I have a bookkeeping practice that I manage, that is on Keeper, because all the clients are on QuickBooks Online. And my tax practice that I am no longer doing work on, but still a partner of, uses TaxDome. Since they are separate businesses and different work, i have separate systems. I still prefer Keeper for monthly bookkeeping management and prefer TaxDome for managing tax return delivery and signatures. So depending on your practice.
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.
@@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.
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?
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
If you dont need separate communication or to delegate tasks.. 1 is fine
Hector, aren't you with keeper as well. Which platform should I choose.
I have a bookkeeping practice that I manage, that is on Keeper, because all the clients are on QuickBooks Online.
And my tax practice that I am no longer doing work on, but still a partner of, uses TaxDome.
Since they are separate businesses and different work, i have separate systems.
I still prefer Keeper for monthly bookkeeping management and prefer TaxDome for managing tax return delivery and signatures. So depending on your practice.
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?
@@smateos407 email carlos@exceedsalestraining.com
gosh i am trying to find out how this works for the accounting side of things no one is talking about that part
Because its really designed for Tax Firms
Explained very well!
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.
@@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.
Thank you guys! 😊
:)
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?
You need OUR contact into? Or TaxDome’s?
Thanks for such a wonderful job
Glad you liked it
Profit First.
What about it?