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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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103
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Kathy H.
KH
Kathy H.
11/28/2023
Validated Reviewer
Verified Current User
Review source: Organic

designed for tax pros

I am able to see the big picture for a client all in once place... documents, communication, workflow. TaxDome does everything I need to keep track of clients.. their information, documents, workflow. With automations to make communication easy. The product gets better and better. Every month the team puts out an update and they are always useful improvements.
SC
San C.
11/27/2023
Validated Reviewer
Review source: Organic

Prompt Professional Support

All in one Practice Management at a reasonable costs. Great customer support and easy to integrate with other applications. Liked the Windows Desktop App acting as a virtual drive.
Tim T P.
TP
Tim T P.
Owner at Tim T Pate, EA
11/26/2023
Validated Reviewer
Verified Current User
Review source: Organic

Excited Brand New User

I love the automation to better serve my clients and make use of my time more wisely. With the extra time I can either do more work or rest more.

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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.

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Year Founded
2017