TaxDome

4.7 (3,047)
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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.


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.


Images

TaxDome Software - User-friendly Client Portal
TaxDome Software - TaxDome client portal for web, desktop and mobile
TaxDome Software - Proposals and engagement letters
TaxDome Software - Performance insights in TaxDome
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TaxDome video
TaxDome Software - User-friendly Client Portal
TaxDome Software - TaxDome client portal for web, desktop and mobile
TaxDome Software - Proposals and engagement letters
TaxDome Software - Performance insights in TaxDome

Not sure about TaxDome? Compare with a popular alternative

TaxDome

4.7 (3,047)
VS.
Highly reviewed

Starting Price

US$50.00
month
US$14.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

65
203

Integrations

17
70

Ease of Use

4.5 (3,047)
4.1 (6,757)

Value for Money

4.7 (3,047)
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Customer Service

4.7 (3,047)
4.1 (6,757)
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Reviews

Overall rating

4.7 /5
(3,047)
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 3,047
Mark
Mark
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Terrific Product That Understands How Accountants and Tax Preparers Work

Reviewed on 9/6/2021

Pros

This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.

Cons

It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online.

I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.

Response from TaxDome

Hi Mark,

Appreciate the feedback. This is what helps us improve TaxDome. The ability to add more short codes (add data from existing contact records) is currently in development (you can upvote the existing request we have here so you'll be notified of its progress: https://feedback.taxdome.com/feature-requests/p/shortcodes-in-communication-with-the-client-emails ) and we recently rolled out Services to itemize your invoices in TaxDome so clients can see exactly what they're paying for: https://help.taxdome.com/article/393-services

Russell
Russell
Overall rating
  • Industry: Accounting
  • 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 10.0 /10

The unbelievably affordable Swiss Army knife for my practice

Reviewed on 26/5/2021

Very positive. It is a great product and getting better every month.

Very positive. It is a great product and getting better every month.

Pros

Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price.

Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next.

They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal.

Cons

Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive.

Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary.

OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in.

The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future.

These are all minor annoyances in an overall outstanding product.

Alternatives Considered

Liscio and Karbon

Reasons for Choosing TaxDome

Lack of development, slow server speed, clunky portal that is inefficient to navigate, lack of a local workstation interface for portal files (web only, unlike TaxDome), lack of task management that works for my office. Developer is friendly and tells me all the time that improvements are coming but they never materialize. All for only $5 less per month than TaxDome.

Reasons for Switching to TaxDome

All in one approach, outstanding value for the price. They are rapidly improving the product and continuing to develop it into an even better product. Simple flat pricing.

Response from TaxDome

Hi Russell, we appreciate your feedback, thank you for letting us know. We are constantly improving the software and releasing new features, many of which we take from our user's feedback on our feature request board. We have an existing feature request (available to paid subscribers) to open new tab vs new page.

You can also read more about our Organizers here: https://help.taxdome.com/article/114-custom-organizer-templates

You can reach us through chat or through email ([email protected]) if you have other questions.

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Great in theory; not in practice

Reviewed on 28/10/2023

Would not recommend it.
In concept, I think TaxDome could be a great product, but it seems like...

Would not recommend it.
In concept, I think TaxDome could be a great product, but it seems like they don't get the user experience and the workflow of actual accountants. I wish as they were developing their features they would jump on calls with clients and observe how they expected the feature to work and make the according changes. I am very tech saavy, but so many of their features are just so unnecessarily cumbersome or don't do what we need them to.

Pros

They are constantly making updates. The client portal is a much cleaner experience then the software we moved from. Customer service is responsive (even if not always helpful; see cons). I like being able to send clients messages and task lists - that is very helpful.

Cons

Customer service is VERY responsive, but they often seem to misunderstand what we are asking. They will propose solutions and workarounds that don't solve the problem we are describing.

There is a very active feedback board that seldom gets comments and updates about where certain features are in the pipeline. As soon as you suggest a feature it's put in the "under review" category but some features have hundreds of votes and have been "under review" for over a year with no comment from TD.

Alternatives Considered

Financial Cents and Canopy

Reasons for Choosing TaxDome

SmartVault was difficult for clients to navigate; their "Request Docs" had a lot of bugs.

Switched From

SmartVault

Response from TaxDome

Hi there!
Thank you very much for your review. Our product team would love to hop on the phone with you and see how we can make the platform work better for you and understand your pain points.
Your name isn't visible on the review so can you please send an email to [email protected]? We'll make sure it's handled right away.
Thank you!

Isaac
Overall rating
  • Industry: Utilities
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

The Creative and Accurate Accounting Solution

Reviewed on 9/4/2024

TaxDome has dynamic accounting solutions, that makes the computation of tax suitable.

TaxDome has dynamic accounting solutions, that makes the computation of tax suitable.

Pros

TaxDome includes all the taxation management features that helps companies comply.

Cons

TaxDome has appropriate tax and accounting assistance.

Response from TaxDome

Thank you for sharing your thoughts on TaxDome! We're glad to hear that you find our platform to be a creative and accurate solution. Your feedback about the dynamic accounting solutions and suitability in tax computation is greatly appreciated.

We strive to provide comprehensive tax and accounting assistance, and we're always working to improve our services. Thank you again for your review and for choosing TaxDome!

Tim
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

New to TaxDome

Reviewed on 3/11/2023

Pros

We researched a number of practice management packages but ultimately decided to go with TaxDome due to the number of features it contains, and all its functionality is available to the Pro subscription with unlimited clients, unlike others that increase pricing for certain functionality or when you exceed a certain number of clients. We have not fully implemented yet, so our opinions are based on our experience so far and the research we have done, but we like the portal functionality, the fact that clients can use their mobile devices to upload documents to or view the portal, the integrated e-signatures, and the ability to lock drafts until payment is received.

Cons

During our research, the most-often cited con with TaxDome was the complexity in implementing the system. I would have to agree with this. I think part of the complexity is because of the extreme flexibility and customability of the program. There are numerous videos and help topics available, far more than the other programs we researched. We wish that some of the best practices in setting up things like accounts and contacts were more available, as when you are setting up the program you don't always understand the downstream implications until you get to that part. I think once we work through the heavy lifting of setting up and customizing the program to meet our needs, it will be invaluable to improving the efficiency and technology our firm employs, especially with respect to automation.

Alternatives Considered

Financial Cents , Canopy and Firm360

Reasons for Choosing TaxDome

The Thomson Reuters CS Suite (Practice CS practice management, NetClient CS portals, FileCabinet CS document management) are clearly legacy products and not where Thomson Reuters is focusing their R&D and future roadmap. However their new offerings are not ready for prime time, and their legacy products lack modern technology (like robust mobile apps and automation). This forced us to look outside the TR ecosystem, and we also wanted to be free to switch tax programs in the future if we chose to do so (we are currently using UltraTax CS, another legacy program).

Switched From

Fixed Assets CS

Reasons for Switching to TaxDome

We felt it had the best feature set and pricing structure.

Response from TaxDome

Hello Tim,

Thank you for your review. It is valuable to us!

We are delighted to hear that you like TaxDome because of our number of features, functionality, and pricing. We are glad that you like our portal functionality, mobile device compatibility, integrated e-signatures, and payment locking features. We hope that these features will help you provide better service to your clients and improve your processes.

We understand that it can be overwhelming to set up and customize a program that has so many options and possibilities. We want to assure you that we are constantly working to improve our user experience and provide more guidance and support for our users. We offer free and unlimited chat and email support, screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also check out our TaxDome Academy.

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

Have a wonderful day.

Showing 5 reviews of 3,047 Read all reviews

TaxDome FAQs

Below are some frequently asked questions for TaxDome.

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.

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, Japanese, Norwegian, Romanian, Spanish, Swedish

TaxDome supports the following devices:

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

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

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.