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

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

Supported Languages

Brazilian Portuguese, Danish, Dutch, English, Finnish , French, German, Italian, Spanish, Swedish

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

TaxDome Software - User-friendly Client Portal
TaxDome Software - Workflow Automation & Recurring Jobs
TaxDome Software - Secure Payments, integrated with Stripe & CPACharge
TaxDome Software - CRM with Bulk Actions & Custom Fields
TaxDome Software - Secure Messages with Client Tasks
View 6 more
TaxDome video
TaxDome Software - User-friendly Client Portal
TaxDome Software - Workflow Automation & Recurring Jobs
TaxDome Software - Secure Payments, integrated with Stripe & CPACharge
TaxDome Software - CRM with Bulk Actions & Custom Fields
TaxDome Software - Secure Messages with Client Tasks

Features

Total features of TaxDome: 65

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Credit Card Processing
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Payments
  • Email Management
  • Email Reminders
  • Employee Management
  • For Accountants
  • For CPA Firms
  • For Tax Practices
  • Invoice Management
  • Invoice Processing
  • Messaging
  • Mobile Access
  • Multi-Currency
  • Online Payments
  • Payroll Management
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • QuickBooks Integration
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Management
  • Third Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Management

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Reviews

Overall rating

4.7 /5
(2,614)
Value for Money
4.7/5
Features
4.7/5
Ease of Use
4.5/5
Customer Support
4.7/5

Already have TaxDome?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 2,614
Rolette
Overall rating
  • 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 Product

Reviewed on 10/3/2021

Pros

I love how there's templates. It really helped with implementing and creating processes.

Cons

I haven't come across any just yet. So far it's good and I really like it.

Alternatives Considered

ClickUp, Asana and Pixie

Reasons for Choosing TaxDome

Easier to implement and easier to work.

Switched From

17hats and SuiteDash

Reasons for Switching to TaxDome

Pricing played the role in it, but again, the templates really helped.

Response from TaxDome

Hi Rolette,

Thank you for your feedback.

Alexandria
Overall rating
  • 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

Former Canopy User

Reviewed on 26/12/2022

Pros

The functionality, price, and ease of use make this software far superior to canopy

Cons

Nothing Yet.

Alternatives Considered

Bitrix24

Reasons for Choosing TaxDome

Canopy kept changing their price structure and reducing functions for the price point I was at when I started with Canopy as an OG

Switched From

Canopy

Reasons for Switching to TaxDome

Bitrix24 was too bulky for my firm with no support to get set up
Stephanie
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Just beginning

Reviewed on 12/12/2022

Pros

I like what the software promises and hope it will deliver

Cons

I least like that it is difficult to administer

Response from TaxDome

Thank you, Stephanie. Your feedback is valuable to us.

We are happy to hear that.
Please let us know if there is anything we can do for you, or if you need assistance with anything. Our support is free and unlimited, and our team will be happy to assist you.

Have a wonderful day

Marc
Overall rating
  • 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 6.0 /10

Tax Dome Document Management

Reviewed on 30/10/2022

Setup is pretty easy, but it would be nice to have a file transfer system that could handle...

Setup is pretty easy, but it would be nice to have a file transfer system that could handle multiple folder to folder transfer setup so that everything from your old portal could be transferred to the tax dome portal in one fell swoop versus transferring everything manually from folder to folder via the tax dome drive.

Pros

The document management system seems quite robust, and the security and encryption features built into the software seem top notch.

Cons

The ability to have nested folders that are assigned a different privacy / security level versus the parent folder is a negative feature that must be worked around by creating a separate file folder chain.The ability to print from your tax software and have the files go directly into the proper account and file folder (Like SmartVault has) is a negative that I'm hopeful that will be developed quickly, as navigating to the correct folder every time a different client needs to be uploaded to the secure portal will be a royal pain in the ***.

Alternatives Considered

Citrix ShareFile, Onehub and TitanFile

Reasons for Choosing TaxDome

SmartVault was kind enough to implement a 288% price increase for the 2023 tax year.

Reasons for Switching to TaxDome

Tax Dome presence and support in the tax community and affiliation with NAEA and NATP were the main reasons I went with Tax Dome.

Response from TaxDome

Thank you, Marc. Your feedback is valuable to us.

As of now, the privacy level of the top-level folder will be applied to all subfolders, and can't be changed individually. However, we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests upvoted. We already have an existing request for changing the privacy level here: https://taxdome.canny.io/feature-requests/p/subfolder-permissions-not-just-top-level-permissions
Please feel free to upvote, and submit a new request regarding the transfer process, so that other firms can upvote.

If you have any questions, or need assistance with anything, please let us know.

Have a wonderful day.

Felix
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Very Impressed - Looking Forward To Implementing All Its Features

Reviewed on 10/1/2023

I didn't complete the trial. I was sold on the software by day 3 and made my purchase. I am...

I didn't complete the trial. I was sold on the software by day 3 and made my purchase. I am looking forward to using all the features. I am convinced it is going to make the management of my business easier and contact with repeat and new customers satisfactory and focused.

Pros

I found the software to be very user friendly. I also found the links to other software and banks to be a plus.

Cons

I did run into a few problems trying to set up the website, however in all fairness I am not a technical person and this was doing the free trial without the help of the support team.

Alternatives Considered

Thryv

Reasons for Switching to TaxDome

The software proves to be very user friendly.
Showing 5 reviews of 2,614 Read all reviews

TaxDome FAQs

Below are some frequently asked questions for TaxDome.

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.

TaxDome has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

TaxDome supports the following languages:

Brazilian Portuguese, Danish, Dutch, English, Finnish, French, German, Italian, Spanish, Swedish

TaxDome supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

TaxDome integrates with the following applications:

AcuityCRM, Calendly, Gmail, Microsoft Outlook, Quickbooks Online, Schedulista, Stripe, TaxAct Business, TaxAct Professional, Zapier

TaxDome offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for TaxDome.