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$50,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United States

Supported Languages

English, French, German, Italian, Japanese, Portuguese, Spanish

Pricing starting from:

US$50,00/month

  • Free Trial
  • Subscription

Images

TaxDome documents
TaxDome tax organizers
TaxDome time tracking
TaxDome bulk emails
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TaxDome video
TaxDome screenshot: TaxDome documents TaxDome screenshot: TaxDome tax organizers TaxDome screenshot: TaxDome time tracking TaxDome screenshot: TaxDome bulk emails

Features

Total features of TaxDome: 39

  • Approval Process Control
  • Audit Trail
  • Auditing
  • Billable Hours Tracking
  • Billing & Invoicing
  • Bulk Send
  • Business Intelligence
  • Client Management
  • Client Portal
  • Compliance Management
  • Contact Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Templates
  • Data Filtering
  • Data Import/Export
  • Data Synchronization
  • Deadline Management
  • Desktop Notifications
  • Digital Signature
  • Document Management
  • Electronic Payments
  • Instant Messaging
  • Multi-Currency
  • Permission Management
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Push Notifications
  • SEO Management
  • Secure Data Storage
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integration
  • Timer
  • Timesheets
  • Workflow Management

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Reviews

Overall rating

4,7 /5
(1 167)
Value for Money
4,7/5
Features
4,6/5
Ease of Use
4,6/5
Customer Support
4,6/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 1 167
Kimberliann C.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

One of the best client portals for the money!

Reviewed on 2019/09/04

I personally love the portal and the TaxDome team! From Day 1, they hav been open to my feedback...

I personally love the portal and the TaxDome team! From Day 1, they hav been open to my feedback on upgrades. I feel the developers really listen and take the feedback to heart and try and improve on the product for their users benefit

Pros

The feature that sold me was the capability to lock a document to a bill. As a tax professional, being able to lock the completed tax return until paid was essential for me in Tax season ... I did not have to chase a client for payment, this feature encourages my collection efforts with very little effort on my part.

Cons

It advises of a new document upload but misses the capability to drill all the way to the client that uploaded from the dashboard but you do get email alerts from the client that uploaded.

Response from TaxDome

Thanks, Kimberliann! We have now added Inbox+, which solves the con you highlighted. Inbox+ is a feed of all of the activity in your company across all clients.

Helene E.
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 8.0 /10

TaxDome Review

Reviewed on 2020/12/29

I am just starting with TaxDome. So far I think I will like it most importantly due to the...

I am just starting with TaxDome. So far I think I will like it most importantly due to the conveniences for clients to scan and upload documents and to provide e-signatures.

Pros

The ability for clients to upload documents without a scanner, and for those documents to get saved directly to their files without my staff needing to take valuable time to get them there.

Cons

The meetings to initially test the software did not happen as promised. I created appointments but 2 of those 3 meetings I scheduled were canceled or rescheduled by a TaxDome person and they never told me. I was left scrambling trying to get the meetings to happen. For the software itself, what I like least is the inability to link an email to a client without adding the contact entirely to that client (ie like a bank that I deal with for multiple clients. I only want the emails relating to that specific client to be linked to them. My current CRM software allows me to do this.)

Christopher N.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Onboarding is nearly impossible

Reviewed on 2020/11/19

I was very impressed with their demo and signed up. Apparently this was my mistake. If you don't...

I was very impressed with their demo and signed up. Apparently this was my mistake. If you don't watch every second of the demo, they do not follow up at all with onboarding.

Then if you email, it takes them two days to tell you this and then you need to request to have your trial extended.

When you look to schedule your onboarding, they have incredibly limited offerings. It would have taken 12 days to schedule an appointment which would have been my entire trial.

[SENSITIVE CONTENT HIDDEN] was condescending, slow to respond to issues and basically told me to take a hike.

Pros

It has a ton of great features and is reasonably priced.

Cons

Customer service is frustrating and nonexistent.

Response from TaxDome

While we are sorry to hear Christopher did not have a good experience, that would be a misstatement. He did not have any experience with TaxDome.

Chris signed up, immediately started firing off angry emails. As is customary, Chris was sent our calendar to book a slot for his 1:1 onboarding to answer any questions. There were slots every single day for the next 12 days

Within 48 hours, Chris exchanged 7 emails and a phone call with our team, refusing any actual assistance, but yelling at support staff. We treat our customers with respect and expect the same in return.

As a reference, here are screenshots of the calendar availabilities at the time in question.

https://monosnap.com/file/AH3P8vR3zx3k1gfj89JTNNLJyW8Eff

https://monosnap.com/file/BujnZXISxzQQUt7Ifyy6VTEZDIRFkG

We pride ourselves on our customer support as can be seen by other client experiences in reviews & on public forums. We wish Chris the best of luck in his pursuits.

Nancy A.
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

Exactly what I've been looking for

Reviewed on 2021/02/05

I am going to save SO MUCH TIME. TaxDome has centralized all that I do. Before TaxDome I needed my...

I am going to save SO MUCH TIME. TaxDome has centralized all that I do. Before TaxDome I needed my portal, DocuSign, Google Forms, Excel, Word, Notepad, etc. The amount of time I spent just in the administrative side was crushing. The process of getting an 8879 uploaded to the portal, off to the client for secure signature and back took 45 minutes to an hour. Now it's 5 minutes or less. I've gone from having so many different windows and apps open to needing only TaxDome and my tax prep software. What a relief!

Pros

It seems to be written by people who actually know how an accounting firm works. User documentation is fantastic as are the numerous tutorials. I was easily able to answer most of my questions and get instructions on how to do what I needed without needing to contact a live person. In fact, I was able to get set up and operational without any help from support. The interface is very intuitive.

Cons

In the beginning, TaxDome is a little overwhelming. I'm still getting used to the product terminology regarding clients and engagement letters which they label contacts and contracts. Those two words looks so much alike that it caused me a bit of confusion sometimes.

Christina S.
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

Not perfect but the closest you'll find out there right now and constantly improving

Reviewed on 2021/01/28

I have been looking for something like TaxDome for years as a fully remote preparer and no one...

I have been looking for something like TaxDome for years as a fully remote preparer and no one offers a comparable program and I feel it is priced extremely well. I felt like a kid on Christmas when I discovered it and couldn't wait to sign up and it has lived up to my expectation. It's not perfect but what I think makes it valuable is their request feature and transparent development. Knowing that someone is working to improve a product definitely affects your opinions on the current version. I would prefer that to a product that is never going to change and you have to adapt to.

Pros

It's well designed for tax professionals and know which features we need accessible to us in one place. I was able to replace 4 other vendors immediately with the potential to replace 2 more as they add additional features. I turned off my email notifications and now I just login to TaxDome when I'm ready to work and everything is in one place and I'm not overwhelmed and distracted by emails. I thoroughly enjoy working within the platform as I can stay in one place and get a lot done without skipping around in various programs. I love to work from the client's page because I can see everything I need for them in on place while I'm working on their return. While there is a learning curve for clients that can't be avoided, the feedback from my clients is very positive. I have always been a remote preparer so that is nothing new for me or for them, but they do like this new platform after years of me trying to find the best fit. The customer service is unmatched. They really want to hear from you and help you and the amount of additional help they offer outside of the norm at no additional charge is unheard of. I love the template and automation features in TaxDome. I feel like I can stay connected with my clients more easily and it saves manual work which is always the goal!

Cons

There is definitely room for improvement and I'll note them in cons but I want to preface by saying that I wouldn't consider them a con against deciding to use the application. The benefits far outway the issues and, most importantly, they are constantly adding new features and improvements and are very transparent about it which is great as a user because you know they care what you want and are actively working on it. It also helps you plan for future improvements. For example, the current organizer doesn't have conditional logic but it's being developed. I'm waiting for that to be available as well as other organizer improvements to move my organizer into TaxDome. The billing feature leaves a LOT to be desired and I debated keeping my outside vendor for billing because of it but, again, they already have one improvement in the works and I have faith they'll listen to other ideas for future improvement. It's the one piece that I feel like was quickly added in to make it available which is appreciated but it really needs a lot of TLC to make it appropriate and professional enough for our industry. The billing section is my only real complaint. They also really need to update the word contact to engagement letter to be more industry-appropriate but I've seen it requested by many so I'm hoping they update that soon.

Showing 5 reviews of 1 167 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 at $50 per month per user billed annually. A $75 per month per month option is also available after the first user.

TaxDome offers the following features:

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Project Management
  • Workflow Management

TaxDome has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

TaxDome supports the following languages:

English, French, German, Italian, Japanese, Portuguese, Spanish

TaxDome supports the following devices:

Android, iPhone, iPad

TaxDome integrates with the following applications:

Gmail, Microsoft Outlook

TaxDome offers the following support options:

Phone Support, FAQs, Knowledge Base, Online Support, Video Tutorials

Related categories

See all software categories found for TaxDome.