TaxDome

Love all the features, from bulk emails to workflow. My favorite are the pipelines. I'm able to set up multiple pipelines for projects such as LBD tax returns, Sales Tax Returns, Annual repeating pipelines for business tax, annual report, etc. Tagging the client as an individual or tagging the company, either way you are able to add all jobs to a pipeline without thinking, keeping a list or worry about missing anyone. I love the fact that TaxDome is constantly evolving to meet the needs of the users.

The user settings. Need the ability to restrict settings per user. Currently it is all of one or none of any. If you don't want a user to be able to delete an invoice and you restrict invoicing, they are not only restricted from deleting and invoice, they are restricted from viewing, or creating an invoice.

The features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized.

The design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value.

For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. SEVEN CLICKS. Working one file can take over 100 clicks, multiply that by 8-10 files in a day... my hand is in pain by the end of the day from all the clicking... and scrolling. Every activity takes over 5 clicks from one thing to the next.

The goal of software is to build efficiency. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It's like a house with the all the appliances and furniture that go in a house shoved into the living room; its all there you just have to sort through a lot to get what you need when you need it. Without an organized design you are creating too many moves and means wasted time, which means wasted money.

The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel.

Task Management: TaxDome provides a task management system that helps users manage their workload, stay on top of deadlines, and track task progress.Tax Calculation: TaxDome provides a tax calculation system that helps users accurately calculate tax amounts for their clients, with support for a variety of tax forms and schedules.Compliance Management: TaxDome helps users stay compliant with tax regulations by providing a platform that ensures that all necessary tax forms and documents are filed on time.Time and Cost Savings: TaxDome's automation and integration capabilities can help users save time and reduce costs by automating manual tasks and reducing the need for multiple software tools.

Learning Curve: TaxDome offers many powerful features, but the platform may take some time for users to learn how to use effectively. New users may need to spend some time familiarizing themselves with the platform's tools and features.Cost: TaxDome's pricing plans may be more expensive than some other tax and accounting software options on the market, particularly for smaller firms or solo practitioners who do not require all the features provided.Customer Support: Some users have reported experiencing issues with TaxDome's customer support, particularly with slow response times or unhelpful responses.