4.8 based on 6,000+ client reviews
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Tax Dome Trial
It took time, important getting client to upload the documents, vs email searching info.
Pros: I am able to get e-signtures on the proposals in one place, helping with price increases.Create folder templates
Cons: I found the template download and checklist not working for me, eventually understood located library unitl paid for it - not work.Create Folders for templates, confusing - able create a template with all the necessary field.s
Great integration, could use some more customization for templates
Pros: I really like the integration with QBO and the client tasks.
Cons: I wish that there was more customization options for invoices, proposals/templates - with branding and customized tokens.
Good introductory CRM for CPA firm
Overall, I have benefited from using TaxDome. I am in it everyday and it is keeping me more organized with my clients' information including contact information and documents.
Pros: It is great to have all of my clients in one place where I can send group emails or just message one at a time. Sending contracts or proposals is very easy. It is great to tell my clients I have an app they can use to upload documents or securely send messages back and forth.
Cons: I don't like that there is not a reporting feature where you can find out what contracts were signed in a certain period of time. You have to go to each account in order to find the signed contract. I have had some clients say they can't figure out how to upload documents. I wish it had a calendar option for scheduling appointments and then automatically sending clients reminders.