SmartLinx Solutions vs. TaxDome

For an organization like ours, with staff at many different locations, it is extremely helpful. It also creates standardized workflows in all locations. Because the program is widely adopted, it is very helpful in that the training programs we have developed can be deployed at new locations. It is also helpful for different departments.

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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.

Incentivized

Independently Invited by TrustRadius

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

• Remote time management
• Accuracy of reporting
• Ability to use over the web/smartphone

Incentivized

Independently Invited by TrustRadius

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

• 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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Independently Invited by TrustRadius

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

• Dependent on security/firewalls
• Requires training
• Requires manual review at month end

Incentivized

Independently Invited by TrustRadius

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

• 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

Incentivized

Independently Invited by TrustRadius

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

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).

Incentivized

Independently Invited by TrustRadius

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

UKG is a beast. I feel like it is meant for organizations with 1000 employees or more instead of a few hundred. SmartLinx Solutions is a bit more down-to-earth.

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Independently Invited by TrustRadius

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

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.

Incentivized

Independently Invited by TrustRadius

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

• Accuracy of reporting
• Accuracy of invoicing
• No worries on billable hours being missed

Incentivized

Independently Invited by TrustRadius

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

• 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.

Incentivized

Independently Invited by TrustRadius

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