Avis clients sur TaxDome

j'apprécie grandement plusieurs aspects de TaxDome. Tout d'abord, la gestion centralisée des documents est extrêmement pratique. Je peux stocker et organiser tous les documents fiscaux et comptables de mes clients de manière sécurisée, ce qui simplifie mon flux de travail et me permet de retrouver rapidement les informations dont j'ai besoin. De plus, l'automatisation des tâches administratives est un énorme avantage. TaxDome me permet d'automatiser des tâches répétitives et chronophages, comme les rappels aux clients pour les échéances fiscales, ce qui me libère du temps pour me concentrer sur des tâches plus stratégiques.

Il y a quelques points que j'ai moins appréciés. Tout d'abord, la courbe d'apprentissage initiale peut être un peu raide. Comme TaxDome offre de nombreuses fonctionnalités, il m'a fallu un certain temps pour me familiariser avec l'ensemble du système et pour exploiter pleinement son potentiel. De plus, l'interface utilisateur pourrait être améliorée en termes de convivialité et de navigation. Parfois, je me suis retrouvé à chercher certaines fonctionnalités ou à effectuer des actions spécifiques, ce qui pouvait être un peu frustrant. Enfin, bien que TaxDome offre des fonctionnalités de personnalisation, il y a certains aspects qui ne sont pas entièrement personnalisables selon mes préférences.

J'apprécie particulièrement la facilité d'utilisation de la plateforme et son interface conviviale, ainsi que ses fonctionnalités automatisées telles que la collecte de signatures électroniques et le suivi des tâches. le support client réactif et efficace de l'équipe de TaxDome.

la fonctionnalité de recherche de documents pourrait être améliorée pour faciliter la recherche et la récupération de documents. le coût de la plateforme pourrait être élevé pour les petites entreprises avec des budgets limités.

J'ai été surpris de trouver une telle facilité dans ce logiciel, je l'ai testé par rapport à d'autres logiciels comme Karbon je trouve que TaxDome est plus complet et notamment je suis surpris par la qualité du support qui est vraiment incroyable car c'est vraiment actif et utile. Le temps était vraiment petit pour moi de faire une mise en oeuvre pour l'entreprise de ma soeur et elle a été surprise, j'ai dû mettre pour elle des flux de travail et voilà depuis elle y travaille...

La chose qui a été compliqué pour elle était d'accepter le coût de ce logiciel au départ mais lorsqu'avec le temps elle a compris ce que ce logiciel fait pour son entreprise, elle ne s'y plaint plus

J’adore le fait que tout est à la même place. Document, demandé de signatures, information sur le client et plus encore

Intégration avec quickbook pour les clients mais pas pour Timesheet. La facturation n’est pas facile une seule ligne et ne se calcul pas avec les heures produites par le staff

Ce logiciels est juste formidable , pour les pme comme moi il permet de gagner énormément de temps en nous permettant d’avancer notre comptabilité et gérer nos dossier clients , facturation, fournisseur et suivi des dettes etc…

Parfois j’ai eu des difficultés à engistre certains fichier , dû à leur taille .

déjà au début je recherchais un produit capable de gérer mes taches et m'aider dans mes lacunes en comptabilité

Mis a part les bugs du début; tout fonctionne pour le mieu

TaxDome offre une solution tout-en-un permettant de communiquer sécuritairement avec les clients, partenaires et employés, de définir et d'assigner des mandats aux membres de mon équipe. Toutes les options sont définissables selon besoins de mon bureau. TaxDome me permet de faire signer électroniquement les documents, de les faire payer et de remettre les résultats aux clients. 2021 sera la première année d'utilisation de ce logiciel. Je crois que j'ai enfin trouvé la réponse aux besoins de mon bureau et le mieux, c'est que c'est une solution tout en un :) et que de nouvelles améliorations sont disponibles presque à chaque semaine.

Les capsules de formation sont en anglais uniquement... Il serait très utile qu'elles soit traduite ou sous-titrées en français. Cela m'éviterait de devoir refaire les capsules d'information en français pour mes clients et pour mes employés. Mon bureau est au Québec (Canada) et ma clientèle est francophone.

La soumission etait rapide. Service a la clientele excellente!

J'aurais voulu une notification sur le site pour m'indiquer que mes information resteront confidentiel et que le site est bien securisé

Très très facile d’accès j’adore le fet que les numéros son inscrit à côté de chaque lignée qui n’ont pas été vérifier ou lu ou peu importe.

Pas grand chose , j’ai vraiment été satisfaite du site et de la personne qui a traité mon dossier tout au long du processus

Facile à comprendre, la plateforme est très simple de navigation.

tout était bien. Je n'ai éprouvé aucune complication

Facile utilisation pas trop long as remplir

Menu déroulant (date)pas facile sur téléphone

I love how there's templates. It really helped with implementing and creating processes.

I haven't come across any just yet. So far it's good and I really like it.

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.

I like that all the features are available and I don't feel like I've been sold the moon, only to be nickel-and-dimed with the gizmos that attracted me to the software in the first place. So far, it's been everything that it's sold to be. I like the client portal function and that it's app based.. I hope this allows for more secure and streamlined communication versus email and text....

It's not entirely intuitive. The self-paced onboarding seems a bit clunky... there is a lot of information available, but the flow from start to "BAM...ready to go" wasn't good for me. (but, I reached out for help, talked to an awesome dude the next day and I'm off to the races now)

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.

All in one features that eliminates the need to use multiple other applications. Clients staying on your website, increase SEO and brand recognition.

Clients can not see the status of engagements. Financial Dashboard integration with QuickBooks. Not great with providing quotes or tracking CRM

I like that the CRM is made for tax professionals instead of trying to make another system work for our profession.

I wish it was completely integrated with my tax software, but I am happy with it so far.

Client Portal is so useful for both the company and the client. Also, the ability to transfer your website over is a plus. We are looking to work with someone to edit the site due to misplacement of site material during export.

We had a little trouble with the functionally of the software.

I like that TaxDome interfaces well with my tax software. It is user friendly.

I least like the pricing schedule. However, when you add up all the features of TaxDome and compare with purchasing these features separately, the price is not too bad. It would be nice to have a better installment payment plan.

Taxdome is a very practical tool for daily use. It can help you focus on your customers and less on firm management. Setting up templates and automation can be time-consuming, especially if you want a complex setup. However, once everything is properly set up, Taxdome can save you a lot of time

It need more payment processor but the team is working on it

We've been looking for a program that has it all and we finally stumbled across Tax Dome. Even as a small company, we process over 1,000 tax returns a year, plus offer bookkeeping services, as well as other financial services. We needed a service that had it all in one place with an efficient task manager. We've been able to stay more organized and increase our scale of business.

The integration took a little while to be fully completed, and of course there's a learning curve with a new program/software, but we're confident, with practice, Tax Dome will only become easier to use.

Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale.

Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend.

That it is designed specifically for tax practices

There is so much to learn and knowing exactly where to start is a real challenge. The fact that you have only one option to automate in bulk (upon uploading the customer list during import) is a scary process. If something goes wrong, I have a lot of unhappy clients. If I don't make the decision at the beginning, there's no option to do in bulk later. This does not seem practical for a new user. Bulk functions should be available at any time in the process.

Customer support, online videos, and all the resources. I'm a jump-in and get started. I don't want to schedule a demo, I don't want to talk to anyone I just want to get my feet wet. I can quickly determine if I'm going to like something or not. I always learn by playing around with things. I LOVE how I could sign up and then start asking questions and scheduling help once I learned my way around the software.

Automation of workflow. My reason for actually purchasing the software is the automation. I want to save time (eventually) with setting up my system to keep my clients informed every step of the way.

I also love that I can quickly look at my clients and send emails based on where they are in the completion of their projects. I also find the auto-reminders for clients to do something incredibly useful.

I don't like the projects. My biggest worry is I'm going to miss a project for a client. That just can't happen. The pipeline is taking me time to get used to and I'm trying to remember the point of it. I do think once I get it down it will be VERY helpful. I'm more concerned that I do the same work every year or month or quarter. I just want a way to easily know that every client will at least get on my to-do list with the jobs I need to complete for them.