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Small to medium sized CAS and Bookkeeping firms.
Accountants, Bookkeepers and Tax Professionals
I like the layout of the tasks, with subtasks and an automatic timer that starts upon opening the task. I like the ability to create master tasks that show up on reports run for a future time period.
Dated interface and illogical interface design. Seems built by people with limited web app development experience or experience from 10 years ago.
It has been great to learn how to use and am completing our implementation.
Customer service blamed me (the customer) for everything.
Having the section to place the SOP links and resource sections is quite amazing.
They accused me of lieing and that I must of gotten many messages telling me it was going away (I received none).
Software is great for tracking time and creating reports to track your clients and your workload.
Since we have our procedures and to do lists stored in Aero, if someone calls in sick or goes on vacation, we don't miss a step.
The thing I like most about TaxDome is it's simplicity. Everything is obvious and the layout is super clear.
Inability to collect client leads from Website, inability to chat with team on tasks.
Customer support has been great as have all of the training videos. I LOVE that there are training videos for the client side AND that many features allow the admin to see what the client will see.
I am also concerned with the fact that it is all-in-one. I haven't used it long enough to know but I suspect they can not do everything well.
We appreciate the customer service especially. The free trainings to ensure we get the full benefit of the various aspects of the system are wonderful.
When I ran into odd problems, it was difficult to get help fixing them. Their FAQs were too generic.
It is user friendly and easy to navigate. I like their association with Stripe, makes it feel even safer of a program to trust my money with.
I wasn't able to make a payment because it kept prompting me to enter in a zip code when that field wasn't available. I tried 3xs but was forced to use a different form of payment, which is annoying.
Reba S.: Hello, my name is Reba. I'm a partner in a small to mid-size tax and accounting office, and I give TaxDome a five star. We have used Asana and Monday, and several different CRM programs, and none of them were able to fulfill the needs that we have at our firm. We switched over to TaxDome because basically everything is one. It's everything that you need in a nutshell. I chose TaxDome for our company because it has a client portal, it has invoicing that we can do straight from one software. We're not having to switch back and forth. It also has a workflow to where we're not having to switch programs yet again. So TaxDome was just a complete... Actually, it's like having another employee, that's how I would put it. Starting with TaxDome was scary at first because I felt like there was a lot that went with it, because it has pipelines and workflows, and invoicing, and portals. But basically once you get started in the program, it becomes a lot easier to use. You just have to apply yourself, just like with anything. If you're considering getting TaxDome, I would get TaxDome. It is worth every penny that you will spend. It is like having an additional employee in your firm. It really does break down the work cycle to where it doesn't seem so overwhelming. It helps you to keep up with your clients, what's going on with them. It helps you to invoice, it helps you to email. There's communication, there's chat within this program. It's basically everything that you need. And cost effective-wise, it is very inexpensive compared to a lot of the other CRM, and if you're having to run with multiple programs, it's just definitely going to pay for TaxDome itself.
Prioritize real-user-identified key features according to your needs to find your best fit.
Aero Workflow
TaxDome
Top FeaturesAero Workflow
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TaxDome
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