User Reviews Overview

About TaxDome

TaxDome is an accounting practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) manage both internal practice management (workflow, CRM, reporting) and for client-facin...

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Feature ratings

Value for Money
4.7
Features
4.7
Ease of Use
4.5
Customer Support
4.7

Browse TaxDome Reviews

2,724 of 2,724 reviews
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Jennifer
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
N/A
Features
4
Ease of Use
4
Customer Support
N/A

5
Reviewed on 29/3/2022

Worth the learning curve

TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.

Pros

Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.

Cons

There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive.

I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)

Alternatives Considered

Dubsado

Reasons for Choosing TaxDome

Dubsado does not have a secure signature feature and no audit trail. I am not convinced that a contract signed there would hold up in a court if something went wrong.

Switched From

Dubsado

Reasons for Switching to TaxDome

I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signatures

Response from TaxDome

Thank you, Jennifer, your feedback is valuable to us.

Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process.

Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.

Replied 30/3/2022
Mauricio
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
4

5
Reviewed on 23/1/2023

Easy Management of Tax Practice

Experience has been pretty good. If I have questions the Tax dome team is very easy to schedule a training meeting with me.

Pros

The secure portal, The way i c an send and have unlimited signatures. The way i can create Forms for clients to fill out is amazing and how clients can contact me through their own account.

Cons

It can get confusing at first when creating forms and templates for clients.

Alternatives Considered

Canopy and Karbon

Reasons for Choosing TaxDome

Did not have very many options or ways to create fillable organizers

Switched From

Asana

Reasons for Switching to TaxDome

Better customer support and did have many more integrations and ways to facilitate the customer's experience and service.
reena
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
3

3
Reviewed on 23/1/2023

Just finished trial

TBD - I'm going to use it this year and update my review after tax season.

Pros

Still setting it up - but it looks like

Cons

I wish I had more trial time to get it set up and be sure. I signed up and forgot to use the referral code, but there was no way for the customer support to update it so that the person who referred me could get credit for spending time showing me how they use it.

Top TaxDome Alternatives

Ryan
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 14/11/2022

Finally Someone Gets It!

Pros

The Simple Simplicity Of The GUI & Product Design, Endless Intuitive Customizations.

Cons

Need more dashboard features to complete preparer payroll & commission; card vault

Alternatives Considered

Canopy and Salesforce Sales Cloud

Reasons for Choosing TaxDome

I wrote a custom solution for our firm in Power Automate; and realized that the upkeep there was untenable. I found TaxDome to be the same solution that I had created in my own imagination!

Reasons for Switching to TaxDome

Price

Response from TaxDome

Thank you, Ryan. Your feedback is very valuable to us.

We are happy to hear that you like the possibility to customize almost everything in TaxDome.
We would like you to know that our development departments are working all the time on improving the software. The Dashboard has been recently changed to Insights, and now you have different options.
User feedback is incredibly important to us, and we love to get feedback and ideas from our customers. We would appreciate it if you would share your thoughts on what can be added to the dashboard features that would improve your efficiency. You can share your ideas by submitting requests to our Feature Request Board, or by sending a reply to this response.

Please let us know if there is anything we can assist you with.

Have a wonderful day.

Replied 9/12/2022
Elena
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/2/2023

First Time User!

My biggest concern as a virtual tax preparer was obtaining the necessary tax documents securely and effectively. Tax Dome also offers the portal in different languages which really helps the customer onboard with no issues. This was a top priority for me in order to serve my customers profesionally.

Pros

There are so many options to customize and templates to help you get started

Cons

I don't see a scheduler. Maybe I haven't fully explored the software. It would be great to have a scheduler to set up appointments vi phone call/zoom/google meet to get started with leads.

Response from TaxDome

Hello Elena,
Thank you for taking the time to share your thoughts and experience as a first-time user of TaxDome. We're thrilled to hear that you found the platform's options for customization and templates helpful in getting started.

Regarding your concern about not finding a scheduler, we'd like to assure you that TaxDome does offer a scheduling feature for setting up appointments with your clients. We apologize if this feature wasn't immediately apparent to you during your initial exploration of the software. Our team is always available to help guide you through the platform and answer any questions you may have.

We're also delighted to hear that TaxDome was able to address your biggest concern as a virtual tax preparer - securely and effectively obtaining necessary tax documents - and that the platform's multilingual portal helped you serve your customers professionally.

Feel free to reach out to us if you need further assistance. Our Support is free and unlimited.

Have a great day!

Replied 8/3/2023
Kevin
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/2/2023

Excellent CRM/Practice Management Offering

Customer document exchange and secure communication.

Pros

The CRM, document exchange and practice management capabilities are second to none. It's one product suite for numerous different applications.

Cons

The upfront 3 year price to purchase TaxDome Pro.

Alternatives Considered

SmartVault and TitanFile

Reasons for Switching to TaxDome

The extensive all in one suite offering that replaces numerous applications.

Response from TaxDome

Hello Kevin,

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

We are delighted to hear that you find our CRM, document exchange, and practice management capabilities to be second to none. Our goal is to provide a comprehensive suite of tools that can be utilized for various applications to help our clients streamline their workflows.

We understand that the upfront 3-year price may seem like a significant investment at first, but we would like to highlight that by choosing this plan, you can lock in your current annual rate and take advantage of our discounted pricing. This means that you can save money in the long term while still enjoying the same great features and services that TaxDome has to offer.

If there is anything we can do for you, please reach out to us.

Have a wonderful day.

Replied 8/3/2023
Darin
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/1/2023

A life saver!

I wish there was a pipeline for 990, 1041, 706 clients

Pros

The CRM functionality as well as the client management and task management features allow us to visually see and communicate with automation making our time more efficient.

Cons

It's pretty entailed, but their support is amazing.

Alternatives Considered

Zoho CRM, Insightly, Pipedrive, Maximizer CRM, Keap, Accelo and HubSpot CRM

Reasons for Choosing TaxDome

We have been growing as a company so fast, we were in need of a better system to streamline our every day.

Switched From

Adobe Acrobat

Reasons for Switching to TaxDome

Seemed the most streamline for our Tax and accounting company.
Demarcus
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/1/2023

Hewitt Services Software Review

In the past, virtual tax preparation was handled manually. If one person didn't do their job it would mess up the entire process. The client's experience was horrible. They would just sit by the phone and wait for a call. The workflow management updates the client every step of the way. Onboarding used to take 30 to 45 minutes. It now takes seconds then the software does the rest.

Pros

It would have to be workflow management along with the fact that the whole tax preparation process can be handled within one software. It is done by either the computer or the mobile app.

Cons

Right now he integrates with calendar really and other calendars. I would like to see it have its own calendar.

Adriana
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

5
Reviewed on 16/1/2023

Tax Dome is making my life easier.

Pros

I like that I can have everything in one place and not worry about going to different places to get my job done.

Cons

Not complaining about anything. I am in love with Tax Dome and will keep working with them.

Response from TaxDome

Hello Adriana!

Thank you very much 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. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place.

We appreciate your feedback and hope that TaxDome continues to meet your needs and exceed your expectations. If you have any further comments or suggestions, please don't hesitate to let us know.

Have a wonderful day!

Replied 28/2/2023
kwandile Mabutho
  • Industry: Animation
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
3
Ease of Use
4
Customer Support
3

4
Reviewed on 16/2/2023

Tax some Reviews

Accounting friendly

Pros

Assistance in tax management and tax auditing has never been so easy since this product because it basically does all the slow stuff for you

Cons

It takes long to figure out how to properly use this app when you are a first timer

Response from TaxDome

Hello kwandile Mabutho,

Thank you for sharing your feedback with us, it is valuable to us!

We're thrilled to hear that our product has been helpful in simplifying your tax management process and making it easier for you to deal with tax audits.

Since TaxDome is an all-in-one tool, the setup can seem overwhelming at the beginning, We give our best to assist our clients during the setup. We offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube, and Facebook and you can check our TaxDome Academy.

If there is anything we can do for you, please reach out to us.

Have a wonderful day.

Replied 8/3/2023
Lauren
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 8/7/2021

TaxDome is a must!

Instead of using multiple applications, we have one central system to use everyday which has become a life saver. We can organize our clients by service and make sure no one falls through the cracks. The Tax Dome team has also been super accommodating and patient as we learn the ins and outs.

Pros

We've been looking for a program that has it all and we finally stumbled across Tax Dome. Even as a small company, we process over 1,000 tax returns a year, plus offer bookkeeping services, as well as other financial services. We needed a service that had it all in one place with an efficient task manager. We've been able to stay more organized and increase our scale of business.

Cons

The integration took a little while to be fully completed, and of course there's a learning curve with a new program/software, but we're confident, with practice, Tax Dome will only become easier to use.

Alternatives Considered

Wealthbox

Reasons for Choosing TaxDome

Redtail really only sufficed as a CRM so we had invoicing through another system, QBO, outlook, a secure client portal through another provider, and so on. Our team found it difficult to keep the CRM updated when we worked through so many different programs. Streamlining was essential for us.

Switched From

Redtail CRM

Reasons for Switching to TaxDome

Our company focuses on tax services as well as financial/investment/insurance services. The other programs weren't as accommodating to including multiple services.

Response from TaxDome

Thanks for your amazing feedback, Lauren! Feel free to reach out to our Customer Success team anytime if you need any assistance as support is free and unlimited.

Replied 19/7/2021
Taylor
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 10/12/2021

The Software We Knew, Gone

The very first feature that needs to be complimented in this software is their product development teams and their customer service. I was attracted to Taxdome's features like anyone else would be when looking at it from almost two years ago. Once I was a customer of theirs though and could see the effort they put into answering their customers on Facebook and communicating when something is broken, getting community feedback and votes to decide the next project, and using open community testers for new features. THEN you have this beautifully designed and functional while simple to use software that has completely changed my firm into what I was trying to use ClickUp and four or five other software to accomplish what I can do today by simply sitting down and logging in to one software. It gets better, there are community-voted features and requests getting completed almost weekly so it's not even the same software it was when we started.

Pros

- Project Management, the way accountants, need it to be.
- Phenomenal portal and client management
- They have the best pipe designers and pipe layers and just great, great pipes
- Document mark-up in the client portal
- E-signature and KBA is awesome!

Cons

- It's complex, but it's manageable
- Invoicing could use some love
- Shortcodes --- I could soapbox about why shortcodes are available in some screens and not others, or why the shortcodes are so limited, but I'm not going to....
- Little to no integration with Zapier, it's there, but it's far from developed

Response from TaxDome

Thank you, Taylor. Your feedback is much appreciated.

We are happy to have such detailed feedback because the needs and opinions of our customers are very important to us.

We are continuously working on the improvement of our software and its features.
We have been working on updating the shortcodes, we also have ongoing plans for the invoice feature and the Zapier integration since there was some feature request.

We have a Feature Request Board for our paying subscribers. Please feel free to request the features you would find useful, and you also can upvote already existing requests posted by other firms.

Replied 11/4/2022
Patricia
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
5

5
Reviewed on 10/6/2021

Great but ready for improvements.

My overall experience has been awesome. Even with my concerns the support and resources have been useful. I love the Facebook group and the responsiveness from all the representatives. I liked being able to just start working on my file and every time I started to feel overwhelmed, I just asked for help and it was there. That's invaluable and hard to explain until you start to experience it. That's exactly what I want to show my clients. If you are overwhelmed by taxes, let me help. I guide you through the process.

Pros

Customer support, online videos, and all the resources. I'm a jump-in and get started. I don't want to schedule a demo, I don't want to talk to anyone I just want to get my feet wet. I can quickly determine if I'm going to like something or not. I always learn by playing around with things. I LOVE how I could sign up and then start asking questions and scheduling help once I learned my way around the software.

Automation of workflow. My reason for actually purchasing the software is the automation. I want to save time (eventually) with setting up my system to keep my clients informed every step of the way.

I also love that I can quickly look at my clients and send emails based on where they are in the completion of their projects. I also find the auto-reminders for clients to do something incredibly useful.

Cons

I don't like the projects. My biggest worry is I'm going to miss a project for a client. That just can't happen. The pipeline is taking me time to get used to and I'm trying to remember the point of it. I do think once I get it down it will be VERY helpful. I'm more concerned that I do the same work every year or month or quarter. I just want a way to easily know that every client will at least get on my to-do list with the jobs I need to complete for them.

Alternatives Considered

Financial Cents, Canopy, Jetpack Workflow, ClickUp and Asana

Reasons for Choosing TaxDome

Price for features.

Reasons for Switching to TaxDome

Price, signature requests, reviews from customers, and automation.

Response from TaxDome

Hi Patricia,

Thanks for your feedback. This helps us a lot. We have recently released recurring jobs so you no longer have to remind yourself to add jobs for clients as they'll automatically be added for you: https://help.taxdome.com/article/290-adding-recurring-jobs

Replied 19/7/2021
Christina
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/1/2021

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

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.

Response from TaxDome

Thank you so much for the great feedback Christina! We are happy to know that you are satisfied with TaxDome and we greatly appreciate any suggestions for features, any way we can help you with your practice. Keep them coming and you can submit them using this link: https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board.

Replied 23/7/2021
Abbey
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 3/9/2021

Best All In One Software - I've tried them all

TaxDome support is incredibly responsive and useful. The implementation time was minimal for this software. I got my workflows set up in a day and was working in the software pretty efficiently within 3 days. My clients LOVE the portal and it sets me apart as an accounting firm because our communication is consistent, timely, and they know where to find me.

Pros

I love that it has all of the features I really wanted for a great client experience and workflow management. The client portal is phenomenal. The Workflows are easy to setup and the templates are a great starting point. Not too complex and not too simplistic

Cons

I wish that recurring tasks customized to a specific client could be built into a recurring pipeline job instead of having to link recurring tasks when they're created. I can tell this feature is missing because of the way the software was designed to streamline the workflow management experience which is otherwise phenomenal. The minor inconvenience of linking a task to a job after the fact is minimal compared to the rest of the benefits I have from this software.

Alternatives Considered

Karbon

Reasons for Choosing TaxDome

I mostly used ClientHub prior to switching and I switched mostly because it was too simplistic and not as secure. The client portal was decent in ClientHub but this one is better. Workflows were great in ClientHub but TaxDome has the potential to be even better.

Switched From

Karbon

Reasons for Switching to TaxDome

All three of the softwares I had been evaluating prior to finding TaxDome each had some of the features I wanted but none of them had them all. Ultimately Karbon was too complex and time consuming to setup for my small accounting firm, Client Hub was too simplistic and not secure enough, and Canopy was geared more toward Tax only rather than both tax and accounting/bookkeeping.

Response from TaxDome

Thank you for the feedback, Abbey! we appreciate it. We aim to continuously improve our product. If there's still missing feature that you would like to add in TaxDome especially related Task and Pipeline, 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 . Feel free to reach out to our team. Our support is free and unlimited.

Replied 9/9/2021
Caitlin
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
N/A
Features
4
Ease of Use
3
Customer Support
N/A

4
Reviewed on 27/1/2020

Everything I need in one place

I have only been using TaxDome for a couple of months but am already noticing a change in the workflow. The setup is a bit difficult, as with any new software, but I am anticipating great things to come. So far I am enjoying the software and would recommend to any tax professionals.

Pros

I love the organization that this software brings to my firm. I can create tasks, assign tasks, communicate with clients, record billing amounts and track receivables, and keep track of what tasks are outstanding and to which staff member tasks are assigned to. This software allows me to keep a live and easily accessible audit trail of work to be completed, work in progress, and completed work so I no longer have to search individual client files for notes. This is the hub for all firm tasks and is a program my staff and I will use daily.

Cons

Some of the functions are difficult to navigate and time consuming to implement. There was also a little confusion upon set up of what I needed to do, specifically regarding the task/pipeline area. I also found the pipeline/task/tag area difficult to find as it is located under the settings tab which I would typically attribute to account settings and not task setup.

Response from TaxDome

Thank you, Caitlin. Your feedback is valuable to us. You can schedule an onboarding session with us by going here: [ https://taxdome.com/15] for us to assist you with setting up your pipelines and discuss the functionality of the software.

Also, to request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board.

Replied 2/8/2021
Deanna
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/6/2021

Great product, Great Customer Service, and still finding hidden gems

My partner and I came from a tax firm that used a dated practice management workflow consisting of various disjointed software tools, spreadsheets, and humans. There were terrible inefficiencies resulting in considerable operating overhead (labor costs, software licenses, real estate, etc.) and a tremendous amount of stress during the tax season. Thanks for COVID, we decided that our new tax firm was going completely virtual with client appointments and we would leverage a practice management suite that helped us achieve efficiency, accuracy, and scale. We are leveraging a hosted version of our tax software eliminating the need for an IT person on-staff and TaxDome will allow us to streamline our workflow so we have no need for seasonal admin staffing. It's only been two weeks since we started working with TaxDome, but so far we are ecstatic and we see it helping us to fulfill our goals for the firm.

Pros

Coming from a quagmire of administrative staff, spreadsheets, and various software to manage our practice, TaxDome is an absolute godsend. We've only had the opportunity to work with it for a couple of weeks during the trial period, but we have been impressed with it beyond our expectations. We really like the variety of tools that made the import of contacts/docs expedient and reliable. The email sync feature is just amazing as it eliminates the noise of a junked-up inbox. The mobile app with built-in document scanner is so incredibly neat that I think our clients will easily get on-board with these changes in how we interact with them. I would be remiss if I didn't give the customer service team some love as well. I must've bugged them everyday about something. They were prompt, courteous, and helpful with each and every correspondence. Lastly, as we continue to learn the TaxDome platform, we're discovering new functionality we didn't expect but will help immensely. For example, one feature we just found was the ability to edit PDF documents within the TaxDome platform itself. Amazing!

Cons

Honestly, there hasn't been anything that I've experienced in the past 2 weeks that would warrant a complaint of any sort. We would've really liked to have a scheduling module in TaxDome where we can organize and schedule our reviews with clients, but not a deal breaker and as I understand it is in the works anyway.

Response from TaxDome

Hi Deanna,

Thank you for your feedback. We currently have the scheduling module planned in our feature request board. I have upvoted your firm to this request, feel free to add any comments or suggestions here- https://taxdome.canny.io/feature-requests/p/company-appointment-scheduling-with-popular-online-calendar-integration

Replied 19/7/2021
NANCY
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 5/2/2021

Exactly what I've been looking for

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.

Response from TaxDome

Hi Nancy,

Thank you for your feedback!

Replied 21/7/2021
Kristin
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 24/4/2020

Saved Our Firm

TaxDome has saved our firm. There is no way we would have survived tax season with out it. I highly recommend this product. It brings everything all into one place. Document storage, portal and work dashboard.

Pros

This is super easy to use and get set up.

Our clients love the portal. We love how status updates can be automatically sent to the client to keep them in the loop of what stage their tax return is in.

Customer service is amazing. If you have questions, there is a chat feature and they respond very quickly.

Since this is a new product they are always adding new features.

We like how there is a to do list & kanban view of tasks. We also love the messages feature where you can send direct messages to the client.

Cons

This is a new product so there are still a few features missing. They are working on adding e-signature for 8879's which would have been great to have during tax season. They are adding new features all the time so hopefully this will be available soon.

It would be nice to be able to put notes on the face of the kanban cards so you can see them by just glancing at them and not having to open them up.

There is no way of knowing if documents have already been downloaded. If a client uploads tax documents, there is no way to know if anyone else in the firm has already downloaded them or if new documents have been uploaded there is no way to distinguish them.

Alternatives Considered

Canopy and Karbon

Reasons for Choosing TaxDome

We felt like we really didn't know what we needed to work on. We were still keeping track of everything in spreadsheets.

Switched From

Jetpack Workflow

Reasons for Switching to TaxDome

All in one features. It was like both Karbon and Canopy all in one. The cost is great too.

Response from TaxDome

Hi Kristin!

Thanks for the review. KBA is available for 8879s - https://help.taxdome.com/article/72-getting-signatures-for-your-documents#7

Check out the recent blog post on the release of Jobs, which will allow you to leave notes on a Job (card in a pipeline) - https://blog.taxdome.com/news/2020/08/13/jobs_redesign.html

Replied 27/8/2020
Jamie
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 2/9/2020

Trial to subscribe

I watched the pre-recorded demo, attended the live demo - which was so great to be able to speak with voice (vs chat is an option) live with humans at the end of the demo! So helpful! Then speaking to [SENSITIVE CONTENT HIDDEN] in tech support when I had more questions throughout the trial, especially questions that weren't answered on the site. I just subscribed and took advantage of the option to review for an additional free month to my account. At first I was hesitant about the cost, but once I realized all that was included and the money I won't need to spend next year (secure portal elsewhere), and to have the website hosting included - that brings the costs to very reasonable!! I'm hoping that doesn't change drastically once I'm all set up!

Pros

I really like that this seems to be an all-in-one product! I looked at many firm management products and TaxDome seems to have everything I was looking for plus several additional options that I never expected to be taken care of by a firm management software. Such as the website - I don't need a complex site right now. I'm super excited for this next tax season to have the portal and all client aspects in one spot! The KBA e-signature authorization is perfect too!

Cons

There is a pause when moving between screens. That gets frustrating. But I'm noticing that with more cloud-based software (QBO, Gusto). Some tasks seem cumbersome - there could be short cuts on the current screen to go back to enter another of the same, such as manual time entry. Once one is entered, to go back to enter more takes MANY clicks and screen waits.

Alternatives Considered

Zoho One, Dubsado, 17hats and Ignition

Reasons for Choosing TaxDome

I have been searching for over a year and tried to start with Pascal Workflow (the field above would not let me add Pascal as an answer) but had trouble with my email account linking. I am having issues with that here but I'm learning it may be how my Microsoft 365 accounts are set up. I'll be checking with an IT company on that. I've also been wanting to set up a basic website for a few years now and have not taken the time or wanted to spend the thousands of dollars plus hosting. Having it here is a HUGE bonus!

Reasons for Switching to TaxDome

Everything I was looking for PLUS MORE - is included in TaxDome! I really like the daily live demo, that was huge. Plus, so far, customer service has been responsive and wonderful! [SENSITIVE CONTENT HIDDEN] has been super helpful and pleasant to work with! I am hoping the changes/updates coming really add better functionality in the software. I'm really hoping the experience with TaxDome only grows in the upward and positive direction for years to come!

Response from TaxDome

Thank you, Jamie! Your feedback is valuable to us. To request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board

Replied 9/8/2021
Dale
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
5

4
Reviewed on 5/2/2022

Great for small practices

For firms that are looking for something you can setup and learn in about 8 hours this is the best option in the market. You will spend a lot of time:

- Either creating your organizers or editing the current organizers available in their library. No, there is no import option.
- Creating workflows (pipelines)
- Creating e-mails for automation. Don't waste your time with the HTML formatted e-mails, I spent hours researching a work-around and it doesn't exist.
- Creating contract templates (fortunately we typically only have a few we utilize industry wide)
- Learning the software in general

The fortunate thing is once you've got everything setup, most things won't need much changing in the future, and if they do, you'll have the structures in place and understand how to change things quickly.

Overall this is a great product but it does require an initial time commitment to setup. As long as you're willing to spend that time (or pay someone else to) you'll enjoy the experience.

Pros

You can't beat the cost for what it does. Most of the basic things are easy to setup (adding logo, e-mail sync, etc.) and inviting clients is easy. One thing they don't advertise as much when you're looking in to the software is that they have a desktop app that creates a network folder on your local computer, so you can save directly to taxdome via your file explorer without even opening the browser. That was what sold it for me during my trial period.

Cons

The HTML e-mail formatting is atrocious for automated e-mails and has forced me to look for another solution. They only allow "Simple HTML" so you can't embed or format anything in a way that looks professional once it's received on the client side. I spent about 6 hours trying to figure out a way to get this to work and it just doesn't.

Not having a recurring/automatic billing feature is prohibitive. Most of my clients pay monthly flat-fees and just want to setup payments one time and forget about it. Would be nice if there were more flexibility in this area.

The "white labeling" is great but what they really mean by that is putting your logo in the portal and sign-up/sign-in pages. It still says "powered by taxdome" at the bottom, and when instructing clients to download the app you then have to explain that TD run the software your brand is all over. It's not truly a white label experience, but it's as close as you'll get for the ease of use.

Alternatives Considered

HoneyBook and SuiteDash

Reasons for Switching to TaxDome

I spent a lot of time (probably 16 hours) in other software white labeling and setting up only to find barriers along the way. TD has its flaws but it's best value for the money and the easiest to setup of the ones I looked at. Oh... and it's made for accountants.

Response from TaxDome

Thank you, Dale, your feedback is valuable to us.

We just wanted to let you know that all of our paid users have the option to request new features to be implemented. If you wish to see something changed or upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal.

Replied 30/3/2022
Luis
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 3/3/2020

Awesome

I have found a substantial decrease in time processing and managing the clients' tax returns

Pros

The most that I like is that all tools that I need to effectively manage my tax practice in on a single site

Cons

I have no concerns about the product, except for the fact that it doesn't allow to get independent signatures from married couples filing jointly

Response from TaxDome

Thanks, Luis!
I'd like to inform you that we've released the ability to add multiple signers, so now you can get independent signatures from couples. For more information, please refer to our help: https://help.taxdome.com/article/72-getting-signatures-for-your-documents#6

Replied 25/6/2020
Christopher
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 6/2/2023

TaxDome Review by Gemta

I refer this system to all my friends.

Pros

TaxDome has helped us service over 300 clients. We were able to send them engagement letters, collect signatures, communicate, and easily oversee multiple jobs/tasks. Building the workflows took some time but once they were up and running, it was a smooth process.The biggest pro for us was seeing the system consistently improve. Every few weeks we'd see changes and it made us feel like the team really cares about building a better system. It feels like we're growing with TaxDome.

Cons

It can be pretty expensive but I guess you get what you pay for!

Alternatives Considered

HoneyBook, Jira and Podio

Response from TaxDome

Hello Christopher!

Thank you very much for your review. it is valuable to us. We are glad to hear that you have found it useful for creating workflows and automating email communication with your clients. We are also glad to hear that it has helped you to keep track of requests and receive faster replies from your clients

We are sorry to learn that cost is a concern for you, and we want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. The cost per user may seem high at first glance, but when you consider the amount of time and money that can be saved by using our software, it becomes a cost-effective solution for your business.

We are proud to know that as we grow, you grow too. There is nothing more important to us than being able to meet all your needs through multiple functions within the system.

If there is anything we can do for you, please reach out to us.

Have a wonderful day.

Replied 1/3/2023
oralia
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/1/2022

excellence

I have used simliar software and this is by far easier more effective and moderately priced

Pros

Easy and functional great service and works with my preferred tax software

Cons

customer service, is not what I would prefer had trouble reaching and interacting with representative who called me back.

Alternatives Considered

Teamwork and Wave Accounting

Reasons for Choosing TaxDome

Did not use enough, not cost effective

Reasons for Switching to TaxDome

it is integrated with software

Response from TaxDome

Thank you, Name, your feedback is valuable to us.

We're sorry to hear you were not satisfied with our support. Please feel free to reach out to us if there's anything we can do to help. Also, we wanted to let you know that you can book a training session any time by clicking on the question mark icon in the top right corner of your portal. Our support is completely free and unlimited.

Replied 4/4/2022
Emmanuel
  • Industry: Apparel & Fashion
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
2

4
Reviewed on 3/3/2023

Review of TaxDome from the perspective of a small business in Ghana

I would say that I had a positive overall experience with the software. While I did find the learning curve to be steep at first, I really appreciated the client portal, document management system, and billing and invoicing features. These features helped me to communicate more efficiently with my accountant and access my account information in a secure and user-friendly way. The software's integration with popular payment processors like PayPal and Stripe also made it easy for me to pay my bills online.While there were some occasional glitches and slow loading times, overall I found TaxDome to be a powerful tool that helped me to improve my accounting processes and better serve my clients.

Pros

I like the client portal feature of TaxDome, which provides a secure and user-friendly platform for me to communicate with my accountant and access my account information. This has made the communication process more efficient, reducing the need for back-and-forth emails and phone calls.I also appreciate the document management system of TaxDome, which allows my accountant to store and organize all my important documents in one central location. This ensures that my important documents are easily accessible and reduces the risk of losing important information.Additionally, I find the billing and invoicing features of TaxDome to be very useful. These features allow my accountant to easily track time spent on my work, create invoices, and accept online payments. The software integrates with popular payment processors like PayPal and Stripe, making it convenient for me to pay my bills online.

Cons

When we bought the software, it was really difficult to set it up and running because there is a steep learning curve involved in setting up and using the software. There are also some times I face glitches or slow loading times, which can be frustrating when I am trying to access information.

Response from TaxDome

Hello Emmanuel,

Thank you for taking the time to share your kind review, it is valuable to us!

We are pleased to hear that you find our client portal feature helpful in streamlining communication with your accountant and accessing your account information. Our document management system is designed to make it easier for you and your accountant to store and organize all your important documents in one place, and we're glad to hear that you find it useful.

We're also happy to hear that you appreciate our billing and invoicing features. Our software is designed to help your accountant save time and stay organized by tracking time spent on your work and creating invoices, and we're glad that it has been convenient for you to pay your bills online through our integration with popular payment processors.

Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more.
Please let us know whenever you have questions or need assistance.
Have a wonderful day.

We apologize for any inconvenient caused by the loading time and the glitches, we will take your feedback into consideration as we improve the software's performance. Please note that the performance of TaxDome can be affected by the device and browser you are using to access it, as it is a web-based platform. We recommend ensuring that your device and browser meet our system requirements to optimize performance.

If you have any further questions or concerns, please don't hesitate on reaching out to us for assistance.

Have a wonderful day!

Replied 7/3/2023
2,724 reviews