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TaxDome

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623 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2017
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Levvy App

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Product Description

Levvy is a next generation work management platform built to support outsourced teams of any size across accounting and business services.

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TaxDome Reviews

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Star Rating
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JD
Joshua D.
02/15/2024
Validated Reviewer
Verified Current User
Review source: Organic

Streamlining Accounting Processes with TaxDome

What I like best about TaxDome is its comprehensive suite of features tailored specifically for accounting professionals. From seamless onboarding pipelines to secure client messaging and email, e-signature capabilities, customizable engagement letters, and an extensive template library, TaxDome simplifies and streamlines various aspects of accounting practice. It effectively combines efficiency, security, and convenience, empowering firms to enhance client satisfaction, optimize processes, and elevate their practice to new heights.
LH
Lee H.
02/14/2024
Validated Reviewer
Review source: Organic

Just starting, but really like what I see

So many tools that work great! Was very easy to import contacts and get started.
Dwayne R.
DR
Dwayne R.
Tax Accountant
02/14/2024
Validated Reviewer
Review source: Organic

Business is better with TaxDome

2024 will be my 4th year using TaxDome in my Tax Practice and this year I added a student to help with tax season. Adding a second user this year was easy and I am looking forward to building on automating more of the processes and workflow this year.

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HQ Location:
New York, US

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What is TaxDome?

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.

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Year Founded
2017