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TaxDome

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623 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2017
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Pneumatic Workflow

4 reviews

Product Description

Unlimited workflow management for startups, growing teams, and small businesses. Pneumatic lets you shape how work gets done in your company by building efficient workflows on a fast, intuitive platform. Features include role-based permissions, remote access, performance metrics, customizable URLs and a no-code editor. The application comes with a free library of predefined workflow templates, which enables managers to create workflow patterns, add task descriptions and standard operating procedures (SOPs) and optimize the model as per requirement. Pneumatic offers integration with several third-party applications via API or Zapier. It helps organizations manage operations related to task creation, status tracking, performance monitoring, and more on a centralized platform. Pneumatic offers monthly and discounted annual subscription plans, in addition, you can try it for free before you commit.

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TaxDome Reviews

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Profile Name
Star Rating
509
103
13
1
0
JB
Joanne B.
01/23/2024
Validated Reviewer
Verified Current User
Review source: Organic

Has the features I need and good support

I like the automation features and the support to get up and running
RN
Roy N.
01/23/2024
Validated Reviewer
Review source: Organic

TaxDome makes practice management easier

I wasn't really using any practice management software before trying TaxDome. I did a few free trials, and here's what I liked about TaxDome relative to the other options out there: - Pricing is very straight forward and pretty fair - The feature set is broad, making other subscriptions unneccessary - It's an end-to-end solution that can integrate and automate pretty much the entire client cycle (new client onboarding, proposals, engagement letters, payment collection, workflow management, document management, client portal and document delivery, e-signature, Google review requests, etc.) - The service is continually improving, adding features and making things easier - So much of the program is customizable so that we can set up the systems and processes in the way that makes sense for us - The support is robust and easy to access. They have lots of instructional blog posts and pre-recorded content on most every topic and the live support is easy to schedule, too. I'm confident that when I run into issues, there will be either self-helf support or live support to help me along the way. Not only do I like what TaxDome can do, my clients have commented on how much they like the new system.
JL
Jody L.
01/23/2024
Validated Reviewer
Review source: Organic

Easy to use

Customer support is fabulous. Its easy to use. Implementation wasy seamless On Demand webinars are easy to understand and extremely helpful Affordable

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HQ Location:
New York, US

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What is TaxDome?

TaxDome is accounting practice management software designed to streamline your firm by replacing multiple tools and simplifying your tech stack.Deliver an exceptional client experience with our top-rated mobile app, loved by clients with a 4.9/5 rating across 6,000+ reviews. Enjoy easy scan-and-send document exchange, mobile payments, e-signatures, and more. Secure chats, emails, and two-way SMS ensure smooth, timely communication.Within your firm, automate repetitive tasks, manage your team, and collaborate effortlessly. Workflow automation, AI-powered reporting, and a centralized CRM help you maximize productivity.Simplify revenue operations and accelerate cash flow with flexible payment options through TaxDome’s integrations with Stripe and CPACharge. Track billable time, set up recurring invoices, and handle payments seamlessly.With TaxDome, you’re not just managing your practice—you’re elevating it to new heights of efficiency, growth, and client satisfaction.

Details

Year Founded
2017