Hello/Hola, este tutorial tambien lo grabe en español para firmas contables latinas. kzbin.info/www/bejne/jmfFo4uEpb18jbM
@HectorGarciaCPA2 жыл бұрын
Buenísimo
@juliethcano43752 жыл бұрын
Pero el portal no es amigable con nuestros clientes que solo hablan, escriben y leen solo en Español. El 86% de mis clientes solo hablan español. Quiero cambiarme a Taxdome, pero eso me detiene. Estoy ahora con el Trial, me encanta Taxdome. Pero me encantaria que fuera mas amigable con nuestra comunidad.
@CarlosmGarciajr2 жыл бұрын
@@juliethcano4375 hola Julieth, en los settings (configuracion) sus clientes pueden cambiar el idioma a español y la navegación completa se puede hacer en español
@nataliamartinezdearaujo18502 жыл бұрын
What about Brazilian-Portuguese?
@askcarlosg Жыл бұрын
@@nataliamartinezdearaujo1850 Yes, it works with all languages :)
@eddiemartinez9492 Жыл бұрын
Hector. I have to say, your's is one of the few channels I've found (in any subject) that consistently provides high value content on a consistent basis. It's important for us to do our own due diligence but it is appreciated that your opinion is always objective, transparent and reliable. Thanks!
@HectorGarciaCPA Жыл бұрын
Awesome
@jaynefranzinoromero16402 жыл бұрын
This video is SO well done, Hector. You and Carlos explain things simply and clearly. Many thanks!
@HectorGarciaCPA2 жыл бұрын
Glad you liked it
@CarlosmGarciajr2 жыл бұрын
Thank you Jayne!
@CorridorOfWealth2 жыл бұрын
As always, thanks Hector you provided some great insights in how you utilize Tax Dome! And thank you Carlos, you showed some features we were not aware of using Tax Dome for the last few weeks!
@HectorGarciaCPA2 жыл бұрын
Glad you liked it.
@awesometaxes2 жыл бұрын
Thank you Hector & Carlos for breaking it down and showing us so many features. Definitely going to follow Carlos channel oce it is uploaded. If I stumble I will pay for him to automate.
@HectorGarciaCPA2 жыл бұрын
Like carlos said, take advantage of their customer service team, because it has been very helpful to him
@awesometaxes2 жыл бұрын
@@HectorGarciaCPA Thank you, they automated my system for me. I am really loving their system. I was using Dubsado before, they were good too. Just not for my Firm.
@chesapeaketaxaccountingllc5012 Жыл бұрын
Great video gentlemen. I loved the dual view of what customer and also firm sees. Extremely helpful.
@HectorGarciaCPA Жыл бұрын
:)
@keithstewart4372 жыл бұрын
One things I like is that you can sync the client in TaxDome to the client in QBO. Invoice information populates to QBO after invoicing in TaxDome. It doesn't have to be either/or.
@HectorGarciaCPA2 жыл бұрын
Yes
@danawaldrop4930 Жыл бұрын
I wish they would create that feature for Sage.
@kaylaEA_ Жыл бұрын
@@danawaldrop4930If you’re a TaxDome customer, you can make suggestions or vote up a suggestion already made.
@gwiszitstaxtime72932 жыл бұрын
Love it! I'm a one man practice at the moment and it looks like I want to make the switch!
@HectorGarciaCPA2 жыл бұрын
Cool
@CarlosmGarciajr2 жыл бұрын
Best investment you’ll make
@HectorGarciaCPA2 жыл бұрын
TaxDome has a 14 day free trial, and then costs $33/month (lite) or $66month/user for Pro (billed annually). Big decision, I know... Check it out: taxdome.com/?fpr=exceedsales
@helenh470 Жыл бұрын
Gracia, really enjoy your channel and even more so to discover tax dome
@HectorGarciaCPA Жыл бұрын
Awesome
@ProNext.Accounting2 ай бұрын
Great season Hector, and Carlos.
@HectorGarciaCPA2 ай бұрын
Thanks
@BryanNelsonEA2 жыл бұрын
Just signed up for taxdome thank you for the video Garcia brothers!
@HectorGarciaCPA2 жыл бұрын
:)
@CarlosmGarciajr Жыл бұрын
Awesome!
@renateschulmeistrat73412 жыл бұрын
Great intro video. I looked at Tax Dome a while back but stayed with Canopy & Office Tools. Looks like Tax Dome can do what both Canopy & OT can do together.
@HectorGarciaCPA2 жыл бұрын
Only thing Canopy “was” good at is the transcript request, but stopped working for me for some reason
@kaylaEA_ Жыл бұрын
@@HectorGarciaCPAHave you tried the new transcript retrieval tool in TaxDome? Thoughts?
@HectorGarciaCPA Жыл бұрын
@@kaylaEA_ not yet
@mercedesbello38682 жыл бұрын
GRACIAS HECTOR & CARLOS, THIS IS THE SOFTWARE I WAS LOOKING FOR.
@HectorGarciaCPA2 жыл бұрын
Awesome
@CarlosmGarciajr2 жыл бұрын
Glad to hear! If you’re using it, feel free to subscribe to my channel as I’ll be posting videos on shortcuts and best practices
@MoetheCPA Жыл бұрын
So we did a TD demo today and it all looked really nice up until the point where it could not track time with billable rates. How would you go about tracking time tracking staff productivity, WIP etc.? We use Practice CS now amd the folks like it and already have a hard time with change. Would it be good to tell them to use QBO Accountant time tracking and some how Integrated TD so all the clients show in both places?
@CarlosmGarciajr Жыл бұрын
Hi Moe, checking in on this comment. They are actually going to be rolling out this feature soon. I believe after tax season 2023
@stacieswanner79742 жыл бұрын
Does the pro version include unlimited clients?
@HectorGarciaCPA2 жыл бұрын
Yes, i have not had a client limit yet, I am at 500+
@CarlosmGarciajr2 жыл бұрын
Yes, there is unlimited client CRM and document storage!
@ochicoloto3524 Жыл бұрын
nice video. must customers want their fees be deducted from their returns. how do you handle invoices in such cases?
@HectorGarciaCPA Жыл бұрын
TaxDome cannot do that
@marthacressy75432 жыл бұрын
I looked at the outline and it didn't show "onboarding". Is ir discussed in the video? Lead capture, proposal, etc?
@HectorGarciaCPA2 жыл бұрын
We touch the surface on several things, but so not go in depth on everything; that would be an 8 hour video
@CarlosmGarciajr2 жыл бұрын
Hi Martha, the taxdome website has great resources and blogs that share best practices, among those onboarding is discussed. There’s also a FB group with over 2k members who help each other a bunch. Hope that helps!
@CarlosmGarciajr2 жыл бұрын
kzbin.info/www/bejne/oJ_GiaWqe7God7M this vid walks through how to automate a prospect onboarding/ quote. Hope that helps
@MoetheCPA Жыл бұрын
If you have a client that has 30 entities 30 tax returns basically how do you manage that?
@HectorGarciaCPA Жыл бұрын
If is the same owners, you can load them as one account, but split it with folders. Or you can create 30 accounts and link one contact to it. We have several like that. Works well
@muhammadabuzar20932 жыл бұрын
Informative
@HectorGarciaCPA2 жыл бұрын
Goad you liked it
@booneyan2298 Жыл бұрын
is there a extra fee for accepting credit?
@HectorGarciaCPA Жыл бұрын
Always
@MoetheCPA Жыл бұрын
So we are doing demos on Canopy, Mango and hopefully Tax Dome - what can you say about Canopy vs Tax Dome? to me from my few hours of research the difference is that Canopy can do IRS transcripts - but the cost is over double for Canopy. If this is the only difference than you can just use the IRS transcripts program as a standalone for $50 per month for one user with a #caf and then just use Tax Dome and save tons of money?
@HectorGarciaCPA Жыл бұрын
Canopy is the only one that claims to do those transcripts, i have never tried it. We love taxdome in our firm
@dons1643 Жыл бұрын
Hey Carlos or Hector this video is Jan 2022 how did it go in tax season in Jan-Apr 2023? Do you feel like it helped you control your process better and client involvement and client awareness of the steps involved...
@HectorGarciaCPA Жыл бұрын
Couldn’t do it without it. Doing 500+ tax returns via TaxDome
@dons164310 ай бұрын
@@HectorGarciaCPA do you use the invoice feature? I am trying and have numerous errors not syncing with QBO, and so on... I spend a lot of time trying to resolve issues - I do less than 100 TRs and am implementing with my Bookkeeping clients and the invoicing feature is painful syncing with QBO... just sayin'
@nataliamartinezdearaujo18502 жыл бұрын
What is the difference between Taxdome and Financial Cents?
@HectorGarciaCPA2 жыл бұрын
I dont use FinancialCents, so couldnt answer that. But i been told they are different
@dons1643 Жыл бұрын
goog note about the invoicing,,, I just switched to new payment processors, and Gateway from Intuit,,, isn't Stripe expensive? IMO having a tax client able to see invoice is not a good thing... they can see how much they paid last year and oh it went up... why is that... more questions...
@HectorGarciaCPA Жыл бұрын
Stripe is not expensive, is avg
@CarlosmGarciajr2 жыл бұрын
Added a Taxdome playbook video for those who have TD and want to document their processes for their teams: kzbin.info/www/bejne/pp7Jnp6Lj9aBe8U
@HectorGarciaCPA2 жыл бұрын
This is great
@dons1643 Жыл бұрын
can you see all the Third party shares - all the shares of your client files that you shared with another person or company like the bank? and or cancel them at any time and can you expire the shares to third party ?
@HectorGarciaCPA Жыл бұрын
Yes.. and you can expire them too
@dons1643 Жыл бұрын
are the esignatures part of the monthly $50 cost? Does customer get email notification automatically about the fact that you uploaded a doc for them to sign? or do you have to send the email? or can you manually send the email adding any comments you want them to see about the document they are signing?
@HectorGarciaCPA Жыл бұрын
No, this cost $1 each
@eddiemartinez9492 Жыл бұрын
Excellent gentlemen! Quick question, does TD link with QB to get all your clients into TD or is there a way to upload clients from excel/csv?
@HectorGarciaCPA Жыл бұрын
Yes there is.
@eddiemartinez9492 Жыл бұрын
@Hector Garcia CPA thanks Hector! You didn't mention it clearly in the demo but does the billing in tax Dome also link with QB or do you have to reenter them in QB?
@CarlosmGarciajr Жыл бұрын
Hey Eddie, billing only links through stripe or CPA charge. The only piece you can sync back to QBO is the billing from TD to QBO if you invoice via stripe or CPA charge. Hope that helps
@dons1643 Жыл бұрын
thanks for all the good info. Hector! in the Organizer can the Required Questions that are Required - can they be marked so the client knows they MUST answer these? If I don't get the questions answered i have created a template email to send out that tells them I need to know these answers.... like did you trade Crypto or how do you want your refund check or Dir Deposited to bank...???
@HectorGarciaCPA Жыл бұрын
Yes
@tmcvp42 жыл бұрын
Can I do its affiliate marketing?
@HectorGarciaCPA2 жыл бұрын
I don’t know
@alenbabakhanians5864 Жыл бұрын
Hi Hector, thank you for the amazing videos you provide. Do you pick taxdome over canopy ?
@HectorGarciaCPA Жыл бұрын
I use TaxDome now.. never used Canopy, so cant give you an objective comparison :(
@alenbabakhanians5864 Жыл бұрын
@@HectorGarciaCPA thank you for the feedback
@uknowdisman2 жыл бұрын
Why did you select TD over Karbon?
@HectorGarciaCPA2 жыл бұрын
I specifically needed e-signature, locking docs with invoices, and customized workflows. Karbon didnt have that when i used it like 2 years ago.
@CarlosmGarciajr2 жыл бұрын
Hello, In addition to Hector’s comments, I also think that for $50 a month per user paid annually on the TD pro plan you get more for the money. It looks like Karbon’s team plan is $59 a mo (per user paid annually) and limits storage, limits the total client list to 1000. Both of these are unlimited with TD. Lastly, their unlimited onboarding and training being included is a great value proposition to help you feel comfortable with using the app.
@uknowdisman2 жыл бұрын
@@CarlosmGarciajr probably too late to onboard for this tax season? When is the best time of year to get started or there is never a perfect time?