Top 10 Super Useful Add-ons For Drake Software
Drake Software is one of the most widely used tax filing and preparation software for tax professionals and firms. Its intuitive interface simplified functionality, and competitive pricing make it a...
TaxDome Details
| Price | Starting at $800.00 |
|---|---|
| Rating | 4.7/5 Based on 3,048 reviews on GetApp |
| Business Function | |
| Industry | |
| Compatibility | QuickBooks Online | Drake Software | Lacerte Tax Software | ProSeries Tax Software |
| Developer | TaxDome |
What is TaxDome?
TaxDome is a cloud-based practice management solution where clients and tax preparers can collaborate to ensure a seamless operation. Be it client communication, document management, team management, or billing, TaxDome integrates everything on a single cloud platform, reducing the Total Cost of Ownership (TCO) and IT efforts.
Moreover, TaxDome ensures total cloud security for your data by adhering to compliance regulations, such as PCI DSS, GLBA, SOC2, SSAE-16, FIPS, and more.
Another key aspect of TaxDome is workflow automation. TaxDome enables you to create custom workflows related to payment reminders and job assignments. You can also customize the dashboard to suit your needs.
TaxDome also provides a dedicated portal to customers via a mobile app, where customers can upload, view, and e-sign documents easily. This enhances your firm’s customer satisfaction quotient.
Key Features of TaxDome
Client Portal
Let clients e-sign engagement letters, make payments, and upload documents on a platform. Firms can customize portals as needed and enhance client experience.
Workflow Automation
Create custom workflows or use pre-defined templates to save time and hassles. Enhance client communication by sending automated updates and reminders to clients.
Document Management
TaxDome offers a centralized cloud storage platform, enabling you to upload files easily from the desktop app and access them from your device at any time.
Audit Trail
Keep track of users' activity with TaxDome's audit trail feature. Track by event name, user, and account name to prevent unauthorized activities and tax errors.
Integrations
TaxDome integrates with the best apps in the market related to tax, bookkeeping, accounting, document management, and more, including QuickBooks and Drake.
PDF Editor
The built-in PDF editor feature by TaxDome enables you to edit and customize files as per requirement. Attach files, add notes, and track changes with ease.
TaxDome and Ace Cloud Hosting: A Perfectly Integrated Experience for Tax Software
Integrating tax software such as Drake or Lacerte with TaxDome on Ace Cloud Hosting platform gives an added advantage to tax professionals to enhance accuracy, save time, and centralize control over your clients’ data for businesses. With Ace Cloud Hosting, you get features such as –
Enterprise-grade Security
We deploy advanced security parameters and infrastructure to ensure data protection against any threat. Safeguards, such as data encryption, network firewalls, and IDPS, ensure a secure business process.
On-demand Scalability
Ace Cloud Hosting's cloud infrastructure scales according to the customer's demand. Your IT infrastructure can be upgraded with your growing business without the need to invest in on-premise IT infrastructure.
Reliability and Uptime
We guarantee an SLA-backed uptime of 99.99% with our business continuity and disaster recovery plans. Your business process is hosted on Tier-5 data centers , ensuring uninterrupted operations.
Reduced IT Dependencies
Opting for Ace Cloud Hosting reduces the IT hassles as we take care of everything, from IT deployment and upgrade to migration and support. It reduces capital expenses associated with local IT infrastructure.
Optimum Performance
We host your apps and data in a High-Performance Computing (HPC) environment, ensuring a desktop-like experience from any remote location. Give access to multiple users without worrying about lag.
Round-the-clock Support
We offer dedicated support to our customers 24x7x365, even on weekends and federal holidays. Our cloud experts are at your beck and call via phone, chat, or email to solve all your queries swiftly.
Integrating QuickBooks Online with TaxDome
You can sync TaxDome and QuickBooks in just four steps:
Step1
Navigate to Settings > Integrations, select QuickBooks, and click Connect to QuickBooks.
Step2
Choose which accounts to sync and the sync date, then click Continue.
Step3
Enter your QuickBooks credentials, then click Sign In.
Step4
To connect TaxDome to QuickBooks Online, click "Connect". You'll then be redirected to TaxDome.
Frequently Asked Questions
TaxDome is a practice management software for accountants, bookkeepers, and tax preparers that helps you manage customers, tax forms, billing, and billing with ease.
If you have taken an annual subscription to TaxDome, you are charged accordingly. However, let’s say you add a user after six months of subscription, then that user will be charged for six months only.
No, TaxDome does not offer integration with QuickBooks Desktop. However, it offers an automatic integration with QuickBooks Online.
Yes, TaxDome offers a mobile app enabling clients to pay invoices, sign documents, and more from any location. It is available for both Android and Apple users.
Yes, TaxDome offers customizable workflows that allow firms to automate repetitive tasks and streamline their processes. You can create templates for different types of engagements, set up automated reminders, and track progress easily.
Reviews
It has generally been very good not all of the features are easy to use or learn good support.
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We liked the integrated payments and the ability to link invoices and documents approvals to workflow automation. We liked the ability to create a client self-onboarding environment.
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TaxDome proves to be an indispensable tool that centralizes files, enhances client communication, eliminates human error through automation, and improves efficiency in the tax industry.
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