31 TaxDome Testimonials

"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."

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

"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."

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

"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 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 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."

"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."

"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."

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

“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 the all-in-one approach.”

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

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