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Accountants, Bookkeepers and Tax Professionals
Ideal for large firms that need powerful tools designed to handle complex returns and multi-user access.
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.
Consistency between modules of the program is excellent. I love the jump to option when you are reviewing the forms in the program.
My biggest complaint with Lacerte Tax would be all of the updates that it requires & the glitches that happen if not updated when each update is available.
Lacerte Tax is very user friendly and even easy to use for recent college graduates. I feel like this is very important when you are just learning how to file tax returns.
Also, if you stop paying for new software you can’t efile returns for past years that you did already pay for.
You can depend on not needing to relearn how to use the product, rely on features, rely on consistent accuracy. This is the best product on the market and the increase in price is worth every penny.
I feel like it updates almost every time I login which takes quite a bit of time. Sometimes I get unknown errors and glitches which can be very annoying especially in tax season.
This is the best software for a thoughtful tax professional.
Lacerte has no option to suppress the printing of the vouchers unless you suppress the printing of the estimated tax schedule on the client letter.
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.
TaxDome
Top FeaturesLacerte Tax
TaxDome
Lacerte Tax
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