Amazing for our needs as a mid-sized tax firm we have saved so much time and energy
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
TaxDome provides a CRM, client document portal, pipeline process,
invoicing system, and more for our business. Our scope is quite wide, as
TaxDome has a great deal to offer.
Pros
- Distinguish between accounts and mere contacts (for us, this is crucial in discriminating between retained clients and prospects who haven't onboarded with us).
- Provides an editable PDF function
- Offers buildable organizers and templates
- Highly customizable pipelines that automate processes
Cons
- Chat function - would prefer a pop-out window; limited overall function (only just got emojis, "enter" does not send the message)
- Contact info is not embedded into the default account page, would like to see this first thing (since we use TaxDome in part as a CRM)
- For large client databases, the search function is somewhat slow
Likelihood to Recommend
This is a great resource for tax firms with hundreds of clients.
Money wise however, this probably is not economically feasible for firms with only 1-2 tax preparers. It requires a lot of time and energy to build to really be fully operational.
