TaxDome helps us maintain a streamlined process and ensures organized follow-up for both our clients and our office. Its flexibility stands out, and I appreciate that it is constantly being updated with new features that save time and reduce stress. Review collected by and hosted on G2.com.

I often struggle to set up organizers on my own and typically need someone else to help me with the process. Aside from that, I don't really have any other complaints. Review collected by and hosted on G2.com.

TaxDome provided all the features that I was looking to incorporate into my tax practice, automation, organization, integration, and simply my work process Review collected by and hosted on G2.com.

So far, the only thing that needs to be improved is how the docs get organized Review collected by and hosted on G2.com.

Ease of use for my firm and my clients. The AI help has been very good. Review collected by and hosted on G2.com.

The downside has more to do with the tax software integration than with tax dome. Ultratax makes things more complicated than necessary. Review collected by and hosted on G2.com.

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.