TaxDome

Tax practice management software for bookkeepers and CPAs

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.


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.


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

Not sure about TaxDome? Compare with a popular alternative

TaxDome

4.7 (2,791)
Not available in your country
VS.
Highly reviewed

Starting Price

US$25.00
month
US$0.00

Pricing Options

Free version
Free trial
Free version
Free trial

Features

65
95

Integrations

10
205

Ease of Use

4.5 (2,791)
4.4 (3,709)

Value for Money

4.7 (2,791)
4.3 (3,709)

Customer Service

4.7 (2,791)
4.4 (3,709)

Alternatives

HubSpot CRM

4.5
#1 Alternative to TaxDome
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Zoho CRM

4.3
#2 Alternative to TaxDome
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Canopy

0
#3 Alternative to TaxDome
Canopy consolidates all HR data and apps into a centralized platform, allowing firms to reduce costs, improve employee...

Financial Cents

4.8
#4 Alternative to TaxDome
Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms...

Reviews

Overall rating

4.7 /5
(2,791)
Value for Money
4.7/5
Features
4.6/5
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 2,791
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.

Katherine
Overall rating
  • 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

Worth it!

Reviewed on 24/4/2023

Spent several months setting up various items to get started prior to tax season. But as with any...

Spent several months setting up various items to get started prior to tax season. But as with any new program, you don't know what you don't know. So the first year was a little trial and error before we were able to determine what worked for us and what didn't. That's the beauty of the program, you're able to customize it to fit your needs.

Pros

Love all the features, from bulk emails to workflow. My favorite are the pipelines. I'm able to set up multiple pipelines for projects such as LBD tax returns, Sales Tax Returns, Annual repeating pipelines for business tax, annual report, etc. Tagging the client as an individual or tagging the company, either way you are able to add all jobs to a pipeline without thinking, keeping a list or worry about missing anyone. I love the fact that TaxDome is constantly evolving to meet the needs of the users.

Cons

The user settings. Need the ability to restrict settings per user. Currently it is all of one or none of any. If you don't want a user to be able to delete an invoice and you restrict invoicing, they are not only restricted from deleting and invoice, they are restricted from viewing, or creating an invoice.

Response from TaxDome

Hello Katherine,

Thank you for taking the time to provide us with your kind feedback. It is valuable to us!

We are happy that you like our software, and the diversity of features we have to offer.

One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place.

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 of your portal, and selecting Feature Requests.

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

Have a wonderful day!

Kathy
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

If you don't have Carpal Tunnel, you will

Reviewed on 10/2/2022

The system has everything you need; just badly placed and organized, creating more work than...

The system has everything you need; just badly placed and organized, creating more work than necessary. That is why onboarding is so confusing.

The Dashboard has NOTHING I need to see when I open the software up; nor is there an option to customize it.

The ONLY problem solved was the ability to work remote...BUT the irritation of having a system that will randomly slow down and requires 7 clicks to get to where you need to be is a slow drip of torture.

The price is okay if you have a team of 1 or 2. But because this actually is a system that created more work it is an expense vs an investment.

Its okay for someone with 50 files in a year. I have over 500. So it is NOT built to save time and money. It's built to just have everything in there.

Pros

The features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized.

Cons

The design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value.

For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. SEVEN CLICKS. Working one file can take over 100 clicks, multiply that by 8-10 files in a day... my hand is in pain by the end of the day from all the clicking... and scrolling. Every activity takes over 5 clicks from one thing to the next.

The goal of software is to build efficiency. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It's like a house with the all the appliances and furniture that go in a house shoved into the living room; its all there you just have to sort through a lot to get what you need when you need it. Without an organized design you are creating too many moves and means wasted time, which means wasted money.

The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel.

Alternatives Considered

Canopy and Jetpack Workflow

Reasons for Switching to TaxDome

The list of features; unfortunately the presentation of the features gave the impression of organization...

Response from TaxDome

Hello Kathy.

We are sorry to hear that your experience with our software is not that great and that you are not satisfied.
We are in a constant search for solutions that would cut down the actions you have to perform, or let us say, the number of clicks one has to make in order to get something done. We are trying to make the software as easy as possible.
Since the software is complex, and contains plenty of features, it may take much time to get everything to work and be available just in a few clicks.
We assure you that we are doing our best to improve the system and the layout.

Thank you again for your feedback!

Monica
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
  • Likelihood to recommend 8.0 /10

Impressed and Optimistic

Reviewed on 27/1/2023

So far the communication with tax clients have been much easier, I'm looking forward to implement...

So far the communication with tax clients have been much easier, I'm looking forward to implement other areas of service

Pros

I like that all the features are available and I don't feel like I've been sold the moon, only to be nickel-and-dimed with the gizmos that attracted me to the software in the first place. So far, it's been everything that it's sold to be. I like the client portal function and that it's app based.. I hope this allows for more secure and streamlined communication versus email and text....

Cons

It's not entirely intuitive. The self-paced onboarding seems a bit clunky... there is a lot of information available, but the flow from start to "BAM...ready to go" wasn't good for me. (but, I reached out for help, talked to an awesome dude the next day and I'm off to the races now)

Alternatives Considered

Canopy

Reasons for Switching to TaxDome

The price of TaxDome was attractive, and the features included made the difference

Response from TaxDome

Hello Monica,

Thank you for your kind review, it is valuable to us!

We are thrilled to hear that you are enjoying our software and finding it to be everything it was sold to be. We also appreciate your feedback regarding the onboarding process. We understand that there is a lot of information to digest and that the self-paced approach may not be suitable for everyone. However, we are glad to hear that you were able to receive assistance from our support team and that you are now up and running.

We take your feedback seriously and will continue to work on improving the onboarding process to make it more intuitive and seamless for our users. As for the client portal function, we are delighted to hear that it's helping you communicate with your clients more securely and efficiently.

If you have any further suggestions or feedback, please don't hesitate to reach out to us.

Have a wonderful day!

Stella
Overall rating
  • Industry: Chemicals
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

The best in software designed for tax and accounting professionals

Reviewed on 9/5/2023

Overall, TaxDome offers a comprehensive and efficient platform for tax and accounting professionals...

Overall, TaxDome offers a comprehensive and efficient platform for tax and accounting professionals to manage their work processes, serve their clients better, and stay compliant with tax regulations.TaxDome is a powerful tool for tax and accounting professionals that helps them manage their workflow, improve efficiency, and deliver better service to their clients.

Pros

Task Management: TaxDome provides a task management system that helps users manage their workload, stay on top of deadlines, and track task progress.Tax Calculation: TaxDome provides a tax calculation system that helps users accurately calculate tax amounts for their clients, with support for a variety of tax forms and schedules.Compliance Management: TaxDome helps users stay compliant with tax regulations by providing a platform that ensures that all necessary tax forms and documents are filed on time.Time and Cost Savings: TaxDome's automation and integration capabilities can help users save time and reduce costs by automating manual tasks and reducing the need for multiple software tools.

Cons

Learning Curve: TaxDome offers many powerful features, but the platform may take some time for users to learn how to use effectively. New users may need to spend some time familiarizing themselves with the platform's tools and features.Cost: TaxDome's pricing plans may be more expensive than some other tax and accounting software options on the market, particularly for smaller firms or solo practitioners who do not require all the features provided.Customer Support: Some users have reported experiencing issues with TaxDome's customer support, particularly with slow response times or unhelpful responses.

Showing 5 reviews of 2,791 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.