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 461-470 out of 473
DH
Daniel H
02/25/22
"TaxDome is a great client management tool."
What do you like best about TaxDome? I love the simplicity TaxDome brings to my practice. My clients enjoy the simplicity as well. Having a KBA interface simplifies the process of securely collecting documents, KBA signatures, and sharing finished returns in one package.
DH
Daniel H
02/25/22
"TaxDome is a great client management tool."
What do you like best about TaxDome? I love the simplicity TaxDome brings to my practice. My clients enjoy the simplicity as well. Having a KBA interface simplifies the process of securely collecting documents, KBA signatures, and sharing finished returns in one package.
AU
Anonymous User
02/24/22
"TaxDome"
What do you like best about TaxDome? Clients love the seamless integration and document exchange What do you dislike about TaxDome?
AU
Anonymous User
02/24/22
"TaxDome"
What do you like best about TaxDome? Clients love the seamless integration and document exchange What do you dislike about TaxDome?
JR
Joe R
02/22/22
"Very easy to use and helpful for tracking projects, saving time through automations, and CRM."
What do you like best about TaxDome? The automation tool, has been handy and has saved our firm a lot of time. You can use this to send out engagement letters, send emails to clients, and create tasks for your team members, to name a few. TaxDome has also been very helpful for tracking a project's status through the pipeline feature and assigning tasks or projects to team members, which makes me feel in control and constantly aware of what is going on at our firm.
NP
Nik P
10/18/21
"Taxdome is perfect for client workflow, communication and management"
What do you like best about TaxDome? I use taxdome to securely communicate with my clients, provide clients with tax returns and financials. I also use taxdome to manage client deadlines, request signatures from clients, and request tax documents.
NP
Nik P
10/18/21
"Taxdome is perfect for client workflow, communication and management"
What do you like best about TaxDome? I use taxdome to securely communicate with my clients, provide clients with tax returns and financials. I also use taxdome to manage client deadlines, request signatures from clients, and request tax documents.
RB
Russell B
08/31/21
"Great all around practice management tool, and getting better by the week"
What do you like best about TaxDome? A capable all-in-one solution - combining client portal, secure chat platform, workflow management, e-signatures with KBA, and client organizers into one secure system. The price cannot be best, with almost any individual service it replaces likely costing as much per month as TaxDome does for everything.
RB
Russell B
08/31/21
"Great all around practice management tool, and getting better by the week"
What do you like best about TaxDome? A capable all-in-one solution - combining client portal, secure chat platform, workflow management, e-signatures with KBA, and client organizers into one secure system. The price cannot be best, with almost any individual service it replaces likely costing as much per month as TaxDome does for everything.
SM
Stephanie M
05/19/21
"A must have for tax accountants"
What do you like best about TaxDome? I love having the ability to message clients What do you dislike about TaxDome?
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
