TaxDome

"Recommend the integration of the team, clients, documents, time and billing, etc."

What do you like best about TaxDome? One place for all, ease of it all, implementation, customer support, frequency of use and integration What do you dislike about TaxDome?

"New user for the 2024 tax season, super impressed with the platform functionality and user support~"

What do you like best about TaxDome? Well-designed platform with flexibility for customizations to fit my practice, great user support and training! What do you dislike about TaxDome?

"What are you waiting for?? Subscribe Now! You'll Thank Me Later."

What do you like best about TaxDome? I love the automation tools including scheduled emails, invoice reminders, and client reminders. Gives you the peace of mind to focus on other areas in your business while the system acts as a punctual and efficient assistant.

"Great all in one platform solution."

What do you like best about TaxDome? My favorite part about TaxDome is that I've been able to reduce my firm's tech stack down to TaxDome. TaxDome is also capable of doing some functions better than my past softwares. Very intiuitive and useful for a small firm such as mine.

"Would absolutely recommend"

What do you like best about TaxDome? I love the chat function, and so do my clients! IIt's easy to get signatures, request documents, and easy for my clients to upload documents. I also love that they are always adding new functions.

"The Real Deal in Practice Management Software"

What do you like best about TaxDome? I am exhausted by the need to get so many different applications to run my firm. Now I have 1 place with all the applications I need. TaxDome really does deliver on this promise. Client request forms, portal for shared documents, workflows and checklist, e-sign capabilities, proposals, and basic CRM. And unlike other SaaS companies, they have taken the time to provide valuable customer support and comprehesive video tutorials.

"Firm owner and client friendly this software is incredible"

What do you like best about TaxDome? I love the ability to easily set up the client portals for my clients and the ease with which they can unpload documents. There are a ton of features that are phenomenal for usage (workflows, engagement letters etc) and I look forward to usiling them them all!

"What a wonderful all in one tool!"

What do you like best about TaxDome? Setting up pipelines, and integrating automations to improve the workflow of tax preparation. Having email linked to the portal within TaxDome is so great! The ability to accept payment within TaxDome is another plus!

"Best Value"

What do you like best about TaxDome? The best value of the several CRM's for tax and accounting firms that I have looked at. I like project management system that it has and the fact that it has integration with the IRS for transcripts. It also has a wiki so that you can create your own knowledgebase within the CRM

"TaxDome new user"

What do you like best about TaxDome? I am just starting out with TaxDome but I really like the ability to make such a 'smart' organizer that only has clients focus on the parts that are relevant to them. I like being able to set up a pipeline with automatation that keeps the processes flowing or sends out follow up reminders without having to spend employee time following up. Customer support will even reach out to check in on if you need any help going through set up, they're friendly and ...