All TaxDome Reviews
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TaxDome Reviews
Reviews Summary
Overall Rating
4.7Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.5
Customer Support
4.6
Value for money
4.6
Functionality
4.6
Pros
"I offer a variety of services such as tax preparation, tax resolution and bookkeeping and I'm able all of the services I offer for my clients in one place."
"It provided a centralized platform that significantly improved organization, communication, and workflow efficiency. While there was a learning curve initially, once everything was set up, it helped streamline daily tasks, reduce manual work, and keep client projects on track."
"Now Tax Dome combines electronic signature, proposals, checklists, client portals, automations, client chat feature - so it streamlines our workflows and has all these things in the one place."
Cons
"The billing system does not allow a credit card to be kept on file, and you can't change the amount of time before it is considered overdue."
"For instance, I can't create custom invoices tailored to each client's individual fee amounts, even with custom fees."
"the pipelines (including tasks and jobs) i was using an Excel spreadsheet prior, and I love working with Excel, but it just wasn't what I needed."
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