I have not had enough time using the product to say this. I do like the all in one system this is to simplify all our processes Review collected by and hosted on G2.com.

I feel like i was thrown to the wolves after signing up, i need to go through the academy to figure everything out, would be helpful to just have a 30 min meeting to go over how to use things. Review collected by and hosted on G2.com.

I like TaxDome for its tech and ease of use. I can use my phone to communicate with clients, which simplifies my workflow. The initial setup was easy, and the ability to collect and manage documents efficiently with the CRM for my tax business is great. The website also works well for me. Review collected by and hosted on G2.com.

Website needs more features and has access to an OCR and automation software like Juno that makes tax prep quicker and easier Review collected by and hosted on G2.com.

I like the ability to mask documents until the clients pays. (tying invoices to documents) Review collected by and hosted on G2.com.

The workflows are a bit confusing with tags Review collected by and hosted on G2.com.

the thing i like most about TD is I much it has and covers for the Tax & Accountants firm Review collected by and hosted on G2.com.

The one thing I wish it offered is a more up-to-date look and feel. Other platforms make it easier to navigate, while TD seems a bit outdated in that regard. Review collected by and hosted on G2.com.

i can track all my projects into one place, automate certain tasks, and check on the project status without having to bother my staff. Review collected by and hosted on G2.com.

i dislike the fact that I cannot easily rolling the recurring tasks and jobs Review collected by and hosted on G2.com.

TaxDome has a lot of great features and is truly a "one-stop-shop" for any firm owner doing bookkeeping or tax work. Review collected by and hosted on G2.com.

There are a few feature limitations, but nothing that is prohibitive, more just "desires". Review collected by and hosted on G2.com.

The pipeline feature (and all the features which make it what it is), flexible customization, ease of use, secure, robust training / how to content, email attachments can be saved directly to the account without additional steps, the ability to have clients pay via the portal, filter features, tasks, and so much more Review collected by and hosted on G2.com.

When a bookkeeper (business management firm, lawyer, etc) is associated with multiple clients, handling of emails and attachments requires careful attention so that documents are not mistakenly saved to the wrong account. We have a solution for this, but it's not the ideal scenario. Review collected by and hosted on G2.com.

It is actually usable and can manage your firm, plus they are keeping up in the AI race with the Juno integration. Review collected by and hosted on G2.com.

You will need to hire/purchase a 3rd party training program to actually get the most out of it. Review collected by and hosted on G2.com.

Ease of use, number of features and awesome customer service Review collected by and hosted on G2.com.

Price point and flexibility for payments Review collected by and hosted on G2.com.

Efficient communication with clients and shared documents. Review collected by and hosted on G2.com.

Sometimes there is a delay between server and website. Review collected by and hosted on G2.com.