Global Tax Consulting on TaxDome: “It makes the experience significantly better for the firm and for the client”

Meet Emma McDermott, experienced tax consultant and owner of Global Tax Consulting, a UK-based firm specializing in personal tax advisory services for expats, digital nomads, and retirees living abroad.

Before TaxDome, Emma had problems with outdated CRM software and scattered processes, prompting her to search for a more advanced, comprehensive solution. She landed on our free trial. “And then from there,” Emma told us, “I’ve not looked back and I’ve been using TaxDome ever since.”

Since switching to TaxDome, Emma has:

• boosted client satisfaction and positive reviews
• improved task organization and oversight
• increased operational efficiency and daily time savings

We had the pleasure of interviewing Emma — hear her full story right here, from her problems with previous software to the solutions TaxDome delivered.

The problems

Clunky, outdated CRM software

Emma previously relied on TaxCalc and GlobalAdvantage for customer relationship management, but while Emma found these platforms adequate, she felt they were lacking in advanced features, user-friendliness, and innovation.

“They’re very kind of mundane,” Emma commented, “and you can tell they haven’t been updated.”

In an industry where technology is now a cornerstone of efficiency and meeting client expectations, Emma knew she needed a more advanced, innovative solution to manage her clients, improve client relationships, and ultimately modernize her client experience to keep her firm ahead of the curve. 

“I was essentially looking for an improved solution,” Emma added, “something a bit more technologically advanced, something a bit more revolutionary.”

Scattered processes

Emma shared another problem she faced before using TaxDome: managing different processes — emails, sending information requests to clients, uploading documents, and more — across multiple platforms.

Juggling tools to complete these routine tasks made Emma’s day-to-day more tiresome and complicated than necessary. It also reduced the time she had to focus on the aspects of her firm that she wanted to improve.

We were uploading documents to Microsoft Word, the solution in Microsoft Word where you can send a request to clients, we had the CRM system with TaxCalc… It was just all clunky. It was just a bit all over the place.

The solutions 

Advanced, industry-leading CRM tools

Offering a powerful CRM suite that’s secure, intuitive, and customizable — with tools that allow Emma to collect client information easily, streamline client communication, and get paid faster — TaxDome was the innovative CRM solution Emma had been looking for.

TaxDome is five steps ahead of any CRM system that I’ve used.

With the ability to elevate her professional image and promote her brand through TaxDome’s customizable client portal, Emma also increased positive feedback from clients.

If you read our reviews, the client mentioned the GTC portal — but, obviously, it’s the TaxDome portal. So another benefit of using the TaxDome portal is you can white-label it so it looks like it’s your firm’s portal.

A top-rated client mobile app that clients love using

TaxDome’s client mobile app on App Store and Google Play, rated 4.9/5 with more than 8,000 reviews, works hand-in-hand with TaxDome’s powerful CRM to simplify client interactions.

When we asked Emma about her clients’ thoughts on the app, she said, “Clients are really, really impressed and have mentioned this. Yeah, it’s an extremely straightforward platform to use… And it’s very clear in terms of what the actions that they need to complete in order for us to deliver the services.”

The feedback that we’ve had from the client is super, super positive. And you can see that through the reviews. So even clients have mentioned the portal in Google reviews or Trustpilot reviews, which shows that they’re thinking about the portal. It’s made a difference to their experience.

Emma also described how TaxDome’s client mobile app makes life easier for her, eliminating the slow, manual process of sending an email, printing out an engagement letter, requesting a signature, and asking for a scan: “With TaxDome, it’s just a digital signature. So they can log in to the portal, digital sign, and then we can proceed with the services.”

A comprehensive platform with powerful automations

With TaxDome, Emma consolidated multiple processes on one comprehensive platform serving all her needs, boosting oversight, operational efficiency, and time savings.

I’d say that’s probably the biggest advantage of using TaxDome, is everything’s in one place, so it makes it a lot more straightforward for the tax advisor and the accountant, and it enables you to save a lot of time.

Additionally, Emma has been able to automate more time-consuming processes with TaxDome, commenting, “The automation is second to none, that’s what stands it apart.”

Emma maximizes TaxDome’s workflow automations by also utilizing the Inbox+ tool as a centralized hub to stay on top of client notifications and tasks: “Everything’s automated and you see this through the notification center… The to-do list is done for you automatically via TaxDome.”

Easy implementation and responsive customer support 

When we asked Emma about implementation, she shared how our comprehensive Help Center makes it easy to get set up in TaxDome: “More often than not, you don’t actually need the customer support, because TaxDome already has a manual, basically an answer to everything, online.”

Any time Emma needed additional help, however, she commented on how quickly TaxDome’s support team answered her questions.

I found TaxDome to be extremely responsive. So typically, when I’ve engaged with human support at TaxDome, they’ve responded within two hours… They’re very prompt and responsive to answer my questions.

For many firms, onboarding clients after switching software can be a daunting process. Emma’s experience was the opposite with TaxDome:

“The onboarding experience, certainly for our client’s perspective, has been really successful. You essentially send the client some details to log onto the portal and then the actions are set up for the client. So the engagement letter is ready to sign, the information request is ready for the client to complete. It makes a good experience for the firm, but also for the client too because everything’s really straightforward, and it’s not time-consuming.”

The results

“Life’s a lot easier now that I’m using TaxDome,” Emma told us, having gained:

• increased client satisfaction and positive reviews
• superior task organization and oversight
• improved operational efficiency and daily time savings

It’s going to make life a lot more straightforward and everything’s going to be in one place… With TaxDome, you’re using one solution for all actions and it just makes the experience a million times better for the firm — and also for the client.

A huge thank you to Emma for sharing your experience, and for being a valued member of the TaxDome community!

Like Global Tax Consulting, discover how TaxDome can also future-proof your firm’s operations and client experience — request a free demo today to watch our award-winning platform in action.