TaxDome + RightNetworks

Once we found TaxDome and moved our client success processes from Trello, Clickup, Excel and other management software, we were able to handle significantly more clients with this time.

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.

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 one platform: billing, tax docs, communication with clients, and soon an appointment calendar. And they are constantly improving the software.