31 TaxDome Testimonials

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

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

"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'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."

"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."

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

"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."

"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."

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

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

"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 saw TaxDome can automate client onboarding — it’s huge for converting clients when they come to my site from ads. Everything automatically moves within the workflow — I don’t have to manually transition each client."

“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.”

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

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