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)
Updates
Based on 78 TaxDome reviews. Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes This feature was mentioned in 77 TaxDome reviews.
Integration
Integrate with ERP or project management software 75 reviewers of TaxDome have provided feedback on this feature.
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)
Automation
Based on 389 TaxDome reviews. Automates some or all operation related tasks
Platform Data (1)
Dashboard
Has a centralized dashboard for users to interact with 400 reviewers of TaxDome have provided feedback on this feature.
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)
Client Portals
Provide portals for customers to communicate with accountants 242 reviewers of TaxDome have provided feedback on this feature.
Automation
Based on 237 TaxDome reviews. Automate client requests and reminders
Consolidation
Consolidate communication between accountants and clients This feature was mentioned in 228 TaxDome reviews.
Billing (3)
Time
As reported in 218 TaxDome reviews. Track the status of each project and calculate billable time
Reporting
As reported in 216 TaxDome reviews. Run reports on billing, time, revenue, credits, etc.
Invoices
Create invoices for services provided and track payments 212 reviewers of TaxDome have provided feedback on this feature.
Onboarding (3)
Templates
Standardize the onboarding process with templates 236 reviewers of TaxDome have provided feedback on this feature.
Checklists
Based on 229 TaxDome reviews. Assing tasks and checklists to new clients
New Client
Based on 238 TaxDome reviews. Create new client in system once propsal is accepted
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)
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 37 TaxDome reviews.
AI Text Generation
Based on 70 TaxDome reviews. Allows users to generate text based on a text prompt.
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.
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