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
All-In-One Accounting Practice Management
CRM, DMS, portal, payment processing/collections, eSignature
Pros
I like that TaxDome is all-inclusive, everything I need to manage my practice is in one package.
Cons
I do not like the requirement to pay for an entire year at a time, or to pay three years in advance for the best price. This is a barrier to adoption for new and/or small practices, like my own.
Reasons for Choosing TaxDome
TaxDome's features won me over.Reasons for Switching to TaxDome
They either lacked the features I wanted, or were even more experience.Response from TaxDome
Hi James!
Thank you for providing feedback on your experience with TaxDome. We appreciate your kind words regarding our platform's all-inclusive nature and its ability to fulfill your practice management needs.
We understand that the requirement to pay for an entire year at a time or to pay in advance for multiple years can present challenges, particularly for new and small practices like your own. We genuinely apologize for any inconvenience this may cause. Our pricing structure is designed to offer the best value and ensure that our clients receive the most competitive rates.
We encourage you to reach out to our customer support team. They may be able to explore potential options or discuss alternatives that could better suit your practice's specific requirements. We genuinely value your business and want to ensure that you can fully leverage TaxDome's capabilities without feeling constrained by the payment structure
Once again, we sincerely appreciate your feedback and your willingness to share your thoughts with us. Your input is invaluable as we strive to enhance our platform and provide a seamless experience for all our users. If there's anything else we can assist you with, please don't hesitate to get in touch.
Have a nice day!
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for Free Trial
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Review Source
Basic Version a Good Option for Sole Proprietor Starting Out
Pros
Its easy to setup, create folder structures, invite clients, and share documents back and forth. The price is comparable to other available software. I won't be using the higher end features this upcoming season, but it seems like there are some good automation options that I look forward to trying in the future as my firm grows.
Cons
In order to save on premium features, you need to subscribe for multiple years which is costly ($1800 for 3-years). That may be cost prohibitive early on for your business. For small sole proprietorships, I'd say just stick with basic until you start making serious revenue.
Reasons for Switching to TaxDome
Similar to lower pricing for the features, but easier to set up, seems easy for clients to sign up and submit docs.Response from TaxDome
Hello, Alyssa! Thank you for sharing your feedback on your experience with TaxDome. We're delighted to hear that you find it easy to set up, create folder structures, invite clients, and share documents seamlessly.
We appreciate your honesty about the cost and potential challenges it may pose, especially for small sole proprietorships.
We understand the importance of providing flexible options, and your feedback will certainly be considered as we review and refine our pricing structure. If you have further suggestions, please feel free to reach out. Wishing you a great 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.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
TaxDome is my saving grace!
I'm in love.
Pros
I love the automated pipelines that allows me to take all my manual processes and keep everything timely flowing.
Cons
I feel that a multihour tutorial zoom should be part of the initial start of subscription/trial.
