About 60% of my clients are purely paper-based and 40%, to varying extents and enthusiasm, work partly or wholly electronically. I currently use Sharefile as my portal and TPS for practice management. The idea of having it all under one roof is appealing. So I have been looking at Tax Dome, which is not much more expensive for a sole practitioner than my current providers combined.
I see the benefits that Tax Dome has for clients who work electronically. I like the iPhone app a lot. For those who use Tax Dome and have paper-based clients, do you think it works well enough for those clients? Although I like the mobile app, that may not apply to clients. What is your experience with clients using the app?
I charge by the hour - it works for me. However, I see no way to write off WIP against a fee note. In fact, I do not see any mention of WIP as such. I have asked Tax Dome this question but they have yet to answer it directly. Which leads me to another thought. How good is customer support? Is it script-based on do they trouble-shoot the actual problem?
I have looked at Firm360 (it's just me with no admin help so too expensive), Financial Cents (relies on QBO for billing, but I market myself as "Not QuickBooks") and Drake Portals (have studiously avoided answering a straightforward question for months).
Edited for typos.