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 201-210 out of 473
AU
Anonymous User
05/28/23
"So Far So Good"
What do you like best about TaxDome? It is very user-friendly. It is also very helpful to have so many things in one place, i.e., email, document share, and eSign. What do you dislike about TaxDome?
NC
Nicholas C
05/25/23
"Great Product!"
What do you like best about TaxDome? It has tons of feature that are incredibly useful. Makes accounting easy. What do you dislike about TaxDome?
NC
Nicholas C
05/25/23
"Great Product!"
What do you like best about TaxDome? It has tons of feature that are incredibly useful. Makes accounting easy. What do you dislike about TaxDome?
AL
ANGELICA L
05/23/23
"Taxdome Review"
What do you like best about TaxDome? We have been using Automations, the folder organization within the portal, locking in the tax file until the client pays, the fact that we can send invoices, signature documents and able to upload documents.
MD
Michelle D
05/18/23
"Customer Support as needed"
What do you like best about TaxDome? I love that customer support is there and encourages you to set appointments to onboard from your prior Client manager and portal. I met once for an overview of the program and looking forward to my next meeting which will be to either import my clients in or to work on setting up a workflow and automating.
MD
Michelle D
05/18/23
"Customer Support as needed"
What do you like best about TaxDome? I love that customer support is there and encourages you to set appointments to onboard from your prior Client manager and portal. I met once for an overview of the program and looking forward to my next meeting which will be to either import my clients in or to work on setting up a workflow and automating.
CF
Carter F
05/17/23
"Increased efficiency and transparency"
What do you like best about TaxDome? The portal is simple for the clients to understand. Further, the workflows were easy to build with some great automation to save time when the firm is busy. Lastly, converting your existing client list from tax software into the system is very easy.
AJ
Anthony J
05/15/23
"Great product for streamlining my business!"
What do you like best about TaxDome? I have been looking for a secure way to communicate with my clients while also being able to house all of the data in a single location. TaxDome meets that need.
AU
Anonymous User
05/15/23
"Slow Start"
What do you like best about TaxDome? So far, I like what others have told me about TaxDome. I do appreciate the 1:1 Implementation sessions. What do you dislike about TaxDome?
MJ
Matt J
05/09/23
"Very intuitive and lots of automations"
What do you like best about TaxDome? I like the ability to customize the automated features, allowing for a very tailored client interaction. It is also very flexible to allow for multiple situations and circumstances when setting up your client engagements.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
