About TaxDome
TaxDome pricing
TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at US$33.00/month.
Alternatives to TaxDome
TaxDome Reviews
Feature rating
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
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
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
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
KarbonReasons 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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
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.
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 CSReasons 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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
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.
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!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
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.
