TaxDome 2024: The Best Platform for Accounting/Tax Firm Workflows

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  • Опубліковано 24 гру 2024

КОМЕНТАРІ • 22

  • @robertkorpas1465
    @robertkorpas1465 7 місяців тому +1

    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

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 місяців тому +1

      If you dont need separate communication or to delegate tasks.. 1 is fine

  • @cartrich12
    @cartrich12 20 днів тому

    Hector, aren't you with keeper as well. Which platform should I choose.

    • @HectorGarciaCPA
      @HectorGarciaCPA  20 днів тому

      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.

  • @smateos407
    @smateos407 2 місяці тому

    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?

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 місяці тому

      @@smateos407 email carlos@exceedsalestraining.com

  • @leebstill
    @leebstill 11 місяців тому +1

    gosh i am trying to find out how this works for the accounting side of things no one is talking about that part

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      Because its really designed for Tax Firms

  • @jimbru_21
    @jimbru_21 2 місяці тому

    Explained very well!

  • @Mstroup93
    @Mstroup93 4 місяці тому

    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.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 місяці тому +1

      @@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.

  • @ksccloset118
    @ksccloset118 11 місяців тому +1

    Thank you guys! 😊

  • @leslydhollande2017
    @leslydhollande2017 4 місяці тому

    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?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 місяці тому

      You need OUR contact into? Or TaxDome’s?

  • @isisg666
    @isisg666 Рік тому +1

    Thanks for such a wonderful job

  • @stephensbrostax
    @stephensbrostax 11 місяців тому +1

    Profit First.