"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."

"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."

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

"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 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."

"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."

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