Tax Dome has replaced many of our office management processes and made us more efficient in several specific areas. The Workflow pipeline alone makes it more efficient determining where a file is in the process of completion than our old system saving our office 8 hours labor per week at the height of tax season (10 weeks of tax season = 80 hours saved). Our clients that were initially hesitant to view or sign online not only have made the change because they feel more secure through the Tax Dome portal but have found it much easier than they anticipated. Clients who are experienced online users say that "our online document" system (upload, view and sign) is much easier than most that they deal with on a regular basis. We have saved hundreds of dollars in postage and manpower tracking documents through the mail because of signing online. The automatic notifications is a brilliant feature! These automatic notifications that have been set up as jobs move through each step have given our clients a feeling of better communication. Most of the details about the process of completing their documents are answered through automatic notifications. This allows for conversations with our clients to be more efficient and more impactful in planning their future. Because our invoices can be paid directly through Tax Dome, many clients prefer paying directly on Tax dome. We have found a significant decrease in unpaid invoices and significantly less time taking credit card numbers over the phone. THE BEST THING about TaxDome is that they have videos showing you how to do everything. Instead of sitting with a new employee explaining how to enter their time, just send them a link to the 1 minute video and the new employee can watch it as many times as they need to. I'm a huge fan. I could keep going but these are my favorite features.

Portal documents Communications Pipelines

I love how cuatomizable it is, the possibilities are endless. They are always working on adding more features!