Manage clients, documents, and invoices while automating your tax or accounting practice. Features include a CRM, quick messaging, secure document storage, and invoicing capabilities. It offers bank-level security for all your data.
Top Picks for Taxdome Firm
4.9😊(39K ratings)
Free
Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.
What We Love
- 👍 Easy to navigate
- 🚀 Convenient and efficient
- 🔒 Secure and private
- 💡 Helpful and informative
Room to Improve
- 🐛 Occasional technical issues
- 🐛 Difficulty with certain features
- 🐛 Inconsistent performance
MyBlock: Tax Docs & Refund by HRB Tax Group, Inc.
Upload docs. Chat with tax proWorth Considering
💰 Finance
4.6😞(58K ratings)
Free
Manage your taxes and financial life in one secure app. Upload and store tax documents, track your refund status, and connect with tax professionals. Stay organized year-round with tools designed for real tax needs.
What We Love
- 👍 Helpful tax professionals
- 🚀 Fast tax filing process
- 💰 Increased tax refund amounts
Room to Improve
- 🐛 Buggy mobile app experience
- 🕰️ Frustrating login/authentication issues
- 💸 Deceptive pricing/upselling tactics
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