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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
509
103
13
1
0
Kirk B.
KB
Kirk B.
CLU, ChFC, Investment Advisor Representative, Insurance Specialist, Investment Property Manager
01/09/2024
Validated Reviewer
Verified Current User
Review source: Organic

client export was easy

Seems very easy to use and get set up. Looking forward to the website.
FO
Fabienne O.
01/08/2024
Validated Reviewer
Verified Current User
Review source: Organic

New TaxDome user

I've just finished the trial period and decided to move ahead with purchasing TaxDome. Their support has been fantastic, even in this busy time of year, and it's unlimited which is a big plus. I'm using it daily and have implemented electronic engagement letters, which has already made my tax season a bit more efficient. It was fairly easy to import my clients and create an online tax organizer. There are many features that I'm not using yet, but I can look ahead and see that it should greatly increase my efficiency overall.
SJ
Shakeydra J.
01/07/2024
Validated Reviewer
Verified Current User
Review source: Organic

TaxDome

I enjoy the videos that TaxDome allows for training purposes.

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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