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TaxDome

Tax practice management software for bookkeepers and CPAs

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TaxDome Pricing, Features, Reviews and Alternatives

TaxDome product overview

Price starts from

$

25

/momonth
Per User

What is TaxDome ?

TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) handle customers, workflows, bills, payments, electronic signatures, emails, contacts, and more on a centralized platform. Administrators can securely store proprietary documents, spreadsheets, and clients' files in a centralized repository based on regional, financial, legal, and data protection standards and configure permissions for team members to access them.

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

TaxDome pricing information

Value for money

4.7

/5

1.8K

Price starts from

$

25

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

TaxDome features

Functionality

4.7

/5

1.8K
Total Features35 5 categories

Most valued features by users

Third Party Integrations
Compliance Management
Reporting/Analytics
Data Import/Export
Billing & Invoicing
Multi-Currency
Workflow Management
Audit Trail

TaxDome users reviews

Overall rating

4.7

/5

1.8K

Positive reviews

97%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.88/10
Rating distribution

5

4

3

2

1

1,389

364

44

3

3

Pros
The same feature is included in TaxDome. Awesome!!! The help screens and documentation are the best I have seen among the many software companies we use.

SF

Samuel F.

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.

RW

Rachel W.

I have been learning the software, support has been excellent, I hope this will be easy to use.

DM

Denis M.

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.

PR

PAULA R.

The main item missing was the notification system for when an organizer is updated / changed no notification is given.

SB

Stephen B.

I disliked the lack of notifications about information.

Sc

Savannah c.

Overall Rating

Perfect for my practice

Reviewed a year 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

TONY H.

Owner

Accounting, self-employed

Review source

Overall Rating

Free trial review

Reviewed a year 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...

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

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Finally found what I was looking for!

Reviewed 2 years ago

OMG the email tasks seriously I don't have to search through my emails to find client stuff anymore, it makes me so happy I could cry. And yea I may be overreacting a bit, but the number of emails I receive is ridiculous, so this seriously makes my life so much better.

Pros

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!

Cons

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!

Vendor response

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

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

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Just The Tool Needed to Help My Virtual Firm Scale to that Next Level

Reviewed 2 months ago

I am looking for a streamline process where I can see the flow as to how things move in my virtual accounting and taxation firm and this will allow me to do that while automating workflows. That alone will save me so much time as I put this together.

Pros

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.

Cons

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.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Learning to Use

Reviewed 2 months ago
Pros

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.

Cons

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.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great customer service and great development team with Taxdome

Reviewed 3 months ago

It's been easy to onboard our users and we've enjoyed our experiences so far.

Pros

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.

Cons

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...

Vendor response

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.

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

Share this review:

Great Value for all the Features

Reviewed 18 days ago

TaxDome is still new, but so far the experience has been excellent. We have our first client jobs in the pipelines and we're very happy so far. The workflow setup is a work in progress to be refined and improved as we go along. We found the TaxDome online documentation and videos to be very helpful.

Pros

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...

Cons

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...

TaxDome FAQs and common questions

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


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


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


TaxDome supports the following devices:
Android, iPhone, iPad


No, TaxDome does not have an API available.


TaxDome integrates with the following applications:
Microsoft Outlook, Zapier, Gmail, QuickBooks Online


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

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