31 TaxDome Testimonials

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  • "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!"