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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Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Robust features, outstanding support, and regular enhancements.
Reviewed on 11/1/2025
The feature set is robust. The support is outstanding.
The feature set is robust. The support is outstanding.
Pros
Extensive features list plus easy to use client portal, document management.
Cons
Some of the most powerful features like automations are a bit daunting to set up.
Response from TaxDome
Thank you for sharing your experience! We’re thrilled to hear that TaxDome’s robust features and user-friendly client portal have been valuable for your practice. Knowing that our document management system and extensive feature set are working well for you is fantastic feedback!
We understand that setting up automations can feel a bit daunting at first, but we’re here to help every step of the way. Be sure to check out our TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), bootcamps, and webinars for step-by-step guidance on mastering these features. They’re designed to make the process smooth and straightforward.
If you’d like to share more feedback or need assistance with anything, please don’t hesitate to reach out at [email protected]. We’re here to ensure you get the most out of TaxDome!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
TaxDome is the Best!
Reviewed on 20/11/2024
The best! I work with many CRM’s for my other businesses and never found one for the accounting...
The best! I work with many CRM’s for my other businesses and never found one for the accounting industry, TaxDome is what helps me run my firm.
Pros
I love the that we can organize a workflow, add tags, keep up with work. I came from using Keap and Canopy tax, there is nothing like TaxDome. My clients love the portal.
Cons
I don’t find anything I least like, I would just like a few things added, the ability to upload docs into a clients portal from my phone and a bit more automation in the pipelines.
Response from TaxDome
Thank you for such an enthusiastic review—"The Best!" is music to our ears! We're thrilled to hear how TaxDome has transformed the way you run your firm, especially compared to other CRMs you've used in the past.
It's wonderful that features like workflow organization, tags, and work tracking have been a game-changer for you, and it’s even better to know that your clients love the portal too! Feedback like this keeps us motivated to continue enhancing the platform to meet your needs.
We’d love to know more details about your ideas so we can share them with our Product Team. Please feel free to reach out to us anytime at [email protected]—your feedback helps shape the future of TaxDome!
Thanks again for trusting us to support your firm, and we’re honored to be your #1 choice. 😊
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Good software overall but room for improvement
Reviewed on 1/12/2024
customer support is great which is helpful to quickly learn if its user error or a feature that...
customer support is great which is helpful to quickly learn if its user error or a feature that does not exist.
Pros
- Client communication
- customer support
Cons
- inbox+ is not efficient to close out notifications and tasks that are done
- pipeline needs ability to move "backwards" as some workflows require to go back and redo a step
Response from TaxDome
Thank you for your thoughtful review! It’s great to hear that you’ve had a positive experience with our client communication features and our customer support team. We’re glad to know they’ve been helpful in addressing your questions and ensuring a smooth experience with TaxDome.
Your feedback on Inbox+ and pipeline functionality is much appreciated. We understand how important it is for workflows to be adaptable to your processes. If you’d like, please reach out to us at [email protected]—we’d love to hear more details about your needs and explore how we can make your experience even better.
Thank you for being a valued member of the TaxDome community! 🚀
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great Program
Reviewed on 22/10/2024
My overall experience with TaxDome was very good. If I wasn't merging in with a larger firm I...
My overall experience with TaxDome was very good. If I wasn't merging in with a larger firm I would absolutely continue to use it and would highly recommend to anybody that is looking for a firm management software. Customer service is quick to respond and they are constantly making improvements.
Pros
The program is easy to use once you have it setup the way you want it. There are tons of features to make it scalable for almost any size practice. Time tracking, invoicing, cloud storage and more all in one place. It really does make running a practice easier.
Cons
The only negative for me is the amount of time it takes to get it setup the way you want it. Once you do, it's smooth sailing from there.
Reasons for Switching to TaxDome
I felt TaxDome had all of the things I was looking for in one place at an affordable cost.Response from TaxDome
Thank you so much for the kind words! We're thrilled to hear that TaxDome has made running your practice easier and that you’ve found it scalable with so many useful features like time tracking, invoicing, and cloud storage all in one place. It’s great to know that our customer service and continuous improvements have made a positive impact for you as well.
We truly appreciate your recommendation, and we hope to continue helping you streamline your practice in the future!
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Positive, but the software is not for novice tech users
Reviewed on 13/12/2024
Pros
Security and the ability to capture e-signatures with my clients
Cons
Pipelines are difficult and time consuming to set up.
Alternatives Considered
CanopyReasons for Choosing TaxDome
My clients did not like FinancialCents so I switchedSwitched From
Financial CentsReasons for Switching to TaxDome
Ease of use and the integrations offeredResponse from TaxDome
Thank you for sharing your experience with TaxDome! 🌟 We’re thrilled to hear you value the platform’s security features and the convenience of capturing e-signatures with your clients. It’s wonderful to know TaxDome’s ease of use and integrations played a key role in your choice to switch.
To help you maximize your experience, we offer various resources like TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps. If you ever need hands-on guidance, feel free to reach out at [email protected]—we’re here to help!
Thank you for choosing TaxDome as your trusted partner, and we’re excited to support your practice’s growth!
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$58.00/month
- Pricing model: Subscription
- Free Trial: Available
TaxDome offers a 14-day free trial for new users, after which the software is available through the Pro plan - at $58 per month per user billed annually (If you choose a 3-year plan). A $85 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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