TaxDome 2024: The Best Platform for Accounting/Tax Firm Workflows

[@jimbru_21]

Explained very well!

[@ksccloset118]

Thank you guys! 😊

[@HectorGarciaCPA]

:)

[@isisg666]

Thanks for such a wonderful job

[@HectorGarciaCPA]

Glad you liked it

[@smateos407]

I work with mostly spanish speaking clients, who are not techy. Do you have any tips or any resources on how I can use tax dome in my firm?

[@HectorGarciaCPA]

@@smateos407 email [e-mail]

[@Mstroup93]

Awesome video Hector & Carlos! I strictly offer bookkeeping services at the moment for my business via QuickBooks Online. Would TaxDome still be a good fit for me? I love the idea of the prospect engagement templates, client communication and workflows.

[@HectorGarciaCPA]

@@Mstroup93 we like TaxDome for all the workflows specially with client communications. However, they dont specialize in Bookkeeping-only firms, so it might be a little more setup/customization at the beginning. Apps like Keeper are more focused on that type of practice, but is not as good at the automated communications like TaxDome.

[@robertkorpas1465]

Do you think a Solo CPA with a junior BK can get away with 1 license, or should I get 2 licenses? Staff does not communicate with client. Thanks

[@HectorGarciaCPA]

If you dont need separate communication or to delegate tasks.. 1 is fine

[@leebstill]

gosh i am trying to find out how this works for the accounting side of things no one is talking about that part

[@HectorGarciaCPA]

Because its really designed for Tax Firms

[@stephensbrostax]

Profit First.

[@HectorGarciaCPA]

What about it?

[@leslydhollande2017]

Hi guys, hopefully you can read this message. I work for a mid tier accounting firm in Australia that is looking for a better platform. How can I get your contact details?

[@HectorGarciaCPA]

You need OUR contact into? Or TaxDome’s?