Welcome to #TestimonialThursday! This week’s interview is with Amanda Kendall from Elevating Profits, a Colorado-based remote firm that provides the finance and accounting solutions needed for businesses to move forward and upward.
Why did you choose TaxDome?
I spent about three months researching different platforms for my needs. I didn’t want to cobble together five software together; TaxDome allowed me to have everything in one place. I had moved over from Taxaroo, and prior to that I was using Canopy. I wanted something that would replace those, plus prevent me from having to use other services. I no longer need HelloSign. However, it wasn’t just about reducing but also about finding an all-encompassing software. Nothing else offered what TaxDome did.
What was your experience with other practice-management systems?
The main reason I switched from Canopy was high-level staff changes. It was scary to have my contacts and client information with a service where the CEO was stepping down. That was a red flag for me. I didn’t have much time to research, and I tried Taxaroo based on a recommendation. The reason we switched from Taxaroo was that there was never phone support—or it took a long time to get a response. Our clients did not like it, and when I realized that wouldn’t be a long-term solution, I started researching and came across TaxDome.
What’s been the feedback from your clients?
Overall, the feedback has been that it works better. It’s easier to navigate and easier to upload documents. In prior systems, we had issues where clients would say they uploaded documents, but then we couldn’t find them. With TaxDome, client feedback so far has been great.
All our new clients complete the organizers. I love that it walks them through the questions I need answered—and also prompts them to upload documents and gets them right into their organization areas.
The only cumbersome part is that when they upload a document via an organizer, I receive notifications. I want to receive email notifications of the document uploads only once the client has submitted the completed organizer.
What’s been the feedback from your team?
There are two other users besides myself. My main person raves about it—she absolutely loves it. She’s more of a tech geek than I am, so she is definitely geeking out on your features. We love that we can request features, and you guys action them.
The learning curve is standard for any new software. There is a lot of great material on YouTube and in the help area. The one-on-one onboarding sessions definitely helped, but the bonus with TaxDome is to be able to immediately post a question to the Facebook group, go to the YouTube videos, or use the support chat. There are definitely ways to speed up the learning curve that other software vendors do not offer, which helps tremendously.
Which features are you finding most useful?
The client portal is big. We’ve been using the organizers, and I’ve set up lots of templates for pipelines and tasks. We message with clients, and we use signatures. The only thing we don’t fully use yet is the billing component. We want the ability to send engagement letters through TaxDome.
We also have a lot of recurring services and recurring payments. We’d like to be able to create recurring invoices within TaxDome.
Are you using pipelines or any of the task-management tools?
We’re using the pipelines to automate emails. We also automate tasks to be scheduled. But I haven’t been using the pipeline feature to its full capacity yet. I have noticed—and I also saw demands for this update on the feature-request board—that when you get an account to the end of a pipeline, there is no convenient way to remove them. Being able to mark it as complete and not have it sit in the final stage indefinitely would be nice.
We are also using e-signatures, but my assistant handles that. All I know is that it gets done, which is what’s most important to me.
Do you work remotely or in an office?
We’ve been remote for almost a year now, and I believe that TaxDome has the capability to help us make things flow even more once we’ve mastered all of its functionality.
Anything else you’d like to add?
I love that the emails are pulled in automatically. I am active on the feature-request board, so there are some improvements I would love to see to make TaxDome even more useful to our team.