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TaxDome description
TaxDome is an all-in-one practice management platform designed for tax, accounting, and bookkeeping firms of all sizes. It streamlines operations by combining client management, workflow automation, billing, and communication tools into a single platform. With a client portal and mobile app, TaxDome facilitates secure document sharing, e-signatures, and communication, simplifying client interactions. The platform aims to enhance efficiency, improve client relationships, and help firms scale their services.
Who is TaxDome best for
We find that TaxDome is a great fit for tax, accounting, and bookkeeping firms looking to consolidate their tools. The platform combines client management, automation, billing, and communication in one place. Users appreciate the client portal, secure document sharing, and responsive customer support. Keep in mind that some users find the initial setup challenging and desire more native integrations with tax prep software.
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Great for small to large-sized accounting firms seeking to streamline operations and improve client experience.
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Designed to meet the specific needs of tax, accounting, and bookkeeping firms across various industries.
TaxDome features
Supported Firm Management: TaxDome provides firm management features including workflow automation, team collaboration, AI-powered reporting, and capacity planning to optimize internal operations. |
Supported Client Management: TaxDome offers client management tools such as CRM, document management, tax organizers, e-signatures, chats, email, and an activity feed to streamline client interactions. |
Supported Revenue Operations: TaxDome incorporates revenue operations functionality, including time and billing features, to manage financial aspects of the firm. |
Supported Client Experience: TaxDome enhances the client experience through a white-labeled client portal, a client mobile app, website and branding options, global communications, and client request management. |
Supported Integrations: TaxDome provides integrations to connect with various tax programs, schedulers, and payment providers, facilitating a seamless workflow. |
Supported Client Portal & Mobile App: TaxDome provides a white-labeled client portal, a client mobile app to enhance the client experience. Clients can use the portal to view documents, pay invoices, and communicate with the firm. The mobile app provides convenient access to the portal and its features on the go. |
Supported Extensive Integrations: TaxDome offers integrations with IRS transcripts, Companies House, DATEV, Zapier, QuickBooks Online, CPACharge, Stripe, TaxAct, CCH Axcess Tax, Drake, Lacerte, ProSeries, TaxSlayer, Verito, RightNetworks, Acuity, Schedulista, Calendly, YouCanBookMe, and Gmail to streamline workflows. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
TaxDome reviews
We've summarised 3074 TaxDome reviews (TaxDome Software Advice reviews, TaxDome GetApp reviews, TaxDome TrustPilot reviews, TaxDome Capterra reviews and TaxDome G2 reviews) and summarised the main points below.
- Client portal praised for ease of use and secure document sharing.
- Automation features save time and streamline workflows.
- Excellent and responsive customer support.
- Centralized platform combines CRM, document management, and communication tools.
- Limited native integrations with tax prep software requires manual data entry.
- Difficult and time-consuming setup process.
- Limited invoicing and billing features, lacks advanced customization.
- Mobile app lacks functionality and some find the interface clunky.
TaxDome pricing
The commentary is based on 412 reviews from TaxDome Capterra reviews, TaxDome G2 reviews, TaxDome Software Advice reviews and TaxDome TrustPilot reviews.
We find that users generally consider TaxDome's pricing to be good value, especially considering its extensive features. However, some find the yearly, upfront payment to be a significant expense, particularly for smaller firms or during the initial setup phase. A monthly payment option would be preferred by many.
Users sentiment
See the TaxDome pricing page.
TaxDome alternatives
taxdome vs KarbonAccounting firm workflow, communication, and client management streamlined.Read more
taxdome vs Financial CentsAccounting practice management: Streamlined workflows, automated tasks, scaled growth.Read more
TaxDome FAQ
We find that TaxDome is a practice management platform for tax and accounting professionals. It combines client management, workflow automation, billing, and communication tools into one platform to improve efficiency and client relationships. In our experience, the client portal and mobile app simplify secure document sharing and communication.
What is TaxDome and what does TaxDome do?
We find that TaxDome is a practice management platform for tax and accounting professionals. It combines client management, workflow automation, billing, and communication tools into one platform to improve efficiency and client relationships. In our experience, the client portal and mobile app simplify secure document sharing and communication.
We find that TaxDome offers extensive integrations with various tools, including IRS transcripts, Companies House, DATEV, Zapier, QuickBooks Online, CPACharge, Stripe, and various tax programs, schedulers, and payment providers. This allows for a seamless workflow.
How does TaxDome integrate with other tools?
We find that TaxDome offers extensive integrations with various tools, including IRS transcripts, Companies House, DATEV, Zapier, QuickBooks Online, CPACharge, Stripe, and various tax programs, schedulers, and payment providers. This allows for a seamless workflow.
We find TaxDome's main competitors include Canopy, Karbon, Financial Cents, Firm360, and Copilot. These alternatives offer similar practice management features for accounting and tax professionals. Clio, while designed for legal practices, also competes in the broader practice management software market.
What the main competitors of TaxDome?
We find TaxDome's main competitors include Canopy, Karbon, Financial Cents, Firm360, and Copilot. These alternatives offer similar practice management features for accounting and tax professionals. Clio, while designed for legal practices, also competes in the broader practice management software market.
We find that TaxDome is a legitimate and safe platform. It receives positive ratings on G2, Capterra, and Glassdoor, and is trusted by many accounting firms. However, consider its implementation challenges and limited integrations before committing.
Is TaxDome legit?
We find that TaxDome is a legitimate and safe platform. It receives positive ratings on G2, Capterra, and Glassdoor, and is trusted by many accounting firms. However, consider its implementation challenges and limited integrations before committing.
I'm sorry, but pricing information for TaxDome is not available at this time. We recommend checking their website or contacting their sales team for the most up-to-date pricing details.
How much does TaxDome cost?
I'm sorry, but pricing information for TaxDome is not available at this time. We recommend checking their website or contacting their sales team for the most up-to-date pricing details.
Based on the reviews, TaxDome's customer support receives overwhelmingly positive feedback. Users consistently praise the responsiveness, helpfulness, and knowledge of the support team, highlighting their willingness to go above and beyond to resolve issues and provide guidance. We find that users also appreciate the various support channels offered, including chat, email, and one-on-one sessions.
Is TaxDome customer service good?
Based on the reviews, TaxDome's customer support receives overwhelmingly positive feedback. Users consistently praise the responsiveness, helpfulness, and knowledge of the support team, highlighting their willingness to go above and beyond to resolve issues and provide guidance. We find that users also appreciate the various support channels offered, including chat, email, and one-on-one sessions.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.