“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 …

"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'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."

"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."

"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 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."

“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.”

"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."

"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 …

"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."

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

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

"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."

"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."