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 Software - TaxDome client portal for web, desktop and mobile
TaxDome Software - TaxDome CRM for client management
TaxDome Software - Performance insights in TaxDome
TaxDome Software - Built-in proposals and engagement letters in TaxDome with invoicing
TaxDome Software - Calendar view option in TaxDome
TaxDome video
TaxDome Software - TaxDome client portal for web, desktop and mobile - thumbnail
TaxDome Software - TaxDome CRM for client management - thumbnail
TaxDome Software - Performance insights in TaxDome - thumbnail
TaxDome Software - Built-in proposals and engagement letters in TaxDome with invoicing - thumbnail
TaxDome Software - Calendar view option in TaxDome - thumbnail

TaxDome pricing

TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at USD 50.00/month.

Starting Price:
USD 50.00/month
Free Version:
No
Free trial:
Yes

Alternatives to TaxDome

TaxDome Reviews

Feature rating

Value for Money
4.7
Functionality
4.6
Ease of Use
4.5
Customer Support
4.7
5 reviews of 3,037 View all reviews
Lynnorra
Lynnorra
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 12/01/2022

One-Stop-Shop for Accountants

I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging Tax Dome.

Pros

I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place. This has been a huge time saver for me without having to switch between multiple systems just to send a email or request key documents.

Cons

At this moment, TaxDome doesn't allow for reoccurring payments for monthly clients but this is on their roadmap for implementation. Additionally, just understanding where "FIRM LEVEL" documents can be stored for team use is another place to understand how to be more efficient. I was able to solve for this by making my firm an account and portal to use just like clients! Lastly, I do think it is a huge upfront investment when you have a team of 5 or more, but the annual savings is key here.

Alternatives Considered

Dubsado and HubSpot CRM

Reasons for Choosing TaxDome

I enjoyed that everything was in one place.

Reasons for Switching to TaxDome

Tax Dome has a Accounting Firm Focus and useful templates that assist with workflow management and automation.

Response from TaxDome

Thank you very much, Lynnorra. Your feedback is much appreciated.

You can upload documents to the Private folder since this will be visible to you.
But, you already found a great solution, it can be more convenient and organized to have a separate account for your firm documents.

Thank you for sharing this with us.

Replied 01/04/2022
Anne
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 15/11/2023

Tax Dome is Awesome

The product and service are exceptional. I switched from Click-up.

Pros

Ease of use. Value for the money. Customer support.

Cons

Getting two signatures from two different people with one email address is difficult.

I am very concerned about pricing and product features going forward with the company growing so rapidly.

Response from TaxDome

Hello Anne,

Thank you for your review. It is valuable to us!

We are happy to hear that you find our software. We aim to provide the best service and experience for our users.

Regarding your e-signature feature concern, We would like you to know that our departments are working on improving the software all the time. If you would like to contribute ideas, please do so by submitting a feature request by clicking the blue question mark icon in the top right corner and selecting Feature Requests.

We also understand your concern about pricing. We know that this can be a worry for some users, and we want to assure you that we are always looking for ways to improve our system and provide more features and benefits for our users. We will always strive to make our system worth your investment.

If there is anything we can do for you, please reach out to us.

Have a wonderful day.

Replied 21/11/2023
Verified Reviewer
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
2
Features
2
Ease of Use
2
Customer Support
2

3
Reviewed on 28/10/2023

Great in theory; not in practice

Would not recommend it.
In concept, I think TaxDome could be a great product, but it seems like they don't get the user experience and the workflow of actual accountants. I wish as they were developing their features they would jump on calls with clients and observe how they expected the feature to work and make the according changes. I am very tech saavy, but so many of their features are just so unnecessarily cumbersome or don't do what we need them to.

Pros

They are constantly making updates. The client portal is a much cleaner experience then the software we moved from. Customer service is responsive (even if not always helpful; see cons). I like being able to send clients messages and task lists - that is very helpful.

Cons

Customer service is VERY responsive, but they often seem to misunderstand what we are asking. They will propose solutions and workarounds that don't solve the problem we are describing.

There is a very active feedback board that seldom gets comments and updates about where certain features are in the pipeline. As soon as you suggest a feature it's put in the "under review" category but some features have hundreds of votes and have been "under review" for over a year with no comment from TD.

Alternatives Considered

Financial Cents and Canopy

Reasons for Choosing TaxDome

SmartVault was difficult for clients to navigate; their "Request Docs" had a lot of bugs.

Switched From

SmartVault

Response from TaxDome

Hi there!
Thank you very much for your review. Our product team would love to hop on the phone with you and see how we can make the platform work better for you and understand your pain points.
Your name isn't visible on the review so can you please send an email to [email protected]? We'll make sure it's handled right away.
Thank you!

Replied 03/11/2023
Firenze
  • Industry: Media Production
  • Company size: Self Employed
  • Used Monthly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/01/2024

Your clients will thank you!

I LOVE LOVE LOVE this software, as an end user, and will not consider working with a company for my tax prep who does NOT use this platform.

Pros

As someone who trusts the pros to prepare my business and personal taxes, I used to HATE collecting all the paperwork for tax season. It's still not my fave job, BUT the Tax Dome software and checklists actually make the process less stressful for me, by making it easier to track my progress and see what I still need to find. Anything that makes your clients happier/less stressed is a win for you as the accountant, AND will increase their timely compliance - and the fact that it makes it easier for my accounting firm to complete my taxes = less time spent for them = lower fees for me. Win-win-win!

Cons

Really, nothing. It is an elegant solution to bringing accounting and tax prep into the 21st century.

Response from TaxDome

Hi Firenze,

It's incredibly rewarding to hear how TaxDome has transformed your tax preparation process into a more manageable and less stressful experience. Knowing that our software and checklists are making a significant difference for you—and in turn, your accounting firm—truly motivates us to keep innovating.

We're overjoyed that TaxDome is not just meeting but exceeding your expectations as an elegant solution for modern accounting needs. Your enthusiasm for our platform is the highest compliment we could receive, and we're thrilled you're a part of our community.

If you have any suggestions or need assistance, please contact us.

Have a great day!

Replied 21/03/2024
Jacob
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/11/2023

Incredible CRM for Accountants

Extremely helpful! The customer experience has been wonderful because I feel like they actually want me to succeed with using their software.

Pros

All its many features that allows me to have an all in one solution to offer for my client's satisfaction.

Cons

I wish it had a lead form that could go directly on my website instead of just a link to a signup portal.

Alternatives Considered

HoneyBook and Dubsado

Reasons for Choosing TaxDome

Onboardible did not meet what I needed in my business, it had way too many issues with it and I was searching for something that would blow me away. Taxdome has done that for me

Reasons for Switching to TaxDome

Accounting was the sole focus with this software and the questionnaires and all the forms were what stood out for me, along with it doing many of the other features that these softwares offered as well.

Response from TaxDome

Hello Jacob,

Thank you for your review. It is valuable to us!

We are delighted to hear that you appreciate our many features that allow you to have an all-in-one solution for your client’s satisfaction. We aim to provide the most comprehensive and convenient service for your tax practice, and we value your feedback. We are glad that you found our system useful and effective for your business.

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 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, please let us know.

Have a wonderful day.

Replied 21/11/2023

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