About TaxDome

TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) handle customers, workflows, bills, payments, electronic signatures, emails, contacts, and more on a centralized platform. Administrators can securely store proprietary documents, spreadsheets, and clients' files in a centralized repository based on regional, financial, legal, and data protection standards and configure permissions for team members to access them.

TaxDome allows accounting firms to create organizers to manage clients according to individual requirements and accept electronic signatures using the knowledge-based authentication (KBA) method in compliance with the Internal Revenue Service (IRS) regulations. Managers can maintain online timesheets, track billable hours, and utilize customizable templates to create corporate websites with search engine optimization (SEO) capabilities. CPAs can also accept payments via credit card in multiple currencies, send push notifications to clients about unpaid invoices, and access an audit trail for each document to track changes or modifications.

Using TaxDome, bookkeepers can also send targeted emails to customers in bulk, create custom fields, assign tasks to team members, set up deadlines, and track progress on a unified platform. Other features include project management, messaging, customizable branding, and document management.

Pricing starting from:

US$25,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to TaxDome

Devices

Business size

S M L

Markets

Austria, Australia, Belgium, Brazil, Canada, Germany, Spain, France, United Kingdom, Italy, Netherlands, Portugal, United States

Supported Languages

Dutch, English, French, German, Italian, Spanish, pt-br

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: 35

  • Access Controls/Permissions
  • Accounts Receivable
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Compliance Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Deadline Management
  • Document Management
  • Due Date Tracking
  • Electronic Payments
  • For Accountants
  • For CPA Firms
  • Multi-Currency
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Reporting/Analytics
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Task Management
  • Third Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Management

Alternatives

Karbon

4,7
#1 Alternative to TaxDome
Karbon is the collaborative practice management platform for accounting firms.

Canopy

4,5
#2 Alternative to TaxDome
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a...

Jetpack Workflow

4,8
#3 Alternative to TaxDome
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management,...

SmartVault

4,5
#4 Alternative to TaxDome
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified...

Reviews

Overall rating

4,7 /5
(1 808)
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.

Write a Review!
Showing 5 reviews of 1 808
Brittnie E.
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 2020/01/10

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.

Patrice B.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

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

Just The Tool Needed to Help My Virtual Firm Scale to that Next Level

Reviewed on 2021/11/22

I am looking for a streamline process where I can see the flow as to how things move in my virtual...

I am looking for a streamline process where I can see the flow as to how things move in my virtual accounting and taxation firm and this will allow me to do that while automating workflows. That alone will save me so much time as I put this together.

Pros

Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale.

Cons

Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Choosing TaxDome

I am looking to streamline my processes and procedures. I currently use Clientwhys as my website, marketing, and portal, but I need a better clearer view and I need the ability to actually automate workflows all in one location.

Switched From

Adobe Sign and Trello

Reasons for Switching to TaxDome

I am looking to streamline my processes and procedures. I currently use Clientwhys as my website, marketing, and portal, but I need a better clearer view and I need the ability to actually automate workflows all in one location.

Response from TaxDome

Thank you for that amazing feedback Patrice. You can check our webinars on this link http://taxdome.com/webinars and our Youtube Academy. Please feel free to contact us if you need further assistance. Our support is free and unlimited.

Vanessa F.
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 7.0 /10

Learning to Use

Reviewed on 2021/12/01

Pros

They advertise that it is supposed to help automate many processes including administrative tasks such as onbording new clients, exchanging documents and communications. I also like how easy was to schedule the white glove onbording sessions.

Cons

It is really hard to setup on your own. Support does not seem to understand my industry details and questions don't get answered relevantly. I resorted to join a program that charges for setup, but don't know how that will be different yet.

Response from TaxDome

Thank you for your feedback Vanessa. Sorry to hear about your experience with our support team. We'll work hard to improve and learn from this experience. Please feel free to reach out to us again. Our Support is free and unlimited , including screen sharing sessions with us.

Will K.
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great customer service and great development team with Taxdome

Reviewed on 2021/10/21

It's been easy to onboard our users and we've enjoyed our experiences so far.

It's been easy to onboard our users and we've enjoyed our experiences so far.

Pros

Your development team and customer support has been great to work with. Where the company is notably still developing, the support team is incredibly receptive to feedback and really supportive in onboarding and migrating users. Some of the best support I've seen.

Additionally the document management system, attaching invoices to documents and the client portal shows signs that your teams have been able to capture many of the industries pain points. It gives me faith in your development team that you all will be able to continue to build out great features.

Cons

The UI is clunky. There are other ways to structure the platform to be more functional that I think would be generally more efficient and there are some errors that could be worked through with a few UI specialists. I'd reach out to some of your younger practice users/technology driven ones and doing some video sessions having them do a walkthrough of their working day and have them talk about some of the UI problems.

The user permissions are tough I appreciate that they can be toggled but The direct message feature should be able to be toggled as well.

I'd also love a direct payroll provider integration such as ADP. Because you all are doing full practice management with a time tracking feature. A great function would be to build out a payroll integration so that firm owners could easily run payroll for their employees.

Response from TaxDome

Thank you so much for the nice feedback, Will! We highly appreciate it. We aim to continuously improve our product. We have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized. Please feel free to contact us if you need assistance. Our support is free and unlimited.

Braddock B.
Overall rating
  • Industry: Financial Services
  • 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

Great Value for all the Features

Reviewed on 2021/12/30

TaxDome is still new, but so far the experience has been excellent. We have our first client jobs...

TaxDome is still new, but so far the experience has been excellent. We have our first client jobs in the pipelines and we're very happy so far. The workflow setup is a work in progress to be refined and improved as we go along. We found the TaxDome online documentation and videos to be very helpful.

Pros

We wanted a core platform for virtual tax preparation. The shortest technology stack the better. Our main tax preparation software is great at tax preparation, but were looking for something that could do all the rest. We did trials of a few names, but TaxDome stood out from the beginning. We liked the flexibility and customization available throughout TaxDome, particularly in the templates for almost every customer touch point. We liked the free eSignatures and the reasonably priced KBA. We liked the integrated payments and the ability to link invoices and documents approvals to workflow automation. We liked the ability to create a client self-onboarding environment. We liked the ability to customize a fairly sophisticated initial information intake (ie online tax organizer) through the conditional question building tools provided. Overall, what we liked the most is the value for what you get with TaxDome.

Cons

There is a learning curve around the automation functions, and getting used to the TaxDome nomenclature around jobs, piplines, and tasks. Setting up your workflow can be time-consuming, especially if you're a perfectionist with your templates, etc. We wish some of the system generated messages were templated/configurable. There is some awkward writing/verbiage here and there within the program. We wish there was a configurable default template for client notification preferences. We didn't like the non-customizable invoice or that there's nothing really to print or save PDF for a client. It's more a payment prompt than an invoice. We like the ability to move/drag/save files outside of TaxDome (ex: from the file structure of our main tax preparation software) into TaxDome, but we wish there was an auto-sync like other local drive to cloud drive services.

Alternatives Considered

Karbon

Reasons for Switching to TaxDome

Value, customization, automation, mobile-friendly development
Showing 5 reviews of 1 808 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 at $50 per month per user billed annually. A $75 per month per user option is also available after the first user.

TaxDome has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

TaxDome supports the following languages:

Dutch, English, French, German, Italian, Spanish, pt-br

TaxDome supports the following devices:

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

TaxDome integrates with the following applications:

Gmail, Microsoft Outlook, Quickbooks Online, 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.