TaxDome Client Portal vs DCU Digital Banking Usage & Stats
This app is for clients of firms using TaxDome to work and communicate with their accountants, tax professionals and bookkeepers.
Through this secure application, you can:
• Review and approve documents
• Scan and upload documents
• Chat securely with your accounting professional
• Sign documents and engagement letters electronically
• Complete questionnaires (forms)
• Pay invoices and much more!
If the firm you are interacting with ever needs anything from you — whether it's a request for a signature, the completion of a task or payment of an invoice — you'll find it in the "waiting for action" section. The mobile experience has been designed with your usability and user experience in mind.
Additionally, make sure to use FaceID and two-factor authentication (2FA) for additional security.
For more information on TaxDome, you can view over 3,000 reviews on software review site Capterra https://www.capterra.com/p/186749/TaxDome/reviews/
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DCU’s digital banking platform brings together innovative tools and unique features that put you in the financial driver’s seat. You can deposit checks, transfer money, view your balance – and a whole lot more.
TAKE CONTROL OF YOUR MONEY
• FutureLook™ helps you see into your financial future with an easy-to-read forecast based on your current choices.
• Our easy-to-use Payment Planner can help you pay off your loans even faster.
• You can create strategic financial goals and review your progress every step of the way.
STREAMLINE MONEY MANAGEMENT
Explore new ways to manage your money and achieve financial wellness.
• Holistic view of your finances.
• All of your accounts in one place – including ones at other financial institutions.
• Seamless payments.
With a unique-to-you digital banking experience that focuses on your money’s future, you can plan for whatever life throws your way. DCU Digital Banking is here to give you financial peace of mind.
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FUTURELOOK™
FutureLook™ provides insight into your spending habits with an easy-to-read forecast based on your current choices. You’ll be able to answer simple questions about what you can afford and see the potential benefit of paying more towards your loans and/or credit cards – in real time.
Specifically, FutureLook™ identifies your recurring income (e.g., paychecks), recurring expenses (e.g., electric bill), and average daily spending (e.g., the morning coffee run). By doing so, you can see your estimated checking account balance one month into the future (on a daily basis) and one year into the future (on a monthly basis).
All in all, FutureLook™ is a unique tool that helps you see how your money could better serve you.
PAYMENT PLANNER
Our easy-to-use payment planner will help answer questions like:
• “If I paid more on my auto loan, how much interest would I save?”
• “If I only make the minimum payment, when will I be debt-free?”
• “How quickly can I pay off my loan?”
GOALS
We make it easy to focus on your life goals with a digital banking experience that was designed for you. You can create strategic financial goals and review your progress every step of the way. No matter what you’re saving money for, we can help you create a personalized action plan that works for you.
OTHER STANDARD FEATURES
- Manage Quick Balance accounts
- Find branches and ATMs nearby
- Deposit Checks*
- View balances, current and pending transactions, and account history
- Transfer funds
- Pay Bills
- Make a loan payment
- View important messages and account alerts
- Update your contact information
- Add Travel Notifications to avoid unnecessary fraud alerts while you’re away
- Apply for loans and view your preapproval offers
- Make a balance transfer to your DCU Visa Platinum Card
*Upon approval. All deposits are subject to DCU’s Funds Availability Policy.
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TaxDome Client Portal与DCU Digital Banking排名比较
对比 TaxDome Client Portal 与 DCU Digital Banking 在过去 28 天内的排名趋势
TaxDome Client Portal#1,104
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TaxDome Client Portal vs. DCU Digital Banking ranking by country comparison
对比 TaxDome Client Portal 与 DCU Digital Banking 在过去 28 天内的排名趋势
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TaxDome Client Portal VS.
DCU Digital Banking
十一月 28, 2024