TaxDome Reviews 

TD works well.
Reason why I did not give the 5 stars is because of I keep having issues that the email is not syncing.

I love the workflow process. Using the pipelines and automations has made my job as the administrator so much easier. I also love how they are constantly improving and making things better for us and our clients.

I have worked with over 10 large and small CRMs and Practice Management Systems. I have yet to be disappointed with TaxDome or want to switch.

Nice once the pipelines/processes are set up, however I recommend keeping access limited and need-only. Not doing things in the right order or forgetting a step causes unexpected issues down the line.

Tax Dome makes the tax experience great for both new and existing tax clients as well as bookkeeping clients. Their communication platform, pipelines and integrated billing makes for a all in one seamless process

One of the primary reasons we went with TaxDome for our overall practice management systems was the perception that the platform would continue to push for innovation and we have not been disappointed! Customer support is solid. We look forward to more AI tools being developed in the coming months and years.

It's very simply to use and keeps everything organized

TaxDome has been a wonderful workflow solution for us! As a CPA firm that is unique in the clients we serve and with an untraditional workflow at times, TaxDome's customization and optionality have been perfect for us! It's also very user friendly, and they are always continuously improving functions based on client feedback!

The ever evolving platform and top notch customer service!

What I like about your website is the name as it gives our prospective clients an immediate sense of security that their tax returns are in safe and secure repository. Also the simplicity of using your site.

Great with sending and receiving documents for clients and 3rd parties. the password makes it a little clunky but has been more user friendly with the updates

Easy to talk to and figure out our problem. Always quick to respond

Billing is difficult, and inferior to all other practice management systems I have used. Specifically, there is no billing worksheet other than creating one in Excel, the invoices do not show previous unpaid invoices, and standard text paragraphs are not available. Accounts receivable management is poor. Reports are inferior.

Great customer service and response time. Easy to use and Client user friendly.
TaxDome is constantly rolling out new features and updates making use of the platform a constant upgrade.

I really like taxdome. it is easy to use and offers a lot of good features.

TaxDome is wonderful and useful for so many things, and it streamlines operations well. Sometimes it seems like some of the upgrades are downgrades, giving us extra clicks or extra work to do to carry out basic functions that were working well previously, but besides that, no complaints.

Customers being able to send documents securely without them getting lost in mail, we have a lot of out of state clients and this has worked very well for them. Being able to send tax returns, signature documents and collect invoice payments in one place has made tax season a little less traumatic for the office staff. Tax Dome is very user friendly.

Integrating TaxDome and it's features into our firm has been a game changer. We are no longer moving paper files between offices and worrying about clients slipping through the cracks.

I truly appreciate the pipeline system and the seamless way it guides each individual or client through various stages of the process. The structured workflow ensures that everyone knows exactly where they stand and what steps are next. Additionally, I find the reminder feature extremely useful. It's particularly helpful that I can customize the number of reminders sent, ensuring that no important task or deadline is overlooked. This level of organization enhances productivity and keeps everything running smoothly.