31 TaxDome Testimonials

"We used ShareFile as our client portal, and Dropbox for our internal business files. It was crazy. Now it's much more simplified with TaxDome."

"When I used to try to email 1000 clients, that would be difficult. When we do this the automated way, through TaxDome, it saves me hours. It’s a really slick process. You can customize these emails and it actually looks like I wrote it specifically to that person."

"We deal with a lot of government returns and forms - the virtual signature saves me quite a bit of money and time. We were using RightSignature before and TaxDome has eliminated the need for us to pay an annual fee for a separate signature software."

"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!!"

"We needed an easy to use and deploy tool to manage client workstreams and implement an effective client portal. The software is easy to use and configure. Our clients like what it brings to the table for them. It is foundational tool for us to grow and expand the practice."

“We were trying to move from a process of file storage and client management into a true CRM. We had tried a couple of different management systems before we stumbled on TaxDome. And TaxDome seemed to be exactly what we were looking for and a lot more.”

“I’m content with taking on existing clients and adding a few here and there while my kids are small. TaxDome automations help me make the most of my time. In five years, when I have more free time, I’d like to grow my business. I would like to have a very busy tax season and then a quiet time. I hear more and more from Facebook groups that people out there are processing 200-300 tax returns in a tax season. It didn’t seem like it was possible before, but with TaxDome it does."

"Our clients love the portal. And we love the messages feature where you can send direct messages to the client."

"If a client calls me on a weekend, I can access their information from anywhere. That makes it easy."

"TaxDome is a blessing for any accounting firm no matter how big or small."

"Without that feature, it could be a whole morning of phone calls. Now, we completely avoid that."

"Finally, I have all features thoroughly integrated in one place at a fair price. Managing clients, file sharing, gathering and requesting documents and the smart email inbox, all is in one place."

"I request, they click, they provide. Simple!"

"Our clients have found TaxDome very easy to use. We included a link to our TaxDome portal on our website, and clients go there and set up their own account by registering. It saves a lot of time! We don’t have to help them with the sign-up process."

"I am a paperless office, and having an easy-to-use secure way to access client documents at any time has been abig selling point forme. TaxDome has unlimited storage which doesn't eat up when clients take pictures."