TaxDome Client Portal Reviews

Everything is great however when uploading documents it should allow me to change the name of the file as I’m uploading it. I have to upload it, the screen refreshes and I have to go back to the file where I uploaded it and then change it. A lot of wasted steps.

Also a final note on the web portal or app when I end up cha going something it takes me all the way back to the Home Screen. Keep me at the sub folder where I was working at please!!!

I am trying to use TaxDomeClientPortal right now on an iphone. Face ID is turned on, and it validates, but then it flips to the pin entry page, then shows the face id validation again...over and over and over, looping endlessly. I turned off Face ID in app settings and tried again. After entering the correct pin, nothing happens; I see nothing but a blank screen.

I would submit a bug, but you can only do that from within TaxDomeClientPortal ...which doesn't work at the moment.

I enter my email, full name, routing number, and account number with confirmation. When I tap the big blue Pay button, all I see is a red line under my account number (which is correct and confirmed).

There is no error message or other explanation. Just a red line.

TaxDomeClientPortal is stuck, and all I can do is close it and call my accountant to explain why she will need to wait to get paid. (This is the person paying YOUR invoices, by the way.)

I’m testing the mobile platform for clients with the intention of writing a how-to to walk them through.
TaxDomeClientPortal is so simple and seamless, I’m not going to be able to write a walk-through. Everything is effortlessly intuitive.

I haven’t used this for long but everything I needed in the way of communication and delivering documents is available. I’m sure my accountant checked over TaxDomeClientPortal before deciding to use it, so far I like it a lot.

TaxDomeClientPortal was very easy to use to get my filing done. Leona was amazing throughout the entire process answering any questions I had! Will be using them from now on.

I have been waiting to hear back from them for WEEKS. They filed my taxes incorrectly… didn’t even check to see if I made any mistakes and I’m very new to adult world so yeah I made some. If I had a professional helping me maybe those mistakes would not have happened. If you want your money taken and for them to tend to you for those couple weeks just to probably ignore you till next year all you. GOOD LUCK.

Excellent professional services that were quick, simple and easy!

I’ve been doing my taxes for about three years never ever had a problem always super fast business and he works on your time

My bookkeeper has done phenomenal work through TaxDomeClientPortal. Easy access to all my documents! 10 out of 10 recommend!

TaxDomeClientPortal has made the process of being a returning client super easy and a quick / user friendly process. Love working with Chelsea each year on my taxes.

The portal is great. I get my messages from the team immediately and can sign documents in here!

One page was difficult to move forward

The platform is SO smooth and I adore using it. It actually makes me love working with taxes and my accountant, which is something I never thought of saying!

As a busy entrepreneur and full time student… this has to be the easy tax solution ever. I will never trust my information or tax needs to anyone else!

Easy app had no problems with anything

This is my 3rd year I guess and trust me you are the best. Always there to assist at anytime, not tired of many questions and always getting a positive result.

Working with Mark and his team through the Taxdome app makes tax planning and preparation much less painful! It’s an efficient and effective tool for tackling a very unpleasant duty.

Implemented this year with my clients. Super easy to use even for people who normally find tech daunting. I’m very pleased with it so far.

Is there anything you guys can’t do? This was easy and fast 😀 the only icky part was gathering up and organizing all my docs.

1. I didn’t make an IRA contribution for myself, only for my husband, but I was required to choose which type of IRA for myself. 2. All our docs were saved on Dropbox but I couldn’t seem to import anything from there, so I ended up having to print and use TaxDomeClientPortal ’s scanner to upload all those docs.

Other than that, really helpful to be able to walk through topics and upload as I go. The scanner worked really well.

I r been using travel tax for 10 years. When they were switching from paper to electronic I wasn’t happy because I’m not tech savvy. TaxDomeClientPortal is super easy. They even have a document scanner in TaxDomeClientPortal to easily scan all your paperwork! I hardly ever leave reviews because I forget. However I thought this one was worth giving 5 stars because of the ease.

I must say TaxDomeClientPortal for tax team services is amazing. It’s is so easy to navigate around. The response are more faster turn arounds on TaxDomeClientPortal . They make uploading your documents a smooth stress free process. I love TaxDomeClientPortal I would recommend TaxDomeClientPortal and Tax team services to anyone looking for a smooth easy yet very professional tax experience

I have always filed my taxes through Rocket Tax Services. I have always received great service, timely and efficient assistance with everything needed! Rita and Shaun always take care of their clients! I will continue doing business with them! They treat everyone like family!

The latest update seems solid. I like the scanning functionality, and how it puts my to-do items front-and-center. I saw previous complaints about rebating files being a problem, but the devs seem to have fixed that.

I wanted to express my heartfelt appreciation for your exceptional service and accuracy in handling my taxes. Your attention to detail and expertise are truly commendable. I give you a 10/10 rating without any hesitation. Thank you for your hard work and dedication.

Kay

TaxDomeClientPortal is so easy to use. It takes control from the very 1 Questions. It knows exactly what Questions to ask. Then it has the Correct answers. Couldn’t Be Easier!!

I’m not sure if I love this way of doing things, but so far I think i’m managing this one. Still haven’t figured out how to upload my documents, but I won’t give up.

As long as you have all your documents saved to photo or uploaded to a file saver it is easy and you do not have to be sitting at a computer to get it done. 👍🏽

Next time is a stressful time for some and I think it’s great to have an easy process step-by-step that’s why I like the way you have this set up it makes it a lot easier for me.

Very happy to have them do my taxes. They are very professional and very kind. I’ve been doing my taxes here for more than 20 years. I’ll never change them for anything. I highly recommend Medinas.

For years I never trusted anyone in my personal business. I finally needed the help and opened up to LifeKey Financial. It was the best decision I have ever made. It goes way beyond taxes, from education to resources to professionalism.

This took all of 5 mins. I am a returning client for Irene from Hannah Financial. (Best Tax office hands down). All of my personal documents were already in the system. I just needed to submit my W-2’s. 10 out of 10 🙌🏾

Went through with a breeze. Easy and fast!

When going to take pictures of docs using the phone camera to upload on TaxDomeClientPortal , then going back to TaxDomeClientPortal , the organizer goes back to the beginning. Really frustrating trying to get back where I left off.

Also, None of my pdf or jpeg docs will upload to the organizer when on the tax dome website. Again frustrating

TaxDomeClientPortal was built “dummy” proof. They take away the distraction tabs, menus etc. it’s linear in format. Steps are as easy as 1,2,3! They have a two step submissions process to ensure you are truly ready to submit! I would use TaxDomeClientPortal again.

TaxDomeClientPortal is very user friendly. It takes the stress away of having to upload documents the old fashioned way. There’s o Lu a click of a button and everything is uploaded! Voila!

I think using TaxDomeClientPortal is user friendly, convenient, and saves a lot of time going into the office to drop off additional information. The only thing I would mention, and it has nothing to do with TaxDomeClientPortal , is I do miss the one on one personal meeting with Derek or one of his associates for the initial and exit stages. Also Veronica and Bernice are extremely helpful and have always been professional and knowledgeable about everything that is necessary for a successful experience.

CS Financial has been preparing my taxes both business and personal for many years now. They always go the extra mile to help in any way needed and I am grateful for their financial/tax guidance. I find them totally ethical and professional with exceptional skills of interpersonal communication, collaboration, and of course financial. I have counted on them year after year and could not get through tax season without them .

Miguel Matos is amazing and extremely detailed. TaxDomeClientPortal also makes everything so much easier & simpler. Miguel has been doing my taxes for years now. Never had an issue & always done in a timely fashion. Always available if I had any concerns or questions. Amazing Job Mr Miguel Matos and thank you & your colleagues for a great & easy way to help file my taxes on a yearly basis. 1 less thing I have to worry about.

TaxDomeClientPortal has real potential. However, it seems that some app designers value simplicity over easy comprehension by the user. After playing with TaxDomeClientPortal for awhile it becomes simple and easy to use, but at first the directions forward are not intuitive. However, now that I worked through it should be easy to use next year (and quick).

TaxDome, with the organizers set up by Sapphire Bookkeeping, has clear instructions & has been easy to use. I used another type of Tax preparation software this year, helping my parents’ with their taxes, which was similar but less clear & streamlined. Thank you Sapphire Bookkeeping!

I was degrees by a formed and of mines and I must admire I was slightly skeptical. I will say this, Ms. Sharon did not disappoint from the time I walked in to the time I left. My professional, informative and social engaging. As long as I reside I GA, I believe this will be my next Tax home. She is apparent, authentic and genuine. She stand on business and will get business done!

Ms Sonia and the Tax 360 team have prepared my taxes for several years now, I have never had to question whether they are right, they keep in touch with me every step of the way. Their level of professionalism is second to none.

Thank you Tax 360

New app made my filing even less painful. TaxDomeClientPortal was intuitive and easy to use. Chat function used and received quick responses. I liked being able to leave TaxDomeClientPortal open, set on my preference. Easy sign in.

I completed this on my iPhone after starting on my MacBook Air. The only suggestion I have for those sending photos of documents is to take the photos first.

While it seems a strange title… it is a true statement. I have never experienced a more kind, considerate, personalized, efficient and professional tax preparation team and company. They are fast, and thorough with any questions I had that I needed explanations and meticulous with their processes. Using their client portal was so easy and it’s user friendly! This is a team of tax preparers that care deeply about the quality of the services they offer. I always felt that they were available for my questions but also they made the tax process as easy as it could be for my needs. It was my first year working with them and I am so grateful for the value they bring to this not-so-fun but necessary annual event! They have prepared my taxes at a very affordable cost and I feel confident that I am in good hands. And.. I will definitely work with them next year. Thank you!! Kathryn Shulman

This year included a home sale, investment property repairs, investment income, rent income from a different state and SS. The web site provided the upload of all our documents in minutes and access to previous years records. Our taxes were completed in just a few days, acceptance was just a push of a finger tip and a check for over payment of last years taxes will be automatically deposited in our account. This tool made our life easier with the professionals having to navigate confusing tax laws. We used our time to practice paddeling an outrigger canoe and watching whales.

Seminar helped only when staff sat with me to interpret. Mainly because of my hearing limitation. Could not follow what was said with Mike.

Did get help from Rebecca Fewell, but finally figured how to use organizer when I followed tip given at seminar to hit square with upward arrow on picture I needed to download. When I punched that square with the arrow, up popped a group of options. I saw the option of creating an album, which I did not know existed, but I hit it and gave it the name Tax Dome. Viola! It was clear sailing from there. Would have helped me if seminar had given out a cheat sheet with simple steps to reach the desired goal. I found it like the blind hog finds an acorn by rooting until he comes across one,

So this review is made under the basis of using this as a client of a Tax preparer and for the most part is well constructed and easy to use. However some missing critical elements are easy things like a FAQs and a tutorial video guide. I know it seems pretty obvious but some small nuances of messaging and including specific headers/message elements were missed because I misclicked or didn’t know what exactly to enter.

Bottom line though this is a solid app and I will recommend trying to use it for get ahead of e-filing and other electronic tax prep or whatnot.

TaxDomeClientPortal has great UX and features. The best is the built-in scanner. All you need are your files to prep your folder.
My accountant won’t give an appointment until the check marks are all filled in so this servers as your reminder by just logging in to see what’s missing based on you account reqs.

There’s also built-in messaging messaging system. Of course, you get the most out of this feature based on your preference settings.

MJ always does a great job and makes sure she explains everything as she is trying to make sure she has your best interest at heart but also doing her best to make sure she is able to maximize and make sure she has you covered in looking for all the tax breaks she can utilize to best meet your expectations in her knowledge of getting her job done, my husband and I have been using MJ for several years now and I would not trust anyone else with our taxes!!

I’m a long term client and I must say, their service is outstanding. They’re always extremely professional and attentive to my needs. The team is knowledgeable and experienced, providing me with expert guidance and advice.

Overall, I couldn't be happier with the service provided by the AGA Group. They exceed my expectations in every way possible. I highly recommend their services to anyone in need of reliable and professional accounting assistance.

Twyla and her team are very professional tax preparers and accountants. As they did my taxes last year and again this year, they ask and answer the necessary questions to complete taxes in a timely manner. I really appreciate the professionalism and expertise this organization displays consistently. Thank you for handling my taxes with care and for getting them done without delay. Blessings!

Easy to upload onto platform, didn’t need a separate scanner, 6 pages of questions and you’re finished! And it was a process that I could work on incrementally, I didn’t feel the pressure to finish in one sitting. The only way it could be better is if it didn’t require you to fill in boxes for spouse info if you don’t have a spouse.

I come from a small town in Michigan where everyone knows everyone, so it’s easy to find a trustworthy CPA. When I moved down here I was scared in this big city. I have never done and H&R Block and I didn’t want to start now. I stumbled upon Jason and I am forever grateful. He’s been A1 from day one! Highly recommend. He’s very knowledgeable in the direct sales industry as well! You won’t be disappointed.

Thank you for making my life a lot easier. Rosenthal and Kaplan have been excellent and very professional. I have appreciated the portal and all of the work that they do to keep me and the IRS happy. Thank you for all your efforts and your hard work. I have enjoyed using your portal and know that in the future, it will make things so much easier.

It’s hard for me to use computers and all the new fangled apps sometimes. I understand we have to change with the times. I am so glad Tristar has patience with me when it comes to the new way to do our taxes. They are the best and I have gotten used to TaxDomeClientPortal now and appreciate the simplicity in submitting my documentation.

I have had the most pleasant experience filing taxes. The process was easy but very thorough, which gave me confidence and comfort with this process. The customer service was stellar and the attention to all the details with explanations help me understand more of the process! Ms. Ngozi was completely professional and the expert I worked with and she will see me for years to come! Excellent work and very accommodating!

I recently utilized the tax services provided by Chris Lamb with Class Advisors and I couldn't be more satisfied with the experience. From start to finish, the process was seamless and efficient. The staff members were knowledgeable, courteous, and went above and beyond to ensure that all of my tax-related needs were met.

One aspect that particularly impressed me was their attention to detail. They carefully reviewed my documents, answered all of my questions, and provided valuable insights to optimize my tax situation. Additionally, the turnaround time was incredibly quick, saving me both time and stress during tax season.

Overall, I highly recommend Class Advisors for anyone seeking reliable and professional tax assistance. Their expertise, professionalism, and dedication to customer satisfaction truly set them apart. I will definitely be returning next year and will continue to recommend their services to family and friends. Thank you, Chris Lamb and your team for your outstanding service!

The tax preparation has been relatively easy, once I learning how to work the program ( it took some instruction).
Felt comfortable to send information in at any time. In person tax filing has worked well for me in the past since I had immediate information of what I had or needed to finalize my taxes. I felt a bit strung out, but most of that was not receiving my mail that contained 1099s or such to pull my taxes together. I definitely appreciate the service offered by Rich and his associates in finalizing my taxes this year. Thank you.

Zach, my preparer, was incredibly responsive and helpful with not only my current tax year, but also with questions I had going forward for future considerations. Communicating through the portal, and uploading documents, could not have been any more convenient. I highly recommend Romig tax services to anyone, anytime no matter how basic or complex your needs may be.

TaxDomeClientPortal appears to work simply enough but it needs a more obvious way to change your signature from the typed version to a hand drawn style. I created the typed version then felt uncomfortable with it so wanted to change to a drawn version however I could not find any way to make the change so I was left with that option.
My fault but still would like the option to change it.
Thanks.

It was fairly easy to navigate. I think I have my phone settings to magnified to use it properly so I noticed I had to go back to get rid of the keyboard to go to the next and previous buttons. I just noticed that was difficult on a few of them where you had the number pad and to go up higher where the written text was hit there, so that done would show up on the keyboard, not sure how to make that easier if that’s just how it is but other than that it was fine very nice first time ever did something like this?

As a returning client of many years, I continue to be impressed by the exceptional service provided by Christy's Tax and Notary. Christy has consistently demonstrated her professionalism and expertise, making the entire tax preparation process seamless and stress-free. Additionally, I appreciate how up-to-date and easy the process is, thanks to Christy's dedication to staying informed about the latest tax regulations and utilizing efficient technology. Christy's Tax and Notary truly sets the standard for excellence in tax preparation services.

This was the first time in 30+ years I have actually seen and reviewed my tax return. Normally, just sign here…don’t worry about. You shouldn’t go to jail. But hey, you’re getting a huge refund.

With MTS and their secure portal system, uploading documents, reviewing my prepared return, and signing it electronically has saved me so much time. Thank you MTS and Ventur Solutions for making my life so much easier. We will be seeing each other (at least virtually anyway) this same time next year! Lastly, I know I won’t be going to jail!!! **Bonus**

Having recently moved to the Kansas City area from out of state, we were very thankful and pleased to find Alliance Financial and Income Tax. Our previous tax preparer served us for 30 years, so we were a bit apprehensive about starting out again with someone new. Alliance’s history, expertise, professionalism, alignment with Dave Ramsey, and of course, our tax prep results for this year, have more than allayed any concerns about our choice. As of now, I hope this is a new relationship that will last for many years to come!