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.
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Reviews
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- 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 9.0 /10
One-Stop-Shop for Accountants
Reviewed on 12/01/2022
I have been able to drastically reduce other subscriptions in my technology stack by approximately...
I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging Tax Dome.
Pros
I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place. This has been a huge time saver for me without having to switch between multiple systems just to send a email or request key documents.
Cons
At this moment, TaxDome doesn't allow for reoccurring payments for monthly clients but this is on their roadmap for implementation. Additionally, just understanding where "FIRM LEVEL" documents can be stored for team use is another place to understand how to be more efficient. I was able to solve for this by making my firm an account and portal to use just like clients! Lastly, I do think it is a huge upfront investment when you have a team of 5 or more, but the annual savings is key here.
Reasons for Choosing TaxDome
I enjoyed that everything was in one place.Reasons for Switching to TaxDome
Tax Dome has a Accounting Firm Focus and useful templates that assist with workflow management and automation.Response from TaxDome
Thank you very much, Lynnorra. Your feedback is much appreciated.
You can upload documents to the Private folder since this will be visible to you.
But, you already found a great solution, it can be more convenient and organized to have a separate account for your firm documents.
Thank you for sharing this with us.
- 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 0.0 /10
My customer review
Reviewed on 17/10/2023
Pros
I like that everything can be automatised. I like the clientel service. Very good.
Cons
That we can not put two taxes and i live in quebec where we have two taxes
Reasons for Choosing TaxDome
For two have everything at the same place and automatisationSwitched From
Microsoft OutlookReasons for Switching to TaxDome
For all the options avalaibleResponse from TaxDome
Hello Gianna! We're thrilled you're enjoying the automation and the customer service— We understand your concern about the taxes. It's a valuable insight, and we appreciate you bringing it up. If you ever have more thoughts or questions, don't hesitate to reach out. Thanks a lot for your feedback!
- 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 9.0 /10
Still learning and looking forward to upcoming features
Reviewed on 20/02/2023
So far, we are enjoying the software. We started to close to tax season, so we aren't implementing...
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.
Alternatives Considered
Intuit Practice ManagementReasons for Choosing TaxDome
Costly and archaic. Working Papers also had more features than we were using so the cost did not make sense for our practice.Reasons for Switching to TaxDome
The cost was high with Intuit Practice Manager and the features we wanted were add-ons and would have been an additional cost.Response from TaxDome
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.
- 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 9.0 /10
Tax Dome is helping us save money and have peace of mind.
Reviewed on 11/08/2023
So far it's great! We believe this will be a game changer when it comes to managing our workload...
So far it's great! We believe this will be a game changer when it comes to managing our workload this next busy season.
Pros
We like the fact we now have a all in one portal, document storage, workflow management, and CRM in one place.
Cons
I wish I could open all the client files at once to see everything. I wish is was a little easier to move files between related accounts - If someone uploads a document to there entity account, that should be in their individual account, it's a little cumbersome to move it to the correct account.Printing from Drake when using Right Networks. It can be done, but it costs quite a bit more.
Reasons for Switching to TaxDome
We felt this was a little easier to use, and an associate of mine is using it, so I thought it would be easier to collaborate on best practices.Response from TaxDome
Hello Krista,
Thank you for your review. It is valuable to us!
We are happy that you like our software, and the diversity of features we have to offer.
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!
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Basic Version a Good Option for Sole Proprietor Starting Out
Reviewed on 27/10/2023
Pros
Its easy to setup, create folder structures, invite clients, and share documents back and forth. The price is comparable to other available software. I won't be using the higher end features this upcoming season, but it seems like there are some good automation options that I look forward to trying in the future as my firm grows.
Cons
In order to save on premium features, you need to subscribe for multiple years which is costly ($1800 for 3-years). That may be cost prohibitive early on for your business. For small sole proprietorships, I'd say just stick with basic until you start making serious revenue.
Reasons for Switching to TaxDome
Similar to lower pricing for the features, but easier to set up, seems easy for clients to sign up and submit docs.Response from TaxDome
Hello, Alyssa! Thank you for sharing your feedback on your experience with TaxDome. We're delighted to hear that you find it easy to set up, create folder structures, invite clients, and share documents seamlessly.
We appreciate your honesty about the cost and potential challenges it may pose, especially for small sole proprietorships.
We understand the importance of providing flexible options, and your feedback will certainly be considered as we review and refine our pricing structure. If you have further suggestions, please feel free to reach out. Wishing you 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$33.00/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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