“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.”

"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 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 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."

"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!"

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

"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 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."

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

"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."

"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."

“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 …