17 años ayudando a las empresas
a elegir el mejor software
TaxDome
¿Qué es TaxDome?
Software todo en uno para preparadores de impuestos, contadores y contables de libros.
Perfecto para hacer crecer su negocio: deje de pagar una docena de herramientas y dirija su empresa desde un único centro integrado.
Flujos de trabajo automatizados, portal de clientes fácil de usar, CRM personalizable, almacenamiento de archivos ilimitado y seguro, firmas electrónicas, mensajería y mucho más al precio de una aplicación.
¿Quién usa TaxDome?
Contables, Contables y profesionales Fiscales
¿Tienes dudas sobre TaxDome?
Compara con una alternativa popular
TaxDome
Otras alternativas interesantes a TaxDome
Opiniones de TaxDome
Great all-in-one tool but requires ramp-up time
Empresa taxdome en tiempos de pandemia
Comentarios: Muy buena porque pude trabajar desde la comodidad de mi hogar, pensando en los tiempos que se vivían en esa actividad
Puntos a favor:
Lo que mas me ha gustado de taxdome es que es una página muy buena para tener acceso a contenido contable.
Puntos en contra:
No podría decir que algo no me guste, puesto que en ella se ven todos los contenidos contables y en la pandemia se pudo trabajar desde la casa
Respuesta de TaxDome
hace 2 años
HI Inés! Thank you for sharing your positive feedback about TaxDome. We're thrilled to hear that you found it to be an excellent platform for accessing accounting content. Having a centralized location for all your accounting needs can be incredibly convenient and time-saving. It's also great to hear that TaxDome allowed you to work from home during the pandemic. Remote work has become increasingly important, and platforms like TaxDome that enable seamless access to essential resources from anywhere can be a significant advantage. We appreciate your review and are glad that TaxDome has met your expectations. If you ever come across any suggestions or if there's anything we can do to improve your experience further, please don't hesitate to let us know. Have a wonderful day!
Reconociendo
Comentarios: No tengo mucha pero es buena
Puntos a favor:
Que puedes tener una buena oportunidad si
Puntos en contra:
El precio es algo elevado de lo inusual
Respuesta de TaxDome
el año pasado
Hi Johavan! Thank you for your feedback! We're glad to hear that you're considering the potential benefits our platform could bring. We understand that the pricing might appear somewhat higher than expected. We want to assure you that while the price might seem unusual at first glance, we're dedicated to providing you with a product that delivers exceptional value in return for your investment. It's important to consider the comprehensive advantages our platform offers, which can ultimately lead to increased efficiency and productivity for your business. The features, reliability, and support we provide contribute to an overall cost-effective solution that can positively impact your operations. If you have any questions or would like further information about our pricing structure, please feel free to reach out. Have a wonderful day!
Control total del despacho
Comentarios: La experiencia general es mu buena a que no he encontrado un programa que me ofrezca lo mismo.
Puntos a favor:
Un unico lugar donde tener toda la documentación guardada y controlada. Puedo compartir con mis clientes (y de forma externa) los documentos que quiera teniendo siempre el control. De esta forma los cliente siempre tiene a su disposición la documentación de sus impuestos, contabilidad, laboral, etc. También los caliente pueden subir de forma mensual sus facturas de ingresos y gastos, otros documentos, etc.
Puntos en contra:
A pesar de tener todo perfectamente organizado con instrucciones, videos, etc., aún les quedan secciones por traducir al español.
Respuesta de TaxDome
hace 2 años
Hola Javier, Gracias por compartir tus sugerencias, es muy valioso para nosotros. Nos complace saber que está satisfecho/a con nuestro software y que ha encontrado útil la excelente gestión de documentos y la facilidad para compartirlos con sus clientes. Agradecemos su opinión y nos complace ver que nuestro producto ha sido de gran ayuda para usted y su empresa. En cuanto a su sugerencia, nos complace informarle que estamos trabajando arduamente en mejorar todas las características de nuestro software, incluyendo la funcionalidad de los idiomas para los hablantes de español. Estamos comprometidos en ofrecer un producto de calidad que satisfaga las necesidades de nuestros clientes, y su sugerencia nos ayuda a mejorar nuestro servicio. Si tiene alguna otra sugerencia o comentario, no dude en comunicárnoslo. Su opinión es muy importante para nosotros y nos ayuda a seguir mejorando nuestro software. Gracias por confiar en nosotros. Saludos!
Todavía estoy aprendiendo y espero con ansias las próximas funciones.
Comentarios: TaxDome ha salvado nuestra empresa. No hay forma de que hubiéramos sobrevivido a la temporada de impuestos sin ella. Recomiendo encarecidamente este producto. Reúne todo en un solo lugar. Almacén de documentos, portal y panel de trabajo
Puntos a favor:
¡Realmente me gusta que este parece ser un producto todo en uno! Examiné muchos productos de administración de empresas y TaxDome parece tener todo lo que estaba buscando, además de varias opciones adicionales que nunca esperé que un software de administración de empresas se hiciera cargo.
Puntos en contra:
Es más difícil aprender los flujos de trabajo automotrices, pero eso se debe principalmente a que aprendí durante la temporada alta. Simplemente no tengo el tiempo para dedicarme a aprender como lo necesito en este momento.
Respuesta de TaxDome
hace 2 años
Hola Alumedena, Gracias por su comentario sobre nuestro software. Nos alegra saber que ha encontrado todo lo que necesita en un solo lugar. Entendemos que, a veces, la automatización y los flujos de trabajo pueden resultar complicados al principio, pero estamos aquí para ayudarlo/a en todo momento. Tenemos un equipo altamente capacitado que está a su disposición para responder a cualquier pregunta o inquietud que pueda tener y para guiarlo/a a través de todas las características del sistema. Nos esforzamos por ofrecer un servicio al cliente excepcional y estamos comprometidos en asegurarnos de que nuestros usuarios se sientan cómodos y seguros al utilizar nuestro software. Además, nos complace informarle que nuestros clientes pueden programar tantas sesiones como necesiten para asegurarse de que estén completamente satisfechos con nuestro software. Agradecemos sus sugerencias y estamos abiertos a cualquier otra que pueda tener. Si tiene alguna otra inquietud o sugerencia, no dude en ponerse en contacto con nosotros en cualquier momento. Gracias por confiar en nosotros y esperamos seguir siendo su socio tecnológico a largo plazo. Saludos!
Una de más mejores herramientas que eh utilizado
Comentarios: Mi experiencia es muy chula lo mejor de lo mejor me ahorra mucho tiempo en lo que me pasaría horas haciendo solo.
Puntos a favor:
Me gusta la sencillez facilidad y la gran versatilidad que ofrece pars más tareas del día a día en mi trabajo me lo facilita mucho.
Puntos en contra:
No hay un punto que me guste todo está en su punto en lo mejor diría que es de uno de los mejores software que eh utilizado.
Respuesta de TaxDome
hace 2 años
Hi Leslie, Thank you for your feedback! It's valuable to us. If you need help with anything, please feel free to contact us back 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.
Excelente
Comentarios: excelente para organizar el trabajo de los impuestos
Puntos a favor:
lo practico, y ayuda a las operaciones de la empresa
Puntos en contra:
me gusto todo, no hay nada de que quejarse
Respuesta de TaxDome
hace 2 años
Hi Diego! Thank you for your kind feedback. It is valuable to us. We are more than glad to hear that you like our software. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day.
Reseña
Puntos a favor:
Es, facil, intuitivo, tienen ayuda. Integra todo
Puntos en contra:
No tienen integracion con XERO, seria muy importante que lo hagan
Respuesta de TaxDome
hace 2 años
Thank you, Fernando. Your feedback is valuable to us. We are working on improving our software all the time, and integration with Xero is planned and should be introduced soon. In the meantime, you can integrate CPACharge or Stripe, connect yourself to QBO, embed your scheduler and use Zapier. TaxDome also works as a printer and scanner for all tax software. If there is anything we can assist you with, please let us know. We will be happy to assist you. Have a wonderful day.
Planillas 2019
Comentarios: facil y conveniente
Puntos a favor:
fue de provecho para radicar mis planillas
Puntos en contra:
al principio a lo que le cogi el piso, lo pude accesar desde caulquier plataforma
Respuesta de TaxDome
hace 3 años
Thanks for your valuable feedback, Marilyn!
Reliable Taxdome
Comentarios: I've always had a reliable experience with TaxDome. I appreciate that it offers workshops and keeps up with timely updates. The platform is safe and secure for clients, and it's easy to navigate. I also like the user-friendly interface, which is not intimidating. TaxDome fosters efficient client relationships by promoting seamless communication
Puntos a favor:
Secure, reliable, user friendly for both tax preparer, admin and client
Puntos en contra:
I suggest to put AI in chats to check grammar, spelling and make overall communication efficient
Respuesta de TaxDome
hace 5 días
Thank you for your thoughtful review! It’s wonderful to hear that you’ve found TaxDome to be reliable, secure, and user-friendly for both your team and your clients. We’re thrilled to know that features like seamless communication and timely updates are helping foster efficient client relationships. Your suggestion to incorporate AI in chats to improve grammar and spelling is fantastic! I’ve shared this feedback with our product team, as we’re always looking for ways to enhance the user experience. If you’d like to share more details or have additional ideas, feel free to reach out to us at success@taxdome.com. We’re always here to listen and support you!
From Data Collection to Service Excellence with TaxDome
Comentarios: TaxDome saves us a tremendous amount of time, allowing us to focus our work hours on what truly matters—serving our clients. Data collection is often the biggest speed bump in the process, but with TaxDome, we can keep moving forward seamlessly!
Puntos a favor:
Everything in One Place – Switching to TaxDome allowed me to cancel four other software programs. It centralizes all aspects of an engagement, including text messages, emails, e-signature documents, invoices, engagement letters, client questions, and files. This streamlined approach saves time and eliminates the hassle of chasing information across different platforms. For team members collaborating on the same client, everything they need is at their fingertips, enhancing efficiency and productivity.
Puntos en contra:
At one point, the mass messaging feature glitched, but thankfully, it seems to be working fine now.
Respuesta de TaxDome
el mes pasado
Thank you for sharing your experience with TaxDome! It’s fantastic to hear how it has transformed your practice, allowing you to streamline operations and focus on delivering exceptional service to your clients. The ability to consolidate everything—from communication to e-signatures and invoices—all in one place is a huge time-saver, and we’re thrilled that it’s made such a positive impact on your workflow! 😊 If you ever encounter any issues or have suggestions for further improvements, please feel free to reach out at success@taxdome.com. We’d love to hear from you and ensure TaxDome continues to exceed your expectations. Thank you for being a valued part of the TaxDome community and for trusting us to simplify your practice.
Alternativas consideradas previamente:
Good but improvements needed
Comentarios: its good not great...some features are too general
Puntos a favor:
Client chat and communication, and team chats
Puntos en contra:
Pipelines and workflows need to allow conditional movement
Excellent practice management software
Comentarios: I'm very happy with TaxDome. I needed a secure communication platform with project tracking and KBA e-signatures, and TD has all that and so much more. In fact, I recently switched to a 3 year contract, which should tell you how pleased I am. I highly recommend any CPA firm check out this software!
Puntos a favor:
I love all of the automation features. It makes my workflow highly customizable and well organized. I always know who has which tasks to complete, and where in the process any given deliverable is. Plus they keep introducing more incredible features, so the product is continually improved.
Puntos en contra:
There is a bit of a learning curve at the beginning in order to understand how the system works and how to set up your own processes, so I'm still tweaking some of my setup as I get more experience with the product. I also wish they supported foreign currency invoicing (CAD-USD).
Respuesta de TaxDome
hace 2 meses
Thank you so much for sharing your experience with TaxDome! We’re thrilled to hear that the platform has made such a positive impact on your workflow—secure communication, project tracking, and KBA e-signatures are core features we’re proud of. It’s awesome to know you’re finding the automation tools helpful for keeping everything organized and running smoothly. Committing to a 3-year contract really means a lot to us—thank you for trusting us with your business! It’s great to hear you’re tweaking your setup as you go—that’s exactly how many of our users refine their processes. And about the CAD-USD invoicing, we’ve passed that feedback along to our Product team. We’re always working to improve, so your input really helps. Thanks again for your kind words and for recommending TaxDome to other CPA firms! If you ever need help or have more ideas, feel free to reach out—we’re always happy to hear from you!
TaxDome is Great!
Comentarios: Overall I've been happy with the pricing structure and being able to add and remove users based upon the seasonality of my business. I love the automations and how much manual work has been removed from administrative work.
Puntos a favor:
I like being able to manage different projects, automate workflows and have document exchange all in one place.
Puntos en contra:
Tagging can get messy and confusing if not well managed.
Respuesta de TaxDome
el mes pasado
Thank you for sharing your experience with TaxDome! It’s wonderful to hear how much you value the pricing flexibility, automations, and the ability to streamline your administrative tasks. Managing projects, automating workflows, and handling document exchanges all in one platform is exactly what we aim to deliver—so it’s great to know it’s working well for you! Your feedback on tagging is noted, and we’d love to learn more about your specific experience. If you’d like, please reach out to us at success@taxdome.com. We’re here to ensure the system works seamlessly for you. Thank you for choosing TaxDome to grow your practice, and for being a valued part of our community!
Valuable to my business for improved efficiency and convenience.
Comentarios: The overall experience has been very positive. I am committed to the product, and each year they add new features that enhance my efficiency. It saves me time.
Puntos a favor:
It offers comprehensive functionality as an all-in-one tax practice management solution. I used to have several different providers for my tax practice and now it is all centralized.
Puntos en contra:
The initial setup was straightforward with the assistance of TD, but unlocking the product’s full potential was a bit more complicated. I would describe the learning curve as steep; however, once you get the hang of it, the product becomes truly wonderful.
Respuesta de TaxDome
el mes pasado
Thank you for sharing your experience with TaxDome! It’s fantastic to hear that the platform has brought efficiency and convenience to your business by centralizing all your tax practice management needs. We’re thrilled that it’s saving you time and streamlining your processes. We’re continuously working to enhance the product, and your feedback helps us do just that. If there’s ever anything more we can assist you with or if you’d like to share additional thoughts, please don’t hesitate to reach out at success@taxdome.com. We’re here to ensure you’re making the most of TaxDome and unlocking its full potential. Thank you for being a valued part of our community!
Alternativas consideradas previamente:
The game-change my firm was looking for
Comentarios: It has been a real game-changer for my practice and has helped so much with annual tax preparation. I'm also very impressed at how reactive TD is to user requests and all of the improvements released.
Puntos a favor:
Everything is all in one place! I was able to drop several other apps. The automations for workflow are mind-blowing. I love being able to mass email with filters for targeted clients. I love locking documents to payments and now I have reduced my $45K A/R to $0.
Puntos en contra:
We are using Keeper to manage our accounting work because I can't get TD to do what I need.
Respuesta de TaxDome
el mes pasado
Thank you for your thoughtful review! We're thrilled to hear that TaxDome has been transformative for your practice, especially with features like workflow automations, targeted client communication, and the ability to reduce your A/R to $0—these are the kinds of wins we aim to deliver for our users. It’s also fantastic to know you appreciate our responsiveness to user requests and regular improvements. We’d love to hear more about your feedback regarding managing accounting work within TaxDome. Your insights are invaluable and help shape the future of our platform. Please don’t hesitate to reach out to us at success@taxdome.com to share more details. And don’t forget to check out our blog for updates on the latest feature releases: blog.taxdome.com/. Thank you for being a part of the TaxDome family! We're excited to continue supporting your firm’s growth.
Current User of TaxDome-2 years In
Comentarios: Overall, my experience with TaxDome has been great.
Puntos a favor:
I like that TaxDome allows for the auto-draft of recurring invoices. I also like that I can organize my chats by topic, allowing me to locate a conversation easily.
Puntos en contra:
What I like least is that the templates aren't searchable and can't be filtered. I have to scroll through all of them to find what I am looking for. It would also be nice to be able to filter by preferred language.
Respuesta de TaxDome
el mes pasado
Thank you for sharing your experience! We're thrilled to hear that TaxDome has been a great fit for you and that features like auto-drafting recurring invoices and organizing chats by topic have been helpful for your workflow. We’re always looking to improve, and enhancements to templates are already on our radar. Don’t forget to check out our blog for updates on new feature releases (https://blog.taxdome.com/). If you’d like to share more insights, feel free to reach out at success@taxdome.com—we’d love to hear from you!
Alternativas consideradas previamente:
Great Tool as PMO and Client Portal.
Comentarios: Good fit for our firm. Affordable price and good customer service.
Puntos a favor:
We use TaxDome as both a PMO tool & Client Portal. The ability to automate tasks and send messages & emails to clients is huge. I also like the client facing options available, for ex. the action updates & client tasks. TaxDome has also been constantly updating & adding new features.
Puntos en contra:
- Inability to integrate with other apps- through Zapier or otherwise. -Cannot add packages to proposal - No option to switch the client option to pay CC fees -Wish the Organizer was more intuitive and could recognize PY data & sync.
Respuesta de TaxDome
el mes pasado
Thank you for your thoughtful review! We’re thrilled to hear that TaxDome has been a great fit for your firm and that you’re leveraging it as both a PMO tool and a Client Portal. It’s wonderful to know that features like automation, messaging, action updates, and client tasks have positively impacted your workflow. We’re also delighted that you’ve noticed our consistent updates and feature enhancements—your success is always our top priority! As for the additional features you mentioned, we want you to know they are on our radar, and we’re constantly working to expand and improve the platform to meet your needs. If you have more details or suggestions, feel free to share them with us at success@taxdome.com. Also, don’t forget to check out our blog (https://blog.taxdome.com/) for updates on new features and enhancements. Thank you for choosing TaxDome as your trusted tool!
Alternativas consideradas previamente:
Game-Changer for Streamlining My Tax and Bookkeeping Business
Comentarios: TaxDome has completely transformed the way I manage my tax and bookkeeping business. From the moment I started using it, I noticed an immediate improvement in my workflow, organization, and client communication. The platform is a powerhouse for automation, allowing me to streamline everything from client onboarding to document collection and e-signatures. What sets TaxDome apart is its intuitive design and all-in-one functionality. I can manage my entire practice from one dashboard—no need to juggle multiple tools anymore! The client portal is user-friendly and professional, making my clients feel confident and engaged in the process. The support team deserves special recognition for their responsiveness and expertise. Anytime I’ve had a question, they’ve gone above and beyond to ensure I had the resources I needed. As a growing business owner, TaxDome has been a game-changer. It saves me hours each week and gives me the confidence to scale my business without the chaos. I highly recommend it to any tax or accounting professional looking to simplify their operations and elevate their client experience.
Puntos a favor:
The most impressive feature of TaxDome is its ability to centralize all aspects of my practice in one platform. The seamless integration of client portals, automated workflows, and e-signature capabilities saves me hours of administrative work every week. I also love how intuitive and user-friendly it is for both my team and clients, which makes collaboration effortless. The level of automation it provides has truly elevated my efficiency and client experience.
Puntos en contra:
While TaxDome is incredibly powerful, the initial setup and learning curve can be a bit overwhelming. Configuring workflows and fully understanding all the features takes some time and effort. However, once everything is set up, the system runs smoothly and is well worth the investment.
Respuesta de TaxDome
el mes pasado
Thank you so much for sharing your amazing feedback! We're thrilled to hear that TaxDome has been a game-changer for your tax and bookkeeping business. It’s fantastic to know that our platform has helped improve your workflow, organization, and client communication while saving you hours each week. We're especially glad to hear how much you value the all-in-one functionality and intuitive design—providing seamless automation and enhancing your client experience is exactly what we strive for! We also deeply appreciate your shout-out to our support team! It’s wonderful to know they’ve been able to provide the resources and assistance you needed to succeed. If you have any additional ideas or feedback, we’d love to hear them! Please feel free to reach out at success@taxdome.com. Your insights help us ensure TaxDome continues to grow with you and your business. 😊
Alternativas consideradas previamente:
TaxDome makes my business and dealing with clients easier
Comentarios: Love it. Can't see myself not having it.
Puntos a favor:
I don't use the full functionality of TaxDome. I use it mostly to store and share files with clients, signature requests, and billing. It's been so easy to organize client files and bill/collect invoices. I also integrate the client portal login page into my website to streamline client access.
Puntos en contra:
It can get complicated but thankfully there are tons of resources online and customer service if you need a personal touch overcoming an issue.
Respuesta de TaxDome
el mes pasado
Thank you so much for sharing your experience! We’re thrilled to hear that TaxDome has become an integral part of your business, making client interactions smoother and keeping your operations organized. It's great that you’ve found value in file sharing, signature requests, and billing while also using the portal integration to enhance client access through your website—streamlined workflows are what we’re all about! We understand that TaxDome offers a lot of functionality, and we’re here to help you make the most of it. Don’t hesitate to reach out or check out our TaxDome Academy and webinars for additional tips! 💙 Thanks again for choosing TaxDome and for being part of our community!
Alternativas consideradas previamente:
Once you get past the set up, Taxdome is awesome!
Comentarios: Like every app. It has its pros and cons. But overall, Taxdome has been a great addition to our firm
Puntos a favor:
Automations, workflows, Consistent updates and great support
Puntos en contra:
It takes a long time to set up but once it is set up, it is great. Their email inbox feature is not a true shared inbox. Laking CRM-like timeline and visibility
Respuesta de TaxDome
hace 2 meses
Thank you so much for sharing your experience! We’re thrilled to hear that TaxDome has been a valuable addition to your firm, especially with features like automations, workflows, and consistent updates. Our team is continually working to streamline onboarding, and we’re always here to help during the process. We appreciate your feedback regarding the email inbox feature, CRM-like timeline, and visibility. We’re actively exploring these areas for improvement and will share your suggestions with our product team as we continue enhancing the platform. Please keep an eye on our blog for (https://blog.taxdome.com/) updates on upcoming features! Thank you for being a part of the TaxDome family, and for helping us improve with your valuable insights! Feel free to reach out to out team at success@taxdome.com if you need assistance or have additional feedback.
Alternativas consideradas previamente:
Fantastic! Real solution thats multi-featured for accounting firms
Comentarios: Fantastic! Highly supported program that is constantly being updated and improved based on actual user feedback. Use it daily in my business and honestly would need 12 programs to replace all the things it does for me and my team.
Puntos a favor:
Has multiple features in one software so not constantly logging in, or updating integrations with other platforms. Also saves on cost by having one integrated system for 99% of what my accounting firm needs. Clients also give great feedback on ease of use and having everything in one place.
Puntos en contra:
It is a big software product so feels hard to learn. Like any large business application, reaching out to their support desk and 1:1 whiteglove custom training sessions allows me to setup features I needed for my business in stages without being overwhelmed
Respuesta de TaxDome
el mes pasado
Thank you for sharing such a thoughtful review of TaxDome! 🌟 It’s incredibly rewarding to hear how TaxDome has become an essential tool for your firm, combining multiple features into one platform and eliminating the need for numerous log-ins and integrations. We’re thrilled that it’s simplifying your operations, saving you costs, and earning positive feedback from your clients for its ease of use. It’s great to hear that the support from our team and white-glove training sessions have helped make the process smoother for you. If you ever need assistance or want to explore additional features, don’t hesitate to reach out at success@taxdome.com. Thank you for trusting us to be part of your journey. Your feedback helps us continue to improve and deliver the best possible experience.
Alternativas consideradas previamente:
Loves TaxDome and the Tools it Includes!
Comentarios: The educational material and videos are great and I have been able to implement what I want without having to call customer support. When I have needed something, someone has been able to point me in the right direction quickly.
Puntos a favor:
The ability to have all of my records and tools in one place! The PDF editor is a great addition. Also, getting KBA signatures from clients is super easy.
Puntos en contra:
I can't think of any REAL drawbacks. I don't especially think the client type field is necessary or useful.
Respuesta de TaxDome
hace 3 semanas
Thank you so much for your thoughtful review! It’s fantastic to hear how much you value TaxDome’s educational materials, ease of use, and comprehensive tools. We’re thrilled that you’ve been able to implement features independently and appreciate the PDF editor and KBA signature functionality—it’s great to know these are making a positive impact on your workflow. Your feedback about the client type field is noted, and we’ll take it into consideration as we continue to refine and improve the platform. Thank you for being part of the TaxDome community, and we’re so glad it’s been a great fit for your firm! 🚀
Excellent Multitask App
Comentarios: This life changing app is the best investment your small firm could do. Is a great combination between a project management, CRM, and invoicing tool.
Puntos a favor:
Most repetitive tasks could easily be automated saving a lot of time increasing your capacity to serve more clients and increase your income. Also the software, through the customization of pipelines, helps you manage your workflow like a pro since the most simple task through the most complex one. The tutorials database is good.
Puntos en contra:
This software requires time dedication for implementation and probably will need to hire external consultants to customize the software for your needs . Also, license fee per user is expensive.
Respuesta de TaxDome
hace 3 semanas
Thank you for your amazing review! We’re happy to hear how TaxDome has been a game-changer for your small firm, combining project management, CRM, and invoicing into one powerful tool. It’s great to know that automations and pipeline customizations have helped you save time and boost your capacity to serve more clients—your success is what we aim for! We understand that implementation can be a time investment, and we’re here to support you every step of the way. If you need help customizing the software to meet your firm’s needs, don’t forget to check out our TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps for in-depth guidance. Thank you for trusting TaxDome to help grow your business! If you have any questions or ideas, feel free to reach out to success@taxdome.com.
It is worth it!
Comentarios: The more our office become committed to using TaxDome, the more rewarding it is and we realize it is worth the effort and cost.
Puntos a favor:
TaxDome is hard, but I love knowing TaxDome provides excellent support. I am learning every month how TaxDome can make our office more efficient. It is definitely a process, but one that is rewarding when it all comes together.
Puntos en contra:
I feel like you really need to invest, which takes time - time to learn, time to implement, time to review and revamp. Once you invest time to learn and setup, it saves you the time you are looking for.
Respuesta de TaxDome
el mes pasado
Thank you for sharing your experience with TaxDome! It’s wonderful to hear how committing to the platform has proven to be a rewarding investment for your office. Knowing that you’re discovering new ways to boost efficiency each month is exactly the kind of impact we strive for. We’re especially glad to hear that our support team has been there to assist you along the way—it’s our goal to make the learning and implementation process as smooth and valuable as possible. Thank you for being a part of the TaxDome community, and we’re excited to continue supporting your success! 🚀
TD Review 2024
Comentarios: Overall, it has helped my practice be more efficient across the board for me, my staff and my clients.
Puntos a favor:
its ease to find and organize things. I can navigate through the screens, check for data, get notified when clients upload data, etc
Puntos en contra:
Billing can be improved a little but TD is constantly upgrading and improving so there is really nothing I hate about it.
Respuesta de TaxDome
hace 3 semanas
Thank you for sharing your experience with TaxDome! It’s fantastic to hear how it has brought efficiency to your practice and made navigation, organization, and client communication smoother for you, your staff, and your clients. We truly appreciate your feedback on billing improvements and are happy to share that we’re always upgrading and enhancing features based on user input like yours. If you have any specific suggestions, feel free to share them with us through our idea board (https://help.taxdome.com/article/203-how-to-suggest-an-idea)—we’d love to hear your thoughts! Thank you for being part of the TaxDome community. 🚀
