[ TaxDome Reviews ](https://www.g2.com/products/taxdome/reviews) [ TaxDome Reviews ](https://www.g2.com/products/taxdome/reviews) # TaxDome Features ##### ## Document Creation (6) Customizability: Variables and Fields 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. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting 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. Show More ##### ## Administration and Platform (14) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. Electronic Signature Digitally sign online documents CPQ Integration Push and pull data from quote applications to build proposals. 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. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Show More ##### ## Setup (6) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Calendar Management Track and manage schedules and meetings via an integrated calendar Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Show More ##### ## Management (3) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Platform Additional Functionality (4) Cloud Provides a cloud based version of the platform Messaging Contains in-application messaging abilities Payment Contains built-in payment processing capabilities or integrates with payment processing software Client Portal Private online space that lets businesses securely share documents and provide information access to clients Show More ##### ## Platform Content (1) Automation Automates some or all operation related tasks Show More ##### ## Platform Data (1) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Content (5) Document Collaboration Allows users to simultaneously collaborate on a document within the application. Versioning Stores different versions of a document. E-Signature Allows users to provide an e-signature within the platform. File Request Allows businesses to request files from clients. Feedback Allows businesses to solicit feedback on projects or documents from clients. Show More ##### ## Collaboration (11) Billing and Invoicing Provides billing and invoicing within the application. Instant Messaging Provides internal and/or external instant messaging capability. Project Management Offer project management features like task creation and tracking within the application. Analytics Offer analytics concerning productivity or client engagement. Time Tracking Allows businesses to track time spent on projects within the application. Mobile Application Provides a mobile application. Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Collaboration Provide repository to collaborate on email, clients, jobs and tasks Tasks Create tasks and sub-tasks with assignee, status and due date Version Control Provide real-time access of files with the most updated versions Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Communication (3) Client Portals Provide portals for customers to communicate with accountants Automation Automate client requests and reminders Consolidation Consolidate communication between accountants and clients Show More ##### ## Billing (4) Time Track the status of each project and calculate billable time Reporting Run reports on billing, time, revenue, credits, etc. Invoices Create invoices for services provided and track payments Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Onboarding (4) Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Checklists Assing tasks and checklists to new clients New Client Create new client in system once propsal is accepted Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Visibility (6) Job Status Know where every job stands, who’s working on what, and what’s being said to clients Metrics Track/uncover metrics to improve firm decisions and efficiency File Organization Share, save, and organize files Audit Trail Provide a detailed audit trail Notifications Receive real-time notifications via email and/or IM about new assignments, updates, and due dates Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Accounting Practice Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Tax Practice Management (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Workflow Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (137) Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Expense Tracking Monitor and record expenses such as purchases or charges incurred Generative AI Use AI to generate content in the form of text, images, videos, etc. Online Payments Accept and process online payment transactions Messaging Communicate using messages within the system Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Client Management Manage contact details and communication with clients Document Management Store, manage, and track all electronic documents in a centralized location Time Tracking Measure and track time including hours worked and paid time off (PTO) Staff Management Schedule shifts for staff/employees, track hours worked, and manage staff payroll Timer Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria For Accountants Software specialized for accountants and accounting firms Multi-Currency Manage and handle various international currencies Financial Management Plan, manage, and track the financial activities of an individual or organization For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals API Application programming interface that allows for integration with other systems/databases Progress Tracking Reporting on how each user, task or process has advanced since its initiation Task Management Create, manage and track all task activities and progression Secure Data Storage Securely stores data to prevent data loss or breaches Electronic Payments Electronically collect payments for goods or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Approval Workflow Route documents and other data through one or more stakeholders for review and approval Billing & Invoicing Create, manage, and send invoices or bills to customers Document Storage Store and organize documents in a centralized system Status Tracking Track the status over time for a request, process, asset, or transaction Configurable Workflow Configure existing workflows to meet your organization's needs Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Project Time Tracking Measure time to completion or hours worked for projects Reminders Timed notification for any upcoming task, deadline, appointment, or activity Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Branding Add customized logos and colors to align with company branding Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Template Management Create, save, and re-purpose templates for emails, forms, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Dashboard Alter the layout and content of dashboards Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Document Management Store, manage, and track all electronic documents in a centralized location Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Progress Tracking Reporting on how each user, task or process has advanced since its initiation Workflow Configuration Alter the default workflow to meet your organization's needs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Commenting/Notes Leave comments and notes on documents for others to view Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Customizable Reports Alter the layout and content of reports Access Controls/Permissions Define levels of authorization for access to specific files or systems Graphical Workflow Editor Create, design and modify the flow and processes of tasks in a project Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Mobile Access Access software remotely via mobile devices Customizable Fields Customize data fields to support various needs and use cases Activity Tracking Track and document all activities across devices, networks, and other systems Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Project Workflow Create, manage, or update project workflows. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements API Application programming interface that allows for integration with other systems/databases Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Real-Time Updates Receive system updates as soon as any changes are made Email Reminders Reminders sent via email Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Timesheet Management Track the amount of time spent on a job or task Task Management Create, manage and track all task activities and progression Billing & Invoicing Create, manage, and send invoices or bills to customers Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Mobile Access Access software remotely via mobile devices Access Controls/Permissions Define levels of authorization for access to specific files or systems Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Tax Forms Declaration of income made to tax authorities Tax Filing The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Configurable Workflow Configure existing workflows to meet your organization's needs Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Third-Party Integrations Set up connections to third-party platforms to improve business processes Document Storage Store and organize documents in a centralized system Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Approval Process Control Manage the process of evaluating documents or requests submitted for approval Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Workflow Management Create, design and manage workflows for repetitive tasks Status Tracking Track the status over time for a request, process, asset, or transaction Client Management Manage contact details and communication with clients For Tax Practices Designed for tax practices Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Management Track employee schedules, availability, and performance across projects and tasks Time Tracking Measure and track time including hours worked and paid time off (PTO) Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Document Management Store, manage, and track all electronic documents in a centralized location Show More ## 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