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 311-320 out of 473
AU
Anonymous User
10/11/22
"Very good so far, can't wait to see how much time it saves me!"
What do you like best about TaxDome? Automating some of my more basic tasks and having zapier fill in information automatically What do you dislike about TaxDome?
AU
Anonymous User
10/07/22
"It really is a substitution for all of my other apps for my accounting firm!"
What do you like best about TaxDome? TaxDome provides a central location for all of the components of my practice. It makes reaching clients easier and keeps their information consolidated and easily accessible. It also allows for a smoother workflow internally.
AU
Anonymous User
10/06/22
"Tax Dome Review"
What do you like best about TaxDome? The fact that Tax Dome can automate a lot of our workflows. What do you dislike about TaxDome?
AU
Anonymous User
10/04/22
"Changed my business"
What do you like best about TaxDome? Automation within the pipeline. If a client signs a contract it can auto bump them into the next process! What do you dislike about TaxDome?
MV
Madhu V
10/03/22
"TaxDome is an amazing tool!!!"
What do you like best about TaxDome? Integration with TaxAct and sending the documents for signature from TaxAct to TaxDome and eventually to clients for signature. Also the pipeline functionality is amazing.
MB
Matthew B
10/03/22
"Best Tax Portal"
What do you like best about TaxDome? I like the versatility of TaxDome and the ease of use both for my staff and for my clients. It hands-down offers to most functionality with file transfers, and the pipelines make it easy to keep track of the different stages of each job. I also really appreciate the InBox+, which helps to filter and sort the essential messages to and from clients.
LM
Lisa M
09/29/22
"Great portal at an excellent price point."
What do you like best about TaxDome? The Client Portal put power in my client's hands and saves time by allowing me to automate client services. What do you dislike about TaxDome?
DW
Debra W
09/27/22
"MUCH NEEDED ASSETT FOR ANY ACCOUTING, TAX PREP, OR BOOKKEEPING FIRM"
What do you like best about TaxDome? I LOVE THE WAY I CAN AUTOMATE EVERYDAY TASKS TO HELP INCREASE EFFICIENCY What do you dislike about TaxDome?
MS
Manjit S
09/22/22
"Edgar and Niko have been very helpful answering our questions and ensuring onboarding is successful."
What do you like best about TaxDome? The flexibility of functions. The team welcomes our feedback that makes the system tailored to our needs. What do you dislike about TaxDome?
PB
Pitts B
09/21/22
"May be a 10!"
What do you like best about TaxDome? The e-signature options using templates have, thus far, been the most helpful. This is a time saver for clients who would now like to opt for remote service.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].