Firm Management
TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication
This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.
May. 23, 2024
TaxDome, a practice management solution for tax professionals, bookkeepers and accountants, has launched its Client-Facing Status feature. This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.
The Client-Facing Status feature provides clients with real-time updates on their projects. This transparency enables firm owners to provide their clients with peace of mind and eliminates the need for frequent emails, messages and phone calls, reducing administrative work for practitioners.
During beta testing in busy season, incoming questions from clients about the status of their work decreased 35%. “I’m quite impressed with the client facing status feature. It’s very simple and straightforward to use, especially since firms can use automations to change this status.” said Russell Barnett, CEO of Silicon Valley Tax Coach.
“Our new Client-Facing Status feature represents a significant step forward in enhancing the client experience,” said Ilya Radzinsky, Founder of TaxDome. “By providing clients with real-time updates on their projects, we’re enabling firms to foster trust, manage expectations effectively, and keep clients engaged throughout the project lifecycle.”
The Client-Facing Status feature offers complete control over the visibility and specifics of each status. Firms can customize their set of statuses, provide optional descriptions for additional context, and automate status updates as projects progress.
Key features of the Client-Facing Status feature include:
- Customizable status setup: Firms can define their own set of statuses and provide optional descriptions for clarity.
- Real-time status updates: Clients can view the progress of their projects in real-time, directly within the TaxDome client portal on web or mobile apps for iOS and Android.
- Streamlined communication: The feature streamlines communication between firms and clients, reducing the need for frequent emails and messages.
- Improved client satisfaction: By keeping clients informed throughout the project lifecycle, firms can enhance client engagement and satisfaction.
The Client-Facing Status feature is now available to all TaxDome users at no extra charge, further solidifying TaxDome’s commitment to innovation and client-centric solutions. To learn more about TaxDome and its solutions for tax professionals and accountants, visit http://www.TaxDome.com