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.
5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $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 communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.
Pricing starting from:
US$25.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to TaxDome
Key benefits of TaxDome
5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $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 communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Markets
Austria, Australia, Belgium, Brazil, Canada , Germany, Spain, France, United Kingdom, Italy, Netherlands, Portugal, United States and 8 others
Supported Languages
Brazilian Portuguese, Danish, Dutch, English, Finnish , French, German, Italian, Spanish, Swedish and 5 others
Pricing starting from:
US$25.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to TaxDome
Images
Features
Total features of TaxDome: 65
Alternatives
Karbon
Canopy
Jetpack Workflow
SmartVault
Reviews
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- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Worth the learning curve
Reviewed on 29/3/2022
TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I...
TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.
Pros
Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.
Cons
There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive.
I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)
Alternatives Considered
DubsadoReasons for Choosing TaxDome
Dubsado does not have a secure signature feature and no audit trail. I am not convinced that a contract signed there would hold up in a court if something went wrong.Switched From
DubsadoReasons for Switching to TaxDome
I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signaturesResponse from TaxDome
Thank you, Jennifer, your feedback is valuable to us.
Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process.
Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great features, great price
Reviewed on 6/8/2022
The interface is a little confusing for me, but I think that will not be the case when I have...
The interface is a little confusing for me, but I think that will not be the case when I have everything up and running the way I want.
I also think if you get permissions set up right for your staff, their interface would be simpler
Pros
Before I got licensed, I was using Canopy. When I rebranded my business, I decided to rebuild my tech stack from the ground up.
TaxDome comes in at about 1/3 of the price of Canopy for me (I didn't even have all their features), and it has more functionality. The workflow interface is a Kanban-style board that lets you visualize where products are, and I find it much easier to review that Canopy, where they are just all lumped together as "tasks".
Cons
TaxDome takes a LONG time to get setup . . . but that's because there are so many great features, and it is to your advantage to use them all together. Be prepared to invest significant time crafting your templates, building your organizers, and planning your workflows ("pipelines" in TaxDome).
However, if you do take the time to set these up (there is an online course that walks you through it, and they offer a video-conference onboarding session) I think you'll be thrilled with the results.
Response from TaxDome
Thank you, Austin, your feedback is valuable to us. Feel free to reach out to us through chat, email or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
New User-initial thoughts
Reviewed on 9/9/2022
I am just getting used to the software, but it seems to be a good system
I am just getting used to the software, but it seems to be a good system
Pros
The software is all-inclusive for a CPA practice.
Cons
The system is complex with all of its features, so understanding what the information means to a new user is difficult. They have a lot of videos to help, but nothing really beats person-to-person.
Response from TaxDome
Thank you, Jeremiah. Your feedback is valuable to us.
You already mentioned that TaxDome is a complex all-in-one software. We have hundreds of features, and it may take some time to learn about all of them, but we give our best to help our subscribers, and make the learning process as easy and fast as possible.
We have free and unlimited support, and highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more.
If there is anything that we can do for you, please let us know. We will be happy to assist.
Have a great day.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Practice Management for Accountants
Reviewed on 27/5/2022
Pros
The in-app document management, file storage, and client portal features make client collaboration simple.
Cons
I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.
Alternatives Considered
LiscioReasons for Choosing TaxDome
We needed a solution that provided a client portal, had excellent project and task management for internal users, and allowed us to add custom fields for contact and account records unique to our business.Reasons for Switching to TaxDome
We have tested a few other platforms but each lacked a key feature we were seeking. We also were not interested in running two platforms at the same time.Response from TaxDome
Thank you for the review, Miata. Your feedback is valuable to us.
Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized.
If you have any questions or need assistance with anything please let us know.
Have a great day.
- Industry: Accounting
- Company size: 2-10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Embracing technology and taxdome
Reviewed on 30/8/2022
Its been great so far. Customer service is very helpful in getting all our client data pulled over,...
Its been great so far. Customer service is very helpful in getting all our client data pulled over, and showing us set up
Pros
I really like this project manager software because its catered to a small tax preparation/accounting office. I am shrinking from using about 5 different apps, down to just my tax software and TaxDome (billing, document management, DocuSign). I am still new to TaxDome, but look forward to learning more about the various customizations that we can do.
Cons
My only hesitancy was that the gross revenue for the practice was accessible to all users, rather than just the admin account. I'm all for transparency, but that was one of the features I thought only works for sole owner offices.
Reasons for Choosing TaxDome
Customized to Accountants and had other services like signing abilities, client portals, and invoicing.Switched From
monday.comReasons for Switching to TaxDome
Unlimited featuresResponse from TaxDome
Thank you, Krystopher. Your feedback is valuable to us.
It is great to hear that you are happy with TaxDome.
As for the revenue, while admins can see the total revenue, team members can see only their own statistics on the invoices assigned to them. They won't see the gross revenue. You can have a look here for this: https://help.taxdome.com/article/103-using-your-dashboard#1
If you have any further questions, or need assistance with anything, please let us know. We will be happy to assist you.
Have a great 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$25.00/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, 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, Gmail, Microsoft Outlook, 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
Related categories
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