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TaxDome Client Portal App User Positive Comments 2024
TaxDome Client Portal app received 73 positive comments and reviews by users. Can you share your positive thoughts about taxdome client portal?
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TaxDome Client Portal for Positive User Reviews
✓ Speedy and ConvenientZach, my preparer, was incredibly responsive and helpful with not only my current tax year, but also with questions I had going forward for future considerations. Communicating through the portal, and uploading documents, could not have been any more convenient. I highly recommend Romig tax services to anyone, anytime no matter how basic or complex your needs may be..Version: 3.2.1
✓ Easy to useVery convenient and easy to understand interfaces.Version: 3.1.5
✓ My best tax experience yet!!!This was me and my wife’s first year doing taxing with our new business. We had many worries about this time of year but Paul and his team knocked it out of the park. We look forward to working with them for many years to come..Version: 3.2.1
✓ A little frustratingWhen going to take pictures of docs using the phone camera to upload on the app, then going back to the app, the organizer goes back to the beginning. Really frustrating trying to get back where I left off. Also, None of my pdf or jpeg docs will upload to the organizer when on the tax dome website. Again frustrating.Version: 3.1.3
✓ ExcellentExcellent.Version: 3.1.3
✓ Fantastic app and wonderful serviceEvery year, I message these folks in the app. I ask how to get started. They give me the things I need to send them and I upload the documents. It’s incredibly easy and they are a delight to work with..Version: 3.1.6
✓ Best Accountant Ever Period.!!!Would Never Think of going anywhere else Period.!!! I have recommended My Accountant to everyone I know including Friends and family members in and out of my state because she is that good. And so far everyone I’ve recommended to her are Extremely Happy with her.!!!.Version: 3.2.1
✓ Fast and ProfessionalThis year included a home sale, investment property repairs, investment income, rent income from a different state and SS. The web site provided the upload of all our documents in minutes and access to previous years records. Our taxes were completed in just a few days, acceptance was just a push of a finger tip and a check for over payment of last years taxes will be automatically deposited in our account. This tool made our life easier with the professionals having to navigate confusing tax laws. We used our time to practice paddeling an outrigger canoe and watching whales..Version: 3.1.3
✓ Functional and EasyThe app appears to work simply enough but it needs a more obvious way to change your signature from the typed version to a hand drawn style. I created the typed version then felt uncomfortable with it so wanted to change to a drawn version however I could not find any way to make the change so I was left with that option. My fault but still would like the option to change it. Thanks..Version: 3.2.0
✓ Tax Returns made easygoingThank you for making my life a lot easier. Rosenthal and Kaplan have been excellent and very professional. I have appreciated the portal and all of the work that they do to keep me and the IRS happy. Thank you for all your efforts and your hard work. I have enjoyed using your portal and know that in the future, it will make things so much easier..Version: 3.1.6
✓ So simpleThis is a great app provided all is very private and cant have our information compromised!.Version: 3.2.0
✓ JennyIt is great, easy & convienient.Version: 3.2.0
✓ The best Tax professional I’ve ever been to !As a returning client of many years, I continue to be impressed by the exceptional service provided by Christy's Tax and Notary. Christy has consistently demonstrated her professionalism and expertise, making the entire tax preparation process seamless and stress-free. Additionally, I appreciate how up-to-date and easy the process is, thanks to Christy's dedication to staying informed about the latest tax regulations and utilizing efficient technology. Christy's Tax and Notary truly sets the standard for excellence in tax preparation services..Version: 3.2.1
✓ Très simple d’utilisationApplication pratique, et très facile d’utilisation parfait pour faire les impôts Je recommande fortement.Version: 3.2.1
✓ Awesome experienceI have had the most pleasant experience filing taxes. The process was easy but very thorough, which gave me confidence and comfort with this process. The customer service was stellar and the attention to all the details with explanations help me understand more of the process! Ms. Ngozi was completely professional and the expert I worked with and she will see me for years to come! Excellent work and very accommodating!.Version: 3.2.0
✓ Great ServiceI’m a long term client and I must say, their service is outstanding. They’re always extremely professional and attentive to my needs. The team is knowledgeable and experienced, providing me with expert guidance and advice. Overall, I couldn't be happier with the service provided by the AGA Group. They exceed my expectations in every way possible. I highly recommend their services to anyone in need of reliable and professional accounting assistance..Version: 3.1.6
✓ Great signing toolWorks well and I had no problems signing. Good communication from the accounting firm..Version: 3.2.0
✓ A few glitches but overall good1. I didn’t make an IRA contribution for myself, only for my husband, but I was required to choose which type of IRA for myself. 2. All our docs were saved on Dropbox but I couldn’t seem to import anything from there, so I ended up having to print and use the app’s scanner to upload all those docs. Other than that, really helpful to be able to walk through topics and upload as I go. The scanner worked really well..Version: 3.1.2
✓ Fast and efficientGreat product highly recommend.Version: 3.1.3
✓ ApplicationTout est excellent , pour scanner les documents c est génial . Par contre difficulté à trouver le questionnaire pour les frais médicaux . Merci.Version: 3.1.6
✓ Professional and Gets Taxes Done QuicklyTwyla and her team are very professional tax preparers and accountants. As they did my taxes last year and again this year, they ask and answer the necessary questions to complete taxes in a timely manner. I really appreciate the professionalism and expertise this organization displays consistently. Thank you for handling my taxes with care and for getting them done without delay. Blessings!.Version: 3.1.6
✓ Excellent serviceI am one of his clients since 2018, excellent service and immediate response..Version: 3.1.6
✓ Review of seminarSeminar helped only when staff sat with me to interpret. Mainly because of my hearing limitation. Could not follow what was said with Mike. Did get help from Rebecca Fewell, but finally figured how to use organizer when I followed tip given at seminar to hit square with upward arrow on picture I needed to download. When I punched that square with the arrow, up popped a group of options. I saw the option of creating an album, which I did not know existed, but I hit it and gave it the name Tax Dome. Viola! It was clear sailing from there. Would have helped me if seminar had given out a cheat sheet with simple steps to reach the desired goal. I found it like the blind hog finds an acorn by rooting until he comes across one,.Version: 3.1.6
✓ 3.0 Update is Pretty SlickThe latest update seems solid. I like the scanning functionality, and how it puts my to-do items front-and-center. I saw previous complaints about rebating files being a problem, but the devs seem to have fixed that..Version: 3.0.0
✓ Very Professional CompanyMs Sonia and the Tax 360 team have prepared my taxes for several years now, I have never had to question whether they are right, they keep in touch with me every step of the way. Their level of professionalism is second to none. Thank you Tax 360.Version: 3.1.3
✓ Appreciation of excellent serviceI wanted to express my heartfelt appreciation for your exceptional service and accuracy in handling my taxes. Your attention to detail and expertise are truly commendable. I give you a 10/10 rating without any hesitation. Thank you for your hard work and dedication. Kay.Version: 3.1.2
✓ Amazing company!! Great Service awesome team!I have always filed my taxes through Rocket Tax Services. I have always received great service, timely and efficient assistance with everything needed! Rita and Shaun always take care of their clients! I will continue doing business with them! They treat everyone like family!.Version: 3.1.2
✓ EasyTravel tax was understandable and, so far, has been easy to complete. Very clear, although there seemed to be so many steps at first glance. The guarantee is fabulous and comforting as well. Thanks! By the way, where do I submit the lady I spoke with who strongly recommended your service to me?! I’m thankful for her, too!!.Version: 3.2.1
✓ Service Impeccable !!!Belle équipe à l’écoute de leurs clients et qui offrent un service impeccable. Je fais a faire avec eux pour ma déclaration d’impôt depuis plusieurs années et je n’irais pas ailleur ! Je recommende a 100% :).Version: 3.2.1
✓ Could be 5 starEverything is great however when uploading documents it should allow me to change the name of the file as I’m uploading it. I have to upload it, the screen refreshes and I have to go back to the file where I uploaded it and then change it. A lot of wasted steps. Also a final note on the web portal or app when I end up cha going something it takes me all the way back to the Home Screen. Keep me at the sub folder where I was working at please!!!.Version: 2.1.16
✓ Love itFast and easy to use..Version: 3.1.3
✓ CS Financial- An Exceptional CompanyCS Financial has been preparing my taxes both business and personal for many years now. They always go the extra mile to help in any way needed and I am grateful for their financial/tax guidance. I find them totally ethical and professional with exceptional skills of interpersonal communication, collaboration, and of course financial. I have counted on them year after year and could not get through tax season without them ..Version: 3.2.0
✓ This has simplified this process. I’m a fan.This app just lead you right along and collects all the documents as you go. It has really simplified the process and eliminated mass data document sending. It has been easy and straightforward to follow..Version: 3.1.6
✓ Great!This was our first year using Jonas! And he was amazing! Helped us set up my husbands s corp for his business and made the whole process super easy and was very helpful with it all! Also responds quickly with any questions we had which was super nice! Highly highly recommend!.Version: 3.2.1
✓ Excellent Tax Service Experience!I recently utilized the tax services provided by Chris Lamb with Class Advisors and I couldn't be more satisfied with the experience. From start to finish, the process was seamless and efficient. The staff members were knowledgeable, courteous, and went above and beyond to ensure that all of my tax-related needs were met. One aspect that particularly impressed me was their attention to detail. They carefully reviewed my documents, answered all of my questions, and provided valuable insights to optimize my tax situation. Additionally, the turnaround time was incredibly quick, saving me both time and stress during tax season. Overall, I highly recommend Class Advisors for anyone seeking reliable and professional tax assistance. Their expertise, professionalism, and dedication to customer satisfaction truly set them apart. I will definitely be returning next year and will continue to recommend their services to family and friends. Thank you, Chris Lamb and your team for your outstanding service!.Version: 3.2.0
✓ À utiliserAmazing app merci !.Version: 3.1.6
✓ Unbelievably easy to useI’m testing the mobile platform for clients with the intention of writing a how-to to walk them through. The app is so simple and seamless, I’m not going to be able to write a walk-through. Everything is effortlessly intuitive..Version: 3.0.3
✓ ImpôtSuper.Version: 3.2.1
✓ Portal resultExcellent App with ease of use. Very appreciated!.Version: 3.1.6
✓ Tax portalThe tax preparation has been relatively easy, once I learning how to work the program ( it took some instruction). Felt comfortable to send information in at any time. In person tax filing has worked well for me in the past since I had immediate information of what I had or needed to finalize my taxes. I felt a bit strung out, but most of that was not receiving my mail that contained 1099s or such to pull my taxes together. I definitely appreciate the service offered by Rich and his associates in finalizing my taxes this year. Thank you..Version: 3.2.0
✓ Great new appNew app made my filing even less painful. The app was intuitive and easy to use. Chat function used and received quick responses. I liked being able to leave the app open, set on my preference. Easy sign in..Version: 3.1.5
✓ Easy to useEasy to upload onto platform, didn’t need a separate scanner, 6 pages of questions and you’re finished! And it was a process that I could work on incrementally, I didn’t feel the pressure to finish in one sitting. The only way it could be better is if it didn’t require you to fill in boxes for spouse info if you don’t have a spouse..Version: 3.1.6
✓ Great service!!MJ always does a great job and makes sure she explains everything as she is trying to make sure she has your best interest at heart but also doing her best to make sure she is able to maximize and make sure she has you covered in looking for all the tax breaks she can utilize to best meet your expectations in her knowledge of getting her job done, my husband and I have been using MJ for several years now and I would not trust anyone else with our taxes!!.Version: 3.1.5
✓ New worldIt’s hard for me to use computers and all the new fangled apps sometimes. I understand we have to change with the times. I am so glad Tristar has patience with me when it comes to the new way to do our taxes. They are the best and I have gotten used to this app now and appreciate the simplicity in submitting my documentation..Version: 3.1.6
✓ C’est rapideC’est rapide surtout quand tu te débrouille bien avec les l envoie des documents.Version: 3.1.6
✓ Client PortalAvec comptable Stéphanie Fournier.Version: 3.1.3
✓ Everything went smoothEverything went smooth. The uploads were easy and when needed there was always an individual available to talk..Version: 3.2.1
✓ Easy to UseGreat.Version: 3.1.3
✓ Easy to use!TaxDome, with the organizers set up by Sapphire Bookkeeping, has clear instructions & has been easy to use. I used another type of Tax preparation software this year, helping my parents’ with their taxes, which was similar but less clear & streamlined. Thank you Sapphire Bookkeeping!.Version: 3.1.3
✓ Best way to do taxes…EVERI don’t even need to scan documents or take photos of them and upload them separately. The app takes automatic photos and uploads them simultaneously! I can chat with my accountant, so that I know what I’m missing. Where has this tech been all my life??.Version: 3.2.1
✓ Takes awhileThis app has real potential. However, it seems that some app designers value simplicity over easy comprehension by the user. After playing with the app for awhile it becomes simple and easy to use, but at first the directions forward are not intuitive. However, now that I worked through it should be easy to use next year (and quick)..Version: 3.1.3
✓ Finally a REAL Tech Tax Solution That works!Every year I get stressed out about having to accumulate all of my tax information and make sure that it is sent over in a neat and timely matter. This app streamlines everything direct to my tax guy and saves me so much time in having to schedule meetings and show up in person..Version: 3.2.0
✓ Smooth & Fast but needs some “Polish”So this review is made under the basis of using this as a client of a Tax preparer and for the most part is well constructed and easy to use. However some missing critical elements are easy things like a FAQs and a tutorial video guide. I know it seems pretty obvious but some small nuances of messaging and including specific headers/message elements were missed because I misclicked or didn’t know what exactly to enter. Bottom line though this is a solid app and I will recommend trying to use it for get ahead of e-filing and other electronic tax prep or whatnot..Version: 3.1.6
✓ P ChaputWe always get great service and treatment from Steve, Caitlin and the Taxdome crew. We get a quick reply whenever we have questions about something. You have never steered us wrong. You do a great job!.Version: 3.2.0
✓ Pretty easy and straightforwardFound it pretty simple and really easy to complete my application on.Version: 3.1.6
✓ App reviewI must say this app for tax team services is amazing. It’s is so easy to navigate around. The response are more faster turn arounds on the app. They make uploading your documents a smooth stress free process. I love the app I would recommend this app and Tax team services to anyone looking for a smooth easy yet very professional tax experience.Version: 3.1.2
✓ Great app!Very easy to use.Version: 3.1.6
✓ AmazingMiguel Matos is amazing and extremely detailed. The app also makes everything so much easier & simpler. Miguel has been doing my taxes for years now. Never had an issue & always done in a timely fashion. Always available if I had any concerns or questions. Amazing Job Mr Miguel Matos and thank you & your colleagues for a great & easy way to help file my taxes on a yearly basis. 1 less thing I have to worry about..Version: 3.1.3
✓ 👍🏽👍🏽.Version: 3.2.0
✓ Excellent tax preparation experienceWhile it seems a strange title… it is a true statement. I have never experienced a more kind, considerate, personalized, efficient and professional tax preparation team and company. They are fast, and thorough with any questions I had that I needed explanations and meticulous with their processes. Using their client portal was so easy and it’s user friendly! This is a team of tax preparers that care deeply about the quality of the services they offer. I always felt that they were available for my questions but also they made the tax process as easy as it could be for my needs. It was my first year working with them and I am so grateful for the value they bring to this not-so-fun but necessary annual event! They have prepared my taxes at a very affordable cost and I feel confident that I am in good hands. And.. I will definitely work with them next year. Thank you!! Kathryn Shulman.Version: 3.1.6
✓ Taxdome AppI think using the app is user friendly, convenient, and saves a lot of time going into the office to drop off additional information. The only thing I would mention, and it has nothing to do with the app, is I do miss the one on one personal meeting with Derek or one of his associates for the initial and exit stages. Also Veronica and Bernice are extremely helpful and have always been professional and knowledgeable about everything that is necessary for a successful experience..Version: 3.1.3
✓ TrustI come from a small town in Michigan where everyone knows everyone, so it’s easy to find a trustworthy CPA. When I moved down here I was scared in this big city. I have never done and H&R Block and I didn’t want to start now. I stumbled upon Jason and I am forever grateful. He’s been A1 from day one! Highly recommend. He’s very knowledgeable in the direct sales industry as well! You won’t be disappointed..Version: 3.1.5
✓ TaxDome Client PortalPractical & User Friendly.Version: 3.0.1
✓ TD Client Portal is Truly AmazingThis app is what I have been waiting for as a small business owner for over 10 years. It was so easy to read, asked great questions and easy upload. My only improvement would be an i information button near some of the questions for clarification..Version: 3.2.0
✓ Best Tax Experience!Tax season has always been such a dreaded thing to go thru. But the last two years we have used Bev’s has been the easiest less stressful tax season ever. This year using the online and phone app has worked GREAT! Friendliness, expertise and non-stressful!.Version: 3.2.1
✓ Easy!I r been using travel tax for 10 years. When they were switching from paper to electronic I wasn’t happy because I’m not tech savvy. This app is super easy. They even have a document scanner in the app to easily scan all your paperwork! I hardly ever leave reviews because I forget. However I thought this one was worth giving 5 stars because of the ease..Version: 3.1.2
✓ Filing taxes couldn’t get better!This app has great UX and features. The best is the built-in scanner. All you need are your files to prep your folder. My accountant won’t give an appointment until the check marks are all filled in so this servers as your reminder by just logging in to see what’s missing based on you account reqs. There’s also built-in messaging messaging system. Of course, you get the most out of this feature based on your preference settings..Version: 3.2.1
✓ Fast and efficient! No judgement.Mrs Yonge is such an excellent accountant. She is straight to the point in a nice way. She knows what’s she is doing. I feel grateful that she takes such good care of me especially at tax time. Face it we all need a person that can handle the IRS. I am so happy my taxes are finished. Yay! Thank you Acorn Accounting and Angela Yonge. See you next year..Version: 3.2.0
✓ Tax SatisfiedI was degrees by a formed and of mines and I must admire I was slightly skeptical. I will say this, Ms. Sharon did not disappoint from the time I walked in to the time I left. My professional, informative and social engaging. As long as I reside I GA, I believe this will be my next Tax home. She is apparent, authentic and genuine. She stand on business and will get business done!.Version: 3.1.3
✓ Super !!! Simple et efficaceTrès bien !!.Version: 3.2.0
✓ SuperSuper très simple.Version: 3.1.6
✓ WowVraiment facile à utiliser, c’est wow 😀.Version: 3.2.0
✓ Top!Magnifique app. Facile à utiliser et ergonomique. Merci!.Version: 3.1.3
😕 TaxDome Client Portal Negative Reviews
