TaxDome
About TaxDome
TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team.
Key benefits of TaxDome
Cut down expenses. Replace multiple tools with one app to do it all — TaxDome. Pay $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all of your projects, clients and communications in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. Meet people where they are – on their phone. TaxDome provides your clients with a user-friendly mobile app, as well as a client portal where they can e-sign docs, send secure messages, accept proposals and more - all in one integrated hub.
Automate client communication and prevent churn. One of the main reasons for client churn is the lack of communication from the firm. TaxDome helps you automate this part with the help of workflows. Your clients are informed about your actions every step of the way – without you lifting a finger
Reduce admin work. Much of the work done by tax, accounting and bookkeeping professionals is repetitive. With TaxDome, you have a bird’s eye view on your progress of each team member and each project. You can delegate tasks and employ automations to do the repetitive work. Reduce time spent on admin work and focus on the billable work that helps you grow.
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Reviews
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- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
One-Stop-Shop for Accountants
Reviewed on 12/01/2022
I have been able to drastically reduce other subscriptions in my technology stack by approximately...
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.
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.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great for small practices
Reviewed on 05/02/2022
For firms that are looking for something you can setup and learn in about 8 hours this is the best...
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: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
They make you pay a year in advance for a reason
Reviewed on 27/05/2024
I am nearing my 3rd month since paying for the full year license and still do not feel confident in...
I am nearing my 3rd month since paying for the full year license and still do not feel confident in trusting TD to keep my practice on schedule. Finding email messages as "unsent" when I look at them in outlook (but had no indication of an issue when I "sent" them via TaxDome) was my final straw this week and I am now feeling absolutely defeated by TaxDome.
Pros
I was impressed with the client portal and paid for the 1 year license based on that ...
Cons
Everything else ... (besides the portal)
Reasons for Choosing TaxDome
I thought taxdome would be more professionalSwitched From
ClickUpReasons for Switching to TaxDome
The client portal looked great but I have major buyers remorse at this pointResponse from TaxDome
Thank you for sharing your experience with TaxDome. We're sorry to hear about the challenges you've encountered and understand your frustration. Your feedback about the client portal and your concerns about other aspects of the platform are important to us.
We apologize for any issues you've experienced with email messages and understand the impact this has had on your confidence in TaxDome. Please know that we take your feedback seriously and are constantly working to improve our platform and user experience.
If you haven't already, we encourage you to reach out to our support team for assistance with any unresolved issues. We value your business and want to ensure we address your concerns to regain your trust.
Thank you again for sharing your feedback and for considering TaxDome. We appreciate the opportunity to improve and better serve you in the future.
- Industry: Alternative Dispute Resolution
- Company size: 11–50 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
i have been great and so excerpted and still more customized
Reviewed on 24/05/2024
Pros
it grow your business and make you know more about marketing
Cons
is good and better also good to and easy
Response from TaxDome
Thank you for your feedback! We're glad to hear that TaxDome has been instrumental in helping you grow your business and gain insights into marketing. We appreciate your positive experience and are committed to providing even more customized solutions to meet your needs.
If you have any specific suggestions or further feedback on how we can enhance our services, please feel free to share. We're here to support your business growth and ensure TaxDome continues to meet your expectations. Thank you again for your review!
- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
CA Tax Services - Tax Dome
Reviewed on 07/11/2023
Fantastic! I have used other programs and TaxDome allows for an easy client management solutions...
Fantastic! I have used other programs and TaxDome allows for an easy client management solutions and incorporates all of the necessary integrations to save time.
Pros
Cutting edge client solutions and great customer support.
Cons
Jobs & project workflow takes a little time to become accustomed to.
Response from TaxDome
Hello Christian,
Thank you for your review. It is valuable to us!
We are delighted to hear that you appreciate our client solutions and our great customer support. We aim to provide the best service and experience for our users, and we value your feedback. We are glad that you found our system useful and effective for your tax practice.
We also understand your concern about the jobs and workflow. We know that it can take some time to get used to our system and learn how to use it efficiently and effectively. We want to assure you that we are here to help you and guide you along the way. We offer free chat and email support, screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube and Facebook, and you can check out our TaxDome Academy.
If there is anything we can do for you, please reach out to us.
Have a wonderful day.
TaxDome FAQs
Below are some frequently asked questions for TaxDome.Q. What type of pricing plans does TaxDome offer?
TaxDome offers the following pricing plans:
- Starting from: US$50.00/month
- Pricing model: Subscription
- Free Trial: Available
TaxDome offers a 14-day free trial for new users, after which the software is available Lite plan - at $25 per month billed annually. Pro plan - at $50 per month per user billed annually. A $75 per month per user - additional monthly subscription for seasonal staff.
Q. Who are the typical users of TaxDome?
TaxDome has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does TaxDome support?
TaxDome supports the following languages:
Brazilian Portuguese, Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Norwegian, Romanian, Spanish, Swedish
Q. Does TaxDome support mobile devices?
TaxDome supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does TaxDome integrate with?
TaxDome integrates with the following applications:
AcuityCRM, Calendly, Drake Tax, Dropbox Business, Gmail, Google Drive, Lacerte Tax, Microsoft Outlook, OneDrive, ProConnect, ProSeries Tax, QuickBooks Online, Schedulista, Stripe, TaxAct Business, TaxAct Professional, Zapier
Q. What level of support does TaxDome offer?
TaxDome offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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