TaxDome Features

Document Creation (6)

Customizability: Variables and Fields: As reported in 47 TaxDome reviews. Define fields to pull in dynamic information.
Template Creation and Flexibility: Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. 47 reviewers of TaxDome have provided feedback on this feature.
Rich Media: How well the platform supports images, audio, and video in proposals. This feature was mentioned in 47 TaxDome reviews.
Online Document Creation: Create adaptive online documents for view via browser or mobile device. 45 reviewers of TaxDome have provided feedback on this feature.
PDF Creation: Create attractive PDF versions of proposals. This feature was mentioned in 45 TaxDome reviews.
Custom Branding: Based on 45 TaxDome reviews. Brand proposals and the application's portal with your company's logos and branding.

Workflow (3)

Document Builder Interface: Easily search for and add elements to a proposal. This feature was mentioned in 45 TaxDome reviews.
Collaborative Creation: Multiple users can edit a single document. This feature was mentioned in 44 TaxDome reviews.
Assembly and Approval Workflows: Automate workflows by routing documents to the correct individuals for adding content and approval. This feature was mentioned in 45 TaxDome reviews.

Analytics (3)

Engagement Tracking: Track who is looking at proposals and how often or for how long. 42 reviewers of TaxDome have provided feedback on this feature.
Proposal Effectiveness Reporting: As reported in 43 TaxDome reviews. Find out which pieces of content are performing best.
Reporting and Dashboards: Access pre-built and custom reports and dashboards on proposal volume and acceptance. This feature was mentioned in 43 TaxDome reviews.

Administration and Platform (6)

User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 44 reviewers of TaxDome have provided feedback on this feature.
Alerts and Notifications: Program in-app and email notifications for approval milestones or actions. 44 reviewers of TaxDome have provided feedback on this feature.
CRM Integration: As reported in 44 TaxDome reviews. Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration: Based on 45 TaxDome reviews. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration: Push and pull data from quote applications to build proposals. 42 reviewers of TaxDome have provided feedback on this feature.
API / Integrations: 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. 42 reviewers of TaxDome have provided feedback on this feature.

Setup (4)

Activities: Provide standard activities and tasks that can be customized by users 83 reviewers of TaxDome have provided feedback on this feature.
Flows: Users can easily create flows using drag and drop features 81 reviewers of TaxDome have provided feedback on this feature.
Dependencies: As reported in 81 TaxDome reviews. Define and manage dependencies between tasks and workflows
Notifications: Based on 78 TaxDome reviews. Include alters that can be used with workflows

Management (3)

Platform Additional Functionality (4)

Cloud: Provides a cloud based version of the platform 392 reviewers of TaxDome have provided feedback on this feature.
Messaging: As reported in 392 TaxDome reviews. Contains in-application messaging abilities
Payment: Contains built-in payment processing capabilities or integrates with payment processing software This feature was mentioned in 358 TaxDome reviews.
Portal: Contains a portal to facilitate third-party or client application access 411 reviewers of TaxDome have provided feedback on this feature.

Platform Content (1)

Platform Data (1)

Content (5)

Document Collaboration: As reported in 89 TaxDome reviews. Allows users to simultaneously collaborate on a document within the application.
Versioning: As reported in 88 TaxDome reviews. Stores different versions of a document.
E-Signature: Based on 89 TaxDome reviews. Allows users to provide an e-signature within the platform.
File Request: Allows businesses to request files from clients. 89 reviewers of TaxDome have provided feedback on this feature.
Feedback: Allows businesses to solicit feedback on projects or documents from clients. 88 reviewers of TaxDome have provided feedback on this feature.

Collaboration (9)

Billing and Invoicing: Provides billing and invoicing within the application. This feature was mentioned in 90 TaxDome reviews.
Instant Messaging: Based on 89 TaxDome reviews. Provides internal and/or external instant messaging capability.
Project Management: Based on 88 TaxDome reviews. Offer project management features like task creation and tracking within the application.
Analytics: As reported in 87 TaxDome reviews. Offer analytics concerning productivity or client engagement.
Time Tracking: Based on 87 TaxDome reviews. Allows businesses to track time spent on projects within the application.
Mobile Application: As reported in 88 TaxDome reviews. Provides a mobile application.
Collaboration: Provide repository to collaborate on email, clients, jobs and tasks This feature was mentioned in 227 TaxDome reviews.
Tasks: Create tasks and sub-tasks with assignee, status and due date This feature was mentioned in 231 TaxDome reviews.
Version Control: Based on 214 TaxDome reviews. Provide real-time access of files with the most updated versions

Communication (3)

Billing (3)

Onboarding (3)

Visibility (6)

Job Status: Know where every job stands, who’s working on what, and what’s being said to clients 224 reviewers of TaxDome have provided feedback on this feature.
Metrics: Track/uncover metrics to improve firm decisions and efficiency 209 reviewers of TaxDome have provided feedback on this feature.
File Organization: Share, save, and organize files This feature was mentioned in 234 TaxDome reviews.
Audit Trail: Provide a detailed audit trail 217 reviewers of TaxDome have provided feedback on this feature.
Notifications: As reported in 225 TaxDome reviews. Receive real-time notifications via email and/or IM about new assignments, updates, and due dates
Integrations: As reported in 225 TaxDome reviews. Manage integrations for accounting, project management, email, data integration, or similar platforms

Generative AI (2)

Agentic AI - Accounting Practice Management (3)

Autonomous Task Execution: Capability to perform complex tasks without constant human input 18 reviewers of TaxDome have provided feedback on this feature.
Multi-step Planning: Ability to break down and plan multi-step processes This feature was mentioned in 18 TaxDome reviews.
Cross-system Integration: Works across multiple software systems or databases 17 reviewers of TaxDome have provided feedback on this feature.

Agentic AI - Tax Practice Management (5)

Autonomous Task Execution: Based on 31 TaxDome reviews. Capability to perform complex tasks without constant human input
Adaptive Learning: As reported in 31 TaxDome reviews. Improves performance based on feedback and experience
Natural Language Interaction: Based on 31 TaxDome reviews. Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting 31 reviewers of TaxDome have provided feedback on this feature.
Decision Making: Makes informed choices based on available data and objectives 31 reviewers of TaxDome have provided feedback on this feature.

Agentic AI - Workflow Management (7)

Autonomous Task Execution: Based on 26 TaxDome reviews. Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes 26 reviewers of TaxDome have provided feedback on this feature.
Cross-system Integration: As reported in 25 TaxDome reviews. Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience This feature was mentioned in 25 TaxDome reviews.
Natural Language Interaction: Based on 24 TaxDome reviews. Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting 24 reviewers of TaxDome have provided feedback on this feature.
Decision Making: Makes informed choices based on available data and objectives 24 reviewers of TaxDome have provided feedback on this feature.