31 TaxDome Testimonials

"The workflow automation in TaxDome has allowed us to create repeatable processes that are not dependent on an individual - this is critical in allowing us to grow."

“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."

“Last year was a headache. My admin time was taking up nearly half of the day. I realized how ridiculous this was. And my clients – they were confused with all of the systems I was using to communicate with them. That was when TaxDome came in. I just loved the all-in-one approach.”

"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."

"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."

“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 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."

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

"It's made a huge difference: Now nothing is missed."

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

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

"I would definitely recommend TaxDome to all SmartVault users, especially solo practitioners, due to the price. And the features that TaxDome provides allow you to be really efficient. You can start using it as backup storage and save money because it’s seven hundred dollars less than SmartVault."

"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."

"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."

"Brilliant! No more waiting to see if the person has paid!"