TaxDome

It has SO much potential, but it’s missing the mark. The constant forgetting login makes me just sign onto the website on my phone rather than the app. Also, you are SO limited on what you can see that you might as well go to the website. You can’t see anything regarding approval, organizers, signature, invoices, etc. you can only use the chat and see documents. This is nice but would like to see more otherwise why use the app? I understand the website is the full version. It’s fine if you can send for approvals, signatures, organizers, or invoices. I would like to see them on there though

Last year, I began searching for a CRM that could integrate with Lacerte, the tax software our firm uses to e-file client returns. That search led me to TaxDome—and I couldn’t be happier. The platform has helped our team build efficient workflows and provided clear visibility into the status of each client’s return. Whenever we encountered challenges or had ideas we weren’t sure how to implement, the TaxDome Community was there to support us. This community includes other tax firms, TaxDome leadership, developers, beta testers, and various support divisions—all ready and willing to help. In all honesty, I’ve never worked with a more responsive and innovative software company. The number of firm requests that were actually implemented was unprecedented. I highly recommend TaxDome. 10/10!

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.