
TaxDome does almost everything I need in my firm. I LOVE the lock to invoice feature so that I never deliver a product to a client without recieving payment. Signatures are easy and we love the document uploading/sharing. Automations are wonderful for saving time. It is highly customizable which is a great thing to be able to set up pipelines for multiple types of work. Review collected by and hosted on G2.com.
TaxDome has alot of great feature and as with any product that does alot of things, some things are great and others leave alot to be desired. The hardest to manage is set up and maintaince of pipelines. While the software does create a lot of admin time savings with automations, it will become a member of the firm's new job to learn and manage the software so nothing breaks. I paid WFTP to set up my pipelines and have to continueally make sure everything is still working as intended.
My biggest complaint is the task management. I tried and tried and tried to make the task management function work for my firm, but it was too cumbersome and not easy to prioritize things. It was hard to keep up with what we actually need to be doing each day. So we have invested in a different task/work management tool for our internal processes.
We like built in document editor viewing screen. We need to be able to minimize the functions/header bar to see more of the document when viewing in the editor.
I would love to see the proposals work more like an actual proposal, with a more attractive format that sends a contract after the client has approved the proposal.
Invoicing has been improving but I would love to be able to use the recurring payment authorizations with CPA charge directly within TaxDome. Review collected by and hosted on G2.com.