TaxDome Reviews - Page 4

Great product! Team has been keeping adding new features that are very helpful. The product is easy to implement at the firm level.

They recently increased the price to subscription. Would love to see them provide more options for users who are grandfathered in. We also have reach out to their service team regarding some issues but have not heard back.

Hello Larry, Thank you for taking the time to leave your review. We are thrilled to hear that you find our product to be great, easy to implement, and that our team has been adding helpful new features. Regarding the price increase, we understand that change can be difficult, and we want to assure you that we have made this decision carefully and thoughtfully, so we can continue providing the best...

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I like the most the condition that you can put on opening a file with payment first. The software is very well organized and keeps things clean and reachable. it does all that I need from a document management software and has so many extras that I love and didn't even know about such as client classification, share of documents, sending requests for signatures etc.

It's not as fast to respond when I make a choice. I which they used a faster server. The Upload of clients from a previous software is not that easy. When I print a tax return from the tax software, I would love it if I could pick a default folder to drop it in. The Windows implementation is not there yet. I am using a server that hosts my tax software and that server is refusing to allow TD to download there. This might be a deal breaker in the future. I wish I could use Quickbooks as a merchant in the SW but it's only allowing for CPACharge and Stripe.

Hi Gili! Thanks for your feedback! Kindly reach out to our customer success team for further assistance. Support is free and unlimited.

TaxDome has an incredible client portal and consolidated multiple pieces of software into one. We used OfficeTools prior and that program is a diseaster **STAY AWAY FROM OFFICETOOLS**. Clients HATED our OfficeTools portal and it created MORE work for us when consolidated source documents. The eSig function of OfficeTools never worked correctly. Lastly, OfficeTools ended up being my worst business decision. I stupidly got into a long term contract to get better pricings and I am not abandoning the program and will be paying for it for 2 more years. Checking with my attorney because we tested one version of the client portal and then they released new version a month after we signed up and the new version is HORRIBLE.

No cons. Would be nice if the client portal was more customizable or had dashboards to upload financial information for clients.

Hello Myles. Thank you very much for your detailed feedback. We appreciate it. Our departments are constantly working on the improvement of our software, creating and implementing new features, and making everything as user-friendly as possible. We have a Feature Request Board for our paying subscribers where new feature requests can be submitted and existing requests upvoted. Though we can not provide a time frame, I would like to inform that we do have plans for making the interface more customizable in the future. If you have any questions, or need assistance with anything please let us know. Our support is free and unlimited. We wish you a great day.

I need things that save me time and TaxDome has done this wonderfully with the feature of giving my clients a portal that they can use to upload all their tax documents . . .which means they don't email me 500 little slips over the course of two months through millions of emails and I now have all this time back in my life!!! LIFE IS SO WONDERFUL NOW!!!

Only thing that I wish TaxDome had was a "stay signed-in always" option because I'm literally logging into TaxDome multiple times each and every day to more efficiently run my practice. Maybe this is a Google Chrome thing that I don't understand . . . .essentially, perhaps it's my fault! :)

Thank you, Michael! Your feedback is valuable to us. You can decide for how long you want to stay signed in. The default setting is 8 hours, however, you can decrease your session to 4 hours or 30 minutes. Please visit this help article link for your reference, go here: https://help.taxdome.com/article/94-signing-in

TaxDome is one of the best options for accounting firms looking for practice management. It’s scalable and reduces overhead expenses since you are able to eliminate so many other third-party apps managing clients. I highly recommend using TaxDome.

There’s not anything to dislike. If you try it, you will find value in every part of the system.

Thank you for the nice feedback Summer. We highly appreciate it. Please feel free to contact us if you need further assistance. Our Support is free and unlimited.

Great visual design and layout. Can quickly see what documents received, statuses of projects. The client organizer, integrated e-sign, and workflows are great. Neat feature to lock documents to payment.

HUGE con - horrible internal communication. Needs an ability to @tag teammates to communicate internally. very difficult to add tasks on the fly to projects. While there is a client document approval feature there is no internal document approval feature. IMO the inbox+ is worthless as is. It is very cumbersome if not impossible to assign tasks respond and have internal communication with team members. While the layout is great the user interface needs a big update. Too many clicks are required to add new accounts, add tasks. Why not have a quick create from inbox+? All data to create new user / account is already there. And perhaps most oddly - clients are unable to print or download copies of invoices paid. Also limited Zapier integrations.

Thank you, Brad! Your feedback is valuable to us. The ability to tag team members and notify team members in task communications is in the works! Some firms already requested for this feature to be added to TaxDome and you can upvote on this request so we can keep you updated on progress by going here: https://taxdome.canny.io/feature-requests/p/tag-team-in-notes Also, to request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board. "

Ability for clients to submit documents as well as them having access to tax files and signatures for e-file forms. I also love that multiple contact can be linked to an account. The "Z" drive option is a must so files can be easily added to a clients account. I love the multiple options for clients to use the software.

So far the downside to the software is the private, public and client docs are all separate tabs so it takes longer to click between. It has also taken me a long time to set up clients. The tutorial videos are really helpful, but I wish I would have waited for my onboarding - I had to do a few things twice for example it wasn't explained the importance of matching account names to my existing folders so I could easily upload documents in bulk. Learning curve for sure, but I think it will be awesome once all is set up. Without using the product live yet, it is hard to design pipelines and jobs for what is going to work best, yet it seems that you need to set things up properly the first time or you run into having to do more work later.

Thanks for the review, Shannon! We appreciate it. We have released a lot of new features this year. Feel free to reach out to our Customer Success team to schedule a 1:1 White-Glove Onboarding with us to walk you through.

The in-app document management, file storage, and client portal features make client collaboration simple.

I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.

Thank you for the review, Miata. Your feedback is valuable to us. Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized. If you have any questions or need assistance with anything please let us know. Have a great day.

The centralizing of all the moving parts when it comes to preparing a tax return made my choice to purchase Tax Dome after just a few days in the trial period EASY!! The importing of my previous clients and creating a working pipeline was so amazing!! Most programs have great capabilities but as a novice you may not always know all the ins and outs of the tools. I love that Tax Dome has established templates completely relatable to the tax industry!! All I had to do customized it to my practice and start using it!!

I would love to see "@" mentions or and an open chat options between myself and employees for live communication without having to leave my desk.

Hi Mai, Thank you for your feedback. @ mentions is currently in progress and will be implemented by the end of the year/beginning of next tax season https://taxdome.canny.io/feature-requests/p/tag-team-in-notes I have also upvoted your firm to team member messaging- https://taxdome.canny.io/feature-requests/p/message-team-members

TaxDome is the most bang-for-your-buck solution that we've tried thus far! We are a newer CPA firm about to enter our 4th tax season, and have grown from a team of 3 to a team of 12 in the last year - Implementing a more robust software was crucial to our growth. So far I like the ease of set-up the most! Implementation has been very easy so far, especially when compared to various methods we've tried in the past!

The time-tracking and invoicing is a little bare-bones for our needs.

Hello Rachael, Thank you very much for your review. We appreciate it. We are more than gad to learn that you like our software. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.

The client portal is the most impactful feature with using TaxDome. We were able to take our existing processes and build them out to have visual representation and assignments easily identifiable.

Document completion for client through a document function that allows for more than electronic signature. We want to integrate document completion on our forms, rather than building out organizers to capture the requested information.

Thank you very much. Your feedback is valuable to us. We are more than happy that you set up TaxDome according to your firm's needs. As for the document completion, we are working on the improvement of our features, and keep them updating on a regular basis. We also have a Feature Request Board for our paying subscribers. You can submit feature requests, and other firms can upvote. The most upvoted requests get prioritized and eventually developed. If you need assistance with anything, please let us know. We will be happy to help. Have a great day.

This software product is an excellent choice for anyone looking for a fast, reliable, and user-friendly solution to their needs. Its speed is particularly impressive, as it is able to handle large amounts of data quickly and efficiently, without slowing down or crashing. In addition, the product is extremely reliable, with few if any bugs or issues that might cause frustration or problems for users. Finally, the user interface is well-designed and easy to navigate, making it a pleasure to use for both novice and experienced users alike. Overall, this software product is a top-notch choice for anyone in need of a high-quality software solution.

no schedule send of client notifications (tasks, auto emails etc)

Hello Jolene, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you find our product to be fast, reliable, and user-friendly. We take great pride in providing a high-quality solution that meets the needs of our users, and it is always gratifying to hear that we have succeeded in doing so. Please know that our departments are working on improving the software all...

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What sold me is the integration of the client organizers. I am a 100% virtual firm. I have had an extensive PDF organizer for years that clients would have to print, fill out, and scan back into Smart Vault. I love the online organizer that they can start, stop, and do on their phone. It's all about convince for the client now. The integration of Drake straight into the file sharing is also BIG with me.

The set up time. It will take me at least 3 months to get it all set up for all my clients. I wish there were more templates or training available on HOW to set it up. I feel like a fish out of water here. Like I'm reinventing the wheel. It would be easier to have templates that I can roll with and change for tasks and such. I also signed up for white glove onboarding, and was ghosted. I emailed, no response. So I feel like I'm on my own here.

Thank you so much for your feedback, Christina! We really appreciate it. For setting up, it should not take that long. Once you sign up trial/paid and you exported your client data from other program to a spreadsheet, you can import it using our easy to use import tools, you can Bulk Upload: Batch Import Documents From Other Systems to TaxDome using TaxDome Win app and You can also move files over by copying from the TaxDome Drive. Feel free reach our our Customer Success as support is free and unlimited, including 1:1 onboarding and screen sharing session.

I like the automation and that there are customizable templates. I also like that it integrates with quickbooks and stripe. There's a lot of value in it for the price. I was looking for a crm/portal all in one that will support all the services that I offer and this is it.

The only thing I do not like is that because I used someone else for my website, I cannot use a subdomain to white label my portal. I am still learning the software so that is my only con for now.

Thank you, Edmonia! Your feedback is valuable to us.

I like that it encompasses so many different needs. I have been happy with my prior portal, e-signature software, CRM, etc... but it's so many different programs to manage! Now that I'm growing my business and want to train my first employee life will be so much easier with everything in one place. And I'm excited about that for my clients as well. VERY excited about the secure messaging. I was always horrified in the past when clients emailed me sensitive info like a new child's SSN.

I think there needs to be an engagement letter template where you can pull certain fields of client information into the engagement letter like how much you're charging them that year... their legal name and then their preferred name for the greeting, etc. Also, there should be a way to have them put credit card info into the e-signature/engagement letter. We've always done this in the past with Rightsignature so we can then charge the clients card once they sign the Engagement Letter and have input payment info.

Hi Deva, thank you for leaving a feedback, we appreciate it. There are contract templates available, and we are adding more. https://help.taxdome.com/article/181-contracts.

This software solved 99% of my problems. The automation is the greatest and the best feature. It keeps my client from flooding me with millions of phone calls but the feel secure that I'm working on their project because the automatic emails goes out with every step completed through the process. It eliminate the thousand of emails that come everyday and the process of having to file all the attachments. With the client portal the clients can upload their documents via computer or app. The emails can also come directly in the software into the clients account. How great is that for a filing system. The automation is not that easy to figure out but with all the videos and the on boarding session once you get it it flows very well. The security level is great as well.

I didn't like that it was limited payment processing. I use Square and Quickbooks and to have my funds going to through another processor dosen't work for me. I didn't like the fact that your repeat client can't signup on line and you create a workflow for them. I would like more flexibility with making changes on the sign up page. I wish they had a support number where you can call and talk to a live person. I think the software is price low enough for them to add a additional fee to be able to talk to a live person. I think the should have a technical person with the on boarding session. My IT person was on the session and his question couldn't be answered.

Thank you, Raquel. Your feedback is valuable to us. We'd love to hear more from you. Please book a training session at any time by clicking on the question mark icon in the top right corner of your portal to show you and discuss more on how to manage your invoices, and payments and assist you with any questions that you may want to voice out. Support is completely free and unlimited.

Customer service/support, integrations, true workflow functionality with task dependencies and automation.

1) Organizer function that requires clients to upload specific documents based on answers to org questions -- for instance, if the user checks 1099 income, must upload 1099.

Thank you for that wonderful feedback, Karen!We appreciate it. Feel free to reach out to our Customer Success if you need assistance.Our support is free and unlimted.

I like knowing that once I've set clients up and added them to a workflow / recurring workflow, I can trust that I wont miss a deadline. I also like that emails come in and I can set up a task for that client.

I wish there was more bulk edit features, specifically in the e-mail history for a client. I would like to 'mark all as read'. Also, the client portal could be a bit more user friendly. When they have a new document or action item, it would be helpful if the "NEW" green icons were indicated better. Currently they have to go through all folders to then figure out where the "new" ones are.

Thank you for the review Veronica. With regards to your request related to bulk edit features We have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized . We have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized. Please feel free to contact us if you need further assistance. Our support is free and unlimited.

I like that it allows clients to easily communicate and exchange documents. The E signature functionality has made my life easier. I've saved loads of time and it has allowed me to keep active during the pandemic

I'm having a hard time wrapping my head around the pipelines and workflow management features. I wish that the email functionality was improved by allowing us to use short codes for taxpayers or spouse names etc.

Hi Steven! Thanks for your feedback! We have just released additional shortcodes for Accounts and Contacts. https://help.taxdome.com/article/387-email-accounts-email-contacts-mode#2 for more details. As for your pipeline and workflow management features, we have a webinar in which you can review https://vimeo.com/498341104/18c8d41a45 Feel free to reach out to our customer success team for further assistance as support is free and unlimited.

I like how easy the automation customizations are. Once you set up a good template for certain types of jobs and clients, it saves a lot of time having to do repetitive tasks. Very active community and the developers are always making improvements based on realtime feedback from users. I feel confident it will only continue to improve as a software.

It does have a learning curve figuring out how to use it to its full capacity, but once you get the logic of it, it's not too bad. I think the client portal could be simplified, there's a lot of things in different locations, like messaging app, to-do lists, contracts, documents. It could be a little more intuitive and easy for clients to navigate. Also the document storage and file folder section is a little bulky. It would be nice to be able to drag and drop files.

Thank you, Marc. Your feedback is valuable to us. We just wanted to let you know that all of our paid users have the option to request new features to be implemented. If you wish to see something changed or upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal.

My favorite thing about Tax Dome is the price of the electronic signatures and the ability to have a client portal as only one user. Most companies require 3-5 users and e signatures cost a significant amount on top of that. It was also easy to import my client list to create the accounts and contacts to immediately have all of my clients there and ready to go.

The user interface is a lot more complicated than I'm used to in a client portal, but some of that is because of all of its capabilities. In the beginning, it is a little more difficult to figure out how to get documents and signature requests to the clients.

Thank you, Amber. Your feedback is valuable to us. We understand that it may take some time to get used to our software, but once done, the time will definitely pay off. We give our best to assist with all questions. We also provide our subscribers with help articles, video tutorials and the TaxDome Academy. If you need assistance with anything, please let us know. Our support is free and unlimited, and we will be more than happy to assist you. We wish you a great day.

The software was easy to get initially set up and connected to the other software that I use. It was also super easy to setup the client base. The ability to have all the contact information and able to trace everything at one spot is key, and great for my small business!

It is probably just because I am a new user, but the workflows seemed complicated to set up a bit, but I'm sure that I will get used to it as I use it more.

Hi Erin! Thanks for your feedback. Feel free to reach out to our customer success team to schedule a 1:1 Onboarding screen share session with us as support is free and unlimited. We would be more than happy to help you every step of the way!

I think the software has great potential, and I really appreciate the support of the customer service team. There is so many functions available within TaxDome - I think it would be a great resource to any accountancy.

Getting started has been pretty challenging, we are still working on adding in our contacts, files, and workflows before we start adding in our team. Everyone should be aware that if you have an established business this is not going to be any fun, but we can really see the value in the potential so we're pushing through!

Thank you, Whitney. Your feedback is valuable to us. The import and setting up the workflow can take some time, but our team is always here for assistance. We kindly recommend scheduling sessions with our specialists. They will guide you through the system, also if needed our team can do the import.