TaxDome

TaxDome

Technology, Information and Internet

New York, NY 6,907 followers

The most powerful platform to manage teams, clients, and projects. Practice management software for accounting, tax, etc

About us

TaxDome is accounting practice management software designed to streamline your firm by replacing multiple tools and simplifying your tech stack. Deliver an exceptional client experience with our top-rated mobile app, loved by clients with a 4.9/5 rating across 6,000+ reviews. Enjoy easy scan-and-send document exchange, mobile payments, e-signatures, and more. Secure chats, emails, and two-way SMS ensure smooth, timely communication. Within your firm, automate repetitive tasks, manage your team, and collaborate effortlessly. Workflow automation, AI-powered reporting, and a centralized CRM help you maximize productivity. Simplify revenue operations and accelerate cash flow with flexible payment options through TaxDome’s integrations with Stripe and CPACharge. Track billable time, set up recurring invoices, and handle payments seamlessly. With TaxDome, you’re not just managing your practice—you’re elevating it to new heights of efficiency, growth, and client satisfaction.

Industry
Technology, Information and Internet
Company size
51-200 employees
Headquarters
New York, NY
Type
Public Company
Founded
2017
Specialties
CRM, client portal, workflow automation, management software, tax preparation, bookkeeping, accounting firms, accounting software, CPA, bookkeeping , accountancy , accounting , b2b, saas, mobile app, and taxpros

Products

Locations

  • Primary

    1178 Broadway NY, NY 10001

    833-TAXDOME

    New York, NY 10001, US

    Get directions

Employees at TaxDome

Updates

  • View organization page for TaxDome, graphic

    6,907 followers

    At TaxDome, we believe great technology makes life easier for the people who use it. That’s why we’re thrilled to welcome Boris Mizhen as our new Chief Technology Officer — a leader who has built his career on turning this philosophy into reality. Boris has spent over 20 years perfecting this craft. From shaping startups to driving innovation at tech giants like Google and Meta, he’s built tools that genuinely make a difference. 🌏 Interesting fact: Boris’s favorite destination is Japan, and we couldn’t agree more! A few months ago, TaxDome visited Japan for the first time, and we can’t wait to go back. We’re proud to have Boris join our team, and we’re ready to tackle what’s next together. Want to join us on this journey? Explore opportunities at TaxDome: https://lnkd.in/dgKsrngi #TaxDome #TechLeadership #Careers

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  • 📌 TaxDome January update TaxDome is ready to help you tackle 2025 and have your best year yet! Job custom statuses, role-based automations, a Zapier integration upgrade, and the only practice management platform that lets you set security policies requiring 2FA for both your team and clients. Explore all the listed features and more in our latest blog: https://lnkd.in/d97kaR8V #PracticeManagement #JobCustomStatuses #2FA #TaxSeason

  • View organization page for TaxDome, graphic

    6,907 followers

    Is TaxDome the solution for better work-life balance? For Nathan Gauger of Blue Heron CPAs, the answer is yes! 🗣️ “I’m here - I get to go to a conference. I get to not check my phone for 4 or 5 hours… I can still communicate if needed, but it gives me the time to step aside and do what I need to do… It really gives the firm back to me, the firm owner.” What does Nathan love about TaxDome? Effortless client communication, streamlined doc management, countless automatable processes — plus, how easy it was to set up! 🔗 Make your life easier this tax season — schedule a free personalized demo: https://lnkd.in/dB9qc4GZ #TaxDome #WorkLifeBalance #ClientCommunication #automations

  • 🆕 Introducing internal notes for secure chats – seamless team collaboration, right within client threads. Now your team can: • Collaborate with internal-only messages within client chat threads that are invisible to clients • Use @mentions to involve the right teammate without disrupting client-facing communication • Reply to internal notes for quick clarifications, all while keeping them hidden from clients Collaborate behind the scenes without clients ever seeing it. Read more on our blog via the link in the post! #Internal #Notes #Secure #TeamCollaboration

  • Deliver the exceptional service your clients expect by cutting time spent on document management with TaxDome. From moving files between accounts in seconds to maintaining accuracy with full-screen reviews, and making every client interaction effortless with our top-rated mobile app. With no limits on storage, signatures, or approvals — and no extra costs — managing files has never been easier. 🔗 Discover how TaxDome makes it happen in our blog: https://lnkd.in/dXWBsHCB #Document #Management #ClientService #TaxDome #FileManagement

  • 🏆 Another milestone year at TaxDome! This year, the love from our users and recognition from the industry have fueled our drive to keep innovating. Here are the awards that made 2024 unforgettable: • CPA Practice Advisor Readers’ Choice Awards: Winner in the Comprehensive Firm Workflow Solutions category and placed in the top three for five other key categories! • G2 Awards: Momentum Leader, Leader, Best Relationship, High Performer, and Users Love Us — based on real user feedback and performance. • Capterra Shortlist: Featured in the Accounting Practice Management 2024 rankings, spotlighting the top-rated and most popular tools. • GetApp: Rated 96/100 and named a Category Leader in Accounting Practice Management. 🔗 Curious to see what sets us apart? Request a live demo: https://lnkd.in/dyhHE3yg #g2 #awards #capterra #cpa

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  • 🌍 2024 marked our biggest tour to date, an experience we won’t forget! TaxDome attended more than 43 events across 34 cities, 18 countries, and 5 continents — and it was a privilege to connect with valued customers and industry professionals from all over. We formed new relationships, gained unique perspectives, and enjoyed memorable dinners with our customers! Thank you to everyone who joined us — it’s your passion that always makes these events so rewarding. We’re already looking forward to reconnecting and meeting more new faces in 2025. See you in the new year! #events #accountancy #cpa

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