TaxDome vs Alterdata Pack: Which is a better fit?

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.