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 31-40 out of 473
JH
Joel H
12/21/23
"What a wonderful all in one tool!"
What do you like best about TaxDome? Setting up pipelines, and integrating automations to improve the workflow of tax preparation. Having email linked to the portal within TaxDome is so great! The ability to accept payment within TaxDome is another plus!
AU
Anonymous User
12/21/23
"Good Webapp"
What do you like best about TaxDome? TaxDome had a good data structure. The workflow is organized on how things normally flow in a tax office. What do you dislike about TaxDome?
AU
Anonymous User
12/20/23
"Best Value"
What do you like best about TaxDome? The best value of the several CRM's for tax and accounting firms that I have looked at. I like project management system that it has and the fact that it has integration with the IRS for transcripts. It also has a wiki so that you can create your own knowledgebase within the CRM
AU
Anonymous User
12/19/23
"TaxDome new user"
What do you like best about TaxDome? I am just starting out with TaxDome but I really like the ability to make such a 'smart' organizer that only has clients focus on the parts that are relevant to them. I like being able to set up a pipeline with automatation that keeps the processes flowing or sends out follow up reminders without having to spend employee time following up. Customer support will even reach out to check in on if you need any help going through set up, they're friendly and ...
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AB
anika B
12/17/23
"taxdome have every feature"
What do you like best about TaxDome? everything is all in one I do not several apps. What do you dislike about TaxDome?
AB
anika B
12/17/23
"taxdome have every feature"
What do you like best about TaxDome? everything is all in one I do not several apps. What do you dislike about TaxDome?
AU
Anonymous User
12/15/23
"Seems to work well"
What do you like best about TaxDome? The automation processes seem like they can help add accountability across the organization What do you dislike about TaxDome?
ST
Shawntelle T
12/14/23
"Quick and user friendly"
What do you like best about TaxDome? The concierge service has been helpful and engaging. The team is easy to reach and provides excellent guidance. They have had a wealth of knowledge and provided superior support to this point. Easy to navigate environment. Great price for the breadth of capabilites and support provided.
ST
Shawntelle T
12/14/23
"Quick and user friendly"
What do you like best about TaxDome? The concierge service has been helpful and engaging. The team is easy to reach and provides excellent guidance. They have had a wealth of knowledge and provided superior support to this point. Easy to navigate environment. Great price for the breadth of capabilites and support provided.
CM
Clare M
12/13/23
"Indispensable tool for the Solopreneur"
What do you like best about TaxDome? TaxDome keeps my "tech stack" to a minimum, by providing a platform for secure document sharing, signature gathering, secure communications, invoicing and my website.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
