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.

TaxDome has been extremely helpful in streamlining our workflows! I especially appreciate being able to view my pipelines to see where every file is in the process, when it was received, and what we might be missing to complete the file. Sending requests for documents is extremely helpful! A significant number of our clients prefer to use the online tools, which saves us a considerable amount of time compared to in-person appointments or even just accepting drop-offs. I love being able to look at a client file and find all the relevant information in one place, including communications, documents, signatures, and workflow, rather than using multiple systems. Locking documents to invoices has been a game changer! I'm no longer wasting time with phone calls or emails to remind clients that they need to pay their invoices. I can't describe the joy it brings to receive a completed organizer, with all relevant documentation, engagement letter, etc, so I can prepare a tax return, send out for approval, request signatures, and payment, all using one tool, and then get back the completed file from the client sometimes in a matter of minutes! Everything is done! All I have to do is e-file. This saves immeasurable amounts of time!

Learning the system was surprisingly straightforward. There are tons of "how-to" videos, which are extremely useful when getting started. It's a complex system, but it's very well-organized and easy to navigate. Plus, customer support is always available in chat, which made the transition much easier. We were able to move and integrate all of our client data in one upload.

TaxDome has become an indispensable tool in our daily operations! Review collected by and hosted on G2.com.

It's a bit pricey, but I think in terms of time, it saves us; it has more than paid for itself! There are lots of templates, which are a great tool to get you started. But you need to take the time to customize the templates for your office. Once we got all of our organizers and templates set up, they are easy to use. However, they don't come fully customized "straight out of the box." New users need to dedicate time to learning and customizing everything that goes to client-facing. I recommend doing a lot of tests before releasing your first organizer, because sometimes getting everything to work just as you want it can be tricky. Once you have released a bunch of organizers, you can't change them after the fact. Send your first handful of organizers to friendly clients who will help you run down issues. This way, if you have any "bugs," you can work them out before you send to a large group. Review collected by and hosted on G2.com.

Integration with CPA Charge

Ease of use for clients

Engagement letters are a breeze

Templates are everything! Review collected by and hosted on G2.com.

Can't drag and drop files from folder to folder within the online platform

Should integrate text messages from our current numbers without having to subscribe to another service, integration of Ferdium or other open source comms platform Review collected by and hosted on G2.com.

The pipelines to assist with my client workflow. Customer support with the community and most always fast and helpful Review collected by and hosted on G2.com.

My learning curve has been steep, but definitely worth it Review collected by and hosted on G2.com.

It has powerful organizational capabilities. It helps my practice run smoothly, and ensures all deadlines are met. TaxDome accomplishes multiple tasks in one app, which increases my efficiency.

While they've implemented some AI features they've proceeded with thoughtfulness.

The app just works - I don't get interrupted by AI popups that are happening with other software that's rushing to fly the AI Banner (such as QBO). It helps me be efficient, and clients like working with it. Review collected by and hosted on G2.com.

It takes some work to get it set up, which can be challenging when you're already busy. Review collected by and hosted on G2.com.

I have been continuously finding and modifying my Taxdome and that’s one of the reasons I love it is the flexibility to make it work specifically for me and my business. Review collected by and hosted on G2.com.

The learning curve is a lot but worth it and making it easier would reduce the flexibility I rely on. Review collected by and hosted on G2.com.

Strong CRM and very intuitive in every step. Client Portal is a plus and the most amazing Tool...PIPELINES, I feel like a pro developing according with my necessities, (I'm sorry Sales Force) Review collected by and hosted on G2.com.

Regret I did not met this amazing a powerful software years ago. Review collected by and hosted on G2.com.

Relieves some administrative burden. Helps automate some messaging to clients. Helps keep things organized and in one place. Review collected by and hosted on G2.com.

It's a little tough to learn, and the educational webinars aren't led by impressive people. Review collected by and hosted on G2.com.

TaxDome has all the tools that I need as a sole practitioner to give my clients a great experience. The cost is extremely affordbale. Review collected by and hosted on G2.com.

It doesn't allow you to pass credit card fees onto customers. It doesn't allow you to send a proposal to a potential client without the potential customer having to set up an account. Review collected by and hosted on G2.com.