Amazing for our needs as a mid-sized tax firm we have saved so much time and energy
Use Cases and Deployment Scope
TaxDome provides a CRM, client document portal, pipeline process,
invoicing system, and more for our business. Our scope is quite wide, as
TaxDome has a great deal to offer.
Pros
- 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
Cons
- 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
Return on Investment
- 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.
Usability
Alternatives Considered
SmartVault, Insightly, Formstack Documents, Formstack Forms and Adobe Acrobat
Other Software Used
Calendly, OneNote, 8am™ CPACharge