TaxDome Lite: Getting Started

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This page is for TaxDome Lite users only.

Welcome to TaxDome Lite, specifically designed for people searching for an accounting-specific alternative to SmartVault or Dropbox—and equipped with a mobile-friendly client portal and mobile app, e-signatures and CRM to boot. TaxDome Lite is currently available in U.S.A. and Canada only.

Below, find a glossary of all TaxDome Lite features. Watch the video for a quick overview, then click on any link to find out more about each topic.

Getting Started

CRM & Clients

Documents

Messaging

Apps

Additional Features to Explore

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