Hello, I have a one code LTD from 2020 that I've redeemed but never fully setup. I have a few questions for you because I am considering adding a few more codes to this plan.
1. Are there any advantages to the one code LTD I purchased in 2020 versus the lowest tier LTD available today?
2. I've read that sometimes you add features or functions that must be purchased separately as add-ons. Where...
I am a tax professional. I am locked into TaxDome for three years, but I would consider purchasing this now and starting to replicate everything I need, provided the security level meets IRS and SOC2 requirements. Even though I am not in healthcare, I try to find products that actually meet HIPAA requirements.
I'd also love to see a comparison chart for SD vs. TaxDome, Financial Cents, Canopy, and Karbon, which dominate the Tax Professional market for CRM+Portal+Automation.
Founder Team
Mike_SuiteDash
Jan 16, 2026
A: Hi Matt,
Great questions - security is something we take very seriously.
**Security & Compliance:** Yes, we are HIPAA compliant, and we follow industry best practices for data protection and handling sensitive information. You can review our full security overview here: https://suitedash.com/security-overview/
I'd recommend reviewing that page in detail to see if it meets your specific IRS...
**For sending emails:** Yes, you can connect your Gmail/Google account to send emails from SuiteDash using your own email address. This is part of our email branding options. Documentation here: https://help.suitedash.com/article/128-customize-email-branding
**For Google Calendar:** Yes, we have two-way sync with Google Calendar for...
Hi Mike I have been with SD for many years, and I have used the system almost every day. I use SD to its max and try to find ways to make it work for me when it has its limits. As long as it served the purpose. And I a m quite happy with it. And I have been a silent active user waiting and accepting each update. I know you said the update priority are based on community feedback, but sometimes...
Founder Team
Mike_SuiteDash
Jan 16, 2026
A: Hi Cheri,
First, thank you for being a long-time user and for pushing the platform to its limits - that's exactly the kind of feedback that helps us grow.
You make a really valid point. You're right that sometimes important things don't get the most votes simply because they affect everyone equally - people just accept it as "the way it is" rather than actively requesting a change. And you're...
Q: Can I use Suite Dash to send quotation requests to my suppliers
Hello Mike, I run a print broking business. So I need to send enquiries to my suppliers for them to respond with their prices independently but withing a project called a quote. I then need to convert the lowest price into a quote for my customer. Then, if they accept the quote I need to turn it into an order which I confirm to the customer and also send to the supplier.
When the job has been...
Founder Team
Mike_SuiteDash
Jan 16, 2026
A: Hi Mark,
Great questions - let me break this down:
**Supplier Quote Requests:** SuiteDash is primarily designed for managing relationships with your Clients (the people you sell to), not for managing supplier/vendor procurement workflows in the way you're describing. You could potentially use some creative workarounds - like treating suppliers as Contacts and using Forms to collect their...
Thanks for your honest reply Mike. I'm currently going through your videos on YouTube which are very impressive. My hope was that I could set up each print spec as a project. Email that to all the suppliers that I will have put into their own circles and then they input their prices into a form of some sort so I could order them into who gave the best price.
Q: A few questions from a 2020 LTD buyer.
Hello, I have a one code LTD from 2020 that I've redeemed but never fully setup. I have a few questions for you because I am considering adding a few more codes to this plan.
1. Are there any advantages to the one code LTD I purchased in 2020 versus the lowest tier LTD available today?
2. I've read that sometimes you add features or functions that must be purchased separately as add-ons. Where...
Share SuiteDash
Q: Security for PII?
I am a tax professional. I am locked into TaxDome for three years, but I would consider purchasing this now and starting to replicate everything I need, provided the security level meets IRS and SOC2 requirements. Even though I am not in healthcare, I try to find products that actually meet HIPAA requirements.
I'd also love to see a comparison chart for SD vs. TaxDome, Financial Cents, Canopy, and Karbon, which dominate the Tax Professional market for CRM+Portal+Automation.
Mike_SuiteDash
Jan 16, 2026A: Hi Matt,
Great questions - security is something we take very seriously.
**Security & Compliance:** Yes, we are HIPAA compliant, and we follow industry best practices for data protection and handling sensitive information. You can review our full security overview here: https://suitedash.com/security-overview/
I'd recommend reviewing that page in detail to see if it meets your specific IRS...
Share SuiteDash
Q: Does SuiteDash sync with gmail?
Hi, as above - does it sync with gmail?
Mike_SuiteDash
Jan 16, 2026A: Hi there,
It depends on what you mean by "sync with Gmail":
**For sending emails:** Yes, you can connect your Gmail/Google account to send emails from SuiteDash using your own email address. This is part of our email branding options. Documentation here: https://help.suitedash.com/article/128-customize-email-branding
**For Google Calendar:** Yes, we have two-way sync with Google Calendar for...
Share SuiteDash
Q: Invoices Look and Feel Update
Hi Mike
I have been with SD for many years, and I have used the system almost every day. I use SD to its max and try to find ways to make it work for me when it has its limits. As long as it served the purpose. And I a m quite happy with it. And I have been a silent active user waiting and accepting each update.
I know you said the update priority are based on community feedback, but sometimes...
Mike_SuiteDash
Jan 16, 2026A: Hi Cheri,
First, thank you for being a long-time user and for pushing the platform to its limits - that's exactly the kind of feedback that helps us grow.
You make a really valid point. You're right that sometimes important things don't get the most votes simply because they affect everyone equally - people just accept it as "the way it is" rather than actively requesting a change. And you're...
Share SuiteDash
Q: Can I use Suite Dash to send quotation requests to my suppliers
Hello Mike, I run a print broking business. So I need to send enquiries to my suppliers for them to respond with their prices independently but withing a project called a quote. I then need to convert the lowest price into a quote for my customer. Then, if they accept the quote I need to turn it into an order which I confirm to the customer and also send to the supplier.
When the job has been...
Mike_SuiteDash
Jan 16, 2026A: Hi Mark,
Great questions - let me break this down:
**Supplier Quote Requests:** SuiteDash is primarily designed for managing relationships with your Clients (the people you sell to), not for managing supplier/vendor procurement workflows in the way you're describing. You could potentially use some creative workarounds - like treating suppliers as Contacts and using Forms to collect their...
Share SuiteDash
Thanks for your honest reply Mike. I'm currently going through your videos on YouTube which are very impressive. My hope was that I could set up each print spec as a project. Email that to all the suppliers that I will have put into their own circles and then they input their prices into a form of some sort so I could order them into who gave the best price.