Avis clients sur TaxDome

TaxDome presque tout en un

Commentaires : J’ai comparé avec karbon et je le trouve plus complet

Avantages :

J’adore le fait que tout est à la même place. Document, demandé de signatures, information sur le client et plus encore

Inconvénients :

Intégration avec quickbook pour les clients mais pas pour Timesheet. La facturation n’est pas facile une seule ligne et ne se calcul pas avec les heures produites par le staff

TaxDome le vrai utile de comptabilité !

Commentaires : Ce logiciel il est vraiment extraordinaire pour la gestion de la comptabilité de votre entreprise, il permet une vrai gestion et un vrai suivi des dossiers clients ainsi que fournisseur, je le recommande fortement

Avantages :

Ce logiciels est juste formidable , pour les pme comme moi il permet de gagner énormément de temps en nous permettant d’avancer notre comptabilité et gérer nos dossier clients , facturation, fournisseur et suivi des dettes etc…

Inconvénients :

Parfois j’ai eu des difficultés à engistre certains fichier , dû à leur taille .

TaxDome la crédibilité

Avantages :

Le support TaxDome est incroyablement réactif et utile. Le temps de mise en œuvre a été minime pour ce logiciel. J'ai mis en place mes flux de travail en une journée et je travaillais ..

Inconvénients :

En tout cas ce n'était pas facile de s'y faire, mais ça s'habitue

Un logiciel qui répond à plusieurs des besoins de mon entreprise !

Avantages :

TaxDome offre une solution tout-en-un permettant de communiquer sécuritairement avec les clients, partenaires et employés, de définir et d'assigner des mandats aux membres de mon équipe. Toutes les options sont définissables selon besoins de mon bureau. TaxDome me permet de faire signer électroniquement les documents, de les faire payer et de remettre les résultats aux clients. 2021 sera la première année d'utilisation de ce logiciel. Je crois que j'ai enfin trouvé la réponse aux besoins de mon bureau et le mieux, c'est que c'est une solution tout en un :) et que de nouvelles améliorations sont disponibles presque à chaque semaine.

Inconvénients :

Les capsules de formation sont en anglais uniquement... Il serait très utile qu'elles soit traduite ou sous-titrées en français. Cela m'éviterait de devoir refaire les capsules d'information en français pour mes clients et pour mes employés. Mon bureau est au Québec (Canada) et ma clientèle est francophone.

Facilité d'utilisation et support client appréciés

Avantages :

J'apprécie particulièrement la facilité d'utilisation de la plateforme et son interface conviviale, ainsi que ses fonctionnalités automatisées telles que la collecte de signatures électroniques et le suivi des tâches. le support client réactif et efficace de l'équipe de TaxDome.

Inconvénients :

la fonctionnalité de recherche de documents pourrait être améliorée pour faciliter la recherche et la récupération de documents. le coût de la plateforme pourrait être élevé pour les petites entreprises avec des budgets limités.

Client satisfait

Avantages :

La soumission etait rapide. Service a la clientele excellente!

Inconvénients :

J'aurais voulu une notification sur le site pour m'indiquer que mes information resteront confidentiel et que le site est bien securisé

Moi

Commentaires : Très bonne expérience, à l’écoute et tres patient avec moi c’était très bien

Avantages :

Très très facile d’accès j’adore le fet que les numéros son inscrit à côté de chaque lignée qui n’ont pas été vérifier ou lu ou peu importe.

Inconvénients :

Pas grand chose , j’ai vraiment été satisfaite du site et de la personne qui a traité mon dossier tout au long du processus

plateforme simple à comprendre

Avantages :

Facile à comprendre, la plateforme est très simple de navigation.

Inconvénients :

tout était bien. Je n'ai éprouvé aucune complication

Bien

Avantages :

Facile utilisation pas trop long as remplir

Inconvénients :

Menu déroulant (date)pas facile sur téléphone

It's good

Avantages :

One of the things I love about TaxDome is its client portal. This feature allows my clients to securely upload documents, sign forms, and communicate with me directly, all in one convenient location.

Inconvénients :

One of the biggest issues with TaxDome is its learning curve. While the software offers a range of features, it can take time to learn how to use them effectively

TaxDome has revolutionized our project & client management giving our clients a single app to use

Avantages :

I love that there are both client and firm facing apps. In addition, after using other software, the ability to direct message a client inside the software keeps it encrypted and confidential. Also after much trial of other software, TaxDome allows us to give a client a open item list of to-do's and track the deliverables as they are completed without having to constantly update the request and keep manually tracking what is neededed.

Inconvénients :

We are waiting for the ability to autopay the recurring invoices. Additionally, we would like to be able to customize an existing pipeline template per client, without creating multiple template copies, which is currently on the roadmap which we are excited about!

Still learning and looking forward to upcoming features

Commentaires : So far, we are enjoying the software. We started to close to tax season, so we aren't implementing a lot of the features yet. Our biggest goal is to have a centralized location for everything instead of having multiple spreadsheets for practice management.

Avantages :

Tax Dome seems to have most of the features we were looking for and if they didn't have the feature it appears to be in the roadmap to add to the software. I really like the workflows, even though we have not implemented them yet.

Inconvénients :

It is not as customizable as I would like. I am hoping that this will improve as new features are added and updated. My biggest complaint is that the virtual drive cannot be synced in real time to a local drive, which does conflict with our ISP (Information Security Plan); we are copying and pasting into the local drive for now, but during tax season, especially, we have a lot of data that is changed constantly.

Exceptional Platform for Tax Professionals and Bookkeepers.

Avantages :

TaxDome is an all-in-one service platform very helpful to tax professionals. I enjoy the different templates as it helps me to provide a more professional look and feel to my clients. I also enjoy the ability to import my clients in a batch rather than one by one. Being able to communicate and do invoicing right from Tax Dome is a win win.

Inconvénients :

I was trying to do this all on my own and found the platform overwhelming and I gave up 2 years in a row. But I know TaxDome offers what I need to take my small tax and bookkeeping practice to the next level, so I decided to take advantage of their great customer services support team and it was the best decision I could have made.

Best Product Yet! Highly Impressed!

Avantages :

The product is easy to navigate, with much more fluids craters than it’s competitors. Everything I need is at my fingertips and clients are adjusting well.

Inconvénients :

It’s more difficult to learn the automotive workflows, but that is mostly due to me learning during peak season. I just don’t have the time to dedicate to learning as I need to right now.

Amazing Tax Management Software: TaxDome

Commentaires : Overall, I was very satisfied with TaxDome. It was easy to use and made filing taxes simpler than ever before.

Avantages :

TaxDome made it easy to keep track of my taxes and to stay organized. It was also easy to set up and use. The customer service team was very helpful and responded quickly to any questions I had.

Inconvénients :

TaxDome can be expensive if you don't take advantage of discounts or promotions. It also has limited features compared to other tax software.

Would highly recommend TaxDome to other tax preparation businesses

Commentaires : We truly loved this product and we'll continue to use it in the future. It's a one stop shop so we believe you can't go wrong with this product. We compared TaxDome to other products and we believe it gave us the most value for our money.

Avantages :

The ease of use for our clients is the most important thing for us. We want them to feel like the entire process from start to finish, is simple.

Inconvénients :

It was a little daunting for us getting started with the software because it has so many features. It took a lot of trial and error on our end but only because we started our business in the middle of tax season so we had to hit the ground running without going through the various training materials.

Robust System for Client Management

Commentaires : I have not had much experience with it but the features I have used, I like.

Avantages :

It allows has a client portal, client management, and document management system.

Inconvénients :

It is not easy to learn. It takes scheduling sessions with a support person and watching training videos.

Must Have

Avantages :

I like that everything is well thought of. There is a trick to implementing everything, but the templates and the customer service are so incredibly helpful. I was surprised how quickly I could get ahold of someone and how helpful they are. The support team alone is worth the money.

Inconvénients :

It is overwhelming putting everything together because there are so many integrations.

Impressed and Optimistic

Commentaires : So far the communication with tax clients have been much easier, I'm looking forward to implement other areas of service

Avantages :

I like that all the features are available and I don't feel like I've been sold the moon, only to be nickel-and-dimed with the gizmos that attracted me to the software in the first place. So far, it's been everything that it's sold to be. I like the client portal function and that it's app based.. I hope this allows for more secure and streamlined communication versus email and text....

Inconvénients :

It's not entirely intuitive. The self-paced onboarding seems a bit clunky... there is a lot of information available, but the flow from start to "BAM...ready to go" wasn't good for me. (but, I reached out for help, talked to an awesome dude the next day and I'm off to the races now)

TaxDome is the Best Portal Software for Tax Firms

Commentaires : Overall, I love TaxDome. I have used many tax accountant-specific client portals in the past and this is the one that definitely does it best. This is a great product and I absolutely must call out again that the developers and support team pay attention to every single firm and person that uses their product to constantly make the product better and better. I guarantee I will like this software more next year and more the year after. I feel this is something TaxDome does differently than other solutions and really prides themselves on, which they should. The client tax portal market is a crowded space, but TaxDome is legitimately creating a product that stands apart from the rest of the competition in one way or another. I was struggling to find a one-stop solution that allowed all parts of my tax preparation process to happen within one software, and TaxDome absolutely allows that to happen. (Please, TaxDome - do not sell your software to another company! This happened with another portal provider I was using and they stopped caring about developing new features, etc. I don't want to see that happen again!)

Avantages :

TaxDome does so many things correctly - but the biggest thing is listening to their firm owners. They have a private Facebook group and a feature request board, both where firm owners and users can request features that they'd like to see added to the software. If you have a problem or a question, they are quick to respond. They also pay attention to the little things - something like making well-formatted, eye-pleasing email notifications that go to my clients mean a lot to me. Their software attempts to be the one-stop solution for tax firms, allowing you to take your tax firm completely online and virtual. Their software is part CRM, part secure tax portal for your clients, and a whole lot more. Some features I love: web-form organizers (most tax accountants are stuck in the "print out this PDF and mail it back to me" era), billing directly through TaxDome (with no extra fees), electronic signatures, and pipelines to track where your client is in a process. For most of us preparing tax returns, the "pipeline" or process for every client is very similar, but repeated hundreds of times a tax season, and TaxDome seems to understand that.

Inconvénients :

I need to continuously tell myself that TaxDome is a young software company and the product grows every day, week, month, and year. A lot of times features I would really like to see are "coming soon" or "in development". While I commend the TaxDome staff for working hard to bring these extra features to the software (and without a price increase yet), some of the features I feel they should have had before they released it for use. One of the biggest is KBA electronic signatures, which are required by the IRS to allow clients to electronically sign tax returns (Form 8879). This is a must-have for U.S.-based tax accountants, especially those of us that operate virtually, and I couldn't believe TD did not offer this out of the gate (although I hear it is just days away from being added). Overall, I also feel the software, while trying to make things more automatic, manages to make things more manual in some respects. For example, with the "pipelines" feature - I cannot automatically assign my new clients to a pipeline (in development) or send them an organizer as soon as they register (again, in development). Some of the smallest things - like setting reminders/tasks on certain clients - generate a plethora of notifications that create way too much clicking and unnecessary steps just to shut off or mark as "done". I also wish they offered an option to subscribe monthly. $600/year is steep for a one-man show all at once.

Just The Tool Needed to Help My Virtual Firm Scale to that Next Level

Commentaires : I am looking for a streamline process where I can see the flow as to how things move in my virtual accounting and taxation firm and this will allow me to do that while automating workflows. That alone will save me so much time as I put this together.

Avantages :

Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale.

Inconvénients :

Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend.

TaxDome appears to be everything we have been missing in our firm!

Commentaires : We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things.
Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed.

Avantages :

We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it. We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.

Inconvénients :

Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.

Affordable all-encompassing CRM/practice mgmt software that aims to please

Commentaires : There are a few things that would be nice that I've seen in other softwares, such as progress bars for jobs, larger icons/colors for ease of viewability, sorting and filtering by various columns, on certain screens, auto-archive and/or auto-job create for a different pipeline when something reaches the end of one pipeline (such as prospects), but I think most of my requests/recommendations are already in their development pipeline, and if not, they've told me that I have good ideas & should request them in the customer feature request database. I have seen several features in there that already were just recently implemented, so they definitely aim to please & be the best in the biz. For now, I'm giving up a few "smoothness" or "viewability" or "nice to haves" for a very affordable all-around software that is going to make my life SO much easier, and if I end up hiring staff down the road, it should be pretty easy to roll them into the workflow. I also love that there is a client-side app, and that is one thing that made me choose them over a competitor

Avantages :

I like that it has incorporated e-sign with KBA available for a low price per signature. Also like that I can use one software to host my website, provide unlimited virtual drive storage, communicate with clients, make requests, assign staff and client tasks, and manage workflow. Customer Service is super friendly and really wants to please. I even heard from a CS rep in their chat AFTER HOURS when I wasn't expecting to hear back until the next day, just because he noticed the message was there. Overall, this is providing the things that were MUSTS for me (including a client app where they can communicate & upload requested docs). I can wait for the "like to haves."

Inconvénients :

Customer service hours are a bit short, but they are planning to increase them. A few features need improvement (but their programmers are adding things CONSTANTLY, usually based on user requests/upvotes). One frustrating thing (which I'm not sure ANY practice mgmt software can do at this point) is that you cannot integrate the in-system organizers with outside tax software, as needs to be done so clients can see their prior year data, so I'm having to create orgs from my tax software and upload them to Taxdome, and then notify clients to download & re-upload it. Not ideal, but not the worst thing, given that everything else functions pretty smoothly. The immediate programming they need to do in this regard is to allow on-screen pdf editing (which it does, for the client) and allow their system to create and save a new pdf directly from that, so the client doesn't have to manually download/save/upload it. Would also like a function so that when you send a client a task to do, and that task involves uploading a doc, then when they upload the doc in direct response to that message, it checks off their task as complete. Currently you can just set a task that they manually check off after uploading the requested doc. No firm-side app yet--but it's in development.

Terrific Product That Understands How Accountants and Tax Preparers Work

Avantages :

This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.

Inconvénients :

It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online. I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.

Great Value for all the Features

Commentaires : TaxDome is still new, but so far the experience has been excellent. We have our first client jobs in the pipelines and we're very happy so far. The workflow setup is a work in progress to be refined and improved as we go along. We found the TaxDome online documentation and videos to be very helpful.

Avantages :

We wanted a core platform for virtual tax preparation. The shortest technology stack the better. Our main tax preparation software is great at tax preparation, but were looking for something that could do all the rest. We did trials of a few names, but TaxDome stood out from the beginning. We liked the flexibility and customization available throughout TaxDome, particularly in the templates for almost every customer touch point. We liked the free eSignatures and the reasonably priced KBA. We liked the integrated payments and the ability to link invoices and documents approvals to workflow automation. We liked the ability to create a client self-onboarding environment. We liked the ability to customize a fairly sophisticated initial information intake (ie online tax organizer) through the conditional question building tools provided. Overall, what we liked the most is the value for what you get with TaxDome.

Inconvénients :

There is a learning curve around the automation functions, and getting used to the TaxDome nomenclature around jobs, piplines, and tasks. Setting up your workflow can be time-consuming, especially if you're a perfectionist with your templates, etc. We wish some of the system generated messages were templated/configurable. There is some awkward writing/verbiage here and there within the program. We wish there was a configurable default template for client notification preferences. We didn't like the non-customizable invoice or that there's nothing really to print or save PDF for a client. It's more a payment prompt than an invoice. We like the ability to move/drag/save files outside of TaxDome (ex: from the file structure of our main tax preparation software) into TaxDome, but we wish there was an auto-sync like other local drive to cloud drive services.