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."
"I let my early adoption clients self-register and it has resulted in duplicate accounts - I wish there was a way to merge them because I find that often a husband and wife who file jointly will self-register separately and if I do not catch it before they start uploading, I have to manually merge them to a joint account with two contacts and totally delete the additional account. If there were documents in the deleted account, I have to move those as well."
"Most other CPAs that I know who use the platform still have to pay for a separate T&B software since you can't use TaxDome to print a simple timesheet for employees and the WIP reports for billing purposes are too limited for modern value billing and line item billing."
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