About TaxDome
TaxDome pricing
TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at US$25.00/month.
Alternatives to TaxDome
Canopy
TaxDome Reviews
Feature rating
- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
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
DubsadoReasons 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
DubsadoReasons 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 signaturesResponse 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.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
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.
Reasons for Choosing TaxDome
Did not have very many options or ways to create fillable organizersSwitched From
AsanaReasons for Switching to TaxDome
Better customer support and did have many more integrations and ways to facilitate the customer's experience and service.- Industry: Accounting
- Company size: 2-10 Employees
- Used Daily for Free Trial
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Review Source
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.
- Industry: Accounting
- Company size: 2-10 Employees
- Used Daily for 6-12 months
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Review Source
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
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!Switched From
Microsoft SharePoint, SmartVault, DocuSign, Microsoft Lists, Microsoft Teams and AsanaReasons for Switching to TaxDome
PriceResponse 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.
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for Free Trial
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Review Source
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!
