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TaxDome Pricing, Features, Reviews and Alternatives
TaxDome FAQs
Q. Who are the typical users of TaxDome ?
Q. What languages does TaxDome support?
Q. What other apps does TaxDome integrate with?
TaxDome product overview
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
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
Platforms supported
Support options
Training options
Not sure about TaxDome ? Compare it with a popular alternative
Starting from
25
/user
Per month
Starting from
249
Per month
Flat Rate
TaxDome pricing information
Value for money
4.7
/5
2.6K
Starting from
25
/user
Per month
Pricing options
Value for money contenders
TaxDome features
Functionality
4.7
/5
2.6K
Total features
65
6 categories
Most valued features by users
Functionality contenders
TaxDome users reviews
Overall Rating
4.8
/5
2.6K
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.9/10
2K
513
62
5
4
Overall rating contenders
Arnitra S.
Tax Consultant
Accounting, self-employed
Review source
Transcript
Arnitra S.: Hi, I'm Arnitra and I am the owner of consultants, and I give TaxDome a four out of five....
TONY H.
CPA
Accounting, self-employed
Review source
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...
Rolette W.
Accounting, self-employed
Review source
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I love how there's templates. It really helped with implementing and creating processes.
I haven't come across any just yet. So far it's good and I really like it.
Hi Rolette, Thank you for your feedback.
Demarcus H.
Accounting, 1-10 employees
Used daily for less than 6 months
Review source
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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.
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.
Right now he integrates with calendar really and other calendars. I would like to see it have its own calendar.
Stephanie C.
Financial Services, 1-10 employees
Review source
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I like what the software promises and hope it will deliver
I least like that it is difficult to administer
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
Ryan F.
Accounting, 1-10 employees
Used daily for 6-12 months
Review source
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The Simple Simplicity Of The GUI & Product Design, Endless Intuitive Customizations.
Need more dashboard features to complete preparer payroll & commission; card vault
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.
Felix A.
Professional Training & Coaching, 1-10 employees
Review source
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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.
I found the software to be very user friendly. I also found the links to other software and banks to be a plus.
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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