As the leading all-in-one tax practice management software on the market, there’s no doubt that TaxDome is a tool worth having in your arsenal. That said, even with its stellar user reviews, navigating the ins and outs of TaxDome lingo can sometimes be confusing — even for the most seasoned tax pros and accounting firms!
If you’re a brand new TaxDome user — or if you’re switching from a similar (but not-quite-the-same) software — getting to grips with TaxDome’s long list of terminology can make adopting the tool seem more difficult than it is.
To help clear up some of the confusion and get you off to the best possible start with TaxDome, we’re here to bring you up to speed on TaxDome’s essential terms and features.
So, whether you’re just getting started with TaxDome, or are looking to deepen your understanding, this guide will help you find your bearings faster than ever!
Table of Contents
- A Brief Introduction to TaxDome
- TaxDome Glossary
- Accounts
- Audit Trail
- Automations
- Chats
- Client Portal
- Conditional Formatting
- Conditional Logic
- Contacts
- Custom Fields
- Document Approvals
- Email Sync
- E-Signatures
- Folder Templates
- Inbox+
- Jobs
- Job Recurrences
- Messages
- Organizers
- PDF Editor
- Pipelines
- Profile Access
- Proposals
- Reminders
- Services
- Tags
- Tasks
- TaxDome Drive
- Templates
- Workflow
- Tips for Using TaxDome
- Workflows for Tax Pros: Your TaxDome Partner
A Brief Introduction to TaxDome
At Workflows for Tax Pros, we don’t like to make assumptions about our clients. In fact, it kind of comes with the territory.
Instead of building systems that might work for your practice, we’re known for getting to the core of what you do and how you can do it better — establishing processes that don’t just serve your specific needs now, they’ll serve you far into the future.
That’s why, even with TaxDome’s strong market presence, we’re not making any assumptions about your TaxDome knowledge, either.
We believe TaxDome help and support should be accessible to all, so before diving straight into some TaxDome definitions, we’ll give you a brief explainer of the software so we’re all on the same page!
What is TaxDome?
TaxDome is an all-in-one tax practice management software designed to streamline and simplify your workflow. It offers a complete suite of tools that help you manage client accounts, automate repetitive tasks, communicate securely, and stay organized.
Essentially, TaxDome is your go-to solution for efficiently managing every aspect of your tax practice. We don’t know about you, but we like the sound of that!
What are the Benefits of TaxDome?
TaxDome is an indispensable tool designed specifically for tax professionals — making your life easier and your clients happier!
Here are just some of the benefits you can expect from TaxDome:
- Boost efficiency: TaxDome allows you to automate repetitive tasks like sending reminders and generating invoices, freeing up your time for more complex work.
- Enhance client experience: TaxDome helps you enhance the client experience, providing clients with a secure, easy-to-use portal where they can scan documents, sign forms, and communicate with you directly.
- Improve organization: TaxDome is the perfect way to stay organized, with all client information, documents, and communications stored in one centralized location — making it easier to find what you need quickly and complete tasks (like tax preparation!) more accurately and efficiently.
- Ensure data security: TaxDome takes data security very seriously with encrypted messaging and document sharing to protect sensitive client information and maintain trust.
- Streamline workflows: TaxDome is highly customizable and even offers pipelines to track job progress and ensure nothing falls through the cracks, improving project management and delivery times.
- Flexibility: With its mobile functionality, TaxDome enables you to access your practice from anywhere so you can manage your tasks and communicate with clients on the go.
What is TaxDome Lite?
TaxDome Lite is a streamlined version of the full TaxDome software, designed for solo practitioners or small firms. It offers essential features at a lower cost, making it easier for smaller practices to manage their workflow without the overhead of a full-scale solution. But, because this version of TaxDome is limited, it’s important to not expect the same benefits that the full version offers!
What is TaxDome Hosting?
TaxDome Hosting provides a secure, cloud-based environment for all your data. It keeps your information safe, backed up, and accessible from anywhere. With TaxDome Hosting, you can trust that your data is protected while you focus on running your practice.
What is TaxDome Academy?
TaxDome Academy is an educational platform offering courses, webinars, and resources to help you get the most out of TaxDome. Whether you’re a new user or looking to deepen your expertise, TaxDome Academy provides valuable insights and training to enhance your skills and improve firm efficiency. Just be aware that TaxDome Academy resources are usually created for generic users of the platform. So, if you’re looking for specific information on how to best leverage TaxDome for your practice, it’s best to seek out more personalized TaxDome support.
What is the TaxDome Referral Program?
The TaxDome Referral Program rewards you for spreading the word about TaxDome. By referring new users to the platform, you can earn incentives and discounts. It’s a great way to benefit from sharing a tool you already trust and love.
TaxDome Glossary
For some users, getting to know TaxDome’s platform can be a bit like learning a new language. Luckily, our team is here to help.
Let’s get to it, shall we?
Here’s some essential TaxDome terminology to familiarize yourself with:
TaxDome Accounts
Accounts are where you manage all client-related information, including documents, invoices, and communications. Think of an account as a centralized client profile that keeps everything in one place, making it easy to track and manage your client’s details and interactions.
TaxDome Audit Trail
Audit Trail keeps a detailed record of all actions and changes made within TaxDome. This feature enhances transparency and accountability, allowing you to see who did what and when, which is crucial for maintaining accurate records and compliance.
TaxDome Automations
Workflow Automations are like your personal assistants within TaxDome. They automatically trigger actions — like sending emails or updating statuses — as tasks move through different stages. This feature not only saves you time and keeps things from slipping through the cracks, it also helps you stay on top of your workflow more easily.
TaxDome Chats
Chats offer a secure, organized way to communicate with your clients directly within TaxDome. Each chat is linked to a client profile, making it easy to keep track of conversations, share documents, and ensure everyone is on the same page without the hassle of juggling multiple communication channels.
TaxDome Client Portal
The TaxDome Portal is a secure online space where clients can share documents, make payments, and stay updated on their projects. It’s like a digital front desk, offering clients easy access to everything they need, while keeping all interactions streamlined and organized for you.
TaxDome Client Onboarding
Client Onboarding is the term TaxDome often uses to describe the process of integrating new clients into its system. This includes setting up their accounts, collecting necessary information, and making sure they understand how to use the client portal. Effective onboarding ensures a smooth transition for clients and sets the stage for a successful working relationship.
TaxDome Conditional Formatting
Conditional Formatting allows you to apply specific formatting to data based on certain criteria. This TaxDome feature helps highlight important information or identify trends, making your data easier to read and analyze.
TaxDome Conditional Logic
Conditional Logic enables you to create dynamic forms and workflows in TaxDome that change based on user responses. This feature ensures that clients are only asked relevant questions, streamlining the data collection process and improving the client experience.
TaxDome Contacts
Contacts are the personal details of everyone you interact with, including clients, partners, and team members. Each contact can be linked to multiple client accounts, making it simple to manage and communicate with everyone involved in your tax practice.
TaxDome Custom Fields
Custom Fields let you add personalized data points to client profiles, jobs, and documents. This feature allows for greater customization and helps you more easily capture all the specific information you need for your practice.
TaxDome Document Approvals
Document Approvals streamline the process of getting client feedback. With this feature, you can send documents for approval, track their status, and receive client comments, ensuring you have clear and documented consent before finalizing any work.
TaxDome Email Sync
Email Sync integrates your email accounts with TaxDome, centralizing all client communications. This means you can manage all your emails directly within the platform, keeping all correspondence neatly organized and lowering the risk of missing important messages.
TaxDome E-Signatures
E-Signatures allow clients to sign documents electronically, making the approval process quick and convenient. This feature is secure and legally binding, meaning you can finalize agreements and get approvals without physical paperwork.
TaxDome Folder Templates
Folder Templates help you maintain a consistent structure for organizing client documents. By using templates, you can quickly set up folders for each client, with all documents stored securely in a logical and easy-to-navigate way.
TaxDome Inbox+
Inbox+ is your notification center in TaxDome. It alerts you to important updates like new client messages, document uploads, or task completions. This feature keeps you informed and helps you stay on top of all activities without missing a beat.
TaxDome Jobs
Jobs represent specific tasks or projects you’re working on for clients. Each job is tracked within a pipeline, giving you a clear view of which jobs are completed and which tasks still need to be addressed. This feature helps you manage teams, monitor the progress of client work, and ensure everyone from individual tax preparers to large firms are kept happy.
TaxDome Job Recurrences
Job Recurrences enable you to schedule tasks that repeat on a regular basis, like monthly bookkeeping or annual tax returns. This feature automates the creation of these recurring jobs, helping you stay on schedule and never miss a recurring task.
TaxDome Messages
Messages refer to your direct, secure communications with clients within TaxDome. With all interactions in one place, you can track conversations more easily and maintain clear communication with your clients.
TaxDome Organizers
Organizers are customizable questionnaires that gather necessary information from clients. They reduce back-and-forth emails by collecting all required details upfront, ensuring you have everything you need to get started on a client’s work.
TaxDome PDF Editor
PDF Editor allows you to edit, annotate, and manage PDF documents directly within TaxDome. This feature enhances document management, allowing you to make necessary adjustments and annotations without leaving the platform.
TaxDome Pipelines
Pipelines are visual workflows that map out the steps required to complete specific services. Each pipeline consists of stages that jobs move through, meaning you can track progress and manage tasks more systematically from start to finish.
TaxDome Profile Access
Profile Access controls who can view and edit client information within TaxDome. By setting permissions, you can uphold data security best practices and ensure only authorized users have access to sensitive client information.
TaxDome Proposals
Proposals are detailed documents that outline the services you offer to clients, including terms and pricing. This feature helps you create professional proposals and engagement letters that clients can review and approve, streamlining the onboarding process and setting clear expectations from the offset.
TaxDome Reminders
Reminders are automated notifications that prompt clients to take action, like signing a document or making a payment. This feature promotes timely responses and helps you manage client interactions efficiently without constant follow-up.
TaxDome Services
Services refer to the different types of work you offer to clients. Managing services in TaxDome helps you itemize invoices and proposals, helping you maintain transparency in your billing process by providing clear details on what clients are being billed for.
TaxDome Tags
TaxDome Tags are labels you can use to categorize and organize clients, documents, and tasks. By using color-coded tags, you can quickly filter and find specific items, making it easier to manage your workflow and stay organized.
TaxDome Tasks
Tasks are individual actions that need to be completed as part of a job. You can assign tasks to team members, set deadlines, and track progress, keeping everyone updated on what needs to be done and when.
TaxDome Drive
TaxDome Drive is a cloud-based storage solution for managing client documents. It works like other cloud storage services, allowing you to upload, view, and organize files easily, ensuring all your documents are secure and accessible from anywhere.
TaxDome Templates
TaxDome Templates are pre-designed documents, emails, and forms that you can reuse to save time and maintain consistency. Whether it’s a standard email response or a recurring invoice, Templates help streamline your processes and ensure consistency in your communications.
TaxDome Workflow
Workflow represents the series of steps or tasks you follow to complete a job. By defining workflows, you can make sure each task is handled consistently and efficiently, improving overall productivity and quality of work.
TaxDome Help: Tips for Using TaxDome
To help you get the most out of TaxDome for your practice, here are some tips to boost your efficiency and make your TaxDome experience even smoother:
- Customize your dashboard: Customize your TaxDome dashboard to display the metrics and tasks that matter most to you. This way, you can quickly access the information you need and keep track of your priorities without having to sift through unnecessary data.
- Leverage workflow automation: Set up automations for repetitive tasks like sending reminders, processing documents, or updating client statuses. This will save you time and reduce the chance of errors, allowing you to focus on more strategic aspects of your practice!
- Utilize client portal features: Encourage clients to use their portal to upload documents, check the status of their requests, and communicate with you directly. This not only speeds up the process, it also helps keep everything organized in one place.
- Regularly update folder templates: Keep your folder templates up to date to reflect any changes in your processes or client needs. This helps you maintain a consistent and efficient file organization system.
- Tag everything: Use tags to categorize and filter clients, documents, and tasks. That way, you can quickly locate specific items and manage your workload more effectively.
- Set up notifications wisely: Configure your notification preferences to avoid information overload. Choose to receive alerts for the most critical updates so you can stay on top of your tasks without being distracted by less urgent notifications.
- Take advantage of e-signatures: Streamline the signing process for contracts and documents by using TaxDome’s e-signature feature. This speeds up approval times and keeps everything digital, organized, and easily-accessible for when you need it!
- Explore integrations: Look into integrating TaxDome with other tools and software you use. This can help create a more seamless workflow and reduce the need for manual data entry.
- Regular training and updates: Keep yourself and your team updated with the latest features and best practices. TaxDome regularly updates its platform, so periodic training sessions or TaxDome masterclasses can help you stay up to speed and make the most of new functionalities.
- Ask for TaxDome support: If you encounter any issues or need guidance, don’t hesitate to reach out to professional TaxDome experts who can provide valuable assistance to resolve any challenges you might face.
Workflows for Tax Pros: Your Trusted TaxDome Support Partners
Getting to know the terms and features of TaxDome can improve your practice’s efficiency almost instantly. Once you’re comfortable with TaxDome’s lingo and how each feature works, you’ll find you’re better able to navigate the platform and make the most of its features.
If you’re looking to take your practice to the next level and really experience the full potential of TaxDome, Workflows for Tax Pros is here to help. Our team knows the ins and outs of TaxDome, and we can help tailor your system to fit your unique needs.
Ready to see what TaxDome can really do for you?
Schedule a call with Workflows for Tax Pros today and let’s make your tax practice as smooth and efficient as possible.
