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 2,795 View all reviews
Brittnie
  • 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 10/1/2020

Finally found what I was looking for!

OMG the email tasks seriously I don't have to search through my emails to find client stuff anymore, it makes me so happy I could cry. And yea I may be overreacting a bit, but the number of emails I receive is ridiculous, so this seriously makes my life so much better.

Pros

This software has the features I've been searching for for the past 3+ years. The customer support is amazing, responses are fast and if there is ever anything I'm looking for, if it's not available it's in the works!
Specifically, though I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the Emails as tasks. OMG, this makes my work life so much more streamlined!

Cons

There are still some features I would like to see, but as I already said these are in the works and I fully believe this company is hustling to get us, users, what we want!

Response from TaxDome

Thank you Brittnie, your feedback is valuable to us. We are happy to know that you got everything that you need.

Replied 30/7/2021
Verified Reviewer
  • Industry: Legal Services
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
3
Features
4
Ease of Use
3
Customer Support
4

5
Reviewed on 23/3/2023

TaxDome Review

My overall experience with TaxDome has been positive. It has helped me to save time and money while managing my finances. It has simplified my accounting process by allowing me to store all of my financial documents in one place, and the integration with other applications like QuickBooks has been incredibly helpful. I’ve also been able to customize my reports using the available templates, allowing me to create professional-looking documents. Overall, TaxDome has been a great tool for managing my finances and I’d definitely recommend it to other small businesses.

Pros

I have been using TaxDome software for my business and it’s been a great help in managing my finances. It’s quick and easy to set up and I love that it’s cloud-based, so I can access it from anywhere. I can keep all of my tax documents and information in one place, and I appreciate that it integrates with other applications like QuickBooks. The customer support team is also very helpful and responsive when I have questions. TaxDome has been a great tool for managing my finances, and I would definitely recommend it to other small businesses.

Cons

The only thing I don’t like about TaxDome software is that the templates aren’t as customizable as some other programs. It would be nice if there were more options for customizing the look and feel of the reports, but overall it’s a great tool. Furthermore, TaxDome is not as customizable as some other accounting software programs, such as Xero or QuickBooks. It has some basic customization options, such as the ability to change the font size and color of the text, but it doesn’t offer the same level of customization as these other programs.

Response from TaxDome

Hello there,

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

It's great to hear that the software has been helpful in managing your finances, and that you appreciate its cloud-based accessibility and integration with other applications like QuickBooks. We're glad to know that our customer support team has been helpful and responsive to your needs.

We would like you to know that our departments are constantly working on enhancing the software, and we value any input from our subscribers. We make a conscious effort to consider all suggestions to improve the TaxDome experience. If you have any ideas or feedback that you believe can contribute to our efforts, please submit a feature request by clicking the Blue Question Mark icon located in the top right corner and selecting Feature Requests.

Thank you for recommending TaxDome to other small businesses, and we hope to continue providing you with the tools and support you need to manage your finances efficiently.

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

Have a wonderful day.

Replied 28/3/2023
Jim
  • Industry: Accounting
  • Company size: Self Employed
  • Used Monthly for Free Trial
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
2

3
Reviewed on 15/4/2023

Very useful depending on your needs

I found a solution my clients like, so i am gambling that the pro version of this platform will not be as disappointing as the lite version.

Pros

i REALLY love that my clients like the client portal

Cons

Missing the ability to switch between versions during trial to better gauge which version is best for the practitioner.

Response from TaxDome

Hello Jim,

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

We are more than glad to hear that you like our software.

We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas 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 of your portal, and selecting Feature Requests.

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

Have a wonderful day!

Replied 27/4/2023
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.

Response from TaxDome

Hello Mauricio,

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 understand that the setup may be a bit overwhelming at the beginning, but 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 26/4/2023
Sharise
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
3
Customer Support
5

5
Reviewed on 11/5/2023

A better option

Tax Dome is helping me organize my practice so I'm not so stressed about getting things done and forgetting any tasks. I'm still getting used to the workflows but the ones I've used so far were great! Just the few automations, cut out more than an hour of my work time and tasks were completed without me having to manually do anything. My last engagement was completed and client paid in less than a week! I've never had that before.

Pros

The cost of Tax Dome is much better in comparisson to other similar platforms. I've used 2 others and both were over 1200.00 per year and did not come with support as good as Tax Dome! The customer support is really outstanding. They help with setting things up and you can reach out to them anytime, and you get real live people to help. Also, it bares repeating, the price is just unbeatable for what you get.

Cons

It does take some getting used to. Setting up is time consuming as well as transferring files and clients from different platforms. The pipelines are great but getting them set up, if there isn't already a pipleline, is super time consuming. Definitely not something you'd want to do in the middle of tax season.

Response from TaxDome

Hello Sharise,

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 understand that the setup may be a bit overwhelming at the beginning, but 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 16/5/2023

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