BFStax wrote:For other clients I do controllership work for, it just seemed a little tedious to have to update each and every little thing I do inside of each job.
No doubt TaxDome is aimed at automating tax work, but other processes can be automated. I use it for payroll filings, for example, but have not bothered implementing it for controllership functions--they too fluid and I cannot establish absolute practices or steps as required for pipelines. BUT, I can for preparing financial statements and budgets, for example.
Again, it just goes back to what is most important to you. For me, it is automation with tax and having a consolidated and simple UI for clients, including a mobile app.
I will say I also do not regret going cloud, or even moving QBD and Lacerte to a virtual server. I have access to them from any computer from anywhere with internet, so it has proven very beneficial and far more efficient than using remote connections to my own systems.
I researched options for part of 2020 and most of 2021 before deciding on TaxDome. It does not suit everyone, just as the other platforms I looked at work great for some firms but not mine. Evaluate everything, take your time, do not feel rushed.