Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and...
Software Advice offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
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 (documents, signatures, invoicing, messages, proposals and engagement letters). Available on desktop or mobile for your firm and your clients.
TaxDome is the most intuitive cloud-based solution for practice management. This best-in-class software is accessible no matter how large or small your business is: use web or desktop software as well as mobile apps to run your practice remotely.
You can utilize built-in templates to handle tax returns, bookkeeping, payroll and other accounting processes. TaxDome allows teams to annotate, highlight, and rotate PDFs and update fillable forms on a unified interface. Additionally, managers can collaborate with staff on various files using the @mention functionality.
TaxDome lets stakeholders integrate the system with third-party applications, such as QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs and more. Pricing is based on monthly subscriptions and support is extended via email, phone, chat, FAQs, forums, knowledge base, webinars, etc.
TaxDome pricing
TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at USD 58.00/month.
Starting Price:
USD 58.00/month
Free Version:
No
Free trial:
Yes
Alternatives to TaxDome
Financial Cents is an easy to use practice management solution built for accountant and bookkeepers. Track client work,...
OfficeTools is a practice management solution for tax and accounting firms. Key features include client management,...
monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize,...
Ignition is the leading contracts, billing and collections automation platform for accounting and professional services...
Jetpack Workflow is a cloud-based accounting workflow management solution that accelerates and automates bookkeeping...
TaxDome Reviews
Feature rating
5 reviews of 3,155
View all reviews
Megan
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
4
Reviewed on 23/12/2024
Tax Specific Software Flexible for the Modern Day Firm
I got into TaxDome the end of 2020/2021. My company was getting to a point where our old systems weren't going to enable us to scale, so we were looking for a more inclusive option. I came across TaxDome from someone who had a course on making tax season easier, and when she shared the Workflows and Pipelines, I was sold. TaxDome has been the backbone of our tax season for the past few years.
Pros
I love most the customizability of TaxDome and that it is Tax Specific based portal software with space to add in Advisory.
Cons
They've gotten pretty big, so I feel less connected to their team.
Alternatives Considered
CCH ProSystem fxReasons for Choosing TaxDome
We had put together a system from a combination of other individual products. Over time, the process became a bit tedious, so we needed to find a solution that checked more of the boxes.Reasons for Switching to TaxDome
The price tag and number of items it checked off the list. We found that our secondary services wouldn't be fulfilled by a Tax Only solution.
Karen
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
5
Reviewed on 06/12/2024
TaxDome Review
2025 will be our 5th tax season using TaxDome. The first couple of years, we just used it for contact info, the client portal and e-signatures, with limited use of the workflows. Last year was the first year we started automating some of the processes, and making full use of the workflows. Still don't have full commitment of all of the members of our company.
Pros
I like that I have all the client information in one place, and have access to it from the app. This way client contact information travels with me. I also like the automation of information that goes out to the client, to keep the updated on the progress of their return.
Cons
Learning curve can be a little steep, especially with setting up the workflows, and understanding how workflows, tasks, and jobs are related. Costs could be an issue with large firms.
Alternatives Considered
CanopyReasons for Switching to TaxDome
I liked the overall design of TaxDome and the cost.Response from TaxDome
Thank you for sharing your experience with TaxDome! It’s fantastic to hear that you’ve been with us for nearly five years and are expanding how you use the platform each tax season. Having all your client information in one place and leveraging automation to keep clients updated is such a powerful way to streamline your practice. We’re thrilled to be part of your journey!
If you need further assistance or tips, don’t hesitate to explore our resources like the TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps.
Thank you for being a valued part of the TaxDome community, and here’s to a successful 2025 tax season!
Replied 02/01/2025
Nadine
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
3
Reviewed on 29/11/2024
Useful App
When the software works, it's great. There's a steep learning curve, but it has a lot of great features which help efficiency and automation.
Pros
We like using the pipelines - they really help automate the process and allow us not to miss deadlines/tasks. Firm templates are very good too. Lots of workarounds so many different ways of doing things which is a good back up for when there are glitches.
Cons
1. There should be filters for templates.
2. There are too many glitches which we don't know about. Since we don't know about them, we can't mitigate them. It impacts are performance vis a vis our clients and creates huge inefficiencies.
Reasons for Switching to TaxDome
Seemed to have great features that would cause efficiencies.Response from TaxDome
Thank you for taking the time to share your experience with TaxDome! It’s great to hear how much you value our pipelines and firm templates for streamlining workflows and automating tasks. We’re thrilled that these features are helping you meet deadlines and maintain efficiency.
Your feedback about filters for templates is invaluable, and we're always working to improve the platform based on user input like yours. If you're experiencing any bugs or glitches, please don’t hesitate to reach out to [email protected]—we want to ensure you have a smooth and seamless user experience. Let us know how we can help! 😊
Replied 09/12/2024
Alison
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
5
Reviewed on 02/12/2024
Best Virtual Accounting Firm CRM
It has been a great experience. It was challenging at first and I still don't 100% understand how to do certain things with pipelines (maybe I need it to do something that isn't possible). Overall, I'm very pleased.
Pros
I've been using TaxDome since 2021 (4 tax seasons). I didn't fully utilize all of the features during my first 2 years, and I still have more pipelines to set up, however, I have still been very pleased. This software can do as much or as little as you need based on your firm needs. I especially love that I can lock documents until the invoice is paid. This feature was a lifesaver! TaxDome is also continuously adding new features and improving on the old ones. I highly recommend TaxDome, especially if you are a virtual firm or hoping to move in that direction.
Cons
I would love to have automated replies when I'm out of the office. I would love a white label app (which I think is in the works). I'd also like to be able to offer more payment options. I invoice all tax returns through TaxDome, but everything else is invoiced through QBO because fees are somewhat less. Syncing my TaxDome to my QBO created a mess. I'd be afraid to attempt that again, but I'd possibly consider it if it was more seamless.
Reasons for Switching to TaxDome
Pricing, features, all-in-one (for the most part), locking docs to invoicesResponse from TaxDome
Thank you for sharing your experience and for being a loyal TaxDome user since 2021! We’re so glad to hear how much TaxDome has streamlined your workflows, especially with features like document locking tied to invoices. Your recommendation means a lot, and we’re thrilled it’s been a great fit for your virtual firm!
We appreciate your feedback on automated replies, payment options, and white-label apps—your input helps us grow. Feel free to share ideas on our Ideas Suggestion Board (https://help.taxdome.com/article/203-how-to-suggest-an-idea).
If you ever need help with pipelines or anything else, reach out at [email protected] We’re here to help!
Replied 28/12/2024
Tonya
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
5
Reviewed on 21/12/2024
Best Employee Ever
I enjoy TD a ton. It has been easy to get my clients to adopt overall and has saved me time enough to put off hiring additional help.
Pros
I like that everything is so centralized. Keeping the client stuff in all one place and being able to see everything at a high level and also more granular helps keep the work managed well.
Cons
I wish we had the ability to connect to more than just QB as an accounting software. Also I wish we could have more ability to use additional filtering in automations.
Reasons for Choosing TaxDome
TaxDome allowed me to manage everything in one place versus having to piece together all the different things.Switched From
KeapReasons for Switching to TaxDome
The price point and ease of use of TaxDome other the competitors is what sold me.Response from TaxDome
Thank you for sharing your experience with TaxDome! We're so glad to hear it’s been a time-saver for your practice, helping you streamline client management and work processes. It’s fantastic to know you’ve found it easy to get clients on board and that the centralized platform is working well for you.
We appreciate your feedback and I’ll be sharing them with our product team. If you’d like to share more details or ideas, we’d love to hear from you! Please feel free to reach out to us at [email protected].
Thank you for trusting TaxDome—we’re here to support your success! 🚀
Replied 03/01/2025
