31 TaxDome Testimonials

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

"I utilized three tools just for signatures: Adobe e-sign to send out contracts, a separate tool for KBA signatures and then would upload the signed documents to a third tool. Having TaxDome for my clients has been fantastic - they love it."

"My admin finds TaxDome AWESOME to use. Getting the finished returns inside TaxDome with the Windows App & & Virtual Drive is super easy."

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

"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."

"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."

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

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

"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!!"

"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."

"TaxDome has enhanced my goal of becoming a 100% virtual company."

"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 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."