31 TaxDome Testimonials

"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."

"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."

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

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

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

“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."

"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."

"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."

"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."

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

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

"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."

"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."

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