TaxDome Reviews - Page 6

I like the task tracking capabilities and integration with my scheduling and bookkeeping software. Though it's proving difficult for me to learn, TaxDome's support is very generous. This means I'll get out of it what I put in, because anything I run into will be readily addressed by a specialist for free.

I'd like to see a videoconferencing feature and scheduling built in. But this is only because I could cancel another two subscriptions.

Hello Rose, Thank you very much for your review. It is valuable to us! We are happy to learn that you like our software, and the support services we provide. As for the videoconferencing feature and scheduling built in, sounds like a great idea. We would like you to know that we appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would...

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they take their users' input to decide what needs to be improved with the producteasy to use

customer support is bad - you can only chat with someone - and most things are escalated to the next level of support but it can take several days days/weeks to get things resoved. there is a lot of info on how to set things up and use the software but it can't answer everythingit's been a ton of work setting up process workflow even after signing up for an expensive program to guide me in the process - i hope I can finish the workflows and get them to work righti have two annual licenses and will need 2-4 monthly licenses - which is very pricey

Thank you, Erica. Your feedback is valuable to us. We apologize for the bad experience you had with our support team. We have two departments for support, the first level does identify the issue and reports it to Support Level 2 which is our development team. SL2 takes over and fixes the issue. Since our software is all-in-one software, sometimes it may take some time for an issue to be resolved. Besides chat support, we also offer screen-sharing sessions. Please feel free to schedule a session whenever you need assistance with the setup. Have a wonderful day.

I like how easy it is to use and that I can do all my practice management, tasks, client portal etc all in one place. I love the automated pipelines and workflow and the efficiencies it offers.

I wish signature capabilities could be on any document in any folder and not just in the one with the client view privileges. I also hope it will eventually accept ACH and not just credit cards.

Thank you for the wonderful feedback , Brenda! We highly appreciate it. Please be informed that we have feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized. Feel free to reach out to our team, our support is free and unlimited.

It allows has a client portal, client management, and document management system.

It is not easy to learn. It takes scheduling sessions with a support person and watching training videos.

Hello Angela, Thank you for your review, it is valuable to us! We are glad to hear that you find our software useful for your business needs, particularly the client portal, client management, and document management system. We understand that the setup may be a bit overwhelming at the beginning, but we give our best to assist our clients during the setup. And we are glad to hear that you found our support team helpful and our training videos informative. Please know that we are committed to improving our user experience and making our software as user-friendly as possible, so we appreciate your feedback. If there is anything we can do for you, please reach out to us. Have a wonderful day.

This client portal has the most features on the market and continually adding features every week.

Right now there isn't any cons. Anything I noticed they can approve on they eventually did.

Thank you very much, Adam. Your feedback means a lot to us.

Highly customizable - there are so many different ways to make the system work for your business.

Better bookkeeping workflows - specifically to incorporate categorizing transactions and reconciling the different bank accounts and cc's that may be assigned to one account.

Hello Jacqui, Thank you for your kind review, it is valuable to us! We are glad to hear that you find our software highly customizable, with so many options to tailor it to your business needs. Regarding your concern about bookkeeping workflows, please 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...

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Ease of use for clients. It has one of the best layouts and functionality for clients. The cheapest KBA I could find. I am in the process of implementing TaxDome to track my bookkeeping and payroll. The ability to automatically create new tasks helps a ton!

I wish it had the ability to text clients. Sending messages are great, but most of my clients are not going to download an app. Instead I have to pull up my app on my phone to text clients to check their email for the list of documents I need. I wish I could change the names from Organizer to Questionnaire and more importantly change Contracts to Engagement Letters.

Thank you, Sarah, your feedback is valuable to us. We just wanted to let you know that there is a feature request for text messaging to be implemented. You can see it on the link below, and if you upvote it you will automatically be notified of any progress. https://taxdome.canny.io/feature-requests/p/add-text-message-sms

Only used the software for 10 days, but I like the layout and functionality of the system. Looks like it will make things easier for my tech savvy clients. I like all the available information and trainings to get things setup and running.

I wasn't able to get a client onboarding appointment for about 2 weeks after signing up. I have trouble getting quick support. You have to book an appointment online and wait it out; however, this is where all the videos and trainings become very helpful.

Hello Travis, Thank you for taking the time to share your feedback, it is valuable to us! We are thrilled to hear that you are enjoying the layout and functionalities of our software and that you find it helpful in making things easier for your tech-savvy clients. We also appreciate your positive comments about the available information and training resources, which we have worked hard to provide...

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I really like the automations and workflows that you are able to put in place!

It does take some time to customize the software but once it's done it's great!

Hello Koko, Thank you for your review. We are more than happy to learn that you like our software. We understand that the setup may be a bit overwhelming at the beginning, since TaxDome is an all-in-one software that has hundreds of features, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. Not only that, but we also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day.

key issue was proper support and training.

it is alot to set up, however, the videos and support is excellent.

Hello Mark, Thank you for your review. It is valuable to us. We are more than glad to hear that you like our software! Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day.

The client portal, document management, and workflows are the things I like most about the software.

The per user licensing fee is a turnoff.

Thank you, Cheston. Your feedback is valuable to us. When using TaxDome, you can cancel the most programs you were using, like Adobe, Docusign, Dropbox, etc. Everything is integrated, and included in the subscription. This is why we can not include additional licences into the already reasonable subscription fee. The good thing is that you can purchase a monthly license for a team member, and pay as long as you need. If there is anything we can do to make your TaxDome experience better, please let us know. Have a great day.

Clearly designed for tax professionals. Other client portal and workflow software were workable, but still could not handle a lot of the processes we need.

Some additional customization on contracts (such as both a team member and client signing them) would be nice. Overall, extremely pleased.

Thank you for the nice feedback Micah! We appreciate it. Please feel free to reach out to us if you need further assistance. Our support is free and unlimited.

I spent many hours testing various tax practice software solutions and kept coming back to TaxDome as the right choice.

As with most virtual practice softwares, there is no way to manage phone calls to clients. I assume most tax preparers still have in-person meetings with many clients and use virtual prep for those who prefer it. Many of my clients only communicate by phone and setting up workflows in TaxDome is not conducive to that. If there was an option to add additional information such as phone numbers to the workflows, I might be able to make it work. So I can use TaxDome only for virtual client management and still need to use another program to manage in person clients.

Thank you for that feedback , Christopher! We appreciate it. And for managing phone calls to clients, 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 . See link below for more details.https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need

I like that not only can I centralize my business in one place, but it was really easy to get set up. I like that I was able to get everything up and launched within a few days.

The free demo version was a nice way to get your client's input, but I'd have really liked if I could do more of the setup.

Thank you, Vanessa. 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. For us to show you and discuss more on how to manage you can use TaxDome in full and assist you with any questions that you may want to voice out. Support is completely free and unlimited.

I like being able to upload documents in a variety of ways; direct upload in software; copying to Z: drive and uploading using the desktop application. I like the ease of building an organizer and getting signatures.

I was hoping to be able to add merge tags to emails that apply to multiple clients. I wanted to send an email to letting folks know their new rate compared to their rate last year. I added a custom field in the account record but that field was not available as a shortcode when setting up the email template.

Thank you, Keith. 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.

The all-in-one functionality. It allows you to combine your CRM and PMS and more!

Nothing as of yet. It can be a lot to set up, especially if you're very particular about your client facing templates. But once it's set up, you're good to go! They offer complimentary on-boarding/customer service calls so you'll never be alone to implement.

Thank you, Shamese, your feedback is valuable to us.

As we have just imported our clients into this program, I have to say that customer support provided by TaxDome is TOP NOTCH! The onboarding 1:1 sessions are SO HELPFUL and every team member has been so knowledgable, helpful and friendly! We are most excited about being able to eliminate multiple programs into one and to use the automated features.

We are still very new to the program, but I don't like that the notes don't automatically save. I've lost several notes already. In addition, it would be nice if some windows (notes, for example) could open in a small sub-window while tasks are being created from said notes on the same page.

Thank you, Mike. Your feedback is valuable to us. We are more than happy to hear that you love our support team. We would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We have an existing request for autosaving notes. Please have a look here: https://taxdome.canny.io/feature-requests/p/autosave-screens-notes-screen-especially For opening notes in a pop-up or slide-out, please feel free to submit a request. Please let us know if there is anything we can do for you, or you need assistance with anything. We will be happy to assist you. Have a wonderful day.

Cheapest KBA signature service out there. Clients like setting up their portal and seem able to use it with relative ease.

Document management is much clunkier than Sharefile. Have some issues with clients on Macs. PDF merge leaves big ugly red letters on docs, have to use a different software.

Thank you, Jennifer. Your feedback is valuable to us. The red letters on the documents appear in the Lite plan, the PDF editor is fully accessible with our Pro pricing plan. The letters do not appear there.

ease of use and combined features that allows me to reduce the need for other software

The requirement to pay the first full year in full.

Thank you, Aleemah. Your feedback is valuable to us. We would like to note that TaxDome is used to securely store sensitive documents for both your firm and your clients, and the data storage is unlimited! We aim to provide a reliable service to all, and an annual subscription (a.k.a. a license) ensures that. There is an option for a monthly subscription for additional licenses added to a subscription but the first purchased license has to be an annual one specifically for storage reasons.

This is an all-in-one solution. The workflows can be automated. It does appear that the set up process will require thought and time but will be worth it.

With any all-in-one solution I expect aspects of the program to be less than perfect. I have not yet identified those areas.

Hi Jennifer, thanks for your feedback. It's valuable to us. If you need assistance with anything, please feel free to contact us or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.

I just started my practice about a year ago and started with the Intuit family using Intuit Practice Management (aka Karbon). However, the increased fees this summer led me to explore alternatives. TaxDome does everything that Karbon/IPM does and then some! I've been really pleased with integrations and templates available in TD.

I think there is room for improvement with the invoicing process/customization. This is a great improvement if you are doing old-school bills, but not up to snuff to invoice capabilities for most online applications.

Thank you for your feedback. It's valuable to us. 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

1. The built-in templates are hugely helpful and make it easy to begin rolling out the workflow automation as opposed to having to build everything from scratch. 2. The accounting integrations with Stripe and QuickBooks are perfect! They keep my systems in sync and I save a ton of time from having to do a bunch of manual steps. 3. Customer service/on-boarding was awesome; rep answered all my questions and helped me figure out the Pipelines a lot easier than me having to do it by trial and error. 4. Mapped drive capability is awesome. Another huge time-saver.

Modifying organizers can sometimes be a bit quirky. Plus, it closes out the window every time you save and you have to open it again - which is a time-waster. Hopefully, they'll improve this over time.

Thank you, Jose. Your feedback is valuable to us. The issue with saving organizers definitely shouldn't be happening. Please reach out to our success team so that they may be able to help you resolve this issue. Thank you!

I like the automation feature and the ability to connect with clients in their portal and through email all in one place.

I do not like the invoicing feature. It can be more robust. If I am sending all clients an invoice, no matter if they are on the portal or not, they should be able to make payments on the invoice. As it stands, I still have to send invoices via QBO for clients who do not use the portal.

Thank you for the review, Jason! We appreciate it. With regards to your concern about invoicing, 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. Feel free to reach out to our support team if you need further assistance. Our support is free and unlimited.