App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
Learn why GetApp is free
TaxDome
Tax practice management software for bookkeepers and CPAs
(24)
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
TaxDome pricing information
Value for money
4.7
/5
3K
Starting from
33
/user
Per month
Pricing options
Value for money contenders
TaxDome features
Functionality
4.7
/5
3K
Total features
65
6 categories
Most valued features by users
Functionality contenders
TaxDome users reviews
Overall Rating
4.8
/5
3K
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.89/10
2.3K
596
70
6
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.
CEO
Accounting, 1-10 employees
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...
Lynnorra P.
Accounting, 1-10 employees
Review source
Share this review:
I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging Tax Dome.
I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place. This has been a huge time saver for me without having to switch between multiple systems just to send a email or request key documents.
At this moment, TaxDome doesn't allow for reoccurring payments for monthly clients but this is on their roadmap for implementation. Additionally, just understanding where "FIRM LEVEL" documents can be stored for team use is another place to understand how to be more efficient. I was able to solve for this by making my firm an account and portal to use just like clients! Lastly, I do think it is a huge upfront investment when you have a team of 5 or more, but the annual savings is key here.
Thank you very much, Lynnorra. Your feedback is much appreciated. You can upload documents to the Private folder since this will be visible to you. But, you already found a great solution, it can be more convenient and organized to have a separate account for your firm documents. Thank you for sharing this with us.
Gianna M.
Accounting, 1-10 employees
Review source
Share this review:
I like that everything can be automatised. I like the clientel service. Very good.
That we can not put two taxes and i live in quebec where we have two taxes
Hello Gianna! We're thrilled you're enjoying the automation and the customer service— We understand your concern about the taxes. It's a valuable insight, and we appreciate you bringing it up. If you ever have more thoughts or questions, don't hesitate to reach out. Thanks a lot for your feedback!
Elizabeth W.
Accounting, 1-10 employees
Used daily for less than 6 months
Review source
Share this review:
So far, we are enjoying the software. We started to close to tax season, so we aren't implementing a lot of the features yet. Our biggest goal is to have a centralized location for everything instead of having multiple spreadsheets for practice management.
Tax Dome seems to have most of the features we were looking for and if they didn't have the feature it appears to be in the roadmap to add to the software. I really like the workflows, even though we have not implemented them yet.
It is not as customizable as I would like. I am hoping that this will improve as new features are added and updated. My biggest complaint is that the virtual drive cannot be synced in real time to a local drive, which does conflict with our ISP (Information Security Plan); we are copying and pasting into the local drive for now, but during tax season, especially, we have a lot of data that is changed constantly.
Hello Elizabeth, Thank you for taking the time to share your kind review, it is valuable to us. It's great to hear that TaxDome has been able to provide you with many of the features you were looking for, and that the workflows are a useful feature for your practice. Regarding the customization, we understand our users' desire for more flexibility, We would like you to know that our departments...
Krista H.
Accounting, 1-10 employees
Used daily for less than 6 months
Review source
Share this review:
So far it's great! We believe this will be a game changer when it comes to managing our workload this next busy season.
We like the fact we now have a all in one portal, document storage, workflow management, and CRM in one place.
I wish I could open all the client files at once to see everything. I wish is was a little easier to move files between related accounts - If someone uploads a document to there entity account, that should be in their individual account, it's a little cumbersome to move it to the correct account.Printing from Drake when using Right Networks. It can be done, but it costs quite a bit more.
Hello Krista, Thank you for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions...
Alyssa G.
Accounting, self-employed
Review source
Share this review:
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.
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.
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!
© 2010-2023 GetApp. All Rights Reserved.
GetApp® is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.