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

Top 5 alternatives to TaxDome

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

Australia, Austria, Belgium, Brazil, Canada and 8 others

Supported Languages

Brazilian Portuguese, Danish, Dutch, English, Finnish and 5 others

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to TaxDome

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
  • Customizable Branding
  • Customizable Reports
  • Customizable 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

Alternatives

Asana

4.5
#1 Alternative to TaxDome
Asana is the leading work management platform for cross-team work that aligns employees around company goals and...

Canopy

4.5
#2 Alternative to TaxDome
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a...

ShareFile

4.5
#3 Alternative to TaxDome
ShareFile provides you with the ability to send, receive and share large business files securely. Through the ShareFile...

Zoho CRM

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

Reviews

Overall rating

4.7 /5
(2,738)
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 2,738
Brittnie
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

Finally found what I was looking for!

Reviewed on 10/01/2020

OMG the email tasks seriously I don't have to search through my emails to find client stuff...

OMG the email tasks seriously I don't have to search through my emails to find client stuff anymore, it makes me so happy I could cry. And yea I may be overreacting a bit, but the number of emails I receive is ridiculous, so this seriously makes my life so much better.

Pros

This software has the features I've been searching for for the past 3+ years. The customer support is amazing, responses are fast and if there is ever anything I'm looking for, if it's not available it's in the works!
Specifically, though I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the Emails as tasks. OMG, this makes my work life so much more streamlined!

Cons

There are still some features I would like to see, but as I already said these are in the works and I fully believe this company is hustling to get us, users, what we want!

Response from TaxDome

Thank you Brittnie, your feedback is valuable to us. We are happy to know that you got everything that you need.

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

Overall rating

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

Tax Dome helped us handle enough business to get our own office

Reviewed on 03/10/2022

Our overall experience with TD has been fantastic. We were able to triple our business within the...

Our overall experience with TD has been fantastic. We were able to triple our business within the first year of us using it.

Pros

There were three accountants (partners) when we first started this business and we were working out of bedrooms and coffee shops. The only reason that was happening was because we spent 70% of our time just tracking our servicing progress for each client under each different partner. Once we found Tax Dome and moved our client success processes from Trello, Clickup, excel, and other management softwares, we were able to handle significantly more clients with this time. Our absolute favorite feature is pipeline's and being able to automate engagement letters, send invoices, and organizers to collect data.

Cons

Features I least like that are within TaxDome is the inbox+ and template (& tag) management. Inbox+ won't show the correct preview text for a notification- meaning a notification would pop up saying a client messaged us, however, the notification was triggered because I myself sent a response message. And for notifications that are actually from clients messaging us will never be properly previewed in inbox+.

Template (& tag) management can be greatly improved. When I first started using TD, I created templates for EVERYTHING. Now I use perhaps half of them yet I have not deleted the ones that are not in use simply because I do not know what templates are actually being used in a pipeline.

Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more.

Response from TaxDome

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

We are happy that TaxDome made the whole process easier for you and your partners. The pipelines save a lot of time and effort so that you can focus on new clients.
As for the notifications, you should receive notifications only for new messages and replies from clients, and the team members will get notifications for replies from the firm owner, but there should be no notifications for your own replies.
Please reach out to our support team so that they can check on this.
For the other parts you dislike, I would like to refer you to the Feature Request Board that we have for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We would appreciate if you could share your ideas on how to improve.

If there is anything that we can assist you with, please let us know. We will be happy to do so.

Have a wonderful day.

Noelle
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 8.0 /10

Optimistic for Future Billing Developments

Reviewed on 24/01/2023

Customer service has been wonderful. We have taken advantage of multiple 1:1 trainings with...

Customer service has been wonderful. We have taken advantage of multiple 1:1 trainings with administrators and firm-wide. If you invest the time in setting things up properly, it will work well for you and increase efficiency.

Pros

I love the ease of use with tasks within pipelines, staff understanding their role, functionality of client communication in-program.

Cons

The time and expense/invoicing function is extremely limited.

Alternatives Considered

Canopy

Reasons for Choosing TaxDome

The system is highly rated for time and billing, but unfortunately - it was inoperable and causing major issues internally. Customer service was lacking when support was desperately needed.

Reasons for Switching to TaxDome

High customer reviews and relevant online research to functionality.
Katie
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

New User

Reviewed on 26/01/2023

Pros

I am still learning the software. I used it at my old job and we need it for clients

Cons

I wish the lite version we could have added more users to as we will not be using the full extent on taxdome

Jennifer
Overall rating
  • Industry: Internet
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Amazing Tax Management Software: TaxDome

Reviewed on 15/01/2023

Overall, I was very satisfied with TaxDome. It was easy to use and made filing taxes simpler than...

Overall, I was very satisfied with TaxDome. It was easy to use and made filing taxes simpler than ever before.

Pros

TaxDome made it easy to keep track of my taxes and to stay organized. It was also easy to set up and use. The customer service team was very helpful and responded quickly to any questions I had.

Cons

TaxDome can be expensive if you don't take advantage of discounts or promotions. It also has limited features compared to other tax software.

Response from TaxDome

Hello Jennifer,

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

We're thrilled to hear that our platform helped you stay organized and made tax tasks tracking easy. It's also great to know that our customer service team was able to provide helpful and responsive support.

Our software has been designed to provide exceptional value to our customers, and we take pride in the features and capabilities it offers. We believe that the price of our software accurately reflects the value that it provides to our users. And with our new multiple year subscriptions option, we become more flexible to meet the needs of all our customers, and we are always looking for ways to improve our product and provide even more value to our users.

Please 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.

Showing 5 reviews of 2,738 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.