User Reviews Overview
About TaxDome
TaxDome is a practice management platform that helps tax, accounting and bookkeeping firms, as well as CPAs and EAs, manage both internal processes (workflow, CRM, reporting, secure document storage) and client-facing activities...
Learn moreAll TaxDome Reviews Apply filters
Browse TaxDome Reviews
All TaxDome Reviews Apply filters
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
-
Review Source
All-In-One Accounting Practice Management
CRM, DMS, portal, payment processing/collections, eSignature
Pros
I like that TaxDome is all-inclusive, everything I need to manage my practice is in one package.
Cons
I do not like the requirement to pay for an entire year at a time, or to pay three years in advance for the best price. This is a barrier to adoption for new and/or small practices, like my own.
Reasons for Choosing TaxDome
TaxDome's features won me over.Reasons for Switching to TaxDome
They either lacked the features I wanted, or were even more experience.Response from TaxDome
Hi James!
Thank you for providing feedback on your experience with TaxDome. We appreciate your kind words regarding our platform's all-inclusive nature and its ability to fulfill your practice management needs.
We understand that the requirement to pay for an entire year at a time or to pay in advance for multiple years can present challenges, particularly for new and small practices like your own. We genuinely apologize for any inconvenience this may cause. Our pricing structure is designed to offer the best value and ensure that our clients receive the most competitive rates.
We encourage you to reach out to our customer support team. They may be able to explore potential options or discuss alternatives that could better suit your practice's specific requirements. We genuinely value your business and want to ensure that you can fully leverage TaxDome's capabilities without feeling constrained by the payment structure
Once again, we sincerely appreciate your feedback and your willingness to share your thoughts with us. Your input is invaluable as we strive to enhance our platform and provide a seamless experience for all our users. If there's anything else we can assist you with, please don't hesitate to get in touch.
Have a nice day!
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
-
Review Source
Great for small practices
For firms that are looking for something you can setup and learn in about 8 hours this is the best option in the market. You will spend a lot of time:
- Either creating your organizers or editing the current organizers available in their library. No, there is no import option.
- Creating workflows (pipelines)
- Creating e-mails for automation. Don't waste your time with the HTML formatted e-mails, I spent hours researching a work-around and it doesn't exist.
- Creating contract templates (fortunately we typically only have a few we utilize industry wide)
- Learning the software in general
The fortunate thing is once you've got everything setup, most things won't need much changing in the future, and if they do, you'll have the structures in place and understand how to change things quickly.
Overall this is a great product but it does require an initial time commitment to setup. As long as you're willing to spend that time (or pay someone else to) you'll enjoy the experience.
Pros
You can't beat the cost for what it does. Most of the basic things are easy to setup (adding logo, e-mail sync, etc.) and inviting clients is easy. One thing they don't advertise as much when you're looking in to the software is that they have a desktop app that creates a network folder on your local computer, so you can save directly to taxdome via your file explorer without even opening the browser. That was what sold it for me during my trial period.
Cons
The HTML e-mail formatting is atrocious for automated e-mails and has forced me to look for another solution. They only allow "Simple HTML" so you can't embed or format anything in a way that looks professional once it's received on the client side. I spent about 6 hours trying to figure out a way to get this to work and it just doesn't.
Not having a recurring/automatic billing feature is prohibitive. Most of my clients pay monthly flat-fees and just want to setup payments one time and forget about it. Would be nice if there were more flexibility in this area.
The "white labeling" is great but what they really mean by that is putting your logo in the portal and sign-up/sign-in pages. It still says "powered by taxdome" at the bottom, and when instructing clients to download the app you then have to explain that TD run the software your brand is all over. It's not truly a white label experience, but it's as close as you'll get for the ease of use.
Reasons for Switching to TaxDome
I spent a lot of time (probably 16 hours) in other software white labeling and setting up only to find barriers along the way. TD has its flaws but it's best value for the money and the easiest to setup of the ones I looked at. Oh... and it's made for accountants.Response from TaxDome
Thank you, Dale, your feedback is valuable to us.
We just wanted to let you know that all of our paid users have the option to request new features to be implemented. If you wish to see something changed or upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
TaxDome Review
It has been a pretty good experience, however for the price I feel like there could be more features and SMS should be free with a possible limit within reason (1000-1,200).
Pros
Visual Aesthetics, Organization, The Organizer is by far my favorite feature with conditional logic.
Cons
Glitches, No internal (firm) messaging module, Screenshots delete after so many days (biggest downfall), no 2-way integration with QBO, The need to use so many tags in a pipeline can get messy.
Response from TaxDome
Thank you for your feedback! I relayed your comments about chats to our team. A) We’ll fix the screenshot bug you referenced. B) You can mention your teammates in chats and comments throughout the platform, and we’re also working on a separate internal firm chat module which we think you’ll enjoy.
We’d love to set up a call with you to learn about your processes (especially about how you’re using tags for flexibility) to see how we can make your experience better. Please reach out to your account manager or email [email protected], and we’ll connect you with the appropriate product manager. Thank you!
Top TaxDome Alternatives
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Still learning and looking forward to upcoming features
So far, we are enjoying the software. We started to close to tax season, so we aren't implementing a lot of the features yet. Our biggest goal is to have a centralized location for everything instead of having multiple spreadsheets for practice management.
Pros
Tax Dome seems to have most of the features we were looking for and if they didn't have the feature it appears to be in the roadmap to add to the software. I really like the workflows, even though we have not implemented them yet.
Cons
It is not as customizable as I would like. I am hoping that this will improve as new features are added and updated. My biggest complaint is that the virtual drive cannot be synced in real time to a local drive, which does conflict with our ISP (Information Security Plan); we are copying and pasting into the local drive for now, but during tax season, especially, we have a lot of data that is changed constantly.
Alternatives Considered
Intuit Practice ManagementReasons for Choosing TaxDome
Costly and archaic. Working Papers also had more features than we were using so the cost did not make sense for our practice.Reasons for Switching to TaxDome
The cost was high with Intuit Practice Manager and the features we wanted were add-ons and would have been an additional cost.Response from TaxDome
Hello Elizabeth,
Thank you for taking the time to share your kind review, it is valuable to us.
It's great to hear that TaxDome has been able to provide you with many of the features you were looking for, and that the workflows are a useful feature for your practice.
Regarding the customization, we understand our users' desire for more flexibility, We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests.
If you have any questions or need assistance with anything, please let us know.
Have a wonderful day.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
TaxDome feedback
Improved efficiency and client satisfaction. Clients like to use the app.
Pros
workflow process, communication and document sharing capability, billing and invoicing
Cons
Folder structure is cluttered, makes it very confusing between files shared by client vs. documents shared with client vs. private for any specific tax year. Need to go to three different directories to view files. Would be great if there is an ability to flat the structure by tax year so that I can see all files in a single directory for a specific tax year.
Would be helpful to preload new tax year folder in the beginning of the year. For example, I have to manually create 2024 folders for each client that I am doing 2024 work, such as estimated tax payments, sales tax or payroll tax.
Ability to backup all data from network drive to hard drive. For example, most recently there has been internet outage in my area for almost 24 hours and I was not able to be productive as access to network drive was severed.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Worth the Upgrade
Overall, 9.5/10. We are happy we made the commitment. The time it takes to set up is substantial, but I have to believe it will be worth it in the long run. We are able to systemize and build a sustainable practice because of the continuity that TaxDome provides.
Pros
We were able to consolidate 5 different applications for our firm into one practice-management application. Our clients are fans of the client portal and we're seeing increased engagement because of the intuitive nature of the platform.
Great support from their team.
Cons
The initial setup/implementation wasn't the easiest. There is plenty of documentation and learning modules for support, though. This was just time-consuming for our firm.
Reasons for Choosing TaxDome
Consolidation of platforms. Make it easier to train new employees and provide congruency for our clients.Response from TaxDome
Thank you for your insightful review of TaxDome! We're delighted to hear that consolidating multiple applications into our single practice-management platform has been beneficial for your firm. It's wonderful that your clients appreciate the intuitive client portal and that you've seen increased engagement. We're also pleased to know you found our support team helpful.
We understand that the initial setup and implementation can be time-consuming, and we appreciate your patience and effort in going through the process. Your positive outlook on the long-term benefits and your overall satisfaction mean a lot to us. We're committed to helping you build a sustainable practice with ease and continuity. Thank you for your recommendation and for choosing TaxDome!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
After Careful Review...
Pros
We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.
Cons
I wish there were more AI integrations for email and more APIs for tax organizer customization
Alternatives Considered
CanopyReasons for Choosing TaxDome
User experience, broader feature set, and costSwitched From
KarbonReasons for Switching to TaxDome
We preferred the workflows and automationResponse from TaxDome
Hello Kurt,
Thank you for your review. It is valuable to us!
We are thrilled that you loved the ease of setting up in our portal. We are always aiming to provide you with the best user experience.
We are sorry to hear that you wish there were more AI integrations for email and more APIs for tax organizer customization. We are always working to improve our features and functionality. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the blue question mark in the top right corner and selecting Feature Requests.
If you have any questions or need assistance with anything, please let us know.
Have a wonderful day.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
I will put all my eggs in this basket
Pros
Right when I think that they haven't thought about something I want, I discover it. Their support is ready and available when I need it -- and even late at night when they're offline! I am very pleased and it takes a lot to make me want to make the move.
Cons
There is not much to complain about coming from Canopy. What I would say is that I wished the "onboarding" was a more hands-on approach -- however, I respect their process because it has helped me learn the program so much more!
Response from TaxDome
Hi Christopher,
Thank you for your review. It is valuable to us!
We are happy that you find our software satisfying and that you discover new features that you want. We are always trying to provide you with the best service and support.
We are glad that you respect our process and that it has helped you learn the program so much more. We are always working to improve our onboarding process and make it easier and more enjoyable for you. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests.
If you need assistance with anything, please let us know.
Have a wonderful day.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Perfect solution for accounting firms!
Pros
I like how it had all inclusive features, though I believe some could be consolidated and flow better, I know that all firms are built differently which is why they have the setup they do.
Cons
The ONLY thing I do not like it that you can't setup more intricate workflows for automated movement in the client pipeline, but again it's understood as to why.
Alternatives Considered
CanopyReasons for Switching to TaxDome
TaxDome seemed to offer the best platform and features, for the best price as well.Response from TaxDome
Hello Christian,
Thank you for your review. It is valuable to us!
We are happy to hear that you like our diversity of features, which help you manage your tax practice more efficiently and effectively. We appreciate your understanding of our setup, which aims to accommodate the different needs and preferences of different firms.
We also value your feedback on the limitations of our workflows. We want to assure you that we are constantly working to improve our system. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute ideas that you might think will improve your experience using TaxDome, please do so by submitting a feature request. You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests.
If you have any questions or need assistance with anything, please let us know.
Have a wonderful day.
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for 2+ years
-
Review Source
Signature requests are great
It's been good. Most of my clients have migrated without too much trouble.
Pros
Ability to request signatures directly from the uploading windows program.
Cons
Client access - if a client accesses a signature request link on a shared computer that is already logged on as a different client (spouses) unless they log out, the spouses' signature prompts will be used and they get confused as to why they can't sign.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Saved Our Firm
TaxDome has saved our firm. There is no way we would have survived tax season with out it. I highly recommend this product. It brings everything all into one place. Document storage, portal and work dashboard.
Pros
This is super easy to use and get set up.
Our clients love the portal. We love how status updates can be automatically sent to the client to keep them in the loop of what stage their tax return is in.
Customer service is amazing. If you have questions, there is a chat feature and they respond very quickly.
Since this is a new product they are always adding new features.
We like how there is a to do list & kanban view of tasks. We also love the messages feature where you can send direct messages to the client.
Cons
This is a new product so there are still a few features missing. They are working on adding e-signature for 8879's which would have been great to have during tax season. They are adding new features all the time so hopefully this will be available soon.
It would be nice to be able to put notes on the face of the kanban cards so you can see them by just glancing at them and not having to open them up.
There is no way of knowing if documents have already been downloaded. If a client uploads tax documents, there is no way to know if anyone else in the firm has already downloaded them or if new documents have been uploaded there is no way to distinguish them.
Reasons for Choosing TaxDome
We felt like we really didn't know what we needed to work on. We were still keeping track of everything in spreadsheets.Switched From
Jetpack WorkflowReasons for Switching to TaxDome
All in one features. It was like both Karbon and Canopy all in one. The cost is great too.Response from TaxDome
Hi Kristin!
Thanks for the review. KBA is available for 8879s - https://help.taxdome.com/article/72-getting-signatures-for-your-documents#7
Check out the recent blog post on the release of Jobs, which will allow you to leave notes on a Job (card in a pipeline) - https://blog.taxdome.com/news/2020/08/13/jobs_redesign.html
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
TaxDome Review
I am just starting with TaxDome. So far I think I will like it most importantly due to the conveniences for clients to scan and upload documents and to provide e-signatures.
Pros
The ability for clients to upload documents without a scanner, and for those documents to get saved directly to their files without my staff needing to take valuable time to get them there.
Cons
The meetings to initially test the software did not happen as promised. I created appointments but 2 of those 3 meetings I scheduled were canceled or rescheduled by a TaxDome person and they never told me. I was left scrambling trying to get the meetings to happen. For the software itself, what I like least is the inability to link an email to a client without adding the contact entirely to that client (ie like a bank that I deal with for multiple clients. I only want the emails relating to that specific client to be linked to them. My current CRM software allows me to do this.)
Response from TaxDome
Hi Helene!
Thanks for your review! Your feedback is important to us. Feel free to reach out to our support team for assistance. You should be able to schedule a 1:1 Onboarding without any issues.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Not perfect, still the best for a small firm
Pros
Probably the best thing about TD is that it does so many things adequately. But the strongest feature is the workflow management and the way that it harmonizes with client communication---the synergy there is market-beating.
Cons
I am disappointed in the timekeeping function, especially the reporting. It seems like a very simple function compared to their sophisticated workflow functions. It is downright primitive. I also can't figure out whether it will really be usable as a CRM. They advertise that, but I'm not sure it can really replace even the most basic CRM.
Alternatives Considered
CanopyReasons for Choosing TaxDome
The benefits of having Organizers, Secure Messaging, File Transfer, Job Tracking, and Automated Communication all exist within one integrated system. We were losing so much time transferring data between systems.Switched From
JotformReasons for Switching to TaxDome
The transparent pricing was probably #1. But also TD is just more powerful, if a little less slick and shiny. I feel like no one understands what Tax firms need quite like TaxDome does.Response from TaxDome
Hi Andrew!
Thanks for your valuable feedback! I understand that our time tracker feature is not as robust just yet but we will be releasing additional functionalities soon, such as hourly rate per staff and create invoice from the time entry - that is currently in development.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Taking your tax practice into the future - virtually
Even after the trial period with TaxDome, I had a false idea it would be so easy to set it up and have it take over so much. Spoiler: You have to do a lot of setup to make it that way. BUT, once the setup is complete, it's personalized to your brand. And it speeds up the whole process. And the cost savings - excellent. As an industry, we drag our feet with new changes. Going virtual has had many challenges. But, TaxDome is doing an excellent job of managing some of the big ones.
Pros
What sold me on TaxDome initially, was the secure portal and the signature capability for my clients. When I ran the numbers (because if you're reading this, you have run the numbers) the savings was substantial. What has kept me on, is the fact that I can print my documents straight into my client folders - huge time saver. And the pipelines I'm learning to use. I can see how it will make things more efficient and at the same time, provide bettter service for my clients.
Cons
I feel like the there should be a better displayed to do list or calendar of due dates. I'm currently (but keep in mind, I'm still learning how to use pipelines and tasks and jobs) keeping a list of tasks and returns and projects on excel.
Response from TaxDome
Thank you very much, Melissa. Your feedback is much appreciated.
The setup can take some time, but to cut the time you would have to spend, you can always book an onboarding session, so that our team can assist you, and provide further explanations if needed.
For the to-do list and calendar, there already are feature requests for this on our Feature Request Board. Please feel free to upvote the ones you would like to have. Naturally, we can not develop all requested features, only the feature requests with the most votes get on our roadmap.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
TaxDome appears to be everything we have been missing in our firm!
We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things.
Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed.
Pros
We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it.
We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.
Cons
Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.
Alternatives Considered
AsanaReasons for Choosing TaxDome
The prior software just didn't fit our needs anymore as we were growing too fast in comparison to the features they have. The old software is a great option for those wishing to have a small firm or only have one or two people working within a firm. It just was no longer a fit for our needs as we grew.Reasons for Switching to TaxDome
TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allows us to combine the two software platforms. This will help with efficiency within our firm. Also, TaxDome allows any team member to view communications that are sent to just my email and act on the requests. This is stress-relieving in itself, as everything was still falling onto just my shoulders to process, regardless of how much I tried to delegate to our team.Response from TaxDome
Thank you for the feedback Christina. We appreciate it. As long as you have one annual subscription, you can subscribe to our monthly subscription for your seasonal members. Please see more details here - https://help.taxdome.com/article/187-taxdome-pricing-faq#1 . Please feel free to reach out to us again if you need further assistance. Our support is free and unlimited.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
TaxDome Review
TaxDome has improved our overall client communication and organization. However, I believe we could further refine our processes and procedures with my previous suggestions.
Pros
I like the customizable pipelines and email templates and client management options.
Cons
All of the notifications during tax season produced too much clutter. I would like to be able to customize whether I see only emails to me in notifications or if I see emails to all colleagues. I would like to be able to pull a list of contacts AND households all in one list with email addresses included. I would like to be able to set up multiple cadences of tasks/automations within one pipleline. I would like to have sections of pipelines so that we can filter down by Tax pipelines/bookkeeping pipelines. I would like to be able to send recurring emails without having to set up an entire pipeline to do so. I would like to be able to customize invoice cadences on the invoice screen instead of having to stick to a particular date in the pipelines. I would like contracts to be more customizable similar to docusign.
Reasons for Choosing TaxDome
I was not with the company when Intuit Practice Management was used, but I recall complaints of too much clutter in the software and it not being useful enough to warrant paying for the service.Switched From
Intuit Practice ManagementReasons for Switching to TaxDome
Pricing, ability to include multiple signatures on one contract, ability to send contracts to all clients at once.Response from TaxDome
Thank you, Aurielle. Your feedback is valuable to us.
Please know that our development team is constantly working on the improvement of our software.
Your suggestions are precious to us, and we would like to inform that we have a board for sharing ideas and requesting features for our paying subscribers.
Please submit your requests to our Feature Request Board, and let them be upvoted. There are already some existing requests regarding the suggestions you made.
If you have any questions, or need assistance with anything else, please let us know. Our support is free and unlimited.
Have a wonderful day.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Automation, Billing, Communications, Invoicing and Docs under one roof!
Pros
Working with automations has relieved a lot of work in our practice.
Cons
When we review docs to work, we rename them. We previously used the browser but it was taking too long to rename, click save and move forward to the next.
Response from TaxDome
Hi Brandon, thank you for your feedback! It's valuable to us.
You have the ability to preview docs and by clicking the three dots in the upper right corner to access the pop-up menu that allows you to edit them. To learn more about managing your documents, go here: https://help.taxdome.com/article/233-how-to-edit-download-print-filter-documents#2
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
TaxDome has revolutionized our project & client management giving our clients a single app to...
Pros
I love that there are both client and firm facing apps. In addition, after using other software, the ability to direct message a client inside the software keeps it encrypted and confidential. Also after much trial of other software, TaxDome allows us to give a client a open item list of to-do's and track the deliverables as they are completed without having to constantly update the request and keep manually tracking what is neededed.
Cons
We are waiting for the ability to autopay the recurring invoices. Additionally, we would like to be able to customize an existing pipeline template per client, without creating multiple template copies, which is currently on the roadmap which we are excited about!
Alternatives Considered
Jetpack WorkflowReasons for Choosing TaxDome
Canopy did not have a direct message feature to speak to clients without "requesting" data. Further, the messaging happened outside the software in the native text app on the phone creating the opportunity for sensitive data to leak. Additionally, there was no easy way to create an open items list and track it. Finally, and most importantly, we were looking for a one stop app that also allowed us to customize the organizer.Switched From
CanopyReasons for Switching to TaxDome
1) Direct messaging in app, 2) Checklist of open items sent to client to easily track deliverables, 3) customizable organizersResponse from TaxDome
Hello Marc,
Thank you for your kind review !
We're thrilled that you appreciate both client and firm facing apps! You can rest assured knowing your confidential information is secure with direct messaging capabilities inside TaxDome. Plus, you have access to an open item list of tasks which allows you to track deliverables without having to constantly update requests or manually tracking what is needed - something other software often falls short on!
At TaxDome, we are always looking for ways to improve our services and provide the best experience possible to our clients. We take our customers feedback seriously and strive to meet their needs by continuing to develop new features that make your practice management easier.
We understand your desire for autopayment options when it comes to recurring invoices, so we're happy to announce this feature is currently in development and will be released soon! Additionally, we just released an improved version of the pipeline settings interface to make managing multiple clients in less pipelines even more efficient than ever before.
The satisfaction of our customers remains a top priority, and we look forward to continuing working towards providing the best service possible while meeting all of your needs along the way!
If you have any questions or need assistance with anything, please let us know.
Have a wonderful day.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
Good Software
Good so far. Just ended our free trial.
Pros
I like the pipelines and automation. That is going to help us streamline our processes.
Cons
I would really like a more robust time budgeting and time tracking function. I really want my employees to be able to see the expected time budget on each job and the progress towards that as work is performed so they can be aware of it as they work and for the Partners and Managers to be able to report on time v budget easily.And honestly, the name as a turn off. The name Tax Dome made us feel this was a solution for tax only. Tax is only 20% of our firms revenue so we almost didn't look at it.
Alternatives Considered
KarbonReasons for Choosing TaxDome
JetPack was no longer meeting our needs.Switched From
Jetpack WorkflowReasons for Switching to TaxDome
Honestly, neither product was perfect. Each had features unique to them that we loved and wished we could marry the two for the perfect solution. However, Tax Dome was closer to perfect and have a track record of pushing out features faster. So we felt in the long run TD will get to perfect faster.Response from TaxDome
Hello Dustin!
Thank you for providing your feedback on your experience with TaxDome. We appreciate your positive remarks regarding our pipelines and automation features, which have helped streamline your processes. We understand the importance of efficiency and optimization in your day-to-day operations.
We also acknowledge your desire for a more robust time budgeting and tracking function. We understand the need for accurate time budgeting and the ability to track progress against those budgets in real-time. This information is crucial for employees to stay informed while working on projects and for partners and managers to report on time versus budget easily. We are constantly working on enhancing our platform, and your suggestion regarding time budgeting and tracking will be taken into serious consideration as we plan future updates and improvements.
If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests
Your input is invaluable to us as we strive to continuously improve our platform and meet the evolving needs of our users. We genuinely appreciate your candid feedback, and we encourage you to reach out to our support team with any further suggestions or concerns.
Have a great day!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
This will revolutionize my firm
There is a lot of set-up involved, and it can be daunting. However, I am eager for the day when I everything is set up and fine tuned to streamline my whole business.
Pros
I like the automation capabilities, and the fact that I can put a deliverable behind a paywall. Also, embedded organizers, engagements letters, and signatures...game changer. All at a reasonable price!
Cons
I wish I could have enable progress billing on an account. I require a 60% deposit from my clients to begin work, so it would nice if I can automate the 1st bill (60% of the total), then the 2nd bill (Remaining 40%).
Reasons for Choosing TaxDome
Very little automations with task statuses, and none for email communication or requests for clients. The tracking process is so manual. Honestly, I could've used excel and only have a minor drop-off.Switched From
Jetpack WorkflowResponse from TaxDome
Hello Zokpia
Thank you for your review. It is valuable to us!
We are happy that you like our software, and the diversity of features we have to offer.
One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place.
We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests.
If you have any questions or need assistance with anything, please let us know.
Have a wonderful day!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
TaxDome Replaces DropBox, Secure Portal Exchange, and CRM
Overall, its been a great experience. I love the fact their is a white glove on-boarding process which has been extremely helpful to my firm to help me understand the Tax Dome system and features a lot better. I would definitely recommend this software to my tax pro and accountant colleagues.
Pros
I love the fact that TaxDome replaces DropBox, Secure portal for file sharing, and CRM. TaxDome not brings these three components together, but then you also get a client portal, workflow management tool, automations with your workflows.
Cons
Like any new system, there is an implementation and adjustment period. This isn't really con, but it would be the only pain point, but totally worth the time spending on implementing and adjusting to the tax dome system.
Response from TaxDome
Hi Darren!
Thank you for your insightful review of TaxDome! It's fantastic to hear that you're enjoying the multitude of benefits it brings to your workflow. The integration of file sharing, a secure portal, and CRM functionality sounds like a game-changer.
It's impressive how TaxDome combines these essential components into one cohesive platform, along with added features like a client portal and workflow management tools. The inclusion of workflow automations further streamlines your processes, saving you time and effort.
Regarding the implementation and adjustment period, your perspective is valuable. It's quite common for new systems to require a bit of time to adapt to, but it's reassuring to hear that you view it more as a transitional phase than a true con. Your positive attitude toward investing time in learning and acclimating to the TaxDome system highlights the long-term value it provides.
If there is anything we can do for you, please reach out to us.
Have a wonderful day.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
New to TaxDome
Pros
We researched a number of practice management packages but ultimately decided to go with TaxDome due to the number of features it contains, and all its functionality is available to the Pro subscription with unlimited clients, unlike others that increase pricing for certain functionality or when you exceed a certain number of clients. We have not fully implemented yet, so our opinions are based on our experience so far and the research we have done, but we like the portal functionality, the fact that clients can use their mobile devices to upload documents to or view the portal, the integrated e-signatures, and the ability to lock drafts until payment is received.
Cons
During our research, the most-often cited con with TaxDome was the complexity in implementing the system. I would have to agree with this. I think part of the complexity is because of the extreme flexibility and customability of the program. There are numerous videos and help topics available, far more than the other programs we researched. We wish that some of the best practices in setting up things like accounts and contacts were more available, as when you are setting up the program you don't always understand the downstream implications until you get to that part. I think once we work through the heavy lifting of setting up and customizing the program to meet our needs, it will be invaluable to improving the efficiency and technology our firm employs, especially with respect to automation.
Reasons for Choosing TaxDome
The Thomson Reuters CS Suite (Practice CS practice management, NetClient CS portals, FileCabinet CS document management) are clearly legacy products and not where Thomson Reuters is focusing their R&D and future roadmap. However their new offerings are not ready for prime time, and their legacy products lack modern technology (like robust mobile apps and automation). This forced us to look outside the TR ecosystem, and we also wanted to be free to switch tax programs in the future if we chose to do so (we are currently using UltraTax CS, another legacy program).Switched From
Fixed Assets CSReasons for Switching to TaxDome
We felt it had the best feature set and pricing structure.Response from TaxDome
Hello Tim,
Thank you for your review. It is valuable to us!
We are delighted to hear that you like TaxDome because of our number of features, functionality, and pricing. We are glad that you like our portal functionality, mobile device compatibility, integrated e-signatures, and payment locking features. We hope that these features will help you provide better service to your clients and improve your processes.
We understand that it can be overwhelming to set up and customize a program that has so many options and possibilities. We want to assure you that we are constantly working to improve our user experience and provide more guidance and support for our users. We offer free and unlimited chat and email support, screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also check out our TaxDome Academy.
If you have any questions or need assistance with anything, please let us know.
Have a wonderful day.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
All-in-One Solution for Tax & Accounting work
I've known exactly what I've wanted from a software solution for several years and had resorted to piecing together multiple apps with Zaps to try and automate where I could. But it was still frustrating until TD came along. You just "get it" and while it's not perfect yet, I can see a real dedication to continuous improvement and I love that. I have now been able to eliminate so many other apps I was using for eSignature, client portal, doc sharing, mass emailing, client data management, etc.
Pros
The workflow automation is a game changer. No more endless writing the same message over and over to clients. The software tells us when a client has finished their tasks and they are ready for us to work on their job.
Cons
Navigation is a little cumbersome -- too many clicks required. It's not exactly intuitive to the user yet. I would like to see more high level statistics with the ability to drill into details, rather than a lot of detail all on one page.
Response from TaxDome
Hello Cindy, that you for your feedback, we appreciate it. TaxDome always strives to be better and we are constantly improving the software and releasing new features, many of which we take from our user's feedback on our feature request board. What really sets us apart is we are not a marketing company, we are led by product to create the best products we can for you and your team. You can chat with us or email us ([email protected]) about your questions regarding navigation, just let us know.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
Best Bang For Your Buck
So far, this has been a great investment. The pricing for what you get is very doable, and the fact that I don't have to keep up with a million things anymore is definitely worth the price tag of the software!
Pros
It has all of the management tools you need to keep up with not only your tax clients but also your bookkeeping clients in one place. Before, I was using multiple systems and tools for each, but now I can pretty much use just TaxDome. It has all of the features, including messaging, a client portal, emails, and tasks, and automates just about all of it. You can get very detailed in all of the things you need to do within your practice all inside this software.
Cons
The setup process is very time-consuming, and getting the workflow automations into the system is a bit challenging. Also, clients have to sign up for an account which means that there is another username and password they must remember, which can also be challenging.
Response from TaxDome
Thank you very much for your detailed feedback, Erica. We truly appreciate it.
We are happy to hear that TaxDome replaced a bunch of other applications. This is one of our main aims - to have everything in one place and be able to use only TaxDome along with your tax preparation software.
As you already mentioned, since TaxDome is an all-in-one software with many features, it may be a bit overwhelming at the beginning. We are happy to hear that you like our customer support team since we give our best to help our subscribers and make the learning process as easy and fast as possible.
We have free and unlimited support, and we highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more.
As for the clients, they can download the mobile app to their phones, and they can do all the necessary things from there as well. They would have to set up a 4-digit code and can log in without typing in the credentials every time.
If there is anything that you need assistance with, please let us know - we are always just a click away.
Have a wonderful day.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
-
Review Source
Sole Practice with Pro Version
It had been improving, initially my white-glove onboarding didn't help me the way I should had been helped, realizing this has I learned more the system and persistently asked questions as many of the information and responses were conflicting I need to invest a lot of my time to clarify and streamline that process. It is getting better as I expressed my concerns and dissatisfaction with the approach.The platform is well thought and design with exception of the conditional features, but the communication and onboarding needs to be consistent, transparent and effective, after all TD it is target to accountants and we care about these.
Pros
Despite of being a sole practitioner I thought initially many of the functionalities won't be of use to me, although I realized the Pro version emphasizes in automation with workflows and many templates in particular intuit organizer that could save you and your client time as it streamline the communication and organization process. There are other features that are well thought, but conditionally implemented, which lead me to the Cons
Cons
I learned sadly that in TD I can't receive payments without joining the Stripe or CPACharge providers, for an ACH transaction you have to pay a percentage, even if you don't take credit cards. In top of that you can't use the feature to lock the documents to an unpaid invoice for the same reason, you need to join and pay a percentage to a 3rd party payment processor in order to activate this feature. From my view an indirectly way of forcing the user to join and pay a percentage in order to use the functionality.Clearly this defeats the platform's objective since it is marketed and designed for automation to minimize the admin work and some of these cool features are conditional, thus you can't automate these unless you comply.
Response from TaxDome
Hello Carolina,
Thank you for your kind review, it is valuable to us!
It's great to hear that you found many useful functionalities in the Pro version, particularly the automation with workflows and templates. We are glad that TaxDome has helped you streamline communication and organization with your clients.
We understand that you are disappointed with the payment options available and the associated fees for ACH transactions. Please be advised that while TaxDome offers free and unlimited payments, payment processing fees are charged by the payment processors, not by TaxDome. Our team is continuously working to enhance our software and services to better meet our clients' needs.
We value your suggestions and ideas to improve your experience with TaxDome. If you have any feedback or would like to share your thoughts with us, please submit a feature request by clicking on the Blue Question Mark icon located in the top right corner of our platform and selecting Feature Requests.
If you have any questions or require assistance with anything, please do not hesitate to let us know. Our support team is always available to provide help and guidance.
Have a great day.
