Streamline teamwork with TaxDome’s internal notes for secure chats. Collaborate privately within client threads, keep your team organized, and deliver seamless client service.

Simplify tax season with TaxDome’s new document tools, including AI-powered file organization and full-screen reviews. Save time on admin tasks and focus on delivering exceptional service when clients need it most.

Introducing Activity feed and Team capacity: two new features in TaxDome that work together to enhance your management oversight and operational efficiency. 

Watch the full recording of our recent webinar, offering an expert-led walkthrough of essential workflows for different firm sizes this tax season.

New: option to mandate 2FA for teams and clients with TaxDome - the only practice management platform helping your firm comply with the FTC Safeguards Rule

Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more