TaxDome Reviews & Product Details - Page 4

Many features built into one affordable solution. I have just started scratching the surface. Review collected by and hosted on G2.com.

I wish it was easier to get ahold of human via phone, but its understandable tradeoff given the amount of tools available at this pricepoint. Review collected by and hosted on G2.com.

There are so many useful tools within TaxDome! The use of pipelines allows us to automate several of the admin items to free up time, clients love how user friendly it is, and tags make it so easy to keep things organized. Lots of great features all in one place. The program is easy to implement and the more we use it, the more features we discover that help us streamline tasks even further. Review collected by and hosted on G2.com.

There are a few feature improvements I'm anxious to see implemented, like being able to save multiple files to the same folder for different clients instead of having to choose the destination folder individually. I will say that TaxDome does a wonderful job of listening to their client needs and working on resolutions. Customer Service is top-notch and always accessible, and that's a huge plus. Review collected by and hosted on G2.com.

Portal works well, I like how the chat and email function. Review collected by and hosted on G2.com.

When a client uploads an excel file I have to download it to a folder on my Mac. Review collected by and hosted on G2.com.

I love the feature that allows you to lock clients from seeing documents before sending payment. Review collected by and hosted on G2.com.

I do not like the fact there is no phone number to customer service. Review collected by and hosted on G2.com.

A lot of customization available. Good support team as well. Review collected by and hosted on G2.com.

Not a plug and play. A lot of work to set up. Review collected by and hosted on G2.com.

While I have used TaxDome for accounting and tax preparation, I also use it for the publishing company I co-own. My business partner and I at DoxaNous Media have found that it helps our authors and other clients to see the progress on their work as we move them along the pipeline. We're more productive and we can offer a more personable service to our clients.

TaxDome is leaps and bounds more robust than other project management SaaS we have tried. The applications are endless. I recommend TaxDome for any business. Review collected by and hosted on G2.com.

I wish we could white label the client side mobile app name, but I realize this might not be possible to do. Since the app name is TaxDome, it has prompted questions from our clients, but they all have responded positively to the portal experience.

We also need to include some video files with our clients accounts, but this is not a feature currently allowed. The website says it is for security reasons, and this makes sense with many of the less common formats, but .mov, .mp4, and .avi make up 99% of the most common usage within the media industries. If these three formats could be allowed, it would be of great benefit. Review collected by and hosted on G2.com.

TaxDome does almost everything I need in my firm. I LOVE the lock to invoice feature so that I never deliver a product to a client without recieving payment. Signatures are easy and we love the document uploading/sharing. Automations are wonderful for saving time. It is highly customizable which is a great thing to be able to set up pipelines for multiple types of work. Review collected by and hosted on G2.com.

TaxDome has alot of great feature and as with any product that does alot of things, some things are great and others leave alot to be desired. The hardest to manage is set up and maintaince of pipelines. While the software does create a lot of admin time savings with automations, it will become a member of the firm's new job to learn and manage the software so nothing breaks. I paid WFTP to set up my pipelines and have to continueally make sure everything is still working as intended.

My biggest complaint is the task management. I tried and tried and tried to make the task management function work for my firm, but it was too cumbersome and not easy to prioritize things. It was hard to keep up with what we actually need to be doing each day. So we have invested in a different task/work management tool for our internal processes.

We like built in document editor viewing screen. We need to be able to minimize the functions/header bar to see more of the document when viewing in the editor.

I would love to see the proposals work more like an actual proposal, with a more attractive format that sends a contract after the client has approved the proposal.

Invoicing has been improving but I would love to be able to use the recurring payment authorizations with CPA charge directly within TaxDome. Review collected by and hosted on G2.com.

The simplicity of the entire system and the modern UI design that is far more practical than any other practice management system such as Canopy and Karbon. The implemintation process is very simple and there are tons of helpful support articles and customer service is always available to help in a reasonable amount of time. I have used this software every day and it is vital to our operations and in collecting our sales. I also love being able to see what other people are doing with their practice. Review collected by and hosted on G2.com.

I wish there were more intuitive features such as Drag and Drop with the Files Review collected by and hosted on G2.com.

This really could be your one-stop shop for your firm. Workflow management, electronic signatures with KBA, client portal, chat, etc. They are also actively developing and releasing new features, so it will become more useful over time. There is also a very active community to help with best practices. Review collected by and hosted on G2.com.

Can be a little daunting to get set up, but again this is where the community can be helpful. Portal upload has a file size limit of 300MB, which wile fine for most things is on the small side. There is also the downsides that come with using an all-in-one solution vs. dedicated apps: each feature has a competitor that is just a little bit better. In my case, this was most noticable on the proposal and billing side, where I'm using a dedicated app for that function rather than the built-in functionality of TaxDome. To be fair though, that app is 3x the cost of TD all by itself. Review collected by and hosted on G2.com.

I love the fact that it is so much easier for me to know the stattus of each client at any time. I also love that by using the automations it saves me tons of time. This is my first year using TaxDome and after a small learning curve I was up and running - sending out Engagement Letters and requests for organizers, deposits and documents with ease. I also like that hold times are very short with Customer Service and the onboarding process was very easy. Review collected by and hosted on G2.com.

In the 9 months that I have been using TaxDome, I really haven't found any downside. I have been looking for a CRM that did certain tasks and with TaxDome, I can check of all the boxes and more. Review collected by and hosted on G2.com.