A Complete Guide to TaxDome DMS | 2023

 

As they communicate with their clients, partners, and other internal team members, accounting experts and other business professionals produce several documents. Even though most businesses want to eliminate paper, they still share and receive documents from numerous workflows and systems. It is so frequently difficult to maintain them in a safe location that is yet accessible. Software for document management (DMS) enters the picture in this situation.

For EAs, CPAs, bookkeepers, and accounting companies, TaxDome hosting is an all-in-one accounting and tax practice management system. It enables customers to centralise their internal administration (including CRM, reporting, and workflow) and client-facing tasks on a single platform to optimise their accounting practices (such as sharing documents, invoicing, messages, etc.).

People can use TaxDome hosting to automate multiple repetitive chores and free up valuable time, from sole proprietorships to businesses with 20+ employees. It is a user-friendly, all-inclusive cloud-based solution that can help your company in several ways.

Why You Should Utilize TaxDome Software

Extra funds

You can save hundreds of dollars using this sophisticated practice management software instead of purchasing various solutions.

Time reduction

Many business people find themselves wasting valuable time switching between apps. Sadly, this missed time translates into less productive labour. You may maintain all internal and external communications in a single, well-organized workspace with TaxDome. The time needed to complete various tasks linked to accounting and tax procedures would be significantly decreased.

Improved customer experience

TaxDome hosting software can help you keep customers even though many of you might have different IT capabilities than a tech business. It offers them a user-friendly interface for safe document exchange and automated workflows.

Less administrative tasks

Accounting, tax, and bookkeeping professionals perform many duplicate duties. Using TaxDome, you can assign responsibilities to others, better understand the project's status, and automate several repetitive procedures. By doing so, you can spend less time on administrative activities and more time concentrating on the work that will be paid for by your clients.

Cloud-based document storing that is secure.

It is not advised for business reasons to share data critical to the company using popular chat apps. Where TaxDome hosting can help in this situation, it can safely host documents associated with your practice without charging extra or any restrictions.

TaxDome Features You Must Consider

Centralised Hub for Staff and Customers

With TaxDome, you can access a fully functional central hub to store, manage, and share documents. Also, you may give immediate access to the cloud-based documents in TaxDome hosting by including your staff, clients, and other stakeholders.

Device-agnostic

You can securely view the files and exchange information with clients using TaxDome (together with other authorised users). Also, your DMS will be integrated with the selected CRM, client portal, electronic signatures, etc.

PDF editor

Its built-in PDF editor allows you to send fillable PDF forms to different stakeholders, make notes, highlight content, and merge Documents as needed. Moreover, the documents can be automatically stored without downloading or uploading any files.

Users of TaxDome may host their software on authorized servers through Verito, which also offers cloud hosting services. By hosting TaxDome, QuickBooks, Lacerte, Drake, and other programmes on the cloud utilizing our cloud solutions, you can also establish an integrated workspace.

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