TaxDome
Conheça o 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 o TaxDome?
Contabilistas, Escriturários e Profissionais Fiscais
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Avaliações do TaxDome
Brendan
Great all-in-one tool but requires ramp-up time
Jennifer
Worth the learning curve
Comentários: 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.
Vantagens:
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.
Desvantagens:
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)
Resposta do TaxDome
ano passado
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
Comentários: Our overall experience with TD has been fantastic. We were able to triple our business within the first year of us using it.
Vantagens:
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.
Desvantagens:
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.
Resposta do TaxDome
há 8 meses
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.
Heidi
Alternativas consideradas:
Saving me so much time
Comentários: TaxDome has eliminated so many of my tracking spreadsheets and freed up so much time for me. The client portal is a serious upgrade from what I was using before as well.
Vantagens:
I love the task management and pipeline features of Tax dome. Automating tasks is a lifesaver.
Desvantagens:
I would like to see more time tracking features, being able to have my team clock in and out for the day, and then track their time across all tasks and breaks would really be helpful and eliminate another bulky spreadsheet. Also the addition of a budget for each task, so we can track the budgeted time for each task/job and compare to the actual time our employees spent on it.
Resposta do TaxDome
mês passado
Hello Heidi, Thank you 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. 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 that you might think will improve your experience in using TaxDome, 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!
Edna
Knaa Review
Comentários: It’s a recommended product for larger scatfirm
Vantagens:
It’s Ease in calculations when working with it
Desvantagens:
The cost of it is too high. Since we had to go a bit above our budget
Resposta do TaxDome
mês passado
Hello Edna, Thank you for your review. It is valuable to us. 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. We are sorry to learn that cost is a concern for you, and we want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. The cost per user may seem high at first glance, but when you consider the amount of time and money that can be saved by using our software, it becomes a cost-effective solution for your business. If there is anything we can do for you, please reach out to us. Have a wonderful day!
Erica
Best Product Yet! Highly Impressed!
Vantagens:
The product is easy to navigate, with much more fluids craters than it’s competitors. Everything I need is at my fingertips and clients are adjusting well.
Desvantagens:
It’s more difficult to learn the automotive workflows, but that is mostly due to me learning during peak season. I just don’t have the time to dedicate to learning as I need to right now.
Resposta do TaxDome
há 3 meses
Hello Erica, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you find our product easy to navigate and that it provides you with everything you need at your fingertips. We are also glad to hear that your clients are adjusting well to the platform. Regarding your feedback on the difficulty of learning the automotive workflows, we understand that it can be challenging to learn new things during peak season when time is of the essence. However, we want you to know that our team is always available to provide support and assistance whenever you need it. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please do not hesitate to reach out to us if you have any questions or need any assistance with learning the workflows. Have a wonderful day!
