TaxDome

Worth the learning curve

Opmerkingen: TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.

Pluspunten:

Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.

Minpunten:

There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive. I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)

Best Practice Management for Accountants

Pluspunten:

The in-app document management, file storage, and client portal features make client collaboration simple.

Minpunten:

I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.

review

Opmerkingen: Still Learning.

Pluspunten:

The support team the Tax Dome offers is really great and valuable.

Minpunten:

Lack of control customization - example is with folders

TaxDome appears to be everything we have been missing in our firm!

Opmerkingen: We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things.
Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed.

Pluspunten:

We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it. We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.

Minpunten:

Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.

New Tax Dome User

Opmerkingen: I am very pleased overall with Tax Dome. I love that it has the ability to have knowledge based identity verification with the e signatures and the unlimited storage capability. It has taken a few days to transition, but I think I will be very pleased with it.

Pluspunten:

My favorite thing about Tax Dome is the price of the electronic signatures and the ability to have a client portal as only one user. Most companies require 3-5 users and e signatures cost a significant amount on top of that. It was also easy to import my client list to create the accounts and contacts to immediately have all of my clients there and ready to go.

Minpunten:

The user interface is a lot more complicated than I'm used to in a client portal, but some of that is because of all of its capabilities. In the beginning, it is a little more difficult to figure out how to get documents and signature requests to the clients.