TeamChat brings #channels and direct messages inside your workflow for complete end-to-end team collaboration

Replace Teams, Slack, and external messaging tools with secure, real-time communication that lives where your work happens

You’re deep in client work when your senior manager asks, “Did you see my message?” You check Slack. Nothing there. So was it an email? Maybe a text?

Five minutes pass searching for a message instead of moving work forward.

Context switching isn’t just inefficient; it can reduce productivity by up to 40% and cost employees five working weeks every year — for a 15-person firm with average salaries of $85K, that’s $123,000 in lost productivity annually.

TeamChat changes this by bringing #channels and direct messages directly into TaxDome, your tax, bookkeeping, and accounting firm’s operating system™.

It’s a team messaging platform like Teams and Slack, but built into your work platform, and without extra fees. We’ve built familiar messaging features where your client work already happens — completing your end-to-end workflow with no context switching and enterprise-grade security. Your team can collaborate, align, and act faster without leaving their work platform.

An easier way to communicate with your partners and staff

Managing tax, bookkeeping, audit, and advisory teams requires unified communication. When you’re running a full-service firm, fragmented communication across departments isn’t just inefficient — it’s a business risk.

There’s nothing wrong with using Teams, Slack, or other messaging apps — until there is. When client tasks live in one tool and team communication in another, messages can slip through the cracks and result in delays, confusion, and security risks.

External messaging apps weren’t designed for accounting workflows, so we built something that is.

TeamChat lives inside TaxDome, not next to it. 

That means your firm has all team communication in one secure space, right where your workflows are. No more switching tabs or tools — just real-time, secure messages that move your work forward, not sideways.

How TeamChat works — and why it changes collaboration for accounting firms

Discuss everything you need to directly with your team, from client work to important firm-wide updates, in real time and in one secure place.

Organize team communication with channels and direct messages

Create public channels for departments, projects, or processes that keep everyone informed. Use private channels for invite-only spaces and focused discussions. 

Add channel descriptions so everyone knows the purpose, and leave channels when they’re no longer relevant to keep your workspace tidy.

Need a quick one-on-one? Use direct messages to handle private conversations and follow-ups.

Make messages clearer, faster, and easier to act on

Make every message count. With TeamChat, you can communicate clearly and professionally, ensuring nothing gets lost in translation.

Add clarity with formatting

Use bold, italics, bullet lists, or even code snippets to make your messages easier to scan, understand, and act on.

Keep the conversation moving

Need to reference an update or useful detail? Share a direct link to any message to point your team exactly where they need to go.

Fix mistakes in seconds

Update details or clean up wrong sends by editing or deleting messages — no awkward follow-ups required.

Respond with emoji reactions

Acknowledge updates quickly without interrupting focus and add a touch of personality to your conversations.

Stay better informed, without getting overwhelmed

TeamChat is designed to keep you in the loop without adding noise. Never miss the updates that matter, but also focus when it matters.

Get the right attention at the right time

@Mention teammates to bring the right people into the conversation and ensure important messages aren’t overlooked.

See what needs your attention, and know when replies are coming

Live indicators — green dots and message counters — let you know at a glance when you have unread messages or mentions. You’ll also see typing indicators to show when someone’s responding, so you’re never left wondering.

Stay notified your way

Receive real-time sound and browser alerts that keep you updated as messages come in. You can also choose the level of notification that works for you: all messages, mentions only, or none at all.

Find that one message you need, fast

Use the search function to quickly locate key details or updates — no more endless scrolling to find that one message.

Minimize compliance and security risks

Because TeamChat lives inside TaxDome, every conversation stays exactly where it belongs, protected by the same enterprise-grade security and compliance standards you and your clients already trust.

There’s no need to worry about client information leaking through unsecured third-party messaging apps. With TeamChat, sensitive data stays secure, conversations stay contained, and your firm stays compliant.

Designed with community feedback, built for your needs

TeamChat wasn’t built in a vacuum; we’re proud to have built and tested it with the feedback of our TaxDome Community.

From customizable sound alerts to smarter browser notifications (coming soon), your insights helped shape TeamChat not just as a messaging tool, but as another step toward frictionless, focused work for tax, bookkeeping, and accounting firms, where messages drive progress, not get in the way.

Just as we focus on enriching the client experience for your firm, we’re here to help your team collaborate and work smarter. Here’s what you can expect from us next:

• Global communication: view and manage all SMS messages, secure chats, and emails in one omnichannel inbox, helping you respond faster, avoid context switching, and ensure no message falls through the cracks
• Bookkeeping Hub: connect to your client’s general ledger, ask transaction-related questions, recategorize — directly inside of TaxDome — with no per-client fees.

One platform, everything you need in one place

At TaxDome, our mission isn’t just to create software that you and your clients love to use; it’s to create experiences that make working together better, every day. Because the future of accounting is brighter when it’s easier and more connected — for your team and your clients. 

We’re continuously innovating to evolve with your needs, and we’re proud to be trusted by more than 30,000 tax, bookkeeping, and accounting professionals and over 4 million of their clients worldwide. 

Still, we’re just getting started. 

If you’re new to TaxDome, take a tour to see what our award-winning, all-in-one platform can do for your firm. Join our community of firms shaping the future of practice management, together.