TaxDome Streamlines Accounting Firms' Tech Stacks
Accounting firms have traditionally built their tech stacks over time, leading to a scattered collection of tools like Gmail, Dropbox, and e-signature platforms. This organic growth often results in digital chaos and inefficient workflows. Enter platforms like TaxDome, aiming to streamline these processes.
TaxDome integrates various tools into one place, reducing digital chaos. It offers smart forms and workflow automations, replacing disconnected spreadsheets or clunky CRMs for client onboarding. Integrating email and calendar syncs first has the most significant impact on improving day-to-day client communications and workflows.
TaxDome's built-in client portal provides secure document upload and access, eliminating the need for shared folders or expired links. It can replace or connect with numerous tools, including email accounts, cloud storage, e-signature tools, and scheduling apps. For comprehensive cloud tax solutions, TaxDome integrates with platforms like CCH Axcess Tax, ProConnect, and UltraTax CS. It also connects with services supporting workflow automation and payment processing, such as Boomi, Fortis, Karbon, and Uku.
TaxDome's integrations create a smoother way to run accounting firms, allowing professionals to focus on serving clients rather than managing tools. Starting with a simple workflow for one recurring service helps teams gradually adapt to using TaxDome without feeling overwhelmed. By integrating various tools and automating workflows, TaxDome turns 'digital chaos' into 'streamlined' efficiency.
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