We're a week into a free trial of TaxDome and I'm still undecided. The platform is powerful but the interface can be frustrating and is not very intuitive. I can see getting used to it over time and maybe realizing some efficiencies if client adoption will be decent.
My biggest complaint so far are signatures for MFJ. The spouses cannot use a shared email to sign the forms (a lot of my clients have shared email). Each spouse must have a separate email to sign.
Taxdome's suggestion was to add "+1" in the email address and that sends both signature requests the same email, but to sign each spouse has to log in to their portal and the "+1" spouse has to login with that "+1" in user id. I can already anticipate confusion over this. Is there an easier process?
I'm also doing a test run of Canopy and their signature process is so much easier. Signers can sign from a link without logging in to the portal and shared email works. The interface is cleaner and more intuitive, but Canopy lacks in other features especially with customizable organizers and automation. It looks like we'll need to manually upload organizers to Canopy as their default questionnaire is not customizable and won't work for us. I also got a feeling that we'll need to continue using a spreadsheet for project tracking or maybe I just don't have enough experience with it yet.