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.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Images
Features
Total features of TaxDome: 65
Alternatives
HoneyBook
Pixie
Canopy
Zoho CRM
Reviews
Already have TaxDome?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Accounting
- Company size: 2-10 Employees
- Used Daily for 1-5 months
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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.
- Industry: Accounting
- Company size: 2-10 Employees
- Used Daily for 1+ year
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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 2022/10/03
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.
- Industry: Retail
- Company size: 11-50 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
TaxDome a Must Have For a Small Business Looking To Grow
Reviewed on 2023/03/10
Great, works so much better on putting my employees into our tax system
Great, works so much better on putting my employees into our tax system
Pros
How easy it was for first time users (like myself and my new secretary) to use right out of the boxI had used other tax software as had my secretary and both of use were using it like PRO's in less the two hoursIt also has the ability's to expand with the business because we just went from four employees to almost fifty
Cons
All the online updates, it took over an hour to download
Response from TaxDome
Hi Carl, Thank you for your feedback! It's valuable to us.
We'd love to hear from you. Please know that we have a feature request board for paying subscribers to submit requests and upvote requests from other firms. The features with the most upvotes get prioritized. See the link for more details https://help.taxdome.com/article/83-how-to-request-new-feature-i-need
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
New User
Reviewed on 2023/01/26
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
- Industry: Accounting
- Company size: 2-10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Amazing First Impression!
Reviewed on 2022/11/29
I am very pleased thus far and really looking forward to rolling out the client portal in the...
I am very pleased thus far and really looking forward to rolling out the client portal in the coming weeks!
Pros
TaxDome is the most bang-for-your-buck solution that we've tried thus far! We are a newer CPA firm about to enter our 4th tax season, and have grown from a team of 3 to a team of 12 in the last year - Implementing a more robust software was crucial to our growth. So far I like the ease of set-up the most! Implementation has been very easy so far, especially when compared to various methods we've tried in the past!
Cons
The time-tracking and invoicing is a little bare-bones for our needs.
Response from TaxDome
Hello Rachael,
Thank you very much for your review. We appreciate it.
We are more than gad to learn that you like our software.
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, 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.
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$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.
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
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