"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."

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

"I’m a sole proprietor, and TaxDome is my office manager, my biller, my workflow, my email. This frees up my time, so I can focus more on my clients and getting the work done, rather than babysitting a bunch of small tasks."

"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."

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

"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 …

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

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

"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."

“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 …

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

"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!!"

"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."

"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."