TaxDome Features

I love the ease of use with tasks within pipelines, staff understanding their role, functionality of client communication in-program.

The time and expense/invoicing function is extremely limited.

TaxDome made it easy to keep track of my taxes and to stay organized. It was also easy to set up and use. The customer service team was very helpful and responded quickly to any questions I had.

TaxDome can be expensive if you don't take advantage of discounts or promotions. It also has limited features compared to other tax software.

Hello Jennifer, Thank you for your kind review, it is valuable to us! We're thrilled to hear that our platform helped you stay organized and made tax tasks tracking easy. It's also great to know that our customer service team was able to provide helpful and responsive support. Our software has been designed to provide exceptional value to our customers, and we take pride in the features and capabilities...

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I like that I can request KPA Signatures, and send and receive client documents easily for bookkeeping and tax.

Not super intuitive if you are in a hurry to set up. But taking my time and using tutorials is helping.

Hello Amanda, Thank you kind review, it is valuable to us! We're glad to hear that you find our platform helpful for requesting KBA signatures and sending/receiving client documents for bookkeeping and tax purposes. We understand that setting up our platform can seem overwhelming at the beginning, especially when you're in a hurry. However, we're pleased to hear that taking your time and using tutorials is helping you navigate our platform more easily. If there is anything we can do for you, please reach out to us. Have a wonderful day.

I liked that this software has pretty much everything I could imagine a software having, I would prefer to learn one software really well than to learn 10 different softwares. I like that it was built by accountants for accountants and bookkeepers.

I wish it had SMS messaging but apparently that is in the works. Also, it is a LOT of information to get started. I know it has everything I need though so I'm sticking with it!!

This product is worth the time investment to set up and streamline processes. I like the client portal because it has useful features.

I would prefer an easier layout when setting up the pipelines.

Hello Michelle, Thank you for taking the time to share your feedback with us, it is valuable to us! We are pleased to hear that you found our product worth the investment of your time and that the client portal has useful features. We strive to provide our clients with tools that streamline their processes and enhance their experience. We appreciate your feedback regarding the layout of the pipelines....

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Easy to use and has a wide range of good features and works to support customers as well and security and privacy have a high priority

Its cost is a bit high and it is complicated and difficult for some companies or people and needs good training

Hi Said, Thank you for your feedback! It's valuable to us. We can also help your team members with setting up their accounts. Feel free to schedule an onboarding session with us so we can assist you with any questions and show you how you can use TaxDome in full.

TaxDome does so many things correctly - but the biggest thing is listening to their firm owners. They have a private Facebook group and a feature request board, both where firm owners and users can request features that they'd like to see added to the software. If you have a problem or a question, they are quick to respond. They also pay attention to the little things - something like making well-formatted,...

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I need to continuously tell myself that TaxDome is a young software company and the product grows every day, week, month, and year. A lot of times features I would really like to see are "coming soon" or "in development". While I commend the TaxDome staff for working hard to bring these extra features to the software (and without a price increase yet), some of the features I feel they should have had...

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Hello Dane, thank you for leaving this very detailed feedback, we appreciate it. We are constantly improving the software and releasing new features, many of which we take from our user's feedback on our feature request board. Just off the top of my head, so coming this year are: Native app for tax preparers, @mentions, etc What really sets us apart is we are not a marketing company, we are led by product to create the best products we can for you and your team. We have also released the ability to sign KBA - https://blog.taxdome.com/what-is-kba/ Recurring pipelines - https://help.taxdome.com/article/290-adding-recurring-jobs For questions and concerns you might have, please contact us through chat or email (success@taxdome.com), we'd be glad to assists you.

We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it. We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.

Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.

Thank you for the feedback Christina. We appreciate it. As long as you have one annual subscription, you can subscribe to our monthly subscription for your seasonal members. Please see more details here - https://help.taxdome.com/article/187-taxdome-pricing-faq#1 . Please feel free to reach out to us again if you need further assistance. Our support is free and unlimited.

The document management system seems quite robust, and the security and encryption features built into the software seem top notch.

The ability to have nested folders that are assigned a different privacy / security level versus the parent folder is a negative feature that must be worked around by creating a separate file folder chain.The ability to print from your tax software and have the files go directly into the proper account and file folder (Like SmartVault has) is a negative that I'm hopeful that will be developed quickly, as navigating to the correct folder every time a different client needs to be uploaded to the secure portal will be a royal pain in the ***.

Thank you, Marc. Your feedback is valuable to us. As of now, the privacy level of the top-level folder will be applied to all subfolders, and can't be changed individually. However, we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests upvoted. We already have an existing request for changing the privacy level here: https://taxdome.canny.io/feature-requests/p/subfolder-permissions-not-just-top-level-permissions Please feel free to upvote, and submit a new request regarding the transfer process, so that other firms can upvote. If you have any questions, or need assistance with anything, please let us know. Have a wonderful day.

All the features make it a great deal for the money

The software does a lot of great things once you get the hang of it. However, it is not as intuitive as promised and it is slow to move from screen to screen. You need to have a lot of time available to view lots of webinars for every feature to learn how to use it then a lot of time to customize it. Not all customizations are available. The bulk upload app is glichy and shuts down every time you put...

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Hi Mayra, Thank you for your feedback. Support is free and unlimited. You can schedule more onboardings to ask more questions. Our chat system uses the auto bot which helps find the root of your concern/question so we can provide a better service.

- Project Management, the way accountants, need it to be. - Phenomenal portal and client management - They have the best pipe designers and pipe layers and just great, great pipes - Document mark-up in the client portal - E-signature and KBA is awesome!

- It's complex, but it's manageable - Invoicing could use some love - Shortcodes --- I could soapbox about why shortcodes are available in some screens and not others, or why the shortcodes are so limited, but I'm not going to.... - Little to no integration with Zapier, it's there, but it's far from developed

Thank you, Taylor. Your feedback is much appreciated. We are happy to have such detailed feedback because the needs and opinions of our customers are very important to us. We are continuously working on the improvement of our software and its features. We have been working on updating the shortcodes, we also have ongoing plans for the invoice feature and the Zapier integration since there was some feature request. We have a Feature Request Board for our paying subscribers. Please feel free to request the features you would find useful, and you also can upvote already existing requests posted by other firms.

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. They can upload almost any format of documentation and backups to me with a few clicks. I get notifications how I want to see them and then all emails linked are saved in their history, so it's much easier to look back and find what I need without searching my endless emails in Outlook. Secure message is an easy way for many to communicate and I have saved records of those exchanges.

I did not yet have time to implement any of the task and automation processes, I started in Dec 2020 right before tax season, so those features are still waiting because I was a little overwhelmed with that setup process. It will be my summer project to figure out and test the process to make the whole system work better for me and improve my manual processes for tracking.

Thank you Rachel, your feedback is valuable to us. We are happy to know that TaxDome was able to serve your immediate needs for your practice. Our support is free and unlimited, feel free to reach us through chat, email or schedule an onboarding. If you need any assistance with setting up your tasks and automations you can schedule a 45-minute-onboarding using this link: http://taxdome.com/45 we are happy to help.

This is super easy to use and get set up. Our clients love the portal. We love how status updates can be automatically sent to the client to keep them in the loop of what stage their tax return is in. Customer service is amazing. If you have questions, there is a chat feature and they respond very quickly. Since this is a new product they are always adding new features. We like how there is a to do list & kanban view of tasks. We also love the messages feature where you can send direct messages to the client.

This is a new product so there are still a few features missing. They are working on adding e-signature for 8879's which would have been great to have during tax season. They are adding new features all the time so hopefully this will be available soon. It would be nice to be able to put notes on the face of the kanban cards so you can see them by just glancing at them and not having to open them up. There is no way of knowing if documents have already been downloaded. If a client uploads tax documents, there is no way to know if anyone else in the firm has already downloaded them or if new documents have been uploaded there is no way to distinguish them.

Hi Kristin! Thanks for the review. KBA is available for 8879s - https://help.taxdome.com/article/72-getting-signatures-for-your-documents#7 Check out the recent blog post on the release of Jobs, which will allow you to leave notes on a Job (card in a pipeline) - https://blog.taxdome.com/news/2020/08/13/jobs_redesign.html

I like the customizable pipelines and email templates and client management options.

All of the notifications during tax season produced too much clutter. I would like to be able to customize whether I see only emails to me in notifications or if I see emails to all colleagues. I would like to be able to pull a list of contacts AND households all in one list with email addresses included. I would like to be able to set up multiple cadences of tasks/automations within one pipleline....

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Thank you, Aurielle. Your feedback is valuable to us. Please know that our development team is constantly working on the improvement of our software. Your suggestions are precious to us, and we would like to inform that we have a board for sharing ideas and requesting features for our paying subscribers. Please submit your requests to our Feature Request Board, and let them be upvoted. There are already some existing requests regarding the suggestions you made. If you have any questions, or need assistance with anything else, please let us know. Our support is free and unlimited. Have a wonderful day.

The most that I like is that all tools that I need to effectively manage my tax practice in on a single site

I have no concerns about the product, except for the fact that it doesn't allow to get independent signatures from married couples filing jointly

Thanks, Luis! I'd like to inform you that we've released the ability to add multiple signers, so now you can get independent signatures from couples. For more information, please refer to our help: https://help.taxdome.com/article/72-getting-signatures-for-your-documents#6

I love the ease of use for the client and the available app. I've practiced using it as a client and it is so easy to sign up, activate and upload documents and information. I have also utilized the onboarding on several occasions and have been very pleased. It's been easy to schedule a session and everyone I spoke to has been extremely knowledgeable and patient.

Creating the pipelines and understanding the relationships between tasks, templates, automations, etc has been challenging and will be time consuming to fully customize, but I feel it will be worth it in the long run.

Hi Sandy, Thank you for your feedback!

You can't beat the cost for what it does. Most of the basic things are easy to setup (adding logo, e-mail sync, etc.) and inviting clients is easy. One thing they don't advertise as much when you're looking in to the software is that they have a desktop app that creates a network folder on your local computer, so you can save directly to taxdome via your file explorer without even opening the browser. That was what sold it for me during my trial period.

The HTML e-mail formatting is atrocious for automated e-mails and has forced me to look for another solution. They only allow "Simple HTML" so you can't embed or format anything in a way that looks professional once it's received on the client side. I spent about 6 hours trying to figure out a way to get this to work and it just doesn't. Not having a recurring/automatic billing feature is prohibitive....

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Thank you, Dale, your feedback is valuable to us. We just wanted to let you know that all of our paid users have the option to request new features to be implemented. If you wish to see something changed or upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal.

TaxDome is a cloud-based software solution for tax and accounting professionals that provides a variety of features to help streamline the workflow and manage clients more efficiently. Some of the potential benefits of using TaxDome include:Improved efficiency: TaxDome provides a centralized location for managing client information, documents, and tasks. This can help to reduce the amount of time spent...

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No cons perfect software help to improve tax management

Hello Rahul, Thank you for taking the time to share such a kind, thoughtful and informative review with us, it provides a valuable perspective for anyone considering using our software. We agree that TaxDome offers many benefits for tax and accounting professionals, such as streamlining workflow, improving communication and collaboration with clients, and staying organized and on track. We're particularly...

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I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place. I have been using a number of solutions that don't integrate thoroughly to achieve these things and finally i can have all these features in one place at a fair price. I am very happy with it. It does have shortcomings in some areas but they are constantly improving...

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There are some features that could be improved. Some of pipeline and workflow tools I haven't quite implemented. These could be improved with some sample templates that could be customized. Designing a workflow from scratch is difficult and I feel like i might be leaving things out, templates would give a baseline of common practices that would guide new users on how to take advantage of these features....

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Thanks, Nicholas! We have added a template library to pipelines, so you no longer have to start from scratch. We've also added KBA to e-signatures as an option. Thank you for your feedback - more updates and improvements on the way!

I like the client portal feature of TaxDome, which provides a secure and user-friendly platform for me to communicate with my accountant and access my account information. This has made the communication process more efficient, reducing the need for back-and-forth emails and phone calls.I also appreciate the document management system of TaxDome, which allows my accountant to store and organize...

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When we bought the software, it was really difficult to set it up and running because there is a steep learning curve involved in setting up and using the software. There are also some times I face glitches or slow loading times, which can be frustrating when I am trying to access information.

Hello Emmanuel, Thank you for taking the time to share your kind review, it is valuable to us! We are pleased to hear that you find our client portal feature helpful in streamlining communication with your accountant and accessing your account information. Our document management system is designed to make it easier for you and your accountant to store and organize all your important documents in...

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The product is easy to navigate, with much more fluids craters than it’s competitors. Everything I need is at my fingertips and clients are adjusting well.

It’s more difficult to learn the automotive workflows, but that is mostly due to me learning during peak season. I just don’t have the time to dedicate to learning as I need to right now.

Hello Erica, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you find our product easy to navigate and that it provides you with everything you need at your fingertips. We are also glad to hear that your clients are adjusting well to the platform. Regarding your feedback on the difficulty of learning the automotive workflows, we understand that it can be challenging...

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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...

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The client portal is so easy! it's saving my life helping me be so much more organized. I used smartvault before and this is way more bang for the buck.

The arrangement of accounts versus contacts is not my favorite but it's getting the job done. I am very excited about getting all my projects set up on automated pipelines although the learning curve has been steep for me. I was able to migrate, get organizers set up and send the portal link to all clients in one day. Editing templates and figuring out the workflow is taking me a lot longer but I believe the set up will be worth it's weight in gold in 2-3 months! Pricing had a little bait and switch on the annual contract agreement. Would be nice if the "$50 monthly" price didn't seem like a trick due to the 3 year advance contract requirement.

Hello Juliana, Thank you for taking the time to share your feedback with us, it is valuable to us! We are delighted to hear that you are finding our client portal easy to use and that it has helped you become more organized. We understand that switching to a new system can be challenging, and we appreciate your patience as you learn the ropes. Please know that our departments are working on improving...

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TaxDome has helped us service over 300 clients. We were able to send them engagement letters, collect signatures, communicate, and easily oversee multiple jobs/tasks. Building the workflows took some time but once they were up and running, it was a smooth process.The biggest pro for us was seeing the system consistently improve. Every few weeks we'd see changes and it made us feel like the team really cares about building a better system. It feels like we're growing with TaxDome.

It can be pretty expensive but I guess you get what you pay for!

Hello Christopher! Thank you very much for your review. it is valuable to us. We are glad to hear that you have found it useful for creating workflows and automating email communication with your clients. We are also glad to hear that it has helped you to keep track of requests and receive faster replies from your clients We are sorry to learn that cost is a concern for you, and we want to assure...

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