Having everything in one place. Before TaxDome, we were using separate tools for client communication, document sharing, e-signatures, and task tracking. Now our team spends less time switching between apps and more time getting work done.

The workflow automation has probably made the biggest difference. Once we invested the time to set it up, it helped standardize our processes and cut down on repetitive administrative work. Clients also appreciate having a single portal to upload documents, sign forms, and message us securely. Review collected by and hosted on G2.com.

The biggest downside is the learning curve. It takes time to set everything up properly, and you don't really see the full benefit until your workflows are built and your team gets comfortable using the system.

I also wasn't a fan of the recent CPACharge integration changes. We had an established payment process, and the transition meant extra work for our team. I'd also like to see a few parts of the interface simplified, as some common tasks take more clicks than they should.

None of these are deal breakers, but they're areas where I think TaxDome could improve. Review collected by and hosted on G2.com.

I love having a user-friendly portal to send my clients. And, it is more than a portal! I love that it contains all of the information, including emails, texts, for all of my clients! Review collected by and hosted on G2.com.

I wish that it was easier to get started with it. I found it was a little tricky at first, and confusing with all of the workflows. Once I found the YouTube videos from TaxDome which included FREE workflows, it was much easier. Review collected by and hosted on G2.com.

It allows me to easily manage and organize client information and communications in a single secure environment and enables invoicing, and proposals that help with my sales related contracts. Review collected by and hosted on G2.com.

I would love to get more into the automation side, maybe starting with some real simple automations. I do use intake forms for tax prep and some other topics and those are helpful, but the end to end workflows still feel a a bit involved. Review collected by and hosted on G2.com.

The pipelines free me from having to use spreadsheets to track clients and my workflow. The integration of Stripe and QuickBooks saves me a lot of time as well. My clients really enjoy using the mobile app as well, especially those who don't have scanners. I'd say about 25-30% of my clients use it. Review collected by and hosted on G2.com.

There is a big learning curve to get everything set up. I choose to start my own pipelines, jobs, and other template items from scratch, so I understood how to build them and adjust if needed. I did spend about 10-15 hours getting things started but after that initial set up, making minor adjustments are now a breeze. Review collected by and hosted on G2.com.

My favorite thing is how smoothly it works—there have been zero technology glitches for us. I also love how customizable it is. The AI is really helpful when I need support, and if it can’t help, it automatically connects me with customer support. Overall, it has reduced my tax-season stress and helped me stay organized while communicating well with my clients. Review collected by and hosted on G2.com.

Getting to know it at the beginning is really overwhelming. I can tell there’s so much more it can do that I haven’t even discovered yet. It takes a lot of “studying” to figure out which levers to pull, where, and when, so things happen the way you want them to. I’m glad I stuck it out, but early on I was ready to give up and not move forward with using it. Review collected by and hosted on G2.com.

I LIKE HOW ONE CAN USE THE CHAT FEATURE AND ANSWER EMAILS ALL WITHIN THE APP Review collected by and hosted on G2.com.

TRYING TO LEARN HOW TO LINK NEW AND OLD CONTACTS IN THE PROGRAM. ALSO TRYING TO FIGURE OUT WHERE I CAN REFER BACK TO TRAINING VIDEOS ON HOW TO DO BOOKKEEPING FOR CLIENTS WITHIN THE APP... TOO MANY THINGS THAT TAKE UP A LOT OF TIME AND I DON'T HAVE THE TIME TO SEARCH... WISH THERE WERE CLASSES OR ONE-ON-ONE TEACHINGS... Review collected by and hosted on G2.com.

I’ve had an excellent experience working with Andres at TaxDome on my website and blog posting. As a tax professional, client security is extremely important to me, and I do not allow outside web developers access to my TaxDome account. Andres fully respected this and, instead of pushing for access, took the time to teach and guide me through the process.

He is patient, knowledgeable, and responsive, and went above and beyond by posting my blogs for me, ensuring everything was formatted correctly and looked professional. That support was a huge relief.

Thanks to Andres, my website is now functional, polished, and truly reflects my business. I highly recommend him to any tax professional looking for hands-on, security-conscious TaxDome and website support. Review collected by and hosted on G2.com.

The pricing tiers are a little confusing. When I first started using TaxDome, one-on-one training was included, and it seems that this support may now be offered as an add-on. Review collected by and hosted on G2.com.

“We are very pleased with our first year using TaxDome. Overall, the transition has gone smoothly. There is still some learning involved, but the experience has been very positive. We have been especially happy with how well our clients have adapted, with an adoption rate of about 75.5%.” Review collected by and hosted on G2.com.

Billing is confusing, especially the partial payments. Review collected by and hosted on G2.com.

I like that I can track email, use chat with clients, create and use templates, do billing, edit .pdfs all in the same software! The TaxDome printer app is great. I like the integration with my tax software to print docs and send email. The client portal is easy for my clients to use and easy for me to help them coordinate docs. Review collected by and hosted on G2.com.

There is no social media integration and the CRM is a bit lacking. Also, I have yet to get my website set up. Review collected by and hosted on G2.com.

I like the ability to send chats and e signatures Review collected by and hosted on G2.com.

Seems like I have to log in every time by code Review collected by and hosted on G2.com.