Tax Preparation: Most Demanded Features

Tax preparation services are full-service offerings to complete clients’ annual tax filing forms for the government and, if needed, state tax agencies. Based on the experience of other firms that are using our system, we can recommend exploring the most important TaxDome features for Tax Professionals.

Tip! Dive into that article as soon as you finish your onboarding and initial firm setup.

Covered here:

• Client Portal
• Messaging or Email Synchronization
• Seamless Integration with the Tax Software
• Task Management
• Optimal Security When Using the System

Client Portal

Recommended feature: Try it right away!

1. Explore the TaxDome from the client’s side. With Log in as account feature, you can see what steps they must take to pay a bill or download a document. This can be very helpful whenever you need to help them troubleshoot.

More great features to explore now or later.

• Let your clients know about the client help area. It gives detailed instructions on how to pay invoices, make prepayments, sign documents, and so on.
• Advise your clients to use TaxDome Client Portal mobile app. With it, your clients can access their TaxDome portal at any time from anywhere, whether a café or airport. And they can accomplish all of the same tasks as on their desktop portal.

Messaging or Email Synchronization

Recommended features: Try them right away!

1. Add signature to your emails. Learn how to add a personal touch with a custom signature in all your emails sent from TaxDome.
2. Customize emails sent to your clients. You can customize all system-generated emails sent from your firm to clients by adding firm contact details, logo, and more.

More great features to explore now or later.

• Explore the schedule emails option. Schedule emails in advance to get these tasks from your busy to-do list.
• Learn about shortcodes in templates. When creating templates for emails, messages, contracts, and jobs use shortcodes to add a personal touch to your communication with clients.

Seamless Integration with the Tax Software

Recommended features: Try them right away!

1. Send a prepared form directly to TaxDome from tax software. Save time by printing straight from any Tax Software (ProSeries, Lacerte, Drake, etc.) into TaxDome.
2. Save your docs directly to the client folder. The first and simplest way of getting а document from your tax program (such as Proseries or Drake) or from your scanning software to TaxDome is to save it directly to the client folder in the TaxDome Drive.
3. Edit files in your apps and save to TaxDome. TaxDome Drive allows you to edit documents directly from Windows Explorer/Mac Finder with any third-party applications you use on your computer.

Task Management

Recommended features: Try them right away!

1. Create tasks for your clients. When you add tasks to a chat, they are conveniently displayed as to-do items with checkboxes. Once all the to-dos are checked off by the client, you get an email notification. Clients conveniently mark their tasks completed from the notification on their dashboard.
2. Set up automatic reminders. Find out how you can use manual or automatic reminders for any actions you're waiting from your clients.
3. Explore your to-do lists and task statuses. TaxDome features a unique and easy-to-use dashboard that displays all of the tasks currently in progress at your firm.

More great features to explore now or later.

• Convert your emails to tasks. Create a task from an email you received from a client in a convenient way.
• Create & apply task templates. Create task templates to use for triggering new tasks, populating existing ones, or applying automations in pipelines.
• Automatically match task assignee with job assignee. When a job is moved to a new stage, the task assignee will automatically match with the job assignee.

Optimal Security When Using the System

Recommended features: Try them right away!

1. Share docs with third parties or clients without portal access. You can safely share any file uploaded to TaxDome with a third-party recipient, such as a mortgage banker or a lawyer.
2. Request documents from clients and non-clients without them logging in. Create a general guest account where anyone can securely upload documents for your firm without portal access.
3. Turn on two-factor authentication. Two-factor authentication (2FA) adds an extra layer of security when accessing TaxDome. The additional step of authenticating your identity makes it much harder for an attacker to access your data, even if your credentials have become compromised.
4. Use Knowledge-Based Authentication (KBA). Knowledge-based authentication (KBA) is required for IRS Form 8879. TaxDome fully meets IRS requirements at a cost of $1 per signature.

More great features to explore now or later.

• Email attachments security. Email attachments: are they safe? Let us see how TaxDome deals with the files you attach to emails sent from your portal or when sharing documents with third parties.

• See how TaxDome protects you by scanning all files for viruses. Every file uploaded to TaxDome is automatically scanned for viruses and malware to ensure secure storage.