
TaxDome is constantly improving and mindful of its users! I love the organizer option and automations for my tax season. I never want to go through another tax season without the automations! I also love that they just added enhancements to save my draft chats automatically and that I can now mark a chat unread so I remember to go back to it. Review collected by and hosted on G2.com.
I do wish the organizer had better technology for the prior year info. It's a tough thing to manage when there are so many different circumstances for each client. And it doesn't help that clients don't read or follow instructions yet still blame others. So I don't know what the answer is to allow prior year info to carry into the next year and confirm that the client double checked it. Review collected by and hosted on G2.com.