8.1
Spot Score
Efficiency and growth with TaxDome.
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Showing 31-40 out of 473
YK
Yuri K
12/21/23
"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!
BL
Beck L
12/21/23
"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.
AU
Anonymous User
12/20/23
"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
AU
Anonymous User
12/19/23
"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 ...
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AB
anika B
12/17/23
"taxdome have every feature"
What do you like best about TaxDome? everything is all in one I do not several apps. What do you dislike about TaxDome?
AB
anika B
12/17/23
"taxdome have every feature"
What do you like best about TaxDome? everything is all in one I do not several apps. What do you dislike about TaxDome?
AU
Anonymous User
12/15/23
"Seems to work well"
What do you like best about TaxDome? The automation processes seem like they can help add accountability across the organization What do you dislike about TaxDome?
ST
Shawntelle T
12/14/23
"Quick and user friendly"
What do you like best about TaxDome? The concierge service has been helpful and engaging. The team is easy to reach and provides excellent guidance. They have had a wealth of knowledge and provided superior support to this point. Easy to navigate environment. Great price for the breadth of capabilites and support provided.
ST
Shawntelle T
12/14/23
"Quick and user friendly"
What do you like best about TaxDome? The concierge service has been helpful and engaging. The team is easy to reach and provides excellent guidance. They have had a wealth of knowledge and provided superior support to this point. Easy to navigate environment. Great price for the breadth of capabilites and support provided.
AU
Anonymous User
12/13/23
"Game Changer"
What do you like best about TaxDome? Plenty of useful automations & integrations. Having a mobile app is a great feature and helpful for clients to interact with the platform.
