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Great Program My overall experience with TaxDome was very good. If I wasn’t merging in with a larger firm I would absolutely continue to use it and would highly recommend to anybody that is looking for a firm management software. Customer service is quick to respond and they are constantly making improvements. Pros: The program is easy to use once you have it setup the way you want it. There are tons of features to make it scalable for almost any size practice. Time tracking, invoicing, cloud storage and more all in one place. It really does make running a practice easier. Cons: The only negative for me is the amount of time it takes to get it setup the way you want it. Once you do, it’s smooth sailing from there.

Easy to use and implement Pros: If is very easy to use and customers love the user experience. Cons: Would love to see more customization capabilities

Love TaxDome I like it – helps me make less mistakes. Pros: Automation of tasks and staying organized. Cons: Set up is tough, but there is support available. Not sure how that could be improved though – it makes sense.

Fascinated with my new tool, Tax Dome. An incredible experience, it has been very good from adapting to the system to starting to use it with my clients. It is a very easy platform to use. Pros: The thing I like most about TaxDome are the automations that help us be 100% more productive and that I also have everything on the same platform. Cons: I would like the system to have better editable options on invoices, as well as add an option for business-to-business income tax withholdings.

Best Firm Management & Client Portal Software The TaxDome has improved my client interaction, as well as my efficiencies within the practice. I would highly recommend TaxDome for firm management & automation. Pros: Really like the ability to automate my workflows thru jobs and tasks. Cons: Initially it was a bit daunting, but after taking the time to understand how each of the elements interact with each other, it was much clearer how I could use this software to improve my bottom line.

TaxDome is a life saver! Pros: Pipelines streamline all the work we do, making our processes much more efficient, while also enhancing the customer experience by ensuring everything runs smoothly and seamlessly. Cons: Getting pipelines and automation set up in TaxDome can definitely feel confusing at first, especially with all the moving parts, but once you have everything in place, the efficiency and time savings make it absolutely worth the effort!

10 out of 10 would recommend Pros: The automatic notifications/emails that we can set for the clients to receive. For example – an email stating that their returns have been filed and accepted that’s sent when I change the clients status in our pipeline. Cons: the interconnectivity between tasks/jobs/pipelines. I feel like this could all be one or tasks and jobs are not needed as much if the pipeline is set up correctly.

Converting to Tax Dome – a user’s experience While the setup for the various features of the program has taken a bit longer than expected the experience as we and our clients begin to utilize the program has been positive. Those clients that have utilized the program so far have indicated a much higher satisfaction and intuitive use of the program compared to our prior web portal, document management program. Pros: The combination of web portal with a built-in client scanner, document management, workflow management, client communications, client billings and electronic signature combines all of the necessary features required for a modern electronic or virtual tax or accounting based practice. Cons: The program is such a large sandbox, it would have been more efficiently incorporated into our practice if a structured and required training program was included with the subscription.