TaxDome has significantly streamlined our functions and improved our client communications. The program has been instrumental in organizing our accounts and maintaining client information in a clean and efficient manner. We no longer need to sift through emails for correspondence; instead, everything is neatly stored in folders, categorized by tax year. This organizational shift has not only saved us countless hours but has also contributed to substantial business growth, enhancing our professional appearance and client interactions. The intuitive questionnaires in TaxDome have eliminated the need to repeat information. Clients find them easy to navigate, ensuring that all necessary questions are answered. The system even allows for additional follow-up questions based on client responses. The beautiful organizers within the platform have been invaluable, saving us time and providing a seamless client experience. One notable feature we appreciate is the ability to sign and pay within a single portal. This consolidation has eliminated the need for various sites, streamlining transactions for our clients. While there was a learning curve when we started using TaxDome a few years ago, the investment has undoubtedly paid off. It continues to prove its worth every single day.

TaxDome brings the full core functionality needed to run an accounting/tax practice. I've tried for several years to piece the puzzle together between different systems of CRM's, task management, workflow automation, document management, KBA signatures, contracts, etc. TaxDome brings it all under one roof.

Taxdome is not only a CRM it is used to be our practices secure portal with clients. We love the ease KBA for client to sign documents. Taxdome support is subperb and useflow at helping setup jobflows within our practice. I am not sure where we would be without TaxDome. We use TaxDome daily on our PC and on the mobile app. It was super easy to get started and integrate with email.