Cornerstone, how have you liked TaxDome for payroll? I have over 30 payroll clients with varying schedules (weekly, semi-monthly, even weird ones like first business day of the month) and I'm looking for a software that can handle this type of recurring task. I just finished viewing a webinar and looking through their tutorials and the best I can see for recurring tasks/jobs is only set to weekly, monthly, yearly. That does not seem like it would work for payroll. Additionally, what about sales tax processing that happens quarterly?
**EDIT - their roadmap has a completed item where "Firms will be able to schedule jobs with any periodicity: every two months, every second Monday, etc." I will have to use the trial version because all their videos are out of date apparently. And their demo wasn't even live, just a recording. But sounds like some of my wants are either added or in development to be added.
Another concern I have is the Pipeline. During tax season I can have 50-75 open returns and it seems the TD Pipeline would just be cluttered and discombobulated. There is a pipeline for 1040, for 1120, 1065, etc.. Then I have to click into each one to see what returns are due and what stage they are at. I work on a FIFO basis and I'm concerned things would get lost.
**EDIT - I just saw in their roadmap that they are working on a calendar view: "Team members will be able to see task and job due dates in a single calendar view and prioritize their work accordingly." This sounds very promising.
Overall I like the functionality and look and it would allow me to ditch SmartVault saving more money due to annual fee and KBA fees while providing a more seamless experience. But the workflow feature is the most important part for me.
Has TaxDome solved any of these types of issues for you?