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 21-30 out of 473
JB
John B. P
12/26/23
"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?
AU
Anonymous User
12/26/23
"Client portals done right!"
What do you like best about TaxDome? The client communication is great. Getting clients to send their documents securely is always a struggle, but the easy to use client portals on TaxDome are perfect. One click and the client can send me their docs! I love the ability to mass update the portal folders as well - keeps the documents orderly and things are easy to find.
AU
Anonymous User
12/26/23
"Client portals done right!"
What do you like best about TaxDome? The client communication is great. Getting clients to send their documents securely is always a struggle, but the easy to use client portals on TaxDome are perfect. One click and the client can send me their docs! I love the ability to mass update the portal folders as well - keeps the documents orderly and things are easy to find.
MD
Michael D J
12/24/23
"Just signed up and have been pleased with the onboarding process thus far."
What do you like best about TaxDome? TaxDome Academy, Youtube videos, comprehensive CRM What do you dislike about TaxDome?
MD
Michael D J
12/24/23
"Just signed up and have been pleased with the onboarding process thus far."
What do you like best about TaxDome? TaxDome Academy, Youtube videos, comprehensive CRM What do you dislike about TaxDome?
LS
Latonda S
12/22/23
"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.
NS
Noradino S
12/22/23
"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.
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!
DL
Daniel L
12/21/23
"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.
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.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
