TaxDome

If you are looking to automate your tax and accounting business, then I would go with TaxDome. It takes some time to get everything set up but it is well worth your time once it’s working properly. The admin part of your business needs to be automated so you can spend more time producing results and tax returns for your clients.

Need to be able to go to task views and pipelines on app. The CRM info is nice but pretty much useless when trying to track where a client is in a stage.

This is a very good firm app from TaxDome!! I really like the messaging area and the ability to see when I’m assigned a task. I would like to be able to access the files under each client in the firm app but it still gets 5 stars from me!

Not the best app out there. Can’t even see the pipelines or make changes to them. Half the clients I click on in the client list comes back with an error and I can’t see their info. Love taxdome but this needs a lot of improvement

I love the app, I know that this developer will continue to improve, as the business we need the ability to send client invites from the app. During tax season me clients overlook their the initial invite to select their password. Would be convenient to be able to send password reset or initial invite. Also would be nice to be able to access folder templates for the clients. That way we could add a fold template to a client on the fly. That would be an awesome addition for us. Keep up the good work.

This is a total game changer for my practice. It makes using the client chats a LOT more convenient and definitely was a turning point in my desire to use that feature of TD.