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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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509
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TaxDome Reviews

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Star Rating
509
103
13
1
0
DW
Dave W.
01/28/2024
Validated Reviewer
Verified Current User
Review source: Organic

SO FAR IT HAS BEEN EXTREMELY EASY TO USE

I LIKE HOw the CONTACTS AND ACCOUNTS LINK TOGETHER AND THE EASE of SHARING DOCUMENTS
Steven Y.
SY
Steven Y.
01/27/2024
Validated Reviewer
Verified Current User
Review source: Organic

Great experience so far

Still pretty new to TaxDome but the automatic workflows have been great. I love that there are so many templates to choose from.
Liora I.
LI
Liora I.
01/25/2024
Validated Reviewer
Verified Current User
Review source: Organic

CRM/Workflow search is over

I been been hopping from software to software looking for something for my tax and accounting firm. I love this it offers a better way to communicate with clients and all the automations ive been looking for to free up more time. I dont have to spend hours preparing proposals for clients i can literally send them now while on the call with a few clicks. keeping me and team organized, clients can see where we are with their process so they dont have to call asking a billion times etc.

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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