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Dome bookkeeping software free7/27/2023 ![]() To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel. The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. Without an organized design you are creating too many moves and means wasted time, which means wasted money. It's like a house with the all the appliances and furniture that go in a house shoved into the living room its all there you just have to sort through a lot to get what you need when you need it. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The goal of software is to build efficiency. Every activity takes over 5 clicks from one thing to the next. my hand is in pain by the end of the day from all the clicking. Working one file can take over 100 clicks, multiply that by 8-10 files in a day. For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. The design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value. The features are all there except for scheduling Contact, communication, document management with client portal - but poorly organized. It's built to just have everything in there. So it is NOT built to save time and money. Its okay for someone with 50 files in a year. But because this actually is a system that created more work it is an expense vs an investment. The price is okay if you have a team of 1 or 2. The ONLY problem solved was the ability to work remote.BUT the irritation of having a system that will randomly slow down and requires 7 clicks to get to where you need to be is a slow drip of torture. The Dashboard has NOTHING I need to see when I open the software up nor is there an option to customize it. The system has everything you need just badly placed and organized, creating more work than necessary. If you have any questions or need assistance with anything, please let us know. ![]() You can submit a request by clicking the Blue Question Mark icon in the top right corner of your portal, and selecting Feature Requests. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. We would like you to know that our departments are working on improving the software all the time. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. ![]() Hello Katherine, Thank you for taking the time to provide us with your kind feedback. If you don't want a user to be able to delete an invoice and you restrict invoicing, they are not only restricted from deleting and invoice, they are restricted from viewing, or creating an invoice. Currently it is all of one or none of any. Need the ability to restrict settings per user. I love the fact that TaxDome is constantly evolving to meet the needs of the users. Tagging the client as an individual or tagging the company, either way you are able to add all jobs to a pipeline without thinking, keeping a list or worry about missing anyone. I'm able to set up multiple pipelines for projects such as LBD tax returns, Sales Tax Returns, Annual repeating pipelines for business tax, annual report, etc. Love all the features, from bulk emails to workflow. That's the beauty of the program, you're able to customize it to fit your needs. ![]() So the first year was a little trial and error before we were able to determine what worked for us and what didn't. But as with any new program, you don't know what you don't know. Spent several months setting up various items to get started prior to tax season.
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