"My admin finds TaxDome AWESOME to use. Getting the finished returns inside TaxDome with the Windows App & & Virtual Drive is super easy."
"VERY excited about the secure messaging app. I was always horrified in the past when clients emailed me sensitive info like a new child's SSN."
"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."
"I've had fantastic feedback from my clients. I love that I can send organisers through the portal. It frees up my schedule to be able to focus on things other than paper pushing."
"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."
"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!!"
"TaxDome is a blessing for any accounting firm no matter how big or small."
"I spend 90 percent of my time on the pipeline screen. It’s the biggest time-saver!"
"Feedback that I've received from people who have never worked with a practitioner before was “Wow!” Constant informing them of where things were moving along made me feel really secure. TaxDome takes a lot of guesswork out of my workflow."
"Our clients love the portal. And we love the messages feature where you can send direct messages to the client."
"I saw TaxDome can automate client onboarding — it’s huge for converting clients when they come to my site from ads. Everything automatically moves within the workflow — I don’t have to manually transition each client."
"Without that feature, it could be a whole morning of phone calls. Now, we completely avoid that."
"Brilliant! No more waiting to see if the person has paid!"
"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."
"I request, they click, they provide. Simple!"