TaxDome
Hvad er TaxDome?
TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both Læs mere internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team. Automated workflows, signatures, client onboarding, and client communication are Læs mindreHvem bruger TaxDome?
Accountants, Bookkeepers and Tax Professionals
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TaxDome
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Anmeldelser af TaxDome
Jennifer
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Worth the learning curve
Kommentarer: TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.
Fordele:
Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.
Ulemper:
There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive. I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)
Svar fra TaxDome
for 10 måneder siden
Thank you, Jennifer, your feedback is valuable to us. Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process. Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.
Jeffrey
Tax Dome helped us handle enough business to get our own office
Kommentarer: Our overall experience with TD has been fantastic. We were able to triple our business within the first year of us using it.
Fordele:
There were three accountants (partners) when we first started this business and we were working out of bedrooms and coffee shops. The only reason that was happening was because we spent 70% of our time just tracking our servicing progress for each client under each different partner. Once we found Tax Dome and moved our client success processes from Trello, Clickup, excel, and other management softwares, we were able to handle significantly more clients with this time. Our absolute favorite feature is pipeline's and being able to automate engagement letters, send invoices, and organizers to collect data.
Ulemper:
Features I least like that are within TaxDome is the inbox+ and template (& tag) management. Inbox+ won't show the correct preview text for a notification- meaning a notification would pop up saying a client messaged us, however, the notification was triggered because I myself sent a response message. And for notifications that are actually from clients messaging us will never be properly previewed in inbox+. Template (& tag) management can be greatly improved. When I first started using TD, I created templates for EVERYTHING. Now I use perhaps half of them yet I have not deleted the ones that are not in use simply because I do not know what templates are actually being used in a pipeline. Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more.
Svar fra TaxDome
for 3 måneder siden
Thank you, Jeffrey. Your feedback is valuable to us. We are happy that TaxDome made the whole process easier for you and your partners. The pipelines save a lot of time and effort so that you can focus on new clients. As for the notifications, you should receive notifications only for new messages and replies from clients, and the team members will get notifications for replies from the firm owner, but there should be no notifications for your own replies. Please reach out to our support team so that they can check on this. For the other parts you dislike, I would like to refer you to the Feature Request Board that we have for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We would appreciate if you could share your ideas on how to improve. If there is anything that we can assist you with, please let us know. We will be happy to do so. Have a wonderful day.
Ryan
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Finally Someone Gets It!
Fordele:
The Simple Simplicity Of The GUI & Product Design, Endless Intuitive Customizations.
Ulemper:
Need more dashboard features to complete preparer payroll & commission; card vault
Svar fra TaxDome
sidste måned
Thank you, Ryan. Your feedback is very valuable to us. We are happy to hear that you like the possibility to customize almost everything in TaxDome. We would like you to know that our development departments are working all the time on improving the software. The Dashboard has been recently changed to Insights, and now you have different options. User feedback is incredibly important to us, and we love to get feedback and ideas from our customers. We would appreciate it if you would share your thoughts on what can be added to the dashboard features that would improve your efficiency. You can share your ideas by submitting requests to our Feature Request Board, or by sending a reply to this response. Please let us know if there is anything we can assist you with. Have a wonderful day.
Sami
I'm a new user
Kommentarer: I see it as a hindrance in the tax prep realm. We need full featured workpapers.
Fordele:
It seems seamless for the user to upload documents.
Ulemper:
There are no features that make the documents usable for workpaper markup once uploaded.
Svar fra TaxDome
sidste måned
Hello Sami, Thank you for your review. It is valuable to us. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.
Ryan
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The Solution for our Firm
Kommentarer: This is very much what I expected. Offering all pieces of a tax practice management software and the custom-nature creates a steep learning curve for effective usage of this tool. That being said, the other options for practice management solutions were not all-inclusive and more expensive! If you are running a small accounting or tax practice and feel like you are always being reactive to projects and deadlines this can be your solution. Be prepared to spend multiple weeks on the setup but its worth it!
Fordele:
The inclusion of many different pieces of our practice is an excellent feature of Taxdome. Managing all aspects of our operation from onboarding new clients all the way to the recurring monthly projects and everything in-between has been a nightmare before Taxdome. We are excited about this upcoming tax season and how efficient this software will make everything!
Ulemper:
The setup process is time consuming. Learning the terminology and how all of the pieces fit together eats up all of the free trial. It is very customizable which means there isn't much in the way of a standard setup.
Svar fra TaxDome
for 2 måneder siden
Hello Ryan Thank you for your review. It is valuable to us! Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day.
