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Review by David Brown1 month ago
We came across Taxbotic from an email capturing lead magnet on social media that they were running. We had been using an accounting CRM before this and were happy with it. However, after a couple of newsletters that we received from them, we thought to give it a try. We noted that they only focus on one area i.e., personal tax workflows. After testing on couple of clients, we realized it is something we could use for upcoming tax season as it somehow made the T1 workflow easy and helped us cut time spent on returns. However, note that it will not replace any CRM or project management software as it doesn’t do anything other than personal tax workflows. However, I would recommend you try it once to see its value.
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