31 TaxDome Testimonials

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  • "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."

  • "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."

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

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

  • "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."

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

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

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

  • "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."

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

  • "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."

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

  • “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 …

  • "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."