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Upgraded Experience!
The configurable tax organizer and client portal are outstanding. I look forward to using the workflow capabilities in order to rev up my efficiency this year.
What do you dislike about TaxDome? The sample templates aren't the best. While they are super helpful at demonstrating functionality (such as organizers and engagement letters), the content in the template library is behind the times.
What problems is TaxDome solving and how is that benefiting you? 1. Efficiency and workflow 2. Online organizers 3. Electronic signature 4. Integrated payment processing with CPA Charge 5. Clean, sleek and client friendly appearance 6. Support of mobile apps.