TaxDome
What Is 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.
Automated workflows, signatures, client onboarding, and client communication are
Who Uses TaxDome?
Accountants, Bookkeepers and Tax Professionals
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Reviews of TaxDome
Aditya
It's good
Pros:
One of the things I love about TaxDome is its client portal. This feature allows my clients to securely upload documents, sign forms, and communicate with me directly, all in one convenient location.
Cons:
One of the biggest issues with TaxDome is its learning curve. While the software offers a range of features, it can take time to learn how to use them effectively
TaxDome Response
2 weeks ago
Hello Aditya, Thank you for your kind review, it is valuable to us! We are pleased to hear that you appreciate our client portal and find it to be a valuable feature for managing your documents and communication with your clients. We are committed to providing a secure and user-friendly platform that helps you streamline your processes. We understand that the setup may be a bit overwhelming at the beginning, but we give our best to assist our clients during the setup. We offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on YouTube, and Facebook and you can check our TaxDome Academy. If there is anything we can do for you, please reach out to us. Have a wonderful day.
Marc
Alternatives Considered:
TaxDome has revolutionized our project & client management giving our clients a single app to use
Pros:
I love that there are both client and firm facing apps. In addition, after using other software, the ability to direct message a client inside the software keeps it encrypted and confidential. Also after much trial of other software, TaxDome allows us to give a client a open item list of to-do's and track the deliverables as they are completed without having to constantly update the request and keep manually tracking what is neededed.
Cons:
We are waiting for the ability to autopay the recurring invoices. Additionally, we would like to be able to customize an existing pipeline template per client, without creating multiple template copies, which is currently on the roadmap which we are excited about!
TaxDome Response
2 months ago
Hello Marc, Thank you for your kind review ! We're thrilled that you appreciate both client and firm facing apps! You can rest assured knowing your confidential information is secure with direct messaging capabilities inside TaxDome. Plus, you have access to an open item list of tasks which allows you to track deliverables without having to constantly update requests or manually tracking what is needed - something other software often falls short on! At TaxDome, we are always looking for ways to improve our services and provide the best experience possible to our clients. We take our customers feedback seriously and strive to meet their needs by continuing to develop new features that make your practice management easier. We understand your desire for autopayment options when it comes to recurring invoices, so we're happy to announce this feature is currently in development and will be released soon! Additionally, we just released an improved version of the pipeline settings interface to make managing multiple clients in less pipelines even more efficient than ever before. The satisfaction of our customers remains a top priority, and we look forward to continuing working towards providing the best service possible while meeting all of your needs along the way! If you have any questions or need assistance with anything, please let us know. Have a wonderful day.
Elizabeth
Alternatives Considered:
Still learning and looking forward to upcoming features
Comments: So far, we are enjoying the software. We started to close to tax season, so we aren't implementing a lot of the features yet. Our biggest goal is to have a centralized location for everything instead of having multiple spreadsheets for practice management.
Pros:
Tax Dome seems to have most of the features we were looking for and if they didn't have the feature it appears to be in the roadmap to add to the software. I really like the workflows, even though we have not implemented them yet.
Cons:
It is not as customizable as I would like. I am hoping that this will improve as new features are added and updated. My biggest complaint is that the virtual drive cannot be synced in real time to a local drive, which does conflict with our ISP (Information Security Plan); we are copying and pasting into the local drive for now, but during tax season, especially, we have a lot of data that is changed constantly.
TaxDome Response
3 weeks ago
Hello Elizabeth, Thank you for taking the time to share your kind review, it is valuable to us. It's great to hear that TaxDome has been able to provide you with many of the features you were looking for, and that the workflows are a useful feature for your practice. Regarding the customization, we understand our users' desire for more flexibility, 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, and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.
Liz
Exceptional Platform for Tax Professionals and Bookkeepers.
Pros:
TaxDome is an all-in-one service platform very helpful to tax professionals. I enjoy the different templates as it helps me to provide a more professional look and feel to my clients. I also enjoy the ability to import my clients in a batch rather than one by one. Being able to communicate and do invoicing right from Tax Dome is a win win.
Cons:
I was trying to do this all on my own and found the platform overwhelming and I gave up 2 years in a row. But I know TaxDome offers what I need to take my small tax and bookkeeping practice to the next level, so I decided to take advantage of their great customer services support team and it was the best decision I could have made.
TaxDome Response
2 months ago
Hello Liz, Thank you for your kind review, It is valuable to us! We're glad to hear that our platform has helped you provide a more professional look and feel to your clients, and that you find the ability to import clients in bulk and communicate and invoice through the platform to be convenient, and found TaxDome to be the solution you needed. We're also glad that you had a positive experience with our customer service support team. Please know that we give our best to assist our clients during the setup since we understand that it may be a bit overwhelming at the beginning, therewith we offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube, and Facebook and you can check our TaxDome Academy We're here to help you succeed, and we appreciate your feedback. Have a wonderful day!
Erica
Alternatives Considered:
Best Product Yet! Highly Impressed!
Pros:
The product is easy to navigate, with much more fluids craters than it’s competitors. Everything I need is at my fingertips and clients are adjusting well.
Cons:
It’s more difficult to learn the automotive workflows, but that is mostly due to me learning during peak season. I just don’t have the time to dedicate to learning as I need to right now.
TaxDome Response
2 weeks ago
Hello Erica, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you find our product easy to navigate and that it provides you with everything you need at your fingertips. We are also glad to hear that your clients are adjusting well to the platform. Regarding your feedback on the difficulty of learning the automotive workflows, we understand that it can be challenging to learn new things during peak season when time is of the essence. However, we want you to know that our team is always available to provide support and assistance whenever you need it. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please do not hesitate to reach out to us if you have any questions or need any assistance with learning the workflows. Have a wonderful day!
