synced inbox and client portal access. Also love that I have a one stop shop to view everything I need to. Review collected by and hosted on G2.com.

pipeline workflow kanban only viewing. Also, it's not very clear to me how to track things beyond using tags or tasks for items that have a deadline far into the future without clutturing the task system. Review collected by and hosted on G2.com.

The organization of the practice daily focus plus delivering a more secure client experience. Review collected by and hosted on G2.com.

Not been able to completely connect the calendar and emails, including not only emails to clients. Review collected by and hosted on G2.com.

I like that I am able to base my workflow on set controls and unique commands for my business. I love that they are adding new things to make my job easier. Review collected by and hosted on G2.com.

I do feel the constant increase seems to be sudden for features I don’t even use within TaxDome. I only use the transcript integration but I’m hopeful that I can integrate my calendar or other platforms I love. Review collected by and hosted on G2.com.

I love that I'm able to keep all my client data in one portal. We've been using onedrive for client files and taxdome allows for the documents to be stored in a much cleaner way. It's also a lot easier to share clients safely with my clients. Implementation went smoothly with the help of the taxdome team. It's a learning experience in the beginning but once you get the hang of it, it's second nature. I use it all day every day. Can't imagine going back. Review collected by and hosted on G2.com.

My one qualm is that I cannot directly print from my tax software into taxdome, for some reason my tax software is giving me problems but the tax dome team is working on it. Review collected by and hosted on G2.com.

Having all of my tax software in one place. Review collected by and hosted on G2.com.

It isn't very user friendly, and I don't think that I m getting the most out of it. Review collected by and hosted on G2.com.

Many features built into one affordable solution. I have just started scratching the surface. Review collected by and hosted on G2.com.

I wish it was easier to get ahold of human via phone, but its understandable tradeoff given the amount of tools available at this pricepoint. Review collected by and hosted on G2.com.

There are so many useful tools within TaxDome! The use of pipelines allows us to automate several of the admin items to free up time, clients love how user friendly it is, and tags make it so easy to keep things organized. Lots of great features all in one place. The program is easy to implement and the more we use it, the more features we discover that help us streamline tasks even further. Review collected by and hosted on G2.com.

There are a few feature improvements I'm anxious to see implemented, like being able to save multiple files to the same folder for different clients instead of having to choose the destination folder individually. I will say that TaxDome does a wonderful job of listening to their client needs and working on resolutions. Customer Service is top-notch and always accessible, and that's a huge plus. Review collected by and hosted on G2.com.

Portal works well, I like how the chat and email function. Review collected by and hosted on G2.com.

When a client uploads an excel file I have to download it to a folder on my Mac. Review collected by and hosted on G2.com.

I love the feature that allows you to lock clients from seeing documents before sending payment. Review collected by and hosted on G2.com.

I do not like the fact there is no phone number to customer service. Review collected by and hosted on G2.com.

A lot of customization available. Good support team as well. Review collected by and hosted on G2.com.

Not a plug and play. A lot of work to set up. Review collected by and hosted on G2.com.