31 TaxDome Testimonials

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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."

  • "They make my job so much easier!"

  • "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."

  • "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."

  • "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 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."

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

  • "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."

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

  • "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 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."

  • "Without that feature, it could be a whole morning of phone calls. Now, we completely avoid that."

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

  • "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."