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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 50.00/month.
Starting Price:
USD 50.00/month
Free Version:
No
Free trial:
Yes
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TaxDome Reviews
Feature rating
5 reviews of 3,055
View all reviews
Mark
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
-
Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 09/06/2021
Terrific Product That Understands How Accountants and Tax Preparers Work
Pros
This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.
Cons
It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online.
I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.
Response from TaxDome
Hi Mark,
Appreciate the feedback. This is what helps us improve TaxDome. The ability to add more short codes (add data from existing contact records) is currently in development (you can upvote the existing request we have here so you'll be notified of its progress: https://feedback.taxdome.com/feature-requests/p/shortcodes-in-communication-with-the-client-emails ) and we recently rolled out Services to itemize your invoices in TaxDome so clients can see exactly what they're paying for: https://help.taxdome.com/article/393-services
Replied 19/07/2021
Russell
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5
4
Reviewed on 26/05/2021
The unbelievably affordable Swiss Army knife for my practice
Very positive. It is a great product and getting better every month.
Pros
Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price.
Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next.
They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal.
Cons
Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive.
Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary.
OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in.
The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future.
These are all minor annoyances in an overall outstanding product.
Alternatives Considered
KarbonReasons for Choosing TaxDome
Lack of development, slow server speed, clunky portal that is inefficient to navigate, lack of a local workstation interface for portal files (web only, unlike TaxDome), lack of task management that works for my office. Developer is friendly and tells me all the time that improvements are coming but they never materialize. All for only $5 less per month than TaxDome.Reasons for Switching to TaxDome
All in one approach, outstanding value for the price. They are rapidly improving the product and continuing to develop it into an even better product. Simple flat pricing.Response from TaxDome
Hi Russell, we appreciate your feedback, thank you for letting us know. 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. We have an existing feature request (available to paid subscribers) to open new tab vs new page.
You can also read more about our Organizers here: https://help.taxdome.com/article/114-custom-organizer-templates
You can reach us through chat or through email ([email protected]) if you have other questions.
Replied 19/07/2021
Elizabeth
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
5
3
Reviewed on 20/02/2023
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.
Replied 01/03/2023
Jessica
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0
5
Reviewed on 07/06/2024
All in one place
Pros
What is great about Tax Dome is that everything is all in one place. It makes working from home easy. All team members can access documents at anytime and it keeps track of inventory in real time.
Cons
Some of the file management tools are hard to get used to.
Response from TaxDome
Thank you for sharing your thoughts! We're thrilled to hear that TaxDome's all-in-one platform has made working from home a breeze. It's great to know that your team can easily access documents anytime and benefit from real-time inventory tracking. We aim to provide the utmost convenience and efficiency for our users, and we're glad to hear it's working well for you!
Replied 20/06/2024
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.
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 meReasons 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
