Wat is TaxDome?Alles-in-één software voor belastingvoorbereiders, accountants en boekhouders. Perfect om uw bedrijf te laten groeien: stop met het betalen van een dozijn tools en run uw praktijk vanuit één geïntegreerde hub. Geautomatiseerde workflows, gebruiksvriendelijk klantenportaal, aanpasbare CRM, onbeperkte en veilige bestandsopslag, e-handtekeningen, messaging & meer voor de prijs van één app.
Wie gebruikt TaxDome?
Accountants, Boekhouders en Fiscalisten
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Reviews over TaxDome
Great all-in-one tool but requires ramp-up time
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.
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.
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)
8 maanden geleden
Thank you, Jennifer, your feedback is valuable to us. Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process. Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.
Tax Dome helped us handle enough business to get our own office
Opmerkingen: Our overall experience with TD has been fantastic. We were able to triple our business within the first year of us using it.
There were three accountants (partners) when we first started this business and we were working out of bedrooms and coffee shops. The only reason that was happening was because we spent 70% of our time just tracking our servicing progress for each client under each different partner. Once we found Tax Dome and moved our client success processes from Trello, Clickup, excel, and other management softwares, we were able to handle significantly more clients with this time. Our absolute favorite feature is pipeline's and being able to automate engagement letters, send invoices, and organizers to collect data.
Features I least like that are within TaxDome is the inbox+ and template (& tag) management. Inbox+ won't show the correct preview text for a notification- meaning a notification would pop up saying a client messaged us, however, the notification was triggered because I myself sent a response message. And for notifications that are actually from clients messaging us will never be properly previewed in inbox+. Template (& tag) management can be greatly improved. When I first started using TD, I created templates for EVERYTHING. Now I use perhaps half of them yet I have not deleted the ones that are not in use simply because I do not know what templates are actually being used in a pipeline. Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more.
2 maanden geleden
Thank you, Jeffrey. Your feedback is valuable to us. We are happy that TaxDome made the whole process easier for you and your partners. The pipelines save a lot of time and effort so that you can focus on new clients. As for the notifications, you should receive notifications only for new messages and replies from clients, and the team members will get notifications for replies from the firm owner, but there should be no notifications for your own replies. Please reach out to our support team so that they can check on this. For the other parts you dislike, I would like to refer you to the Feature Request Board that we have for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We would appreciate if you could share your ideas on how to improve. If there is anything that we can assist you with, please let us know. We will be happy to do so. Have a wonderful day.
Opmerkingen: The overall experience is good so far
Document management was excellent I really like how easy it is.
Software needs to integrate with calendars such as outlook
2 maanden geleden
Thank you, Dennis. We appreciate your feedback. We have an integration where you can actually embed your Calendly, Bookmeknow, Schedulista, or Acuity calendar. At the moment we do not integrate with Outlook. However, we would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. Please have a look here: https://taxdome.canny.io/feature-requests/p/sync-to-personal-calendars-google-outlook-yahoo-etc and feel free to upvote. Since your rating was not that well, we would appreciate if you could share with us what we can improve on, so that you would be happier with the software. If there is anything that we can assist you with, please let us know. Have a wonderful day.
Automation, Billing, Communications, Invoicing and Docs under one roof!
Working with automations has relieved a lot of work in our practice.
When we review docs to work, we rename them. We previously used the browser but it was taking too long to rename, click save and move forward to the next.
2 maanden geleden
Hi Brandon, thank you for your feedback! It's valuable to us. You have the ability to preview docs and by clicking the three dots in the upper right corner to access the pop-up menu that allows you to edit them. To learn more about managing your documents, go here: https://help.taxdome.com/article/233-how-to-edit-download-print-filter-documents#2
The Solution for our Firm
Opmerkingen: This is very much what I expected. Offering all pieces of a tax practice management software and the custom-nature creates a steep learning curve for effective usage of this tool. That being said, the other options for practice management solutions were not all-inclusive and more expensive! If you are running a small accounting or tax practice and feel like you are always being reactive to projects and deadlines this can be your solution. Be prepared to spend multiple weeks on the setup but its worth it!
The inclusion of many different pieces of our practice is an excellent feature of Taxdome. Managing all aspects of our operation from onboarding new clients all the way to the recurring monthly projects and everything in-between has been a nightmare before Taxdome. We are excited about this upcoming tax season and how efficient this software will make everything!
The setup process is time consuming. Learning the terminology and how all of the pieces fit together eats up all of the free trial. It is very customizable which means there isn't much in the way of a standard setup.
4 dagen geleden
Hello Ryan Thank you for your review. It is valuable to us! Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day.