Joomla! vs. TaxDome

If your developers want to have some fun, Joomla offers the stability and friendliness to do custom coding. Certain marketing initiatives require us to get "cute" with the interface, and Joomla allows for that a bit easier than WordPress (and definitely easier than sites like Squarespace). The security of Joomla is also always a plus.

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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.

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• Security. Its got many new features in the new Joomla! 4 which make the already good security even better. I like the ability to use my Yubi keys to log in with the new webauth standard, I don't think any other CMS has that built in
• W3C Accessibility Guidelines (WCAG) 2.1 (with AA compliance)
• Really good SEO that gets our sites to the top of the search engines again without the need for any extra things
• Speed, it gets a really good score (100%) in the google lighthouse on our server, can't beat that

• 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

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• Because Joomla's user community is smaller than WP, it lacks as many choices from 3rd party developers, meaning it can be a little more difficult to find the right extension for what you need to accomplish
• Along the same vein, most of the best 3rd-party software for Joomla! is paid
• Simple features such as Add to Menu and Cache cleaners should be adopted as part of the Joomla! core, though they are available as extensions
• Joomla! could use a simpler and easier URL rewriting process

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• 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

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I gave it a rating of 10 because I just love how Joomla! works, how it is set up and how it handles many users. Also it is very fast, and there is no overload on the MySQL database or servers ever.

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Joomla! 3.x is easily installed either manually or via a script provided by your host. It contains most of the tools needed to begin creating websites right from the start. Those features that it doesn't have are easily installed via links and buttons from the thousands of extensions available in the community

Very easy to use and generally pretty customizable to suit our company's unique needs. We haven't gotten to the stage yet where we're able to test it out on our clients, but the expectation is that the interface should be user-friendly and actually better than what we were using before (SmartVault).

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Today's Modern Joomla performs very well and is robust and durable. The pages load faster than they ever did in the past and Modern Joomla's integration into other software or systems has become seamless. Modern Joomla sites will last long and will stay running forever.

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Between the core Joomla developers who are excellent at answering questions and providing support, you have a whole community of developers who work with Joomla and are happy to help fellow developers out answering questions and supporting the Joomla project. Out of the many communities I am involved in for open-source software, Joomla's community is by far the best.

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It is good if you know Joomla! if not it can get a bit confusing

Joomla has gone through tremendous growing pains. It is now better than ever. But before, when it was going from 1.5-2.5, the templates and plugins would break over and over again. If you don't understand what Joomla was trying to do back then, you might have a bad attitude toward it. Today, those pains are over and things don't break like they used to during that time period.

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We tested other platforms like WordPress, Magento and some local CMS. 
But Joomla offered us better resources for generating content.
Joomla is a CMS suitable for many types of projects, especially if you have several people editing content at the same time. 
It allows you to maintain visual standardization and offers many options for working with images. 
With its ability to control access to different articles, categories or even different components, it is a great tool, even if they are managed by different people.

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Compared to Insightly in particular, TaxDome far exceeds the capability of Insightly for two main reasons: 1) Insightly is a CRM only and does not offer the multitude of other capacities such as a client portal and forms. 2) TaxDome is specifically built for tax firms and has many customized options that are extremely well suited for our particular needs, as well as tax form templates for us to use.

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• Joomla has reduced our costs of rolling out a new website because it uses less developer time and can be rolled out by individual users as needed.
• Joomla has a lot of extensions and add-ons that make it easy to create and implement advanced solutions quickly.

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• Saves money and time. The pipelines help automate many of our processes that we had to do manually.
• Offers all-in-one (almost) hub. This also saves major time caused by jumping from app to app.
• Again with time-saving and efficiency... Allows us to have both a client-facing portal and an internal portal so we don't have to switch back and forth between systems.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info