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 181-190 out of 473
LR
Louise R
06/22/23
"very helpful staff"
What do you like best about TaxDome? documents all in the same place, better communication What do you dislike about TaxDome?
AU
Anonymous User
06/22/23
"Be patient and invest time in the set up stage"
What do you like best about TaxDome? The automation features are fantastic! The way you can automate all of the task creations in your workflow is very impressive.
AU
Anonymous User
06/22/23
"Be patient and invest time in the set up stage"
What do you like best about TaxDome? The automation features are fantastic! The way you can automate all of the task creations in your workflow is very impressive.
JR
Jason R
06/22/23
"We had a great first-year experience"
What do you like best about TaxDome? The support you get at a moment's notice is amazing. Very easy to edit workflows or templates to suit your needs. The time spent collecting data to complete a tax return has dramatically decreased. We switched to TaxDome from Liscio as it was more visually appealing and had many more working features built in that helped us and our clients work more efficiently than ever before.
MH
Michele H
06/22/23
"Transforming Tax Tasks: My Stellar Experience with TaxDome"
What do you like best about TaxDome? TaxDome offers preconfigured automation tools that alleviate the complexities of initiating your automation process. While these automations can be customized to fit your unique needs, their predefined structure serves as an excellent starting point. This helps to spark your creativity, inspiring you to devise additional automations that you might not have previously considered.
JB
Jennifer B
06/22/23
"Gamechanger!"
What do you like best about TaxDome? It's tough to point out the best thing about TaxDome - the interface is VERY user friendly for both the firm and the client sides, the automations are such a time saver, and it's great that everything is so customizable. Each firm operates differently and they can activate the features that work for them, that's great! Plus the TaxDome team listens to its users.
LR
Louise R
06/22/23
"very helpful staff"
What do you like best about TaxDome? documents all in the same place, better communication What do you dislike about TaxDome?
CA
Cedric A
06/22/23
"Comprehensive Solution For My Tax Practice"
What do you like best about TaxDome? I am really impressed with the numerous functions provided within Tax Dome. Tax Dome provides a CRM that includes automation and workflow functions, a complimentary website and landing pages, integration with QuickBooks Online, tax preparation software, and other programs. Most of all Tax Dome has allowed me to reduce my technology costs.
NM
Neil M
06/21/23
"Very Pleased"
What do you like best about TaxDome? Great platform that integrates client notes, signatures, and client uploads. I'm very grateful for finding this platform after starting my business.
WG
Whit G
06/20/23
"Everything you want all in one place"
What do you like best about TaxDome? Easy-to-setup automation, linked & synced communications with clients, separation of accounts/contacts, team dashboard, regular updates and open feedback process
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
