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TaxDome

4.8
(2.6K)

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Tax practice management software for bookkeepers and CPAs

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(12)

TaxDome Pricing, Features, Reviews and Alternatives

TaxDome FAQs

Q. What type of pricing plans does TaxDome offer?

TaxDome has the following pricing plans:
Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

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Q. Who are the typical users of TaxDome ?

TaxDome has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

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Q. What languages does TaxDome support?

TaxDome supports the following languages:
English, Dutch, French, German, Italian, Portuguese, Spanish, Danish, Finnish, Swedish

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Q. Does TaxDome support mobile devices?

TaxDome supports the following devices:
Android, iPad, iPhone

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Q. Does TaxDome offer an API?

No, TaxDome does not have an API available.

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Q. What other apps does TaxDome integrate with?

TaxDome integrates with the following applications:
TaxAct Business, TaxAct Professional, Microsoft Outlook, Calendly, Zapier, Gmail, Stripe, Quickbooks Online, Schedulista

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Q. What level of support does TaxDome offer?

TaxDome offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum, Chat

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TaxDome product overview

Price starts from

25

/user

Per month

What is TaxDome ?

TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team.

Key benefits of using TaxDome

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Knowledge Base
FAQs/Forum
Chat

Training options

Documentation
Webinars
Live Online
Videos

Not sure about TaxDome ? Compare it with a popular alternative

Starting from

25

/user

Per month

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Starting from

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Per month

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TaxDome pricing information

Value for money

4.7

/5

2.6K

Starting from

25

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

TaxDome features

Functionality

4.7

/5

2.6K

Total features

65

6 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
Third Party Integrations
Reporting/Analytics
Data Import/Export
Alerts/Notifications
Compliance Management
Customizable Reports

TaxDome users reviews

Overall Rating

4.8

/5

2.6K

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.9/10
Rating distribution

5

4

3

2

1

2K

513

62

5

4

Pros
I love the ease of use for my clients, most have found it very easy to use with no hand-holding and adopted and loved it very quickly.
Still learning more and customizing to meet my needs where I can. What I like best is that I am to do just that and replace two other programs that I have been purchasing from other venders.
It has been great, I did a lot of research to find the best software that fit for me and my business and this is a great option to keep everything organized and bill clients in one place.
Cons
The first problem I had with TaxDome was the support. This program is difficult if you intend to just jump in at the beginning.
The main item missing was the notification system for when an organizer is updated / changed no notification is given.
I disliked the lack of notifications about information.
AS
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Arnitra S.

Tax Consultant

Accounting, self-employed

Review source

Overall Rating

Perfect for my practice

Reviewed 2 years ago

Transcript

Arnitra S.: Hi, I'm Arnitra and I am the owner of consultants, and I give TaxDome a four out of five....

TH
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TONY H.

CPA

Accounting, self-employed

Review source

Overall Rating

Free trial review

Reviewed 2 years ago

Transcript

Tony: Hi, my name's Tony. I'm a CPA. I give TaxDome a score of four out of five. Yes, I previously used...

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Rolette W.

Accounting, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great Product

Reviewed 2 years ago
Pros

I love how there's templates. It really helped with implementing and creating processes.

Cons

I haven't come across any just yet. So far it's good and I really like it.

Vendor response

Hi Rolette, Thank you for your feedback.

DH
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Demarcus H.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Hewitt Services Software Review

Reviewed 16 days ago

In the past, virtual tax preparation was handled manually. If one person didn't do their job it would mess up the entire process. The client's experience was horrible. They would just sit by the phone and wait for a call. The workflow management updates the client every step of the way. Onboarding used to take 30 to 45 minutes. It now takes seconds then the software does the rest.

Pros

It would have to be workflow management along with the fact that the whole tax preparation process can be handled within one software. It is done by either the computer or the mobile app.

Cons

Right now he integrates with calendar really and other calendars. I would like to see it have its own calendar.

SC
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Stephanie C.

Financial Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

Share this review:

Just beginning

Reviewed 2 months ago
Pros

I like what the software promises and hope it will deliver

Cons

I least like that it is difficult to administer

Vendor response

Thank you, Stephanie. Your feedback is valuable to us. We are happy to hear that. Please let us know if there is anything we can do for you, or if you need assistance with anything. Our support is free and unlimited, and our team will be happy to assist you. Have a wonderful day

RF
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Ryan F.

Accounting, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Finally Someone Gets It!

Reviewed 3 months ago
Pros

The Simple Simplicity Of The GUI & Product Design, Endless Intuitive Customizations.

Cons

Need more dashboard features to complete preparer payroll & commission; card vault

Vendor response

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.

FA
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Felix A.

Professional Training & Coaching, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Very Impressed - Looking Forward To Implementing All Its Features

Reviewed a month ago

I didn't complete the trial. I was sold on the software by day 3 and made my purchase. I am looking forward to using all the features. I am convinced it is going to make the management of my business easier and contact with repeat and new customers satisfactory and focused.

Pros

I found the software to be very user friendly. I also found the links to other software and banks to be a plus.

Cons

I did run into a few problems trying to set up the website, however in all fairness I am not a technical person and this was doing the free trial without the help of the support team.

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