TaxDome for Bookkeepers: 5 Key Features to Know About

Aug 21, 2023 | Bookkeepers

Jamie Gruol, MBA                                                                                                                 🕓 6 Min

Are you tired of juggling multiple tools just to manage your bookkeeping practice? I feel you! As a bookkeeper, it can be a real headache trying to keep up with the dozens of different client-management platforms out there (shiny object syndrome is a real thing!). 

That’s where TaxDome comes in.

Don’t let the name fool you…it’s not just for tax preparation services. TaxDome is an all-in-one solution that’s here to rescue you from the chaos of using too many tools that just miss the mark. In this blog post, we’ll uncover the top 5 features of TaxDome that will help streamline your bookkeeping practice with beautiful and effective workflows.

Say goodbye to the never-ending tech stack and hello to an efficient, peaceful, and profitable practice! With TaxDome’s secure client portal, recurring jobs, and automated workflows, you can enjoy the convenience of this powerful CRM (customer relationship management) software. Get ready to simplify your operations, boost communication, and reclaim your precious time…all while keeping your clients happy!

The power of a secure client portal

Having a secure client portal can be the night and day difference between a bookkeeping practice that runs like a well-oiled machine or one that keeps you up at night. With TaxDome’s client portal, you can virtually eliminate 90% of the tools in your current tech stack and welcome a centralized hub that simplifies and enhances your client experience.

Imagine this: your clients can easily access a single platform, either online or with the mobile app, where they can effortlessly sign contracts, pay invoices, upload and retrieve documents, and even dig into their essential reports and historical data. No more back-and-forth emails, confusing instructions, or hearing crickets from your clients when it’s time to turn over their monthly documents. Everything they need is right there at their fingertips within the portal.

But it’s not just about convenience…security is also a top priority! Instead of relying on Google Docs or less secure tools like email, TaxDome’s client portal ensures data security and compliance. Your clients’ sensitive information is stored on a secure server, protecting their privacy and giving you both peace of mind.

Unlike other client management tools, TaxDome has taken its client portal one step further with a secure chat feature. Now your clients can quickly reach out to you, knowing that their communications are 100% encrypted and confidential. It’s all about building trust with your clients and creating a seamless, speedy, and convenient experience, all while minimizing potential risks.

By embracing TaxDome’s client portal, you can streamline your client management processes, provide an exceptional experience, and stand out from the competition.

Set it and forget it with recurring jobs

Recurring jobs and automated workflows are the secret sauce behind super-efficient bookkeeping practices. TaxDome offers a robust system that allows you to automate your monthly recurring tasks, freeing up time and energy for things that really matter. While other tools like Asana and ClickUp focus solely on checklists, TaxDome goes beyond by incorporating powerful client communication.

With TaxDome’s recurring jobs feature, you can create customized workflows for each client while automatically generating monthly tasks and reminders. No more worrying about things slipping through the cracks or clients missing out on important services. This system keeps everything on track, ensuring consistent and timely support. Plus, you’ll have full visibility into outstanding tasks and any pesky bottlenecks that need your attention.

Hit the “Manage Recurrence” button to easily set up and manage your recurring client jobs.

Communication is key

Automated communication is another area where TaxDome truly shines. Set up those handy automatic reminders and messages to keep your clients in the loop and engaged throughout the entire bookkeeping process. No more chasing after them or wasting time on manual follow-ups. TaxDome takes care of it all, saving you precious time and maintaining those crucial lines of communication.

Use TaxDome’s automated communication features to make sure nothing slips through the cracks. 

Oh, and here’s another cool feature: clients can even check off completed tasks on their own task lists, triggering notifications for you to jump into the next stage of the workflow.

Recurring invoices: a bookkeeper’s dream come true!

Recurring invoices in TaxDome are a powerful way for bookkeepers to streamline payments and maximize cash flow. By obtaining payment authorization from your clients ahead of time, you can eliminate the need for manual billing while reducing the risks associated with online payments.

 

Take advantage of recurring invoices in TaxDome to streamline your billing process and maximize cash flow. 

Setting up recurring invoices in TaxDome is fairly straightforward and only requires a little bit of time upfront. You can also trigger reminders for the initial payment, ensuring that your clients are aware of the process and can easily set up their automatic payments.

The WIKI

TaxDome’s WIKI feature offers bookkeepers a centralized hub for all their internal information needs. You can create WIKI pages for individual clients, storing specific details and instructions related to their accounts, loans, or other unique information. By consolidating this within TaxDome, you and your team can quickly access critical details. Edits to your WIKI pages can be made and published instantly, ensuring that all team members have access to the most up-to-date information.

Access critical information instantly with TaxDome’s internal Wiki

Thanks to TaxDome’s smart conditional logic, relevant WIKI pages are automatically attached to specific job cards, saving you from the hassle of manual searching and retrieval. Having all the essential information at your fingertips within TaxDome’s user-friendly interface boosts productivity, reduces errors, and streamlines your client management processes. It’s like having a well-organized knowledge library right at your fingertips!

In a nutshell

As a bookkeeper, it’s essential to find the perfect practice management tool that caters to your specific needs. Look no further than TaxDome! It’s packed with an impressive range of features that can truly take your bookkeeping practice to the next level. From a secure client portal that simplifies communication and document management to automated workflows and recurring invoices that streamline your processes, TaxDome is the ultimate solution for bookkeepers everywhere.

Say goodbye to juggling multiple tools and hello to a seamless all-in-one solution. TaxDome consolidates everything you need into a single, streamlined platform, boosting efficiency, ensuring data security, and leaving your clients super satisfied.

Whether you’re a one-person show or have a small team, this CRM is flexible and customizable, adapting to the unique needs of your bookkeeping practice. So go ahead, let TaxDome be your trusty sidekick in leveling up your business!

About the author

Jamie Gruol, MBA, is the co-founder of Workflows for Tax Pros, a 12-month “Done-With-You” program dedicated to helping Tax Professionals, Accountants, and Bookkeepers streamline their practices with TaxDome. With a passion for empowering burnt-out and frustrated Tax Pros, Jamie specializes in leveraging technology to enhance the client experience and increase profitability. Through her extensive experience in software management and workflow optimization, her goal is to guide tax professionals toward automation success.

Connect with Jamie on Facebook® to stay updated on the latest automation strategies.  Learn more about Workflows for Tax Pros and streamline your business today!

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Hey Tax Pro!

Hi! We’re Jamie and Jessica, the dynamic duo behind Workflows for Tax Pros.

With a combined 20 years in business, we’ve learned a thing or two about building successful, streamlined businesses that enable professionals like you to build lives they love.

Our goal with this blog is to provide Tax Pros like yourself resources to build a profitable, peaceful tax practice that you can scale without creating more stress!

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