TaxDome Reviews - Page 7

I picked TaxDome because it is specifically designed for the tax industry. It has a comprehensive approach compared to its competitors, yet it is simple to use. I really like the Tasks for work that repeats every month! I also have found the FAQ's for common questions with video illustrations very helpful. Customer service has been very responsive to any questions. I also appreciated the 30 day trial as it took me awhile to have time to test it out. I hope they are considering a Zapier integration.

There are some basic features (like being able to sort any column with a click, adjusting column width, hiding columns, expanding/wrapping task descriptions) that are not available to customize the experience. That being said, it's still very usable. I also think they should be a little more clear that, while e-signatures are compatible for an engagement letter, the 8879's are not and will cost extra in order to meet the more strict IRS requirements.

Thank you, Sara! A few updates! 1) I'd like to inform you that KBA (Knowledge-Based Authentication) is available. For more information about how to use it, please refer to this article: https://help.taxdome.com/article/72-getting-signatures-for-your-documents#7 2) Zapier integration has been released, as well - https://blog.taxdome.com/news/2020/08/21/zapier.html

Its a must in your way to automatization

Many of the templates don't come in Spanish Language

Hello Adrian! Thank you for your review. It is valuable to us. We are happy to hear that you like our software. 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 like to contribute suggestions or ideas that about Spanish templates you think it might improve your experience with TaxDome, 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.

Easy to:1. Access from anywhere 2. Upload and downloads documents3. Create client tasks and request document review, approval and signature

Document viewing and editing could be implemented although it is understood the additional licensing is required so I rather keep the price as is and just fix the viewing window. The premium option is expensive. I wish I had access to the app with the regular version.

Hello Diego, Thank you for your kind review, it is valuable to us! We are more than glad to hear that you find the software easy to access and use from anywhere, upload and download documents, and create client tasks with document review, approval, and signature request features. Regarding your concerns, we understand your point about the document viewing and editing feature, and we will look into...

Read more

The most impactful feature for our firm was the email integration. We have been looking for a way to be able to communicated with our clients and a place to be able to see all conversation.

Currently, we are in the process of moving all our documents from Onvio to Tax Dome. We are not sure what the best way would be to move the documentation.

Thank you, Ronda. Your feedback is valuable to us. We are happy to hear that you like the email integration. It keeps you organized, and you have all client-related emails in one place, which saves time and clicks. As for the document transfer, the easiest way is to download our desktop app, and then use the TaxDome drive. You can easily drag and drop the documents to the client folder that you...

Read more

I like the desktop integrated client files function, client file requests, client messaging, mobile app availability, the organizers, and look/feel of the custom branded portal. I also needed a legit KBA solution that wasn't DocuSign. I like that you can integrate with Zapier (mostly for Calendar bookings). I like that this integrated with CPA Charge, although I was disappointed that I wasn't able to make it work with my monthly billing. I also like that they partnered with TaxAct, which I was thinking about switching to for next year (from Drake).

It's definitely a jack-of-all trades type software, which is both good and bad. I didn't like that I couldn't set up monthly recurring subscriptions, and that there was no text entry option when requesting e-signatures, so no way to fill and sign a form in the same page. I ended up tag teaming this with Practice Ignition and Adobe Pro/Adobe Sign. I still use KBAs for tax forms. Overall, this was still the best solution for me, and customer service is ACTIVELY working on making some of the improvements that I mentioned so I may be able to drop some of the other things later, but this isn't a deal breaker as my tech stack is still way smaller than before. I wish they had a native calendar booking function.

Thank you so much for the review, Mandy! We highly appreciate it. For non existing features that you would like to add in our software, 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 to our team as well, our support is free and unlimited.

This software is easy to use, because it is easy to fill in and all the information is in the same place. Signature request, customer information, etc.

The problem with this software is that the processes are only in English and we will have to review

Thank you, Mahmoud. Your feedback is valuable to us. As of now, you can change the language of the portal, and your clients can do the same on their end. As for the processes, we have templates in different languages as well that can be used. Please feel free to visit our Pipelines library and Templates library and review the existing templates. If there is anything else we can assist you with, please let us know. Have a wonderful day.

Automated workflows and smart organizers

Z drive can run a bit slow. Also, I would add a check box for E filed "Accepted or Rejected" to generate an automatic email to the client.

Thank you, Noa. Your feedback is valuable to us. We are happy that you like our workflow and organizers. As for the slow Z: drive performance, our team is already working on getting this issue fixed. 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. Please feel free to submit a request for the Acceptec/Rejected feature, this sounds like a great idea. If there is anything we can assist you with, please let us know. We will be happy to assist you. Have a wonderful day.

There are many features all in one program. The tax organizer is great and simple to use. Having a sign feature right in the same program keeps everything in one place

Cannot scan directly to the taxdome drive. Cannot create the yearly folders from within the taxdome drive which makes the workflow not as efficient as it could be.

Thanks, Mike! I'd like to inform you that these features have been released. For more information please see our release notes: https://blog.taxdome.com/release-notes

I love the totality of TaxDome. It is a one-stop shop.

I wish there were an option to pay for the subscription monthly.

Hello Haley, Thank you for your kind review of TaxDome, It is valuable to us! We are glad to hear that you appreciate the comprehensiveness of our platform. At TaxDome, we understand the importance of data security and the need for our clients to have full control over their data. That is why we require the main user to have an annual license. By doing so, we ensure that our clients have uninterrupted...

Read more

Most of my clients find the portal easy to use. Project tracking can be set up and automated to ease stress. I like the syncing of emails and the messaging so all communications with clients can be tracked in one place. KBA signatures for the IRS is only $1.

There are so many features, it can be overwhelming to set up to utilize all of them.

Thank you, Lori. Your feedback is valuable to us. If you need any help you can book a training session any time by clicking on the question mark icon in the top right corner of your portal. Support is completely free and unlimited.

Right now, we're using multiple spreadsheets to track projects. These are clunky to upkeep and difficult to get an overview from, especially as we grow. I'm very much looking forward to replacing several spreadsheets with one streamlined workflow that prompts uniform use with all employees.

Not having Tasks that will recur indefinitely doesn't really make sense to me. I feel like the pipeline with automation makes sense for tax prep or monthly books, but for biweekly AR/AP workflow, I just need tasks with better recurring options.

Thank you, Libbi. We appreciate your kind feedback. It is valuable to us! We are more than glad to hear that you like our software. We currently have a way to set recurrent tasks in TaxDome, with all different repeat periods possible, even biweekly. Please take a look at this help article, where we provide all details about how to create recurrent tasks.https://help.taxdome.com/article/110-creating-tasks#2. And...

Read more

The integration of several systems I was using to collect and disseminate information to clients.

the charge for e-signatures. Was hoping that it was part of the annual fee.

Hi Gary! Thanks for the review. E-signatures (what you would expect from DocuSign) are unlimited and fully included - there is no fee. KBA is available as an added option ($1) and KBA is ALWAYS a paid fee because an outside credit agency has to be paid. If you are ever not paying for KBA, it is not real KBA. Please see the article below on costs of KBA with various vendors https://blog.taxdome.com/articles/2020/09/30/what-is-kba.html

The ease of use and setup. I didn't have to wait for anyone in the company to help us set up our account because TaxDome has a zillion help articles and resources to help you get things done.

Wishing it had the built in automatic billing of our monthly fee with engagement letters/contracts. I can't wait until this feature is available.

Thank you for your feedback, Kathleen! We appreciate it. We have just released more interesting features related to services and billing. Feel free to reach out to our Customer Success team anytime if you need any assistance as support is free and unlimited.

TaxDome has all my communications organized the way a CPA requires for smooth processes. I like that manual processes that has taken a lot of time is automated and organized for us in TaxDome. I feel my time is valuable and TaxDome is my partner. I am a happy customer!

TaxDome is busy rolling out more functions. They are a relatively new company, but they know it and are responsive.

Hi Sheila, We appreciate the review and feedback. Thanks a lot!

TaxDome (TD) covers everything a much more expensive product does costing more than $30k! it is easier to use, easier to set up, easier to deploy.

The invoicing is very basic. TD should expand this area so you can see what a draft invoice looks like before it goes out. [Remember, I am still new to it. I was able to finally see an invoice but it wasn't a pdf that I could review, mark up, change/modify to my exact standards. I'm still finding my way through, jobs, tasks, stages, etc.

Thank you, Sam, your feedback is valuable to us. Once you become a paid user you will have access to our feature request board where you will be able to request any changes to invoicing you wish. Also, if you need any help with learning our software you can always book a training session. Our support is completely free and unlimited. To book a session simply click on the question mark icon in the top right corner of your screen.

The workflow, client portal, and esignature functionality are top notch.

I would like for the organizer to have the option to prompt for specific documents given the client's answers. The organizer should allow them to drag and drop the files directly in the organizer without having to maneuver to other windows. It would also be great if in addition to the organizer changes, that the portal could visually prompt clients for specific files. Instead of checkboxes for...

Read more

Hi Anthony, Thank you for your review!

Its a cloud based solution at an affordable price, with all the features needed to make my work easier

The are a few options that can get confusing, and there's only the option to use stripe, but I use QB payments and can't integrate it with the software. Also the way to report payments is kind of confusing.

Thank you, Jessica! Your feedback is valuable. 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

I love the pipelines and the workflows.

Integrate with more merchant services companies.

Thank you, Ajai. Your feedback is valuable to us. We are happy to hear that you love our pipelines and workflow-related features. As for more merchant services, soon we will have an integration with Xero. Our development team is working all the time on new features and the improvement of the existing ones. We would like to inform you that we have a Feature Request Board for our paying subscribers...

Read more

What I like the most is the ability to create an "Organizer" for clients to fill out with an "Audit Trail", which a lot of other form software either don't have or are very expensive. The client portal was easy for clients to sign up.

I think the Website and PDF Editor future offered has a little value to me, as I have other more robust for those two, such as Wix and Adobe. I prefer focused over jack of all traits, but I m always appreciative of what TaxDome has offered to us in the above-mentioned future.

Hello Collin! Thank you for taking the time to provide us with your kind feedback. It is valuable to us! We are glad to hear that you have found it useful for creating organizers and keeping it simple for your clients. We are also glad to hear that it has helped you to keep friendly the self-service sign up process. We would like you to know that our departments are constantly striving to enhance...

Read more

-client portal and app -e-signatures -file store -Workflow -network drive for easy upload -sync with QBO

- we had issues with the client opportunity to accept "doing business electronically" - the net drive can't have any special characters in the name - but doesn't' restrict the name creation with special characters and it took us a week of badgering to get an answer why certain folders weren't appearing. - Getting used to the workflow design of the software is a little different than we are used to. - Lack of meaningful workflow templates

Thank you Julie, your feedback is valuable to us. We are glad to know that you find TaxDome great. If you need any assistance, our support is free and unlimited, if you need any help feel free to reach us through chat, email or schedule an onboarding using these links: http://taxdome.com/15 http://taxdome.com/45

This product has everything I need. I have have automated forms for my clients, easy to implement signature for my documents. Biggest thing is the client portal for my customers to access everything at their finger tips. If they don't want to make an account i can still request documents securely

i would love to be able to integrate Quickbooks desktop into the program. i make a lot of invoices for my client. I also use CPACharge which I can use in TaxDome but I would like to be able to use integrate Quickbook online for my invoices and having transactions move right back into the Quickbook program. To my knowledge TaxDome is only compatible with Quickbooks online.

Hi Kashana, Thank you for your feedback. The integration with Quickbooks desktop is currently in our feature request board. I have upvoted you to this request, feel free to leave any comments or suggestions. https://taxdome.canny.io/feature-requests/p/quickbooks-desktop-integration

Automating and streamlining the majority of the tax prep process with the workflow feature. Importing a client list.

Additional features with the integration of tax software. Importing client files from previous portal into their new TaxDome accounts.

Hello Evan! Thank you for your review. It is valuable to us. We are happy to hear that you like our software, and especially the ability to automate your work processes with our workflow feature. We would like you to know that TaxDome integrates with all the Tax softwares in a sense that TaxDome becomes a printer, and you can print documents from your tax software directly into your clients accounts...

Read more

This platform literally replaces everything I have had to manage in multiple places over the last decade.

The only negative is that they require you to pay annually, which is saying a lot but the investment is well worth it.

Thank you for the feedback Steven. We appreciate it. We required to pay at least one annual because the portal is used to securely store sensitive documents for both your firm and your clients. We aim to provide a reliable service to all, and an annual subscription (a.k.a. a license) ensures that. Feel free to contact us if you need assistance. Our support is free and unlimited.