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-facing tools (documents, signatures, invoicing, messages). TaxDome is the most intuitive, all-in-one cloud-based solution for tax practice management. This best-in-class software is accessible no matter how large or small your business is. Managers can utilize built-in templates to handle tax returns, bookkeeping, payroll, and other accounting processes. TaxDome allows teams to annotate, highlight, and rotate PDFs and update fillable forms on a unified interface. Additionally, supervisors can share documents and collaborate with staff members on various files using the @mention functionality. TaxDome lets stakeholders integrate the system with several third-party applications, including QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs, and many more. Pricing is based on monthly subscriptions and support is extended via email, chat, FAQs, forums, phone, and knowledge base.
TaxDome Software - TaxDome client portal
TaxDome Software - TaxDome client list
TaxDome Software - TaxDome Client communication tools: secure messaging and client tasks
TaxDome Software - TaxDome Online payments integrated with Stripe and CPACharge. ACH payments is also available
TaxDome video
TaxDome Software - TaxDome client portal - thumbnail
TaxDome Software - TaxDome client list - thumbnail
TaxDome Software - TaxDome Client communication tools: secure messaging and client tasks - thumbnail
TaxDome Software - TaxDome Online payments integrated with Stripe and CPACharge. ACH payments is also available - thumbnail

TaxDome pricing

TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Free Version:
No
Free trial:
Yes

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TaxDome Reviews

Feature rating

Value for Money
4.7
Functionality
4.6
Ease of Use
4.5
Customer Support
4.7
5 reviews of 2,319 View all reviews
Jennifer
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

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

5
Reviewed on 6/8/2022

Great features, great price

The interface is a little confusing for me, but I think that will not be the case when I have everything up and running the way I want.

I also think if you get permissions set up right for your staff, their interface would be simpler

Pros

Before I got licensed, I was using Canopy. When I rebranded my business, I decided to rebuild my tech stack from the ground up.

TaxDome comes in at about 1/3 of the price of Canopy for me (I didn't even have all their features), and it has more functionality. The workflow interface is a Kanban-style board that lets you visualize where products are, and I find it much easier to review that Canopy, where they are just all lumped together as "tasks".

Cons

TaxDome takes a LONG time to get setup . . . but that's because there are so many great features, and it is to your advantage to use them all together. Be prepared to invest significant time crafting your templates, building your organizers, and planning your workflows ("pipelines" in TaxDome).

However, if you do take the time to set these up (there is an online course that walks you through it, and they offer a video-conference onboarding session) I think you'll be thrilled with the results.

Response from TaxDome

Thank you, Austin, your feedback is valuable to us. Feel free to reach out to us through chat, email or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.

Replied 19/8/2022
Jeremiah
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
0
Features
5
Ease of Use
2
Customer Support
4

3
Reviewed on 9/9/2022

New User-initial thoughts

I am just getting used to the software, but it seems to be a good system

Pros

The software is all-inclusive for a CPA practice.

Cons

The system is complex with all of its features, so understanding what the information means to a new user is difficult. They have a lot of videos to help, but nothing really beats person-to-person.

Response from TaxDome

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

You already mentioned that TaxDome is a complex all-in-one software. We have hundreds of features, and 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 highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more.

If there is anything that we can do for you, please let us know. We will be happy to assist.

Have a great day.

Replied 19/9/2022
Miata
  • 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 27/5/2022

Best Practice Management for Accountants

Pros

The in-app document management, file storage, and client portal features make client collaboration simple.

Cons

I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.

Response from TaxDome

Thank you for the review, Miata. Your feedback is valuable to us.

Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized.

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

Have a great day.

Replied 1/6/2022
Krystopher
  • 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 30/8/2022

Embracing technology and taxdome

Its been great so far. Customer service is very helpful in getting all our client data pulled over, and showing us set up

Pros

I really like this project manager software because its catered to a small tax preparation/accounting office. I am shrinking from using about 5 different apps, down to just my tax software and TaxDome (billing, document management, DocuSign). I am still new to TaxDome, but look forward to learning more about the various customizations that we can do.

Cons

My only hesitancy was that the gross revenue for the practice was accessible to all users, rather than just the admin account. I'm all for transparency, but that was one of the features I thought only works for sole owner offices.

Alternatives Considered

Canopy and Karbon

Reasons for Choosing TaxDome

Customized to Accountants and had other services like signing abilities, client portals, and invoicing.

Switched From

monday.com

Reasons for Switching to TaxDome

Unlimited features

Response from TaxDome

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

It is great to hear that you are happy with TaxDome.
As for the revenue, while admins can see the total revenue, team members can see only their own statistics on the invoices assigned to them. They won't see the gross revenue. You can have a look here for this: https://help.taxdome.com/article/103-using-your-dashboard#1

If you have any further questions, or need assistance with anything, please let us know. We will be happy to assist you.

Have a great day.

Replied 14/9/2022

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