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"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."
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"Without that feature, it could be a whole morning of phone calls. Now, we completely avoid that."
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"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."
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“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 …
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"TaxDome has enhanced my goal of becoming a 100% virtual company."
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"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."
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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."
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"TaxDome is a blessing for any accounting firm no matter how big or small."
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"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."
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"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."
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"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!!"
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"I request, they click, they provide. Simple!"
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"It's made a huge difference: Now nothing is missed."
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"When I used to try to email 1000 clients, that would be difficult. When we do this the automated way, through TaxDome, it saves me hours. It’s a really slick process. You can customize these emails and it actually looks like I wrote it specifically to that person."
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"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."