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)

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.

Pluspunten:

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.

Minpunten:

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.

Accountant

Opmerkingen: The overall experience is good so far

Pluspunten:

Document management was excellent I really like how easy it is.

Minpunten:

Software needs to integrate with calendars such as outlook

Automation, Billing, Communications, Invoicing and Docs under one roof!

Pluspunten:

Working with automations has relieved a lot of work in our practice.

Minpunten:

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.

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!

Pluspunten:

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!

Minpunten:

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.