We only need to log into two programs instead of five or six. TaxDome keeps our practice organised so nothing is missed, and everything is in one platform: billing, tax docs, communication with clients, and soon an appointment calendar. And they are constantly improving the software.
I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the email as tasks feature! I don’t have to search through my emails to find client stuff anymore — it makes my work life so much more streamlined.
I love that everything for managing clients, file sharing, gathering and requesting documents, and the smart email inbox is all in one place. I have been using a number of solutions that don’t integrate thoroughly to achieve these things, and finally I can have all these features in one place at a fair price.
The client portal, workflows, email integration, billing, and all the automated tasks have helped me get organised for this tax season. My clients are already telling me how nice the client portal looks. It also integrates well with Drake software. The staff has been incredibly responsive as well!
Top-notch client service
Implementation & team training included
Personalised support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customised plan based on your firm size, services, and goals with full access to:
- The knowledge base
- TaxDome Academy
- TaxDome community
- Premium support
- Free advanced team training