TaxDome is an all-in-one integrated solution to save you time and money. Their software is suitable for accounting firms, CPAs, bookkeeping and tax preparation. They have a range of features, including an internal communication platform for your team, a secure portal to share client documents and a well-structured CRM and project management feature to help you and your team always hit your deadlines.
"The retention is bad as everything is based on the individual personality. I get clients whose older practitioner retired and they didn’t like the kid. And that’s their opportunity to shop because every single interaction was human to human interaction. My clients get used to using TaxDome. If whoever I am selling clients to in the future is also using TaxDome, my clients are used to the interface, so it’s just a matter of getting used to the new practitioner. That process is going to be a lot easier because the new practitioner isn’t handling all this admin work, they can really take time to learn what’s going on with the client and the client’s tax situation."
"Everything I was looking for is included in TaxDome! At first I was hesitant about the cost, but once I realized all that was included and the money I won't need to spend next year, and to have the website hosting included - that brings the costs to very reasonable!!"
"I request, they click, they provide. Simple!"
Read TaxDome Reviews, Testimonials & Customer References from 31 real TaxDome customers.
Browse TaxDome Case Studies, Customer Success Stories, & Customer References from 25 businesses that use TaxDome.
Watch TaxDome Customer Videos to learn why 35 businesses chose TaxDome.
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