18 anos ajudando empresas portuguesas
a escolherem o melhor software
TaxDome
Conheça TaxDome
Um software multifuncional para preparadores fiscais, contabilistas e escriturários.
É perfeito para expandir o seu negócio: deixe de pagar por uma dúzia de ferramentas e administre a sua atividade a partir de um único núcleo integrado.
Fluxos de trabalho automatizados, portal do cliente de fácil utilização, CRM personalizável, armazenamento de ficheiros ilimitado e seguro, assinaturas eletrónicas, mensagens e muito mais ao preço de uma aplicação.
Quem usa TaxDome?
Contabilistas, Escriturários e Profissionais Fiscais
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Avaliações do TaxDome
Great all-in-one tool but requires ramp-up time
Avaliação TaxDome
Comentários: Minha experiência geral tem sido muito positiva, tenho gostado muito do programa.
Vantagens:
Os pontos que mais gosto são a interface intuitiva, a integração com diversas ferramentas, a personalização do sistema e o armazenamento seguro de documentos são características inovadoras e simplificadas.
Desvantagens:
Não há nada de crítico, mas gostaria de ressaltar que um suporte mais rápido e eficiente seria uma melhoria bem-vinda.
Resposta do TaxDome
ano passado
Hello Felipe, Thank you very much for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. I'm sorry to hear the concern about our support. We would like to know what happened. Could you please send us more details of your case? If there is anything we can do for you, please reach out to us. Have a wonderful day!
Reliable Taxdome
Comentários: I've always had a reliable experience with TaxDome. I appreciate that it offers workshops and keeps up with timely updates. The platform is safe and secure for clients, and it's easy to navigate. I also like the user-friendly interface, which is not intimidating. TaxDome fosters efficient client relationships by promoting seamless communication
Vantagens:
Secure, reliable, user friendly for both tax preparer, admin and client
Desvantagens:
I suggest to put AI in chats to check grammar, spelling and make overall communication efficient
Resposta do TaxDome
semana passada
Thank you for your thoughtful review! It’s wonderful to hear that you’ve found TaxDome to be reliable, secure, and user-friendly for both your team and your clients. We’re thrilled to know that features like seamless communication and timely updates are helping foster efficient client relationships. Your suggestion to incorporate AI in chats to improve grammar and spelling is fantastic! I’ve shared this feedback with our product team, as we’re always looking for ways to enhance the user experience. If you’d like to share more details or have additional ideas, feel free to reach out to us at [email protected]. We’re always here to listen and support you!
From Data Collection to Service Excellence with TaxDome
Comentários: TaxDome saves us a tremendous amount of time, allowing us to focus our work hours on what truly matters—serving our clients. Data collection is often the biggest speed bump in the process, but with TaxDome, we can keep moving forward seamlessly!
Vantagens:
Everything in One Place – Switching to TaxDome allowed me to cancel four other software programs. It centralizes all aspects of an engagement, including text messages, emails, e-signature documents, invoices, engagement letters, client questions, and files. This streamlined approach saves time and eliminates the hassle of chasing information across different platforms. For team members collaborating on the same client, everything they need is at their fingertips, enhancing efficiency and productivity.
Desvantagens:
At one point, the mass messaging feature glitched, but thankfully, it seems to be working fine now.
Resposta do TaxDome
mês passado
Thank you for sharing your experience with TaxDome! It’s fantastic to hear how it has transformed your practice, allowing you to streamline operations and focus on delivering exceptional service to your clients. The ability to consolidate everything—from communication to e-signatures and invoices—all in one place is a huge time-saver, and we’re thrilled that it’s made such a positive impact on your workflow! 😊 If you ever encounter any issues or have suggestions for further improvements, please feel free to reach out at [email protected]. We’d love to hear from you and ensure TaxDome continues to exceed your expectations. Thank you for being a valued part of the TaxDome community and for trusting us to simplify your practice.
Alternativas consideradas anteriormente:
Good but improvements needed
Comentários: its good not great...some features are too general
Vantagens:
Client chat and communication, and team chats
Desvantagens:
Pipelines and workflows need to allow conditional movement
Excellent practice management software
Comentários: I'm very happy with TaxDome. I needed a secure communication platform with project tracking and KBA e-signatures, and TD has all that and so much more. In fact, I recently switched to a 3 year contract, which should tell you how pleased I am. I highly recommend any CPA firm check out this software!
Vantagens:
I love all of the automation features. It makes my workflow highly customizable and well organized. I always know who has which tasks to complete, and where in the process any given deliverable is. Plus they keep introducing more incredible features, so the product is continually improved.
Desvantagens:
There is a bit of a learning curve at the beginning in order to understand how the system works and how to set up your own processes, so I'm still tweaking some of my setup as I get more experience with the product. I also wish they supported foreign currency invoicing (CAD-USD).
Resposta do TaxDome
há 2 meses
Thank you so much for sharing your experience with TaxDome! We’re thrilled to hear that the platform has made such a positive impact on your workflow—secure communication, project tracking, and KBA e-signatures are core features we’re proud of. It’s awesome to know you’re finding the automation tools helpful for keeping everything organized and running smoothly. Committing to a 3-year contract really means a lot to us—thank you for trusting us with your business! It’s great to hear you’re tweaking your setup as you go—that’s exactly how many of our users refine their processes. And about the CAD-USD invoicing, we’ve passed that feedback along to our Product team. We’re always working to improve, so your input really helps. Thanks again for your kind words and for recommending TaxDome to other CPA firms! If you ever need help or have more ideas, feel free to reach out—we’re always happy to hear from you!
TaxDome is Great!
Comentários: Overall I've been happy with the pricing structure and being able to add and remove users based upon the seasonality of my business. I love the automations and how much manual work has been removed from administrative work.
Vantagens:
I like being able to manage different projects, automate workflows and have document exchange all in one place.
Desvantagens:
Tagging can get messy and confusing if not well managed.
Resposta do TaxDome
mês passado
Thank you for sharing your experience with TaxDome! It’s wonderful to hear how much you value the pricing flexibility, automations, and the ability to streamline your administrative tasks. Managing projects, automating workflows, and handling document exchanges all in one platform is exactly what we aim to deliver—so it’s great to know it’s working well for you! Your feedback on tagging is noted, and we’d love to learn more about your specific experience. If you’d like, please reach out to us at [email protected]. We’re here to ensure the system works seamlessly for you. Thank you for choosing TaxDome to grow your practice, and for being a valued part of our community!
Valuable to my business for improved efficiency and convenience.
Comentários: The overall experience has been very positive. I am committed to the product, and each year they add new features that enhance my efficiency. It saves me time.
Vantagens:
It offers comprehensive functionality as an all-in-one tax practice management solution. I used to have several different providers for my tax practice and now it is all centralized.
Desvantagens:
The initial setup was straightforward with the assistance of TD, but unlocking the product’s full potential was a bit more complicated. I would describe the learning curve as steep; however, once you get the hang of it, the product becomes truly wonderful.
Resposta do TaxDome
mês passado
Thank you for sharing your experience with TaxDome! It’s fantastic to hear that the platform has brought efficiency and convenience to your business by centralizing all your tax practice management needs. We’re thrilled that it’s saving you time and streamlining your processes. We’re continuously working to enhance the product, and your feedback helps us do just that. If there’s ever anything more we can assist you with or if you’d like to share additional thoughts, please don’t hesitate to reach out at [email protected]. We’re here to ensure you’re making the most of TaxDome and unlocking its full potential. Thank you for being a valued part of our community!
Alternativas consideradas anteriormente:
The game-change my firm was looking for
Comentários: It has been a real game-changer for my practice and has helped so much with annual tax preparation. I'm also very impressed at how reactive TD is to user requests and all of the improvements released.
Vantagens:
Everything is all in one place! I was able to drop several other apps. The automations for workflow are mind-blowing. I love being able to mass email with filters for targeted clients. I love locking documents to payments and now I have reduced my $45K A/R to $0.
Desvantagens:
We are using Keeper to manage our accounting work because I can't get TD to do what I need.
Resposta do TaxDome
há 2 meses
Thank you for your thoughtful review! We're thrilled to hear that TaxDome has been transformative for your practice, especially with features like workflow automations, targeted client communication, and the ability to reduce your A/R to $0—these are the kinds of wins we aim to deliver for our users. It’s also fantastic to know you appreciate our responsiveness to user requests and regular improvements. We’d love to hear more about your feedback regarding managing accounting work within TaxDome. Your insights are invaluable and help shape the future of our platform. Please don’t hesitate to reach out to us at [email protected] to share more details. And don’t forget to check out our blog for updates on the latest feature releases: blog.taxdome.com/. Thank you for being a part of the TaxDome family! We're excited to continue supporting your firm’s growth.
Current User of TaxDome-2 years In
Comentários: Overall, my experience with TaxDome has been great.
Vantagens:
I like that TaxDome allows for the auto-draft of recurring invoices. I also like that I can organize my chats by topic, allowing me to locate a conversation easily.
Desvantagens:
What I like least is that the templates aren't searchable and can't be filtered. I have to scroll through all of them to find what I am looking for. It would also be nice to be able to filter by preferred language.
Resposta do TaxDome
há 2 meses
Thank you for sharing your experience! We're thrilled to hear that TaxDome has been a great fit for you and that features like auto-drafting recurring invoices and organizing chats by topic have been helpful for your workflow. We’re always looking to improve, and enhancements to templates are already on our radar. Don’t forget to check out our blog for updates on new feature releases (https://blog.taxdome.com/). If you’d like to share more insights, feel free to reach out at [email protected]—we’d love to hear from you!
Alternativas consideradas anteriormente:
Great Tool as PMO and Client Portal.
Comentários: Good fit for our firm. Affordable price and good customer service.
Vantagens:
We use TaxDome as both a PMO tool & Client Portal. The ability to automate tasks and send messages & emails to clients is huge. I also like the client facing options available, for ex. the action updates & client tasks. TaxDome has also been constantly updating & adding new features.
Desvantagens:
- Inability to integrate with other apps- through Zapier or otherwise. -Cannot add packages to proposal - No option to switch the client option to pay CC fees -Wish the Organizer was more intuitive and could recognize PY data & sync.
Resposta do TaxDome
há 2 meses
Thank you for your thoughtful review! We’re thrilled to hear that TaxDome has been a great fit for your firm and that you’re leveraging it as both a PMO tool and a Client Portal. It’s wonderful to know that features like automation, messaging, action updates, and client tasks have positively impacted your workflow. We’re also delighted that you’ve noticed our consistent updates and feature enhancements—your success is always our top priority! As for the additional features you mentioned, we want you to know they are on our radar, and we’re constantly working to expand and improve the platform to meet your needs. If you have more details or suggestions, feel free to share them with us at [email protected]. Also, don’t forget to check out our blog (https://blog.taxdome.com/) for updates on new features and enhancements. Thank you for choosing TaxDome as your trusted tool!
Alternativas consideradas anteriormente:
Game-Changer for Streamlining My Tax and Bookkeeping Business
Comentários: TaxDome has completely transformed the way I manage my tax and bookkeeping business. From the moment I started using it, I noticed an immediate improvement in my workflow, organization, and client communication. The platform is a powerhouse for automation, allowing me to streamline everything from client onboarding to document collection and e-signatures. What sets TaxDome apart is its intuitive design and all-in-one functionality. I can manage my entire practice from one dashboard—no need to juggle multiple tools anymore! The client portal is user-friendly and professional, making my clients feel confident and engaged in the process. The support team deserves special recognition for their responsiveness and expertise. Anytime I’ve had a question, they’ve gone above and beyond to ensure I had the resources I needed. As a growing business owner, TaxDome has been a game-changer. It saves me hours each week and gives me the confidence to scale my business without the chaos. I highly recommend it to any tax or accounting professional looking to simplify their operations and elevate their client experience.
Vantagens:
The most impressive feature of TaxDome is its ability to centralize all aspects of my practice in one platform. The seamless integration of client portals, automated workflows, and e-signature capabilities saves me hours of administrative work every week. I also love how intuitive and user-friendly it is for both my team and clients, which makes collaboration effortless. The level of automation it provides has truly elevated my efficiency and client experience.
Desvantagens:
While TaxDome is incredibly powerful, the initial setup and learning curve can be a bit overwhelming. Configuring workflows and fully understanding all the features takes some time and effort. However, once everything is set up, the system runs smoothly and is well worth the investment.
Resposta do TaxDome
há 2 meses
Thank you so much for sharing your amazing feedback! We're thrilled to hear that TaxDome has been a game-changer for your tax and bookkeeping business. It’s fantastic to know that our platform has helped improve your workflow, organization, and client communication while saving you hours each week. We're especially glad to hear how much you value the all-in-one functionality and intuitive design—providing seamless automation and enhancing your client experience is exactly what we strive for! We also deeply appreciate your shout-out to our support team! It’s wonderful to know they’ve been able to provide the resources and assistance you needed to succeed. If you have any additional ideas or feedback, we’d love to hear them! Please feel free to reach out at [email protected]. Your insights help us ensure TaxDome continues to grow with you and your business. 😊
Alternativas consideradas anteriormente:
TaxDome makes my business and dealing with clients easier
Comentários: Love it. Can't see myself not having it.
Vantagens:
I don't use the full functionality of TaxDome. I use it mostly to store and share files with clients, signature requests, and billing. It's been so easy to organize client files and bill/collect invoices. I also integrate the client portal login page into my website to streamline client access.
Desvantagens:
It can get complicated but thankfully there are tons of resources online and customer service if you need a personal touch overcoming an issue.
Resposta do TaxDome
há 2 meses
Thank you so much for sharing your experience! We’re thrilled to hear that TaxDome has become an integral part of your business, making client interactions smoother and keeping your operations organized. It's great that you’ve found value in file sharing, signature requests, and billing while also using the portal integration to enhance client access through your website—streamlined workflows are what we’re all about! We understand that TaxDome offers a lot of functionality, and we’re here to help you make the most of it. Don’t hesitate to reach out or check out our TaxDome Academy and webinars for additional tips! 💙 Thanks again for choosing TaxDome and for being part of our community!
Alternativas consideradas anteriormente:
Once you get past the set up, Taxdome is awesome!
Comentários: Like every app. It has its pros and cons. But overall, Taxdome has been a great addition to our firm
Vantagens:
Automations, workflows, Consistent updates and great support
Desvantagens:
It takes a long time to set up but once it is set up, it is great. Their email inbox feature is not a true shared inbox. Laking CRM-like timeline and visibility
Resposta do TaxDome
há 2 meses
Thank you so much for sharing your experience! We’re thrilled to hear that TaxDome has been a valuable addition to your firm, especially with features like automations, workflows, and consistent updates. Our team is continually working to streamline onboarding, and we’re always here to help during the process. We appreciate your feedback regarding the email inbox feature, CRM-like timeline, and visibility. We’re actively exploring these areas for improvement and will share your suggestions with our product team as we continue enhancing the platform. Please keep an eye on our blog for (https://blog.taxdome.com/) updates on upcoming features! Thank you for being a part of the TaxDome family, and for helping us improve with your valuable insights! Feel free to reach out to out team at [email protected] if you need assistance or have additional feedback.
Alternativas consideradas anteriormente:
Fantastic! Real solution thats multi-featured for accounting firms
Comentários: Fantastic! Highly supported program that is constantly being updated and improved based on actual user feedback. Use it daily in my business and honestly would need 12 programs to replace all the things it does for me and my team.
Vantagens:
Has multiple features in one software so not constantly logging in, or updating integrations with other platforms. Also saves on cost by having one integrated system for 99% of what my accounting firm needs. Clients also give great feedback on ease of use and having everything in one place.
Desvantagens:
It is a big software product so feels hard to learn. Like any large business application, reaching out to their support desk and 1:1 whiteglove custom training sessions allows me to setup features I needed for my business in stages without being overwhelmed
Resposta do TaxDome
mês passado
Thank you for sharing such a thoughtful review of TaxDome! 🌟 It’s incredibly rewarding to hear how TaxDome has become an essential tool for your firm, combining multiple features into one platform and eliminating the need for numerous log-ins and integrations. We’re thrilled that it’s simplifying your operations, saving you costs, and earning positive feedback from your clients for its ease of use. It’s great to hear that the support from our team and white-glove training sessions have helped make the process smoother for you. If you ever need assistance or want to explore additional features, don’t hesitate to reach out at [email protected]. Thank you for trusting us to be part of your journey. Your feedback helps us continue to improve and deliver the best possible experience.
Alternativas consideradas anteriormente:
Loves TaxDome and the Tools it Includes!
Comentários: The educational material and videos are great and I have been able to implement what I want without having to call customer support. When I have needed something, someone has been able to point me in the right direction quickly.
Vantagens:
The ability to have all of my records and tools in one place! The PDF editor is a great addition. Also, getting KBA signatures from clients is super easy.
Desvantagens:
I can't think of any REAL drawbacks. I don't especially think the client type field is necessary or useful.
Resposta do TaxDome
há 4 semanas
Thank you so much for your thoughtful review! It’s fantastic to hear how much you value TaxDome’s educational materials, ease of use, and comprehensive tools. We’re thrilled that you’ve been able to implement features independently and appreciate the PDF editor and KBA signature functionality—it’s great to know these are making a positive impact on your workflow. Your feedback about the client type field is noted, and we’ll take it into consideration as we continue to refine and improve the platform. Thank you for being part of the TaxDome community, and we’re so glad it’s been a great fit for your firm! 🚀
Excellent Multitask App
Comentários: This life changing app is the best investment your small firm could do. Is a great combination between a project management, CRM, and invoicing tool.
Vantagens:
Most repetitive tasks could easily be automated saving a lot of time increasing your capacity to serve more clients and increase your income. Also the software, through the customization of pipelines, helps you manage your workflow like a pro since the most simple task through the most complex one. The tutorials database is good.
Desvantagens:
This software requires time dedication for implementation and probably will need to hire external consultants to customize the software for your needs . Also, license fee per user is expensive.
Resposta do TaxDome
há 3 semanas
Thank you for your amazing review! We’re happy to hear how TaxDome has been a game-changer for your small firm, combining project management, CRM, and invoicing into one powerful tool. It’s great to know that automations and pipeline customizations have helped you save time and boost your capacity to serve more clients—your success is what we aim for! We understand that implementation can be a time investment, and we’re here to support you every step of the way. If you need help customizing the software to meet your firm’s needs, don’t forget to check out our TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps for in-depth guidance. Thank you for trusting TaxDome to help grow your business! If you have any questions or ideas, feel free to reach out to [email protected].
It is worth it!
Comentários: The more our office become committed to using TaxDome, the more rewarding it is and we realize it is worth the effort and cost.
Vantagens:
TaxDome is hard, but I love knowing TaxDome provides excellent support. I am learning every month how TaxDome can make our office more efficient. It is definitely a process, but one that is rewarding when it all comes together.
Desvantagens:
I feel like you really need to invest, which takes time - time to learn, time to implement, time to review and revamp. Once you invest time to learn and setup, it saves you the time you are looking for.
Resposta do TaxDome
mês passado
Thank you for sharing your experience with TaxDome! It’s wonderful to hear how committing to the platform has proven to be a rewarding investment for your office. Knowing that you’re discovering new ways to boost efficiency each month is exactly the kind of impact we strive for. We’re especially glad to hear that our support team has been there to assist you along the way—it’s our goal to make the learning and implementation process as smooth and valuable as possible. Thank you for being a part of the TaxDome community, and we’re excited to continue supporting your success! 🚀
TD Review 2024
Comentários: Overall, it has helped my practice be more efficient across the board for me, my staff and my clients.
Vantagens:
its ease to find and organize things. I can navigate through the screens, check for data, get notified when clients upload data, etc
Desvantagens:
Billing can be improved a little but TD is constantly upgrading and improving so there is really nothing I hate about it.
Resposta do TaxDome
há 3 semanas
Thank you for sharing your experience with TaxDome! It’s fantastic to hear how it has brought efficiency to your practice and made navigation, organization, and client communication smoother for you, your staff, and your clients. We truly appreciate your feedback on billing improvements and are happy to share that we’re always upgrading and enhancing features based on user input like yours. If you have any specific suggestions, feel free to share them with us through our idea board (https://help.taxdome.com/article/203-how-to-suggest-an-idea)—we’d love to hear your thoughts! Thank you for being part of the TaxDome community. 🚀
Alternativas consideradas anteriormente:
If I had to do it over again... I'd still choose TaxDome
Comentários: I've been quite pleased with TaxDome. My biggest cringe whenever I implement new software into an already existing practice is getting everything moved over. This process with TaxDome was a lot less problematic than I was anticipating.
Vantagens:
I like that everything is centralized and in one spot. Also, the additional features that are being developed continue to make it a more robust software.
Desvantagens:
I would like to see "company wide" packages for seats... so that my cost doesn't go up $800 per year everytime I add a staff member.
Resposta do TaxDome
mês passado
Thank you for sharing your experience with TaxDome! It’s wonderful to hear that the transition to TaxDome was smoother than expected and that the platform’s centralized approach is helping your practice stay organized and efficient. We're also thrilled that you're enjoying the continuous development of new features, designed to make the platform even more robust over time. Feedback like yours helps us understand how to better meet the needs of growing firms. If you’d like to share more details about your experience or other ideas, please don’t hesitate to reach out to us at [email protected]. Thank you for being a valued part of the TaxDome community and for your trust in choosing us. Here’s to continued success for your firm!
TaxDome for the WIN!
Comentários: They have been WONDERFUL! All their employees are friendly and knowledgeable, they offer so much training (both in video and in person) and are very transparent with the changes that are coming. They listen to the community and are mindful of tax deadlines when they do make changes.
Vantagens:
Love the secure messaging, printing directly from my tax software to TD, client communication in one place and the automation gave me an "admin" that I desperately needed.
Desvantagens:
I wish SMS didn't need a separate phone number (but chat works great) and wish it could integrate with QB payments.
Resposta do TaxDome
há 2 meses
Thank you so much for the awesome review! It’s great to hear how much you love features like secure messaging, printing directly from your tax software, and having all your client communication in one place. And knowing that our automation feels like the “admin” you needed—that’s music to our ears! We get your feedback, and while chat is a solid alternative, having SMS tied to your main number would make things easier. As for QB Payments, it’s definitely something our Product Team has on their radar, and your feedback helps us prioritize what’s next. Thanks again for sharing your thoughts—and for being part of the TaxDome family! We’re always here to listen, so don’t hesitate to reach out if there’s anything else on your mind.
3 year user of TaxDome - we love it
Comentários:
We are extremely happy with TaxDome (TD). TD listens to it's users and makes adjustments based upon requests. Love that. We bought it at the end of 2021 and have seen changes in the software (for the good) since then.
The true key to it being a success is to constantly use it. Kind of like that piece of exercise equipment in your basement. Don't blame it for you not losing weight if you don't use it. Use TD as much as you can and you'll appreciate the efficiency of what it does.
TD offers a lot and our clients seem to like it. We have about 1,100 client now so it comes in REALLY handy. Like everyone else, we have clients in their 70's, 80's (even 90's) who love it and use it just fine. But we also have clients in their 20's, 30's & 40's who find it "confusing".
Bottom line is do what works for you and your firm. Because the way you process returns is different than me. So don't copy someone else's Workflow but instead create you own!
Vantagens:
that it does things I didn't even know were a good idea. such as locking a tax return to an invoice. Cool! We also love the Workflows. That feature should be a necessity in every tax preparation firms arsenal.
Desvantagens:
Nothing I liked least BUT I will say, for us at least, it was like moving from a small Cessna plane to a Lear Jet. Holy smokes, the bells and whistles and things it can do require time to learn/use it. Point being, you're not gonna be a TaxDome pro the first year. Give it a few years.
Resposta do TaxDome
há 3 semanas
Thank you for sharing your thoughtful and detailed experience with TaxDome! We're thrilled to hear how much you value the platform and its continuous improvements. Your analogy is spot-on—just like exercise equipment, the more you use it, the more you see the benefits! We’re glad to be a key part of your practice's growth and efficiency, especially with 1,100 clients onboard. It’s fantastic to know that features like locking tax returns to invoices and the powerful Workflows have become essential tools for your firm. We truly appreciate your insights about tailoring the platform to your unique processes—your advice is invaluable! If you ever need further support or have additional feedback, don’t hesitate to reach out to us at [email protected]. We’re here to help every step of the way. Thank you for being a part of the TaxDome community! 🚀
Great Portal, Great Workflows, Great Communication Management Tool
Comentários: I purchased a client list from someone using TaxDome, and transitioned into using it. I barely used it the first season because I didn't understand it -- and now I love it and feel it contributes to my efficiency and document security in a way that would be impossible without it.
Vantagens:
The ability to keep several methods of communication in one arena -- chats, emails from multiple addresses, etc -- all the while allowing the safe upload and download of documents. The work flows are a great organizational tool.
Desvantagens:
The user/fee structure. As a small practitioner, the kind that gets great use from TaxDome, we have users that are not primary, can be occasional - part time bookkeepers, seasonal interns, spousal record upkeep, etc. To charge the same for any new users is not cool -- and it leads to sharing of logins, which is not a safe practice.
Resposta do TaxDome
há 3 meses
Thanks so much for sharing your experience! We're thrilled to hear that after getting familiar with TaxDome, it’s become such a valuable part of your workflow. It’s always great to hear when features like secure document management and centralized communication are helping boost efficiency—exactly what we aim for! We totally hear you on the user/fee structure. Just to clarify, with TaxDome, you can opt for either annual or monthly subscriptions for your team members. Monthly plans are great for seasonal or temporary staff, this way, you’ve got the flexibility to bring people on board as needed without the long-term commitment. We appreciate you sticking with us and being part of the TaxDome family! If you ever have more thoughts or ideas, don’t hesitate to reach out—we’re always here to listen.
Signature requests are great
Comentários: It's been good. Most of my clients have migrated without too much trouble.
Vantagens:
Ability to request signatures directly from the uploading windows program.
Desvantagens:
Client access - if a client accesses a signature request link on a shared computer that is already logged on as a different client (spouses) unless they log out, the spouses' signature prompts will be used and they get confused as to why they can't sign.
Resposta do TaxDome
há 4 meses
Thanks so much for sharing your thoughts! We’re glad to hear that most of your clients have made the switch without too much hassle and that you’re enjoying the signature request feature. I totally get your concern about client access on shared computers—it can definitely be confusing for clients who are logged in as another user. We really appreciate you bringing this to our attention. Your feedback helps us a lot, and we’re always looking for ways to make things better. In fact, we’re about to release an update that will specifically address this! The new e-sign without login feature will ensure that the link for the spouse automatically directs them to their part, rather than just taking them to the sign-in area. If you have any more thoughts or suggestions, feel free to drop them here. We're here to help!
TaxDome solution initially sold me, but the support/enhancement is keeping me
Comentários: TaxDome provides excellent level of support by chat, email, and phone. They follow up with me proactively!
Vantagens:
Comprehensive tax accounting back-office solution. Easy to use.
Desvantagens:
Programming the automation tools seem daunting.
Resposta do TaxDome
semana passada
Thank you for sharing your experience! We’re thrilled to hear that TaxDome’s comprehensive solution and proactive support have made a difference for you. It’s great to know that you’ve found the platform easy to use and that our team’s dedication has exceeded your expectations. Automation setup can feel a bit overwhelming at first, but it’s worth the investment! To make it easier, we offer resources like TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps designed to guide you step by step. If you need further assistance or have suggestions, we’d love to hear from you! Feel free to reach out at [email protected]. We’re here to help you make the most out of TaxDome! 🚀
TaxDome Review
Comentários: It has been a pretty good experience, however for the price I feel like there could be more features and SMS should be free with a possible limit within reason (1000-1,200).
Vantagens:
Visual Aesthetics, Organization, The Organizer is by far my favorite feature with conditional logic.
Desvantagens:
Glitches, No internal (firm) messaging module, Screenshots delete after so many days (biggest downfall), no 2-way integration with QBO, The need to use so many tags in a pipeline can get messy.
Resposta do TaxDome
há 4 meses
Thank you for your feedback! I relayed your comments about chats to our team. A) We’ll fix the screenshot bug you referenced. B) You can mention your teammates in chats and comments throughout the platform, and we’re also working on a separate internal firm chat module which we think you’ll enjoy. We’d love to set up a call with you to learn about your processes (especially about how you’re using tags for flexibility) to see how we can make your experience better. Please reach out to your account manager or email [email protected], and we’ll connect you with the appropriate product manager. Thank you!
