8.1
Spot Score
Efficiency and growth with TaxDome.
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TaxDome has emerged as a standout solution for tax professionals seeking an all-in-one practice management platform. Celebrated for its robust automation features, TaxDome streamlines previously time-consuming tasks like client onboarding, document management, and workflow organization. The ability to integrate email, signatures, invoicing, and even tax software ...Read more
Enables significant automation, improving workflows and reducing manual tasks like follow-ups and repetitive processes.
Comprehensive all-in-one platform consolidates tools for client management, secure document sharing, invoicing, and communications, reducing the need for multiple apps.
Intuitive, user-friendly interface and well-organized workflows tailored for tax professionals.
Exceptional customer support with unlimited guidance, personalized onboarding, training videos, and resources like TaxDome Academy.
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Showing 391-400 out of 473
DC
Doyle C
07/05/22
"Just what I needed to improve my efficiency"
What do you like best about TaxDome? I like how everything is located in one platform so I don't have to keep jumping around to get business done. What do you dislike about TaxDome?
KC
Katie C
07/05/22
"Fully Recommend for An Easier Tax Flow"
What do you like best about TaxDome? Automation is the best part & most helpful. Being able to create a pipeline with things happening automatically helps take the guesswork out of what has or has not been sent to the client.
AU
Anonymous User
07/05/22
"TaxDome Review"
What do you like best about TaxDome? Easy to use software that allows us to setup client portals, obtain client E-Signatures, send invoices and receive payment and many other features.
ML
Michael L
07/05/22
"Great CRM and storage"
What do you like best about TaxDome? I like the ability to create pipelines with automated emails that can be sent to clients. I also like the ability of clients to sign using the app.
JJ
Jennifer J
07/05/22
"Best office admin"
What do you like best about TaxDome? The automation tools are the best! It really allows you to set up and quick and sustainable business workflow. What do you dislike about TaxDome?
AU
Anonymous User
07/05/22
"Excellent Product - I've replaced 4 pieces of software!"
What do you like best about TaxDome? I like the integration, especially the ability to lock documents so that clients have to pay first before signing. What do you dislike about TaxDome?
DB
Daniel B
07/01/22
"Great for beginners!"
What do you like best about TaxDome? There are so many features available to use which can make the onboarding overwhelming, however, the training resources are fantastic. The team is also available for one on one calls to discuss any questions that you may have. There are sample templates available to cruise you through the beginning stages.
AU
Anonymous User
06/30/22
"Tax Dome - Radiant Tax Advisors"
What do you like best about TaxDome? They have so many features! I enjoy the ability to interact with clients on all different levels - between document upload, contracts, billing. It is so nice to have all of this in one place. Also, customer service has been INCREDIBLE!!
JW
Jamie W
06/29/22
"Academy, tutorials, client help site. The works!"
What do you like best about TaxDome? I appreciate self-learning and Tax Dome offers that and more. What do you dislike about TaxDome?
JK
Julie K
06/29/22
"TRIAL USE"
What do you like best about TaxDome? HAVING ALL INFORMATION IN ONE PLACE. ABILITY TO CONNECT WITH CLIENTS DIRECTLY What do you dislike about TaxDome?