TaxDome Reviews - Page 5

There are so many things about TaxDome that I love and have helped my practice. It does so much work FOR me in terms of walking clients through documents, organizers, etc. This allows me to spend more time doing things that are income producing. Having all sorts of templates are so nice too. That saves me valuable time. One of my favorite things is being able to look at my pipeline and see exactly where everyone is in the flow all in one spot! It definitely keeps me more organized and less frazzled during a hectic time.

This could be my misunderstanding, but I don't think I can accept payment through TaxDome unless I use their payment methods. My goal was to continue billing through Quickbooks and I was hoping a paid invoice in QB would sync into TD but that has not worked for me yet. This makes me unable to use a key feature of locking documents until clients paid. I was really looking forward to that.

Thank you, Lindsey, your feedback is valuable to us. At the moment the integration with Quick Books Online is just a one-way street. Changes made in TaxDome will be reflected in QBO, but not the other way around. Our suggestion would be to check out our Feature Request board where you will be able to request a change regarding this to be implemented. You will also have the ability to upvote feature requests made by other customers, and the ones with the most votes get prioritized. You can access our Feature Request board by clicking on the question mark icon in the top right corner of your portal.

I like the customizable Organizers, Mailbox+ and the Workflow Automation options from the firm side and the Messaging with To Do lists and white labeled app/portal from the client side.

Two way sync with Quickbooks would make invoicing more useful and there are some small tweaks that would make building Pipelines easier, such as an option of "And" or "Or" in conditional tagging.

Thank you, Mark. Your feedback is valuable to us. We have a Feature Request Board for our paying subscribers, where we already have a feature request for two-way-sync for Quickbooks. If you wish you can upvote the request on our board. For your other ideas, please feel free to add them to our board, so that other firms can upvote your requests. The feature requests with the most votes get prioritized, and eventually on our roadmap. If you have any other questions, or need assistance with anything else, please let us know. We will be happy to assist. Have a great day.

I liked the fact that this software has just about everything I need in one. I do not need to have my clients go to multiple places to upload or view or sign documents. Everything is just here in one place. The CRM, billing, e-signatures, contracts, messaging and everything.

The only thing is the paying for the price upfront and there is no scheduler system. Also having to build the pipelines. I did use some templates but of course had to customize it for my clients.

Hi Paraysha! Your feedback is valuable to us. The scheduler system is currently in our development plan. Some firms already requested for this feature to be added to TaxDome. Please upvote this request (https://feedback.taxdome.com/feature-requests/p/company-appointment-scheduling-with-popular-online-calendar-integration) so we can keep you updated on progress. Thank you!

Once set up, the automations and pipelines work very smoothly to keep each tax job moving through the process.Customer account team is great and knowledgeable - they respond quickly and have helped us think through some of our unique situations to find workarounds to automate as many processes as possible.Once you are used to the navigation, it is easy to move from one area to another.Collecting all signatures from clients within the portal is a HUGE time saver.

We have found that our users who are not using it daily are less comfortable and find the navigation confusing.Would like to be able to cc additional email addresses when sending emails directly from TaxDome.

Hi Louisa, thanks for your feedback. It's valuable to us. We don't currently have a way to add CC when sending emails from TaxDome but as long as your team members are following the accounts, they will get a notification on their Inbox+ and they can view the email thread from there. To learn more about Account Followers, go here: https://help.taxdome.com/article/401-account-followers On the other hand, this sounds like a great idea. We'd love to hear from you! We have a feature request board for paying subscribers to submit requests and upvote requests from other firms. The features with the most upvotes get prioritized. See the link for more details https://help.taxdome.com/article/83-how-to-request-new-feature-i-need

Integrated workflow, document management, and client communications all in one place.

Admin has to get all emails Downloaded files are all names archive and not the file name Status of Downloads should show date downloaded by client or viewed by client

Thank you, Natalie. Your feedback is valuable to us. The admin can unfollow all the clients they do not want to get notifications about. When you go to any document, and click on the three dots on the far right you will be able to open the audit trail and see all actions that were taken. If you would like to have a status bar for documents, you can request a feature at our Feature Request Board. The board is available to all paying subscribers, and feature requests can be made, and existing ones can be upvoted. The requests with the most votes get prioritized. If you have any questions, or need assistance with anything else, please let us know. Have a wonderful day.

So far I am absolutely LOVING the integrations in this software! We are working to be 100% remote and this is helping us move in the right direction while creating efficiencies. Previously with multiple platforms we had a lot of wasted time in saving stuff to desktop, uploading etc, being able to print right into client files is amazing, integrating client communication is fabulous and who doesn't love being able to lock down files until an invoice is paid!? I've been happy with the customer support so far and hear only great things from others who are using the software.

I think the only area that I currently see it lacking is an integration with various tax softwares to create an organizer that pulls from tax return information.

Hi Caitlin, Thank you for your feedback!

Tax Dome is easy to use and set up. They have great instructional videos and if you need help with set up they have the support you need. The program offers a wide variety of features that are crucial in helping a business keep organized and in contact with clients.

The only feature I would love Tax Dome to incorporate would be the ability to send, receive and store client's text messages.

Hello Sofia, Thank you for taking the time to share your experience with TaxDome, it's great to hear that you found our software easy to use and that our instructional videos were helpful. We are pleased to hear that you appreciate the variety of features that TaxDome offers, which we believe are essential for any business to stay organized and maintain communication with clients. Regarding your...

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This software is built for phenomenal success in tax and accounting business. Simplified yet functional, cost effective and efficient CRM, easy to understand overseeing clients, workflows, stages, managing the work and the team, and the tasks involved. Love the filters, tags, and multiple features it caters to the user. Customer Service is above par - always available and will support you in every way they can. There is so much value it brings to a company - I highly recommend it!

It's got some challenges, just like any other software, but they are quickly making progress on many counts!

Hi Kristine! This review is awesome! Thanks a lot for this.

The fact that everything in by business can be done on this platform makes our lives as entrepreneurs much easier. As they mention on the front page, why make your clients download all of the software you have in order for you to provide your service? Now, I have clients only downloading TaxDome for document upload and QBO for bookkeeping. Before they had to download different apps to upload their sensitive identification information through a separate app, communicate with us through another app and more. We don't use other apps as much either because of TaxDome (i.e. Trello, Clickup, and google drive).

There are a few page tutorials on TaxDome that appear in another language which makes learning the software that much harder, however, this occurs seldomly. Besides that, the project pipeline can be improved. The pipeline right now only allows to create a pipeline after tasks are made, rather than letting us create the tasks as we create the pipelines.

Hi, thank you for the feedback, we appreciate it. And with regards to the pipeline creation, you can always create it even without the task template or you can also create the task template as you create the pipelines. , those templates are used for automation. Feel free to reach out to our team for further assistance . Our support is free and unlimited including 1:1 onboarding and screen sharing sessions.

Consolidated other SAAS products into a single SAAS product. I can eliminate rightsignature (taxdome has signing capability with KBA - 1.00/signature if using KBA), cpasitesolutions (taxdome has document portal and website),

The product needs some maturation but are moving in right direction. Signature functionality needs checkbox grouping/radio box options. Needs recurring future payment functionality, but understanding that is being implemented in 3Q 2022. If that happens, it will be an alternative to Practice Ignition as it will include signature and recurring payment functionality.

Thank you David, we appreciate your feedback. We would be happy if you would share your ideas for features. I would like to refer you to our Feature Request Board that is available to our Pro subscribers. There you can request features, or upvote existing requests.

Ease of use, the training library and it's all in one capabilities.

There is not a lot not to like. A monthly billing option would be nice for new customers.

Thank you, Christine. We appreciate your feedback. We are happy that you like TaxDome as an all-in-one software, and that you find our library helpful. As for the payment plan, the first seat has always to be annual, and the team members can be added with a monthly subscription. The main reason for this is that we are providing unlimited storage to our subscribers and storing the data for them. Even if they cancel the subscription, the data will be locked waiting for them to return. For this reason, a monthly subscription would not be reasonable. Please let us know if there is anything we can do for you, or if you need assistance with anything. We will be happy to assist you. Have a wonderful day.

The user-friendly TaxDome Client Portal makes this so much better. It allows us to connect with our clients even if they are not here in person.

For me it was kind of tideous to start off, but TaxDome offers so much support, videos and tutorials that once you get the hang of it it becomes so natural to work with.

Hello Adrian, Thank you for taking the time to provide feedback on TaxDome's Client Portal. We're thrilled to hear that you find the portal user-friendly and appreciate its ability to connect with your clients remotely. We understand that starting with a new tool can be challenging, but we're glad to hear that our support resources, including videos and tutorials, were helpful in getting you up and running with the platform. Our team is always working to improve the user experience, so if you have any additional feedback or suggestions, please don't hesitate to reach out to us. Have a wonderful day !

I love the automations and automatic reminders. Now that everything is set up, client onboarding is so easy. I'm also better able to communicate with my clients because of the message templates that get sent when they have their documents turned into us. I'm also able to easily see where every single client is in our pipeline line at any given time. I could go on and on. I love that organizers and engagement letter contracts are in TaxDome as well. Clients have mentioned how much they love having everything in one place.

It took me a few weeks to get our pipelines and templates set up. Would have been nice if there were pipeline templates or more examples of what others have done. But now that everything is set up, it runs very smoothly. Completely worth the time.

Hi Michelle, Thank you for your feedback!

The ease of use for our clients is the most important thing for us. We want them to feel like the entire process from start to finish, is simple.

It was a little daunting for us getting started with the software because it has so many features. It took a lot of trial and error on our end but only because we started our business in the middle of tax season so we had to hit the ground running without going through the various training materials.

Hello Gerson, Thank you for your kind review, it is valuable to us! We are glad to hear that our software has been easy for your clients to use and has helped to simplify their experience. We acknowledge that the initial set-up can be overwhelming, especially starting in the middle of the Tax season, but please be assured that we are always here to provide assistance. Our support team is at your...

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It includes everything from email intergration, billing/invoice, and contracts etc. What I like most are the workflows so you don't miss anything. This program was well thought out.

I am not sure about the customer service at this point. I wish I could talk to someone to have a few questions answered by a real person.

Hi Stephanie! Thanks for the review. Support and training is always free and included with your subscription, from the very moment you start your trial. You can always reach out to our team - either by chat or to schedule a 45 minute screen-sharing onboarding --- As soon as you started your trial, you should receive emails to set up your free onboarding session. We'll reach out to you directly to set it up.

Despite of being a sole practitioner I thought initially many of the functionalities won't be of use to me, although I realized the Pro version emphasizes in automation with workflows and many templates in particular intuit organizer that could save you and your client time as it streamline the communication and organization process. There are other features that are well thought, but conditionally implemented, which lead me to the Cons

I learned sadly that in TD I can't receive payments without joining the Stripe or CPACharge providers, for an ACH transaction you have to pay a percentage, even if you don't take credit cards. In top of that you can't use the feature to lock the documents to an unpaid invoice for the same reason, you need to join and pay a percentage to a 3rd party payment processor in order to activate this feature. From my view an indirectly way of forcing the user to join and pay a percentage in order to use the functionality.Clearly this defeats the platform's objective since it is marketed and designed for automation to minimize the admin work and some of these cool features are conditional, thus you can't automate these unless you comply.

Extremely intuitive software, I love that I have so many different types of functionality in one place rather than needing different apps. Clients love the organisers and checklists! I love the pipelines and automations.

I wish the integration with Quickbooks was two-way rather than one-way. I don't like having to mark invoices as paid twice (I don't use the credit card payment system because the fees are extremely high for UK users). I also wish there was more choice in automations – such as to move clients to a new pipeline, or to mark an invoice as paid without me having to raise an invoice. I also wish the client onboarding allowed for extra questions, rather than just one.

Hi Jenny, Thank you for your feedback. We are currently working to have the QBO integration 2-way- https://taxdome.canny.io/feature-requests/p/qbo-2-way-sync-for-client-name-address-or-phone-updates-with-audit-trail Feel free to add a comment or a suggestion.

I like being able to have clients upload. I also like that they can sign up without an invite

I wish there were more specific controls for where the clients documents land when they upload. I also wish I could control which clients see what organizers. I don't like that you have to make an appointment to speak to customer service. I waited a week to speak to the first person and it was limited to 15 minutes. That's not enough time to get enough info on the product I also do not like that the e-signature only allows clients to type not sign.

Thanks for your review, Katie! We aim to continuously improve our product. We still have a lot of upcoming features. Please see more details on this link to request and upvote. https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need

The software seems overwhelmingly incredible. There are so many features that increase efficiencies ten-fold and eliminate several other paid platforms.

Naturally, the platform is also overwhelmingly difficult to grasp at first. The entire team already spent two weeks understanding everything and I doubt we are anywhere close to being proficient - we are just scratching the surface. I doubt it's a true 'con' but it certainly requires some intellectual power to restrain this beast.

Thank you Alexander. Your feedback is valuable to us. We understand that, due to the numerous features we have, our software can be overwhelming at the beginning. To make it as easy as possible for our subscribers, we have free and unlimited support. If you need assistance with anything, you can reach us via chat and email or schedule screen-sharing sessions so that we can walk you through the setup and features.

The presentation, the customer support access. I also like that it is whitegloved to some extent. Thank you for answering my questions promptly.

I miss a couple signature features from my other software. Being able to request checkmarks in appropriate boxes for example.

Hi Clara! Thank you for your positive review! We are thrilled to hear that you are pleased with our ability to offer white-labeling options for your client's website. We understand the importance of branding and providing a seamless experience for your clients, which is why we offer this feature to help you tailor our software to your business needs. We appreciate your kind words and are committed...

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I love everything about the software since it's the first for me when it comes to automation and what not. I've only ever used google sheets and cognito forms so I love it! It looks professional. My clients love the look and feel. I like that I can take them away from social media and they can contact me here.

Simple things like the ability to duplicate questions or sections in the organizers to save time of the repetitive copy and paste. And it seems to be very buggy. Like bulk emails are going to spam/junk folders. The organizers don't seem to save properly and I've been working on one for a few hours and all my work is gone. The learning curve is long. I mean this software is so robust and can do so many things that taking time to learn it can be intimidating and 14 days of a free trial is not nearly enough so it kind of forces you to shell out $600 bucks with no money back guarantee.

Thank you, Shamis. Your feedback is valuable to us. The ability to duplicate sections in organizers is already planned since it was frequently requested. When having an issue, please reach out to us, we will be happy to assist you. However, some issues need to be reported in order to get fixed. If you experience that something is not working as it should,, please report it. Also, if you have any feature requests, please post them on our Feature Request Board.

I use Lacerte tax preparation software. Their attempt at a client portal is sub-par and not easy to use. Tax dome is reasonably priced for my small firm's needs while giving our clients a good option for sending us documents in a safe and secure manner.

The additional per user fees are pretty steep, they should be a percentage of the full monthly fee. I have some team members who would only use the software to assist me and won't be able to use taxdome because the per user fee isn't justified based on their value added.

Thank you, Sandra. Your feedback is much appreciated. Our subscriptions are fixed priced. We have two pricing plans, and both are annual subscriptions. To make it easier for the firm owners, we decided to give the ability to purchase monthly subscriptions for team members, since the team members may not be needed the whole year.

This is a great software that can take your business from an unorganized job to a full firm ran at your finger tips. I'm already recommending to partners.

Work flows, automations, training video walk throughs

Hello Stephanie, Thank you for your kind feedback. It's great to hear that you find it helpful for organizing your business and that you're already recommending it to others. Regarding your concerns, it sounds like you would like to see more improvements in work flows, automations, and training video walk troughs. These are all important aspects of any software, and we can understand why you would...

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