TaxDome Features
What are the features of TaxDome?
Platform Additional Functionality
- Cloud
- Messaging
- Payment
- Portal
Platform Content
- Automation
Platform Data
- Dashboard
Collaboration
- Collaboration
- Tasks
Communication
- Client Portals
- Automation
- Consolidation
Onboarding
- Templates
- Checklists
- New Client
Visibility
- File Organization
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TaxDome Categories on G2
Filter for Features
Document Creation
Customizability: Variables and Fields | As reported in 29 TaxDome reviews. Define fields to pull in dynamic information. | 90% (Based on 29 reviews) | |
Template Creation and Flexibility | Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. 29 reviewers of TaxDome have provided feedback on this feature. | 85% (Based on 29 reviews) | |
Rich Media | How well the platform supports images, audio, and video in proposals. 29 reviewers of TaxDome have provided feedback on this feature. | 80% (Based on 29 reviews) | |
Online Document Creation | Based on 27 TaxDome reviews. Create adaptive online documents for view via browser or mobile device. | 75% (Based on 27 reviews) | |
PDF Creation | As reported in 27 TaxDome reviews. Create attractive PDF versions of proposals. | 77% (Based on 27 reviews) | |
Custom Branding | Based on 27 TaxDome reviews. Brand proposals and the application's portal with your company's logos and branding. | 83% (Based on 27 reviews) |
Workflow
Document Builder Interface | See feature definition | As reported in 27 TaxDome reviews. Easily search for and add elements to a proposal. | 86% (Based on 27 reviews) |
Collaborative Creation | Based on 26 TaxDome reviews. Multiple users can edit a single document. | 85% (Based on 26 reviews) | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. 27 reviewers of TaxDome have provided feedback on this feature. | 91% (Based on 27 reviews) |
Analytics
Engagement Tracking | As reported in 25 TaxDome reviews. Track who is looking at proposals and how often or for how long. | 77% (Based on 25 reviews) | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. 26 reviewers of TaxDome have provided feedback on this feature. | 79% (Based on 26 reviews) | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. 26 reviewers of TaxDome have provided feedback on this feature. | 76% (Based on 26 reviews) |
Administration and Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 26 reviewers of TaxDome have provided feedback on this feature. | 90% (Based on 26 reviews) | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. This feature was mentioned in 26 TaxDome reviews. | 90% (Based on 26 reviews) | |
CRM Integration | Push and pull data from CRM to build proposals and update statuses with clients. 27 reviewers of TaxDome have provided feedback on this feature. | 88% (Based on 27 reviews) | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. This feature was mentioned in 27 TaxDome reviews. | 87% (Based on 27 reviews) | |
CPQ Integration | Push and pull data from quote applications to build proposals. This feature was mentioned in 25 TaxDome reviews. | 76% (Based on 25 reviews) | |
API / Integrations | As reported in 26 TaxDome reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 81% (Based on 26 reviews) |
Setup
Activities | Provide standard activities and tasks that can be customized by users 48 reviewers of TaxDome have provided feedback on this feature. | 86% (Based on 48 reviews) | |
Flows | As reported in 48 TaxDome reviews. Users can easily create flows using drag and drop features | 87% (Based on 48 reviews) | |
Dependencies | Based on 48 TaxDome reviews. Define and manage dependencies between tasks and workflows | 86% (Based on 48 reviews) | |
Notifications | Include alters that can be used with workflows This feature was mentioned in 45 TaxDome reviews. | 86% (Based on 45 reviews) |
Management
Updates | As reported in 45 TaxDome reviews. Ability to update multiple workflows at the same time | 85% (Based on 45 reviews) | |
Audit Trail | Maintain a history of all workflow changes 45 reviewers of TaxDome have provided feedback on this feature. | 80% (Based on 45 reviews) | |
Integration | Integrate with ERP or project management software This feature was mentioned in 44 TaxDome reviews. | 80% (Based on 44 reviews) |
Platform Additional Functionality
Cloud | Based on 355 TaxDome reviews. Provides a cloud based version of the platform | 92% (Based on 355 reviews) | |
Messaging | As reported in 353 TaxDome reviews. Contains in-application messaging abilities | 88% (Based on 353 reviews) | |
Payment | Contains built-in payment processing capabilities or integrates with payment processing software 320 reviewers of TaxDome have provided feedback on this feature. | 82% (Based on 320 reviews) | |
Portal | Contains a portal to facilitate third-party or client application access 367 reviewers of TaxDome have provided feedback on this feature. | 93% (Based on 367 reviews) |
Platform Content
Automation | Based on 347 TaxDome reviews. Automates some or all operation related tasks | 87% (Based on 347 reviews) |
Platform Data
Dashboard | Based on 364 TaxDome reviews. Has a centralized dashboard for users to interact with | 87% (Based on 364 reviews) |
Content
Document Collaboration | As reported in 52 TaxDome reviews. Allows users to simultaneously collaborate on a document within the application. | 83% (Based on 52 reviews) | |
Versioning | Stores different versions of a document. 51 reviewers of TaxDome have provided feedback on this feature. | 78% (Based on 51 reviews) | |
E-Signature | As reported in 51 TaxDome reviews. Allows users to provide an e-signature within the platform. | 93% (Based on 51 reviews) | |
File Request | Allows businesses to request files from clients. 52 reviewers of TaxDome have provided feedback on this feature. | 94% (Based on 52 reviews) | |
Feedback | Allows businesses to solicit feedback on projects or documents from clients. 52 reviewers of TaxDome have provided feedback on this feature. | 84% (Based on 52 reviews) |
Collaboration
Billing and Invoicing | As reported in 51 TaxDome reviews. Provides billing and invoicing within the application. | 84% (Based on 51 reviews) | |
Instant Messaging | Provides internal and/or external instant messaging capability. This feature was mentioned in 51 TaxDome reviews. | 90% (Based on 51 reviews) | |
Project Management | As reported in 51 TaxDome reviews. Offer project management features like task creation and tracking within the application. | 89% (Based on 51 reviews) | |
Analytics | Offer analytics concerning productivity or client engagement. 51 reviewers of TaxDome have provided feedback on this feature. | 80% (Based on 51 reviews) | |
Time Tracking | Allows businesses to track time spent on projects within the application. This feature was mentioned in 51 TaxDome reviews. | 81% (Based on 51 reviews) | |
Mobile Application | As reported in 51 TaxDome reviews. Provides a mobile application. | 90% (Based on 51 reviews) | |
Collaboration | Provide repository to collaborate on email, clients, jobs and tasks 207 reviewers of TaxDome have provided feedback on this feature. | 88% (Based on 207 reviews) | |
Tasks | Based on 211 TaxDome reviews. Create tasks and sub-tasks with assignee, status and due date | 88% (Based on 211 reviews) | |
Version Control | Provide real-time access of files with the most updated versions This feature was mentioned in 194 TaxDome reviews. | 83% (Based on 194 reviews) |
Communication
Client Portals | Provide portals for customers to communicate with accountants This feature was mentioned in 221 TaxDome reviews. | 91% (Based on 221 reviews) | |
Automation | Based on 215 TaxDome reviews. Automate client requests and reminders | 88% (Based on 215 reviews) | |
Consolidation | Consolidate communication between accountants and clients This feature was mentioned in 207 TaxDome reviews. | 88% (Based on 207 reviews) |
Billing
Time | Track the status of each project and calculate billable time 199 reviewers of TaxDome have provided feedback on this feature. | 81% (Based on 199 reviews) | |
Reporting | Run reports on billing, time, revenue, credits, etc. This feature was mentioned in 197 TaxDome reviews. | 81% (Based on 197 reviews) | |
Invoices | As reported in 192 TaxDome reviews. Create invoices for services provided and track payments | 78% (Based on 192 reviews) |
Onboarding
Templates | As reported in 216 TaxDome reviews. Standardize the onboarding process with templates | 84% (Based on 216 reviews) | |
Checklists | Based on 209 TaxDome reviews. Assing tasks and checklists to new clients | 85% (Based on 209 reviews) | |
New Client | Create new client in system once propsal is accepted 219 reviewers of TaxDome have provided feedback on this feature. | 86% (Based on 219 reviews) |
Visibility
Job Status | As reported in 204 TaxDome reviews. Know where every job stands, who’s working on what, and what’s being said to clients | 86% (Based on 204 reviews) | |
Metrics | Based on 190 TaxDome reviews. Track/uncover metrics to improve firm decisions and efficiency | 80% (Based on 190 reviews) | |
File Organization | Based on 214 TaxDome reviews. Share, save, and organize files | 89% (Based on 214 reviews) | |
Audit Trail | Provide a detailed audit trail 197 reviewers of TaxDome have provided feedback on this feature. | 85% (Based on 197 reviews) | |
Notifications | Based on 205 TaxDome reviews. Receive real-time notifications via email and/or IM about new assignments, updates, and due dates | 90% (Based on 205 reviews) | |
Integrations | Based on 206 TaxDome reviews. Manage integrations for accounting, project management, email, data integration, or similar platforms | 82% (Based on 206 reviews) |
Generative AI
AI Text Generation | As reported in 21 TaxDome reviews. Allows users to generate text based on a text prompt. | 69% (Based on 21 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 41 TaxDome reviews. | 69% (Based on 41 reviews) |
