Apr 8 2024 /

Revolutionizing the client experience: why the TaxDome client mobile app is top 100 in app stores and rated 4.9/5 across 4000+ reviews

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We launched our new client mobile app back in September 2023 to help accounting, bookkeeping, and tax firms deliver an incredible client experience on the go. The app has earned an average rating of 4.9 out of 5 on both the Apple App Store and Google Play, smashing its way into the top 100 finance apps worldwide.

In this article, we explain why our client mobile app has been such a huge hit, how it is transforming the way firms collaborate with clients, and why your firm should offer it. 

Taking the client experience to the next level

In today’s fast-moving and hectic world, people gravitate towards businesses that offer a hassle-free digital service. Our client mobile app allows you to do just that. 

Through the app, your clients can manage all of their interactions with your firm from the palm of their hand. The result is seamless collaboration, improved transparency, and a hassle-free experience that will keep them coming back — helping you drive future growth and revenue. 

Using the TaxDome client mobile app, your clients can: 

  • Stay in the loop through synced email and push notifications 
  • Communicate with accountants via GLBA-compliant secure chats 
  • Scan, upload, view, and e-sign documents
  • Complete organizers (digital forms for requesting information and documents)
  • Pay invoices in a single click
  • See the status of work in progress (customizable by your firm)

This is all delivered via a simple, intuitive user interface and backed up by robust security measures, including Face ID, Touch ID, and 2FA (two-factor authentication).

For a deeper dive into the TaxDome client mobile app, check out this explainer video:

What do users think about the TaxDome client mobile app?

The TaxDome client mobile app has been downloaded more than a million times. And with an average app store rating of 4.9 out of 5 across 4,000+ reviews, it’s clear that it has had a huge impact on the way clients interact with tax, bookkeeping, and accounting firms.

Users have been quick to adopt the app’s features. Since its launch in September, app users have: 

  • Signed more than 75,000 proposals
  • Uploaded more than 1 million documents
  • Paid more than 50,000 invoices
  • Scanned more than 250,000 documents
  • Sent more than 500,000 messages
  • Submitted more than 75,000 organizers

Being able to do all this anywhere, at any time, is a game-changer for clients. No more waiting to get home to pay an invoice. No more delivering documents by post or in person. No more phone calls to find out what’s going on with their tax returns. Everything can be managed instantly from their smartphones, saving you and your clients precious time. 

Many reviewers praise the app’s ease of use — a crucial factor when you consider that not all your clients will be tech-savvy. Thanks to the app’s intuitive interface and focus on usability, anyone can benefit from it. 

Other reviewers highlight specific features that are making their lives easier, such as the app’s built-in scanner or secure messaging. 

Thanks to its game-changing features and usability, the TaxDome client mobile app has burst into the top 100 most-downloaded finance apps list on the Apple App Store, placing it among some of the most well-known apps in the world — and ahead of giants like Revolut, TDBank, and Nerdwallet. 

Why your firm must prioritize the client experience

Clients are the lifeblood of any accounting or tax firm. But attracting and retaining clients is becoming increasingly challenging due to a combination of factors: 

  • The shift towards remote services: with the rise of cloud software and remote work, firms are no longer constrained by geography. Clients are now attainable nationwide, or even globally. Likewise, clients can search beyond their local area to find the perfect accountant. 
  • Changing client expectations: clients now expect seamless digital interactions with accounting firms, with smartphones being their window to the world. If you don’t offer a hassle-free mobile experience, they’ll find a firm that will.
  • Increased competition: with digital transformation making it easier than ever to start your own accounting, bookkeeping, or tax firm, competition has never been fiercer. Not only are there traditional firms to contend with but a wave of new tech-enabled solopreneurs and small firms as well.

To succeed in this highly competitive and challenging environment, firms must differentiate themselves by offering a superior client experience — and inevitably, that starts with the right technology. That’s why we continuously innovate and expand our product to make it easier and faster for you to engage, communicate with, and serve your clients. Our client mobile app is at the forefront of this vision. 

If your firm is already leveraging TaxDome, make sure you’re encouraging your clients to download the app on the Apple App Store or Google Play. As the reviews show, they’re going to love it. 

And don’t forget, when communicating your value proposition to your clients, don’t forget to share with them this client-facing PDF presentation. This PDF is written from the viewpoint of your firm, explaining how you are investing in technology to improve their client experience, reinforcing their decision to work with you. You can find a ready-made email template including this PDF in your workspace. 

If you aren’t a TaxDome user yet, book a demo today and see how our award-winning platform could transform your accounting workflows. Join 10,000+ tax and accounting firms in 25+ countries who are using TaxDome to offer the best possible client experience through our client portal and client mobile app. 

Your clients will thank you.

Nicholas Edwards

As a content writer for TaxDome, Nicholas helps communicate how technology can transform and enhance everyday accounting processes. He enjoys simplifying complex ideas and writing content that’s accessible and useful.

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