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
4.6
Ease of Use
4.5
Customer Support
4.7

Browse TaxDome Reviews

3,022 of 3,022 reviews
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Mark
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 9/6/2021

Terrific Product That Understands How Accountants and Tax Preparers Work

Pros

This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.

Cons

It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online.

I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.

Response from TaxDome

Hi Mark,

Appreciate the feedback. This is what helps us improve TaxDome. The ability to add more short codes (add data from existing contact records) is currently in development (you can upvote the existing request we have here so you'll be notified of its progress: https://feedback.taxdome.com/feature-requests/p/shortcodes-in-communication-with-the-client-emails ) and we recently rolled out Services to itemize your invoices in TaxDome so clients can see exactly what they're paying for: https://help.taxdome.com/article/393-services

Replied 19/7/2021
Russell
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

4
Reviewed on 26/5/2021

The unbelievably affordable Swiss Army knife for my practice

Very positive. It is a great product and getting better every month.

Pros

Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price.

Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next.

They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal.

Cons

Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive.

Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary.

OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in.

The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future.

These are all minor annoyances in an overall outstanding product.

Alternatives Considered

Karbon

Reasons for Choosing TaxDome

Lack of development, slow server speed, clunky portal that is inefficient to navigate, lack of a local workstation interface for portal files (web only, unlike TaxDome), lack of task management that works for my office. Developer is friendly and tells me all the time that improvements are coming but they never materialize. All for only $5 less per month than TaxDome.

Reasons for Switching to TaxDome

All in one approach, outstanding value for the price. They are rapidly improving the product and continuing to develop it into an even better product. Simple flat pricing.

Response from TaxDome

Hi Russell, we appreciate your feedback, thank you for letting us know. We are constantly improving the software and releasing new features, many of which we take from our user's feedback on our feature request board. We have an existing feature request (available to paid subscribers) to open new tab vs new page.

You can also read more about our Organizers here: https://help.taxdome.com/article/114-custom-organizer-templates

You can reach us through chat or through email ([email protected]) if you have other questions.

Replied 19/7/2021
Tim
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
N/A
Features
5
Ease of Use
3
Customer Support
N/A

5
Reviewed on 3/11/2023

New to TaxDome

Pros

We researched a number of practice management packages but ultimately decided to go with TaxDome due to the number of features it contains, and all its functionality is available to the Pro subscription with unlimited clients, unlike others that increase pricing for certain functionality or when you exceed a certain number of clients. We have not fully implemented yet, so our opinions are based on our experience so far and the research we have done, but we like the portal functionality, the fact that clients can use their mobile devices to upload documents to or view the portal, the integrated e-signatures, and the ability to lock drafts until payment is received.

Cons

During our research, the most-often cited con with TaxDome was the complexity in implementing the system. I would have to agree with this. I think part of the complexity is because of the extreme flexibility and customability of the program. There are numerous videos and help topics available, far more than the other programs we researched. We wish that some of the best practices in setting up things like accounts and contacts were more available, as when you are setting up the program you don't always understand the downstream implications until you get to that part. I think once we work through the heavy lifting of setting up and customizing the program to meet our needs, it will be invaluable to improving the efficiency and technology our firm employs, especially with respect to automation.

Alternatives Considered

Financial Cents, Canopy and Firm360

Reasons for Choosing TaxDome

The Thomson Reuters CS Suite (Practice CS practice management, NetClient CS portals, FileCabinet CS document management) are clearly legacy products and not where Thomson Reuters is focusing their R&D and future roadmap. However their new offerings are not ready for prime time, and their legacy products lack modern technology (like robust mobile apps and automation). This forced us to look outside the TR ecosystem, and we also wanted to be free to switch tax programs in the future if we chose to do so (we are currently using UltraTax CS, another legacy program).

Switched From

Fixed Assets CS

Reasons for Switching to TaxDome

We felt it had the best feature set and pricing structure.

Response from TaxDome

Hello Tim,

Thank you for your review. It is valuable to us!

We are delighted to hear that you like TaxDome because of our number of features, functionality, and pricing. We are glad that you like our portal functionality, mobile device compatibility, integrated e-signatures, and payment locking features. We hope that these features will help you provide better service to your clients and improve your processes.

We understand that it can be overwhelming to set up and customize a program that has so many options and possibilities. We want to assure you that we are constantly working to improve our user experience and provide more guidance and support for our users. We offer free and unlimited chat and email support, screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also check out our TaxDome Academy.

If you have any questions or need assistance with anything, please let us know.

Have a wonderful day.

Replied 21/11/2023

Top TaxDome Alternatives

Kathy
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
1
Ease of Use
1
Customer Support
4

3
Reviewed on 10/2/2022

If you don't have Carpal Tunnel, you will

The system has everything you need; just badly placed and organized, creating more work than necessary. That is why onboarding is so confusing.

The Dashboard has NOTHING I need to see when I open the software up; nor is there an option to customize it.

The ONLY problem solved was the ability to work remote...BUT the irritation of having a system that will randomly slow down and requires 7 clicks to get to where you need to be is a slow drip of torture.

The price is okay if you have a team of 1 or 2. But because this actually is a system that created more work it is an expense vs an investment.

Its okay for someone with 50 files in a year. I have over 500. So it is NOT built to save time and money. It's built to just have everything in there.

Pros

The features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized.

Cons

The design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value.

For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. SEVEN CLICKS. Working one file can take over 100 clicks, multiply that by 8-10 files in a day... my hand is in pain by the end of the day from all the clicking... and scrolling. Every activity takes over 5 clicks from one thing to the next.

The goal of software is to build efficiency. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It's like a house with the all the appliances and furniture that go in a house shoved into the living room; its all there you just have to sort through a lot to get what you need when you need it. Without an organized design you are creating too many moves and means wasted time, which means wasted money.

The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel.

Alternatives Considered

Canopy and Jetpack Workflow

Reasons for Switching to TaxDome

The list of features; unfortunately the presentation of the features gave the impression of organization...

Response from TaxDome

Hello Kathy.

We are sorry to hear that your experience with our software is not that great and that you are not satisfied.
We are in a constant search for solutions that would cut down the actions you have to perform, or let us say, the number of clicks one has to make in order to get something done. We are trying to make the software as easy as possible.
Since the software is complex, and contains plenty of features, it may take much time to get everything to work and be available just in a few clicks.
We assure you that we are doing our best to improve the system and the layout.

Thank you again for your feedback!

Replied 31/3/2022
Darren
  • 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 5/8/2023

TaxDome Replaces DropBox, Secure Portal Exchange, and CRM

Overall, its been a great experience. I love the fact their is a white glove on-boarding process which has been extremely helpful to my firm to help me understand the Tax Dome system and features a lot better. I would definitely recommend this software to my tax pro and accountant colleagues.

Pros

I love the fact that TaxDome replaces DropBox, Secure portal for file sharing, and CRM. TaxDome not brings these three components together, but then you also get a client portal, workflow management tool, automations with your workflows.

Cons

Like any new system, there is an implementation and adjustment period. This isn't really con, but it would be the only pain point, but totally worth the time spending on implementing and adjusting to the tax dome system.

Response from TaxDome

Hi Darren!

Thank you for your insightful review of TaxDome! It's fantastic to hear that you're enjoying the multitude of benefits it brings to your workflow. The integration of file sharing, a secure portal, and CRM functionality sounds like a game-changer.

It's impressive how TaxDome combines these essential components into one cohesive platform, along with added features like a client portal and workflow management tools. The inclusion of workflow automations further streamlines your processes, saving you time and effort.

Regarding the implementation and adjustment period, your perspective is valuable. It's quite common for new systems to require a bit of time to adapt to, but it's reassuring to hear that you view it more as a transitional phase than a true con. Your positive attitude toward investing time in learning and acclimating to the TaxDome system highlights the long-term value it provides.

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

Have a wonderful day.

Replied 9/8/2023
Amy
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/11/2023

TaxDome - CRM-Practice management for all

Positive so far. I need to work on the processes so I can build my pipelines and my workflows.

Pros

Easier for clients to access and upload documents

Cons

I have only had one complaint, about uploading documents in the desktop upload folder. The dev team jumped right on it and should have it fixed soon!

Alternatives Considered

Canopy and Rever

Reasons for Choosing TaxDome

Easier to use, better interface for clients. Easier for the client to use.

Switched From

Rever

Reasons for Switching to TaxDome

Cost and ease of use by clients. Tax Dome gave me more for my money!
Jennifer
  • 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 10/10/2023

highly recommend

TaxDome is great we love the client portal feature along with the clients being able to sign things online without having to exit the client portal and sending the documents through another service. We also love that we can bill our clients using TaxDome.

Pros

It is user friendly and everything we need is all in one.

Cons

We are excited to try out the SMS feature that is in the works.

Alternatives Considered

Canopy

Reasons for Choosing TaxDome

The features we are looking for are all in one.

Switched From

Adobe Acrobat

Reasons for Switching to TaxDome

How user friendly it was

Response from TaxDome

Hello, Jennifer, thanks a lot for the awesome feedback! We're thrilled that you're loving the client portal, e-signing, and billing features—all in one place. It means a lot to us!
As for the SMS feature, we're just as excited as you are! We can't wait to hear about your experience once it's ready. If there's anything else you'd like to share or any way we can make your TaxDome experience even better, feel free to let us know. Wishing you a great day!

Replied 9/11/2023
Colleen
  • Industry: Financial Services
  • 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 8/11/2023

Excellent onboarding

Amazing onboarding, user experience is top notch, tons of customizable features, great price

Pros

That is is so many products in one and is clearly staying up to date with new features

Cons

That there's so much to learn and tinker with, I'm not sure I'll be able to roll out complete pipelines and task automations before I start transitioning clients to the new platform

Alternatives Considered

Canopy

Reasons for Switching to TaxDome

Cost, TD had more features, proposals, billing

Response from TaxDome

Hello Colleen,

Thank you for your review. It is valuable to us!

We are thrilled to hear that you appreciate our many features. We aim to provide the most comprehensive and up-to-date solution for your tax practice, and we value your feedback. We are glad that you found our system useful and effective for your business.

We also understand your concern about the learning curve and the time required to set up and customize our system. We know that it can be overwhelming to learn at the beginning. We want to assure you that we are here to help you and guide you along the way.

We offer free and unlimited chat and email support, 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 out our TaxDome Academy.

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

Have a wonderful day.

Replied 21/11/2023
Susan
  • 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 3/10/2023

Best ease of use and value!

Overall experience is fabulous!

Pros

I like the ease of use for my clients and the templates that are already available.

Cons

It takes some getting use to and there seems to be a lot of things to do to get to where you need to be within the software.

Alternatives Considered

Asana

Reasons for Choosing TaxDome

Canopy was very expensive and customer service was horrible!

Switched From

Canopy

Reasons for Switching to TaxDome

Customer service and help was exceptional!

Response from TaxDome

Hello Susan, thank you for the feedback – it means a lot to us! It's awesome to hear your clients are pleased with their TaxDome portal, and that you found the templates helpful. We understand it takes a bit to get used to the workflow, but we're always here to help. Don't hesitate to reach out! Wishing you a fantastic day!

Replied 9/11/2023
Christian
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 7/11/2023

CA Tax Services - Tax Dome

Fantastic! I have used other programs and TaxDome allows for an easy client management solutions and incorporates all of the necessary integrations to save time.

Pros

Cutting edge client solutions and great customer support.

Cons

Jobs & project workflow takes a little time to become accustomed to.

Response from TaxDome

Hello Christian,

Thank you for your review. It is valuable to us!

We are delighted to hear that you appreciate our client solutions and our great customer support. We aim to provide the best service and experience for our users, and we value your feedback. We are glad that you found our system useful and effective for your tax practice.

We also understand your concern about the jobs and workflow. We know that it can take some time to get used to our system and learn how to use it efficiently and effectively. We want to assure you that we are here to help you and guide you along the way. We offer free chat and email support, 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 out our TaxDome Academy.

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

Have a wonderful day.

Replied 21/11/2023
Marc
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 17/1/2023

TaxDome has revolutionized our project & client management giving our clients a single app to...

Pros

I love that there are both client and firm facing apps. In addition, after using other software, the ability to direct message a client inside the software keeps it encrypted and confidential. Also after much trial of other software, TaxDome allows us to give a client a open item list of to-do's and track the deliverables as they are completed without having to constantly update the request and keep manually tracking what is neededed.

Cons

We are waiting for the ability to autopay the recurring invoices. Additionally, we would like to be able to customize an existing pipeline template per client, without creating multiple template copies, which is currently on the roadmap which we are excited about!

Alternatives Considered

Jetpack Workflow

Reasons for Choosing TaxDome

Canopy did not have a direct message feature to speak to clients without "requesting" data. Further, the messaging happened outside the software in the native text app on the phone creating the opportunity for sensitive data to leak. Additionally, there was no easy way to create an open items list and track it. Finally, and most importantly, we were looking for a one stop app that also allowed us to customize the organizer.

Switched From

Canopy

Reasons for Switching to TaxDome

1) Direct messaging in app, 2) Checklist of open items sent to client to easily track deliverables, 3) customizable organizers

Response from TaxDome

Hello Marc,

Thank you for your kind review !
We're thrilled that you appreciate both client and firm facing apps! You can rest assured knowing your confidential information is secure with direct messaging capabilities inside TaxDome. Plus, you have access to an open item list of tasks which allows you to track deliverables without having to constantly update requests or manually tracking what is needed - something other software often falls short on!

At TaxDome, we are always looking for ways to improve our services and provide the best experience possible to our clients. We take our customers feedback seriously and strive to meet their needs by continuing to develop new features that make your practice management easier.

We understand your desire for autopayment options when it comes to recurring invoices, so we're happy to announce this feature is currently in development and will be released soon! Additionally, we just released an improved version of the pipeline settings interface to make managing multiple clients in less pipelines even more efficient than ever before.

The satisfaction of our customers remains a top priority, and we look forward to continuing working towards providing the best service possible while meeting all of your needs along the way!

If you have any questions or need assistance with anything, please let us know.

Have a wonderful day.

Replied 26/1/2023
Tyler
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
N/A
Features
4
Ease of Use
3
Customer Support
N/A

4
Reviewed on 8/7/2022

Great Overall All-In-One Software But Client Communication Needs Improvement

One other thing that can be cleaned up is the Academy. Just having a list of a hundred videos is difficult to find what I am looking for. If this was organized better, I may learn better ways to utilize TD.

Pros

I like the security and the portal the most. It is one of the most important needs. The workflows can be made as complex or as simple as I would like and they make work more efficient.

Cons

I would like the ability to edit documents directly in the TD environment. The messaging feature is severely lacking. It would be nice if there was a main messaging page in the left panel. It would bring up a list of all messages, instead of having to go to the client then to their messages. As we do more than just taxes, and we offer bookkeeping services, it would be nice if we could link QBO to TD in a way that when the account Uncategorized Expenses in QBO, TD would send a chat out asking what the transaction was for. The would be able to select from the list of accounts currently in QBO.

Alternatives Considered

Karbon and Ignition

Reasons for Switching to TaxDome

Tax partner had already purchased this when we formed our company, so we decided to stay with it.

Response from TaxDome

Thank you for your detailed feedback, Tyler. We appreciate the ideas you shared with us.

Documents can be edited with our PDF editor, or if you open up a document on the TaxDome drive and make changes, it will be saved to TaxDome as well.

As for your other ideas, I would like to refer you to our a Feature Request Board, which is available to our paying subscribers. Firms can submit feature requests and upvote existing ones. The requests with the most votes get prioritized.

We would like to inform that we are constantly working on the improvement of our features and software.
Please let us know if you have any questions or need assistance with anything. We will be happy to assist you.

Have a wonderful day.

Replied 11/7/2022
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
Sandy
  • 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 2/12/2020

Ease of Use and Customer Service

My overall experience with TaxDome to date has been very positive. I just finished my 2 week free trial and am excited to fully customize the software and use it to its full extent. I feel that it will make a big impact on the organization of our team and the overall client experience.

Pros

I love the ease of use for the client and the available app. I've practiced using it as a client and it is so easy to sign up, activate and upload documents and information. I have also utilized the onboarding on several occasions and have been very pleased. It's been easy to schedule a session and everyone I spoke to has been extremely knowledgeable and patient.

Cons

Creating the pipelines and understanding the relationships between tasks, templates, automations, etc has been challenging and will be time consuming to fully customize, but I feel it will be worth it in the long run.

Response from TaxDome

Hi Sandy,

Thank you for your feedback!

Replied 29/7/2021
Brandon
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 13/9/2022

Automation, Billing, Communications, Invoicing and Docs under one roof!

Pros

Working with automations has relieved a lot of work in our practice.

Cons

When we review docs to work, we rename them. We previously used the browser but it was taking too long to rename, click save and move forward to the next.

Response from TaxDome

Hi Brandon, thank you for your feedback! It's valuable to us.
You have the ability to preview docs and by clicking the three dots in the upper right corner to access the pop-up menu that allows you to edit them. To learn more about managing your documents, go here: https://help.taxdome.com/article/233-how-to-edit-download-print-filter-documents#2

Replied 28/9/2022
Marc
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
4
Features
3
Ease of Use
5
Customer Support
5

4
Reviewed on 30/10/2022

Tax Dome Document Management

Setup is pretty easy, but it would be nice to have a file transfer system that could handle multiple folder to folder transfer setup so that everything from your old portal could be transferred to the tax dome portal in one fell swoop versus transferring everything manually from folder to folder via the tax dome drive.

Pros

The document management system seems quite robust, and the security and encryption features built into the software seem top notch.

Cons

The ability to have nested folders that are assigned a different privacy / security level versus the parent folder is a negative feature that must be worked around by creating a separate file folder chain.The ability to print from your tax software and have the files go directly into the proper account and file folder (Like SmartVault has) is a negative that I'm hopeful that will be developed quickly, as navigating to the correct folder every time a different client needs to be uploaded to the secure portal will be a royal pain in the ***.

Alternatives Considered

Onehub, ShareFile and TitanFile

Reasons for Choosing TaxDome

SmartVault was kind enough to implement a 288% price increase for the 2023 tax year.

Reasons for Switching to TaxDome

Tax Dome presence and support in the tax community and affiliation with NAEA and NATP were the main reasons I went with Tax Dome.

Response from TaxDome

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

As of now, the privacy level of the top-level folder will be applied to all subfolders, and can't be changed individually. However, we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests upvoted. We already have an existing request for changing the privacy level here: https://taxdome.canny.io/feature-requests/p/subfolder-permissions-not-just-top-level-permissions
Please feel free to upvote, and submit a new request regarding the transfer process, so that other firms can upvote.

If you have any questions, or need assistance with anything, please let us know.

Have a wonderful day.

Replied 29/11/2022
Andrea
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 2/6/2023

Tax Dome new user

My husband was floored when he received a call the other evening from someone who noticed that we had converted our trial to a membership and they just wanted to check in and see if we had any questions or needed assistance with the import from our current CRM. The customer service so far has been fantastic.

Pros

We are brand new, just converted from our trial. I have loved all of the videos they have available along with the videos they update regularly. I also love the support on FB. There are a ton of resources out there to help you make sure this is right for your firm prior to you making the jump.

Cons

It is a lot more expensive than what we are currently using, and I wish there was a discount for having so many employees on it. I feel like for small firms this is very affordable but for a firm our size (15 employees) it becomes quite costly. We are able to cancel some other things we are paying for, but it was still a big bite to chew on to move forward.

Alternatives Considered

Canopy

Reasons for Choosing TaxDome

There was not enough automation in atom- too much of a risk of error if someone forgot to check a box, and too much time for administrative stuff and "clicks".

Switched From

Atom

Reasons for Switching to TaxDome

We loved the automation that was included and all of the support that is available
Christina
  • 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 19/5/2022

TaxDome appears to be everything we have been missing in our firm!

We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things.
Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed.

Pros

We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it.

We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.

Cons

Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.

Alternatives Considered

Asana

Reasons for Choosing TaxDome

The prior software just didn't fit our needs anymore as we were growing too fast in comparison to the features they have. The old software is a great option for those wishing to have a small firm or only have one or two people working within a firm. It just was no longer a fit for our needs as we grew.

Reasons for Switching to TaxDome

TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allows us to combine the two software platforms. This will help with efficiency within our firm. Also, TaxDome allows any team member to view communications that are sent to just my email and act on the requests. This is stress-relieving in itself, as everything was still falling onto just my shoulders to process, regardless of how much I tried to delegate to our team.

Response from TaxDome

Thank you for the feedback Christina. We appreciate it. As long as you have one annual subscription, you can subscribe to our monthly subscription for your seasonal members. Please see more details here - https://help.taxdome.com/article/187-taxdome-pricing-faq#1 . Please feel free to reach out to us again if you need further assistance. Our support is free and unlimited.

Replied 24/5/2022
Chris
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 6/7/2023

Canadian accounting firm review

Pros

Has just the features we needed. Their interface is not overly cluttered like other programs, which can overwhelm new users. TaxDome is straight forward and there is more than enough online videos to walk you through how to use the program.

Cons

Pricing is not low, but also not out of the norm for practice management software. The requirement to pay one-year up front for the first license is a bit annoying as it makes you feel like you need to be all in, right away. Not saying this is a bad thing, but if you are on a tighter budget, you may want to look at lower cost software to piece together for your practice management needs.

Alternatives Considered

Financial Cents, Karbon and Firm360

Reasons for Switching to TaxDome

The layout and features were easier to digest than Karbon. Financial Cents were missing some integration components and document management features.

Response from TaxDome

Hello Chris,

Thank you for your review. It is valuable to us!

We are happy that you like our software, 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 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.

We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests.

If you have any questions or need assistance with anything please let us know.

Have a wonderful day!

Replied 18/7/2023
Helene
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 29/12/2020

TaxDome Review

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.)

Response from TaxDome

Hi Helene!

Thanks for your review! Your feedback is important to us. Feel free to reach out to our support team for assistance. You should be able to schedule a 1:1 Onboarding without any issues.

Replied 29/7/2021
Erica
  • 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
5

5
Reviewed on 25/2/2023

Best Product Yet! Highly Impressed!

Pros

The product is easy to navigate, with much more fluids craters than it’s competitors. Everything I need is at my fingertips and clients are adjusting well.

Cons

It’s more difficult to learn the automotive workflows, but that is mostly due to me learning during peak season. I just don’t have the time to dedicate to learning as I need to right now.

Response from TaxDome

Hello Erica,

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

We are thrilled to hear that you find our product easy to navigate and that it provides you with everything you need at your fingertips. We are also glad to hear that your clients are adjusting well to the platform.

Regarding your feedback on the difficulty of learning the automotive workflows, we understand that it can be challenging to learn new things during peak season when time is of the essence. However, we want you to know that our team is always available to provide support and assistance whenever you need it. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more.

Please do not hesitate to reach out to us if you have any questions or need any assistance with learning the workflows.

Have a wonderful day!

Replied 8/3/2023
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
John
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 8/1/2020

Tax Dome Working Great

I have realized the benefit of a CRM system related to tax preparation. In the workflow / pipeline process, knowing when clients dropped their stuff off or how long you have had their returns as been a huge improvement on efficiency on our end and the client receiving a faster return time. If tax dome updates the issues I listed about this is the best software for the price hands down.

Pros

I like the ease and functionally of tax dome the best. It is very user friend, a lot of my clients have been able to use it as well with very little questions on their end. I love the client portal aspect allowing clients to upload and download documents in a safe and secure manner. We use the signature function as well, not having to go out to a third part software has increased the return time and timing requesting the signatures. The customer service is great schedule a time to help on board or asking questions is very easy. [SENSITIVE CONTENT HIDDEN] is great!!!

Cons

The cons are are feel a few and far between and all things that I have been asking about and are supposed to be fixed or updated by the end of the month. For instance e-signature you have to send the document out two for a husband and wife to sign unlike other software you send it one to both email address. The notification may be a little too much but I guess I would rather know what is going on with all my clients than not and reminders to follow up on emails, or documents they have provided. Lastly moving the files from public (client view) to private (firm view) currently is not allowed so you have to delete the file and than upload again which takes additional time, but they assured me this was an update fix at the end of the month as well.

Alternatives Considered

Canopy

Response from TaxDome

Thank you John, your feedback is valuable to us. We are glad that you find TaxDome software user-friendly. We have made a lot of improvements in requesting for electronic signature in TaxDome and we already have that function that you need. To learn more about requesting e-signature see this link: https://help.taxdome.com/article/146-electronic-signatures#6 With regards to moving documents inside a client account from different folders in TaxDome can be done. Here is the link that you can refer to: https://help.taxdome.com/article/145-how-to-move-documents#1

Replied 6/8/2021
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
Nicholas
  • 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 6/2/2020

Finally an all in one solution!

TaxDome is a really great all in one solution for taxpractices. It looks good, its easy for clients to use, they have had nothing but good things to say about it. It needs e-signature improvements to truly replace docusign or signnow but it works well for most things. They added multiple features just during my trial period so I know more updates are coming.

Pros

I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place. I have been using a number of solutions that don't integrate thoroughly to achieve these things and finally i can have all these features in one place at a fair price. I am very happy with it. It does have shortcomings in some areas but they are constantly improving it and adding features. Support is also very responsive. They also have a really great email integration which collects files sent to your email and saves correspondence with clients in the client file, no more dragging and dropping correspondence from outlook into the client folders or saving attachments and dragging and dropping where to go. If the email is linked with a Taxdome client account it goes through your inbox and adds all client communications automatically.

Cons

There are some features that could be improved. Some of pipeline and workflow tools I haven't quite implemented. These could be improved with some sample templates that could be customized. Designing a workflow from scratch is difficult and I feel like i might be leaving things out, templates would give a baseline of common practices that would guide new users on how to take advantage of these features. Signature implementation could use some work, getting signatures from two spouses isnt well done, there should be an option for them to physically sign on their phone instead of using the signature font for the printed signature, and it has to have knowledge based e-signature (this would come at an additional cost to us users but it is required for certain document electronic signatures). I'm not concerned about these shortcomings because they are constantly adding updates and im sure improvements are on the way.

Response from TaxDome

Thanks, Nicholas!

We have added a template library to pipelines, so you no longer have to start from scratch.

We've also added KBA to e-signatures as an option.

Thank you for your feedback - more updates and improvements on the way!

Replied 12/8/2020
3,022 reviews