TaxDome Pricing, Features, Reviews and Alternatives

This software has the features I've been searching for for the past 3+ years. The customer support is amazing, responses are fast and if there is ever anything I'm looking for, if it's not available it's in the works! Specifically, though I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the Emails as tasks. OMG, this makes my work life so much more streamlined!

There are still some features I would like to see, but as I already said these are in the works and I fully believe this company is hustling to get us, users, what we want!

Thank you Brittnie, your feedback is valuable to us. We are happy to know that you got everything that you need.

Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale.

Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend.

Thank you for that amazing feedback Patrice. You can check our webinars on this link http://taxdome.com/webinars and our Youtube Academy. Please feel free to contact us if you need further assistance. Our support is free and unlimited.

They advertise that it is supposed to help automate many processes including administrative tasks such as onbording new clients, exchanging documents and communications. I also like how easy was to schedule the white glove onbording sessions.

It is really hard to setup on your own. Support does not seem to understand my industry details and questions don't get answered relevantly. I resorted to join a program that charges for setup, but don't know how that will be different yet.

Thank you for your feedback Vanessa. Sorry to hear about your experience with our support team. We'll work hard to improve and learn from this experience. Please feel free to reach out to us again. Our Support is free and unlimited , including screen sharing sessions with us.

Your development team and customer support has been great to work with. Where the company is notably still developing, the support team is incredibly receptive to feedback and really supportive in onboarding and migrating users. Some of the best support I've seen. Additionally the document management system, attaching invoices to documents and the client portal shows signs that your teams have been able to capture many of the industries pain points. It gives me faith in your development team that you all will be able to continue to build out great features.

The UI is clunky. There are other ways to structure the platform to be more functional that I think would be generally more efficient and there are some errors that could be worked through with a few UI specialists. I'd reach out to some of your younger practice users/technology driven ones and doing some video sessions having them do a walkthrough of their working day and have them talk about some...

Read more

Thank you so much for the nice feedback, Will! We highly appreciate it. We aim to continuously improve our product. We have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized. Please feel free to contact us if you need assistance. Our support is free and unlimited.

We wanted a core platform for virtual tax preparation. The shortest technology stack the better. Our main tax preparation software is great at tax preparation, but were looking for something that could do all the rest. We did trials of a few names, but TaxDome stood out from the beginning. We liked the flexibility and customization available throughout TaxDome, particularly in the templates for almost...

Read more

There is a learning curve around the automation functions, and getting used to the TaxDome nomenclature around jobs, piplines, and tasks. Setting up your workflow can be time-consuming, especially if you're a perfectionist with your templates, etc. We wish some of the system generated messages were templated/configurable. There is some awkward writing/verbiage here and there within the program. We...

Read more