I was struggling to find a one-stop solution that allowed all parts of my tax preparation process to happen within one software. SmartValut and ShareFile are simple file-sharing and client portal programs that don't offer digital organizers or billing, and TaxDome allows that to happen.
Enrolled Agent from Boundless Tax
We only need to log into two programs instead of five or six. TaxDome keeps our practice organized 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.
TaxDome vs SmartVault assistance & setup fees
TaxDome: free support, training, setup and 1-1 screensharing sessions included with every license.
SmartVault offers paying support programs only.
Assisted New Client Onboarding – $150: 5-step training and implementation program by a customer onboarding manager within 30 days. 1:1 training to get a SmartVault account setup and learn about workflows and integrations.
SmartHours – $75/hour: for all current SmartVault customers – a refresher course but not full training.