Our tax person uses this Client Management Software ? System?) - CMS… This CMS is privately held and the office seems to be in an interesting place in NY. We were able to track down who owns it. As we are cautious with all the cyber problems now days. They are Russian or Russian American grads from Cornell University. We ended up not using this tax person. But this software was just ok security wise. We had questions. They also let the business owner edit communication which this tax guy wanted only through the TaxDome portal. Word to wise - take screen shots of all your communication for documentation. Small biz owners like this because it is less expensive than Intuit owned and protected software. A larger public company seems a safer bet.
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TaxDome is the all-in-one practice management platform built for tax, accounting, and bookkeeping firms of every size.
With 10,000+ firms in 25+ countries, TaxDome streamlines client communication, document management, e-signatures, billing, workflow automation, and more—all in one secure hub. Designed by industry experts, it helps firms reduce admin time, stay compliant, and deliver a seamless client experience.
By uniting CRM, secure portal, and powerful automation in a single platform, TaxDome ensures nothing falls through the cracks, so your team spends less time on busywork and more time serving clients and growing revenue.See more
