31 TaxDome Testimonials

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

"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 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."

"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."

"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."

"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."

"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."

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

"I spend 90 percent of my time on the pipeline screen. It’s the biggest time-saver!"

"They make my job so much easier!"

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

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

"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."

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

"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."