in
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TaxDome is practice management software for tax preparers, bookkeepers and accounting firms that want their client work in one place. It combines a branded client portal and mobile app with document exchange, e-signatures, workflow and task tracking, CRM, secure messaging and invoicing with online payments. Firms use it to chase documents, move engagements through stages and bill clients without juggling separate tools. Pricing is paid and based on subscription, making it a fit for small and mid-sized practices that handle recurring tax and bookkeeping clients.
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