17 years helping Canadian businesses
choose better software
About TaxDome
A powerful platform for tax, accounting and bookkeeping firms. Perfect for scaling your business and growing your customer base.
All in all I was able to save money by combining three software products I was using. I think the automation ability is great and they are continually adding new features.
I wasn't able to make a payment because it kept prompting me to enter in a zip code when that field wasn't available. I tried 3xs but was forced to use a different form of payment, which is annoying.
Filter reviews (3,073)
Usage
Sort by
Filter reviews (3,073)
Alternatives Considered:
One-Stop-Shop for Accountants
Comments: I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging Tax Dome.
Pros:
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.
Cons:
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.
TaxDome Response
3 years ago
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.
Alternatives Considered:
Great for small practices
Comments:
For firms that are looking for something you can setup and learn in about 8 hours this is the best option in the market. You will spend a lot of time:
- Either creating your organizers or editing the current organizers available in their library. No, there is no import option.
- Creating workflows (pipelines)
- Creating e-mails for automation. Don't waste your time with the HTML formatted e-mails, I spent hours researching a work-around and it doesn't exist.
- Creating contract templates (fortunately we typically only have a few we utilize industry wide)
- Learning the software in general
The fortunate thing is once you've got everything setup, most things won't need much changing in the future, and if they do, you'll have the structures in place and understand how to change things quickly.
Overall this is a great product but it does require an initial time commitment to setup. As long as you're willing to spend that time (or pay someone else to) you'll enjoy the experience.
Pros:
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.
Cons:
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. Most of my clients pay monthly flat-fees and just want to setup payments one time and forget about it. Would be nice if there were more flexibility in this area. The "white labeling" is great but what they really mean by that is putting your logo in the portal and sign-up/sign-in pages. It still says "powered by taxdome" at the bottom, and when instructing clients to download the app you then have to explain that TD run the software your brand is all over. It's not truly a white label experience, but it's as close as you'll get for the ease of use.
TaxDome Response
3 years ago
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.
Alternatives Considered:
Converting to Tax Dome - a user's experience
Comments: While the setup for the various features of the program has taken a bit longer than expected the experience as we and our clients begin to utilize the program has been positive. Those clients that have utilized the program so far have indicated a much higher satisfaction and intuitive use of the program compared to our prior web portal, document management program.
Pros:
The combination of web portal with a built-in client scanner, document management, workflow management, client communications, client billings and electronic signature combines all of the necessary features required for a modern electronic or virtual tax or accounting based practice.
Cons:
The program is such a large sandbox, it would have been more efficiently incorporated into our practice if a structured and required training program was included with the subscription.
TaxDome Response
13 hours ago
Thank you for sharing your experience! We're glad to hear that both you and your clients are finding TaxDome more intuitive and satisfying compared to your previous portal. It’s great to know the combination of features—like the web portal, document management, workflow, and e-signatures—are supporting your practice. Regarding the learning curve, we do offer onboarding sessions to help set up TaxDome, and our customer care team is always here to assist. Plus, we have a wealth of resources, including bootcamps, webinars, and TaxDome Academy, to ensure a smooth experience as you get accustomed to the platform. You can explore all the available resources by checking out this article: [All the Ways to Get Help and Tech Support](https://help.taxdome.com/article/281-all-the-ways-to-get-help-and-tech-support). Thanks again for your insights!
Alternatives Considered:
Great in theory; not in practice
Comments:
Would not recommend it.
In concept, I think TaxDome could be a great product, but it seems like they don't get the user experience and the workflow of actual accountants. I wish as they were developing their features they would jump on calls with clients and observe how they expected the feature to work and make the according changes. I am very tech saavy, but so many of their features are just so unnecessarily cumbersome or don't do what we need them to.
Pros:
They are constantly making updates. The client portal is a much cleaner experience then the software we moved from. Customer service is responsive (even if not always helpful; see cons). I like being able to send clients messages and task lists - that is very helpful.
Cons:
Customer service is VERY responsive, but they often seem to misunderstand what we are asking. They will propose solutions and workarounds that don't solve the problem we are describing. There is a very active feedback board that seldom gets comments and updates about where certain features are in the pipeline. As soon as you suggest a feature it's put in the "under review" category but some features have hundreds of votes and have been "under review" for over a year with no comment from TD.
TaxDome Response
last year
Hi there! Thank you very much for your review. Our product team would love to hop on the phone with you and see how we can make the platform work better for you and understand your pain points. Your name isn't visible on the review so can you please send an email to [email protected]? We'll make sure it's handled right away. Thank you!
Best Decision I Ever Made!
Comments: Switching to TaxDome was the best decision I ever made. I was juggling client management, task management and month end closing with four different softwares. TaxDome has allowed me to streamline my process and manage my business and individual clients using one platform.
Pros:
I love the ease of communicating with my clients and creating workflows.
Cons:
I don't like not being able to accept partial payments.
TaxDome Response
last month
Thank you for your feedback. We understand the importance of accepting partial payments and are pleased to let you know that this feature has been released! You can now manage partial payments more efficiently. For details on how to use this new feature, please check out our blog -(https://blog.taxdome.com/elevate-your-brand-and-get-paid-faster-with-redesigned-and-customizable-invoices-in-taxdome/?utm_source=beamer&utm_medium=SM_aug24&utm_campaign=customizable_invoices). We appreciate your input and are always here to help with any other questions or concerns you might have. Thanks again for sharing!
Excitedly Looking Forward to What They do Next.
Comments: My experience was initially rough as my old platform did not accommodate teh transfer of files on taht system to TaxDome. What was impressive was that we could work most of it out with the assistance of TaxDome. I also love that they allow you to pay for multiple years to save a little more as an accountant. We all love to save a little, as this is it.
Pros:
The automation and the ability to onboard a new prospect to a paid client, all without any of the team lifting a finger. It is now set up so that if and when we receive payment, we get to work—reducing admin time by at least 20%.
Cons:
I can not think of any cons at this time.
TaxDome Response
last month
We're thrilled to hear you're having a great experience with TaxDome! If there's anything we can do to make your experience even better, don’t hesitate to reach out.
Alternatives Considered:
Tax Dome is Great for Forward Looking Firms Wanting Automation
Pros:
Forward looking automation options. Very flexible application.
Cons:
Cost and I really don't like it when the application goes down
TaxDome Response
last month
Thanks for the great feedback! We're glad to hear you're enjoying TaxDome’s automation and flexibility—it’s awesome to see forward-thinking firms like yours getting the most out of it. Love that the customer-facing portal and invoicing features sealed the deal for you! If there’s anything else we can do to support you, don’t hesitate to reach out.
Taxdome is Amazing
Comments: Everyone is so helping. Cheers to the team!
Pros:
Taxdome works like a magic when it comes to managing clients & there confidential data, daily project management and runs the operations smoothly. It's a heads up for this one.
Cons:
Not that i see any. This is perfect. Thank you team
TaxDome Response
14 hours ago
Thank you for the great feedback! We’re thrilled that TaxDome is streamlining your workflow and enhancing client management and daily operations. If you have any suggestions or ever need assistance, please don’t hesitate to reach out—we’re here to help!
Alternatives Considered:
Love TaxDome
Comments: I like it - helps me make less mistakes.
Pros:
Automation of tasks and staying organized.
Cons:
Set up is tough, but there is support available. Not sure how that could be improved though - it makes sense.
TaxDome Response
13 hours ago
Thanks so much for sharing your experience! It’s wonderful to know that TaxDome automations are helping you stay organized and reduce errors in your workflow. We understand that getting everything set up can be a bit challenging at first. To make this process as smooth as possible, we offer personalized onboarding sessions, regular bootcamps, and in-depth webinars that cover every feature step-by-step. Our customer care team is also available to help with any questions along the way. You can explore all of our support options here (https://help.taxdome.com/article/281-all-the-ways-to-get-help-and-tech-support).
User Friendly
Pros:
Very user friendly and easy to navigate.
Cons:
Having trouble getting clients to upload to the yearly folders. Wish It could force them to do so. Credit card fees seem high. Love offering this method. It's just a lot of cost to absorb
TaxDome Response
last month
Thanks for sharing your thoughts! We’re so glad to hear you find TaxDome easy to navigate—that’s what we strive for! Getting clients to upload to the right folders can definitely be a bit tricky, but you can actually request files directly to a specific folder, and you can set up folder templates however you want. Additionally, we’re planning on adding the ability to set the folder for uploads for each organizer. So, if they use that feature, they’ll be able to automatically route all documents uploaded for that organizer to a specific folder—presumably what they want if they mention ‘yearly.’ We’re always looking for ways to improve the user experience, so we’ll pass your suggestion along to our product team. As for the credit card fees, we totally hear you—offering that convenience is important, but the costs can add up. We're constantly reviewing things to keep them as fair as possible. Appreciate your feedback!
Alternatives Considered:
Everything I need in one place
Comments: I have only been using TaxDome for a couple of months but am already noticing a change in the workflow. The setup is a bit difficult, as with any new software, but I am anticipating great things to come. So far I am enjoying the software and would recommend to any tax professionals.
Pros:
I love the organization that this software brings to my firm. I can create tasks, assign tasks, communicate with clients, record billing amounts and track receivables, and keep track of what tasks are outstanding and to which staff member tasks are assigned to. This software allows me to keep a live and easily accessible audit trail of work to be completed, work in progress, and completed work so I no longer have to search individual client files for notes. This is the hub for all firm tasks and is a program my staff and I will use daily.
Cons:
Some of the functions are difficult to navigate and time consuming to implement. There was also a little confusion upon set up of what I needed to do, specifically regarding the task/pipeline area. I also found the pipeline/task/tag area difficult to find as it is located under the settings tab which I would typically attribute to account settings and not task setup.
TaxDome Response
3 years ago
Thank you, Caitlin. Your feedback is valuable to us. You can schedule an onboarding session with us by going here: [ https://taxdome.com/15] for us to assist you with setting up your pipelines and discuss the functionality of the software. Also, to request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board.
Alternatives Considered:
TaxDome Review
Comments: I am just starting with TaxDome. So far I think I will like it most importantly due to the conveniences for clients to scan and upload documents and to provide e-signatures.
Pros:
The ability for clients to upload documents without a scanner, and for those documents to get saved directly to their files without my staff needing to take valuable time to get them there.
Cons:
The meetings to initially test the software did not happen as promised. I created appointments but 2 of those 3 meetings I scheduled were canceled or rescheduled by a TaxDome person and they never told me. I was left scrambling trying to get the meetings to happen. For the software itself, what I like least is the inability to link an email to a client without adding the contact entirely to that client (ie like a bank that I deal with for multiple clients. I only want the emails relating to that specific client to be linked to them. My current CRM software allows me to do this.)
TaxDome Response
3 years ago
Hi Helene! Thanks for your review! Your feedback is important to us. Feel free to reach out to our support team for assistance. You should be able to schedule a 1:1 Onboarding without any issues.
Alternatives Considered:
Great but ready for improvements.
Comments: My overall experience has been awesome. Even with my concerns the support and resources have been useful. I love the Facebook group and the responsiveness from all the representatives. I liked being able to just start working on my file and every time I started to feel overwhelmed, I just asked for help and it was there. That's invaluable and hard to explain until you start to experience it. That's exactly what I want to show my clients. If you are overwhelmed by taxes, let me help. I guide you through the process.
Pros:
Customer support, online videos, and all the resources. I'm a jump-in and get started. I don't want to schedule a demo, I don't want to talk to anyone I just want to get my feet wet. I can quickly determine if I'm going to like something or not. I always learn by playing around with things. I LOVE how I could sign up and then start asking questions and scheduling help once I learned my way around the software. Automation of workflow. My reason for actually purchasing the software is the automation. I want to save time (eventually) with setting up my system to keep my clients informed every step of the way. I also love that I can quickly look at my clients and send emails based on where they are in the completion of their projects. I also find the auto-reminders for clients to do something incredibly useful.
Cons:
I don't like the projects. My biggest worry is I'm going to miss a project for a client. That just can't happen. The pipeline is taking me time to get used to and I'm trying to remember the point of it. I do think once I get it down it will be VERY helpful. I'm more concerned that I do the same work every year or month or quarter. I just want a way to easily know that every client will at least get on my to-do list with the jobs I need to complete for them.
TaxDome Response
3 years ago
Hi Patricia, Thanks for your feedback. This helps us a lot. We have recently released recurring jobs so you no longer have to remind yourself to add jobs for clients as they'll automatically be added for you: https://help.taxdome.com/article/290-adding-recurring-jobs
Alternatives Considered:
Great Mid-cost CRM Option
Comments: The chief business problem we've solved is not having to search email accounts for files that clients emailed to us. That's a great feature. We've also solved the issue of not having a CRM that required tremendous amounts of design and customization work. Our old CRM was great, but its care and feeding to make it do what we wanted it to do was a ton of work (both partner-level time and contractor time). TaxDome on the other hand was about 60 hours of partner-level time and some of their support time (which was free). I'm really impressed by TaxDome's responsiveness to its user community and the speed and pace with which they are innovating their product and adding new features.
Pros:
1. Inbox+ is a game changer as far as features go. That's the feature in TaxDome that automatically moves emails from clients to a firm-wide burndown list that allows you to check them off as you resolve items. That means you don't have to spend valuable time in tax season rummaging through your mailbox to sort the client emails out from the sales/junk emails, which is very handy. 2. The immediate copying of email attachments sent by clients into the clients' document field is incredibly helpful. We used to spend so much time shuffling client data from place to place when they would email it to us instead of using our portal. Now it's all automatically there for us to work on when we need to and we can flag particular items that we need the clients to add. 3. The monthly subscription feature is huge as it allows you to add seasonal staff on demand and only pay for them when you need them. 4. The support is exceptional. All of my experiences engaging with TaxDome's staff live (I haven't tried email/chat) have been exceptional. They're well trained and know their product. I have had to spend a lot of time with them (which is free) in order to fully deploy our implementation of TaxDome. 5. TaxDome is continuing to add to their product and innovate. The product lives and evolves from season to season. Many vendors in the tax industry make only tax-change-required updates to their products each season. TD has a well-communicated list of forthcoming priorities.
Cons:
1. Integration is somewhat challenging because there isn't API integration with our tax software (CCH's ATX). There is pseudo integration in the form of direct desktop upload and print to TaxDome through a PDF printer (which is handy), but that only allows data to flow in one direction and when manually prompted. That said, the only competitive products that I reviewed that offered API integration were literally ten times the cost. 2. Telephone integration is simply absent from the product. We use ringcentral.com as our telephone provider and what we were accustomed to in our prior CRM was direct integration with RingCentral. That meant that every time a client called or we called a client it was logged in the system and we could attach notes to specific calls about what was discussed (or bill for the time) without separate action on our part (the same way that TaxDome handles Inbox+, which was very handy). 3. There is no good way to manage prospective leads in TaxDome. Interactions are defined as "accounts" (actual clients) and "contacts." Automated processes within the system cannot run on contacts. 4. Good at managing the existing practice, but it's poor at the sales activities that you need to grow. 5. The eSignature interface is somewhat clunky and doesn't compare favorably to non-tax eSignature products. It's just as good as any eSignature product I've ever seen in the tax industry.
Alternatives Considered:
TaxDome appears to be everything we have been missing in our firm!
Comments:
We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things.
Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed.
Pros:
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.
Cons:
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.
TaxDome Response
2 years ago
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.
Alternatives Considered:
The Solution for our Firm
Comments: This is very much what I expected. Offering all pieces of a tax practice management software and the custom-nature creates a steep learning curve for effective usage of this tool. That being said, the other options for practice management solutions were not all-inclusive and more expensive! If you are running a small accounting or tax practice and feel like you are always being reactive to projects and deadlines this can be your solution. Be prepared to spend multiple weeks on the setup but its worth it!
Pros:
The inclusion of many different pieces of our practice is an excellent feature of Taxdome. Managing all aspects of our operation from onboarding new clients all the way to the recurring monthly projects and everything in-between has been a nightmare before Taxdome. We are excited about this upcoming tax season and how efficient this software will make everything!
Cons:
The setup process is time consuming. Learning the terminology and how all of the pieces fit together eats up all of the free trial. It is very customizable which means there isn't much in the way of a standard setup.
TaxDome Response
2 years ago
Hello Ryan Thank you for your review. It is valuable to us! Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day.
Alternatives Considered:
Saving me so much time
Comments: TaxDome has eliminated so many of my tracking spreadsheets and freed up so much time for me. The client portal is a serious upgrade from what I was using before as well.
Pros:
I love the task management and pipeline features of Tax dome. Automating tasks is a lifesaver.
Cons:
I would like to see more time tracking features, being able to have my team clock in and out for the day, and then track their time across all tasks and breaks would really be helpful and eliminate another bulky spreadsheet. Also the addition of a budget for each task, so we can track the budgeted time for each task/job and compare to the actual time our employees spent on it.
TaxDome Response
2 years ago
Hello Heidi, 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. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. 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 or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day!
Alternatives Considered:
TaxDome CRM Review
Pros:
I was looking for several different features for managing my practice in order to get it ready for growth - with a few of the other CRM tools I was looking at, it was going to require heavy configuration and hefty consulting rates. When I found tax dome I found that many of the features I needed were already built in. Excited to see how the program ultimately functions in a live setting - but it certainly looks like it will meet my needs.
Cons:
So far so good - a little disappointed in support for now. I had a 45 minute call with a representative on a Thursday and was promised a follow-up message by the next day. It's been a week and I've sent two emails to them and still no response. Even if my issues aren't resolved yet - it would be nice to have at least received an acknowledgement.
TaxDome Response
last year
Hello Chris, Thank you very much 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. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. I really apologize for the inconvenience you mention about your report, if the problem persists, please contact us at our email: [email protected] we'll do our best to help you. If there is anything we can do for you, please reach out to us. Have a wonderful day!
Alternatives Considered:
Canadian accounting firm review
Pros:
Has just the features we needed. Their interface is not overly cluttered like other programs, which can overwhelm new users. TaxDome is straight forward and there is more than enough online videos to walk you through how to use the program.
Cons:
Pricing is not low, but also not out of the norm for practice management software. The requirement to pay one-year up front for the first license is a bit annoying as it makes you feel like you need to be all in, right away. Not saying this is a bad thing, but if you are on a tighter budget, you may want to look at lower cost software to piece together for your practice management needs.
TaxDome Response
last year
Hello Chris, Thank you for your review. It is valuable to us! We are happy that you like our software, one of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. We want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. 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 or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day!
Alternatives Considered:
Incredible CRM for Accountants
Comments: Extremely helpful! The customer experience has been wonderful because I feel like they actually want me to succeed with using their software.
Pros:
All its many features that allows me to have an all in one solution to offer for my client's satisfaction.
Cons:
I wish it had a lead form that could go directly on my website instead of just a link to a signup portal.
TaxDome Response
12 months ago
Hello Jacob, Thank you for your review. It is valuable to us! We are delighted to hear that you appreciate our many features that allow you to have an all-in-one solution for your client’s satisfaction. We aim to provide the most comprehensive and convenient service for your tax practice, and we value your feedback. We are glad that you found our system useful and effective for your business. 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 or ideas that you might think will improve your experience using TaxDome, please do so by submitting a feature request. You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance, please let us know. Have a wonderful day.
Alternatives Considered:
Worth the Upgrade
Comments: Overall, 9.5/10. We are happy we made the commitment. The time it takes to set up is substantial, but I have to believe it will be worth it in the long run. We are able to systemize and build a sustainable practice because of the continuity that TaxDome provides.
Pros:
We were able to consolidate 5 different applications for our firm into one practice-management application. Our clients are fans of the client portal and we're seeing increased engagement because of the intuitive nature of the platform. Great support from their team.
Cons:
The initial setup/implementation wasn't the easiest. There is plenty of documentation and learning modules for support, though. This was just time-consuming for our firm.
TaxDome Response
5 months ago
Thank you for your insightful review of TaxDome! We're delighted to hear that consolidating multiple applications into our single practice-management platform has been beneficial for your firm. It's wonderful that your clients appreciate the intuitive client portal and that you've seen increased engagement. We're also pleased to know you found our support team helpful. We understand that the initial setup and implementation can be time-consuming, and we appreciate your patience and effort in going through the process. Your positive outlook on the long-term benefits and your overall satisfaction mean a lot to us. We're committed to helping you build a sustainable practice with ease and continuity. Thank you for your recommendation and for choosing TaxDome!
All-in-One Solution for Tax & Accounting work
Comments: I've known exactly what I've wanted from a software solution for several years and had resorted to piecing together multiple apps with Zaps to try and automate where I could. But it was still frustrating until TD came along. You just "get it" and while it's not perfect yet, I can see a real dedication to continuous improvement and I love that. I have now been able to eliminate so many other apps I was using for eSignature, client portal, doc sharing, mass emailing, client data management, etc.
Pros:
The workflow automation is a game changer. No more endless writing the same message over and over to clients. The software tells us when a client has finished their tasks and they are ready for us to work on their job.
Cons:
Navigation is a little cumbersome -- too many clicks required. It's not exactly intuitive to the user yet. I would like to see more high level statistics with the ability to drill into details, rather than a lot of detail all on one page.
TaxDome Response
3 years ago
Hello Cindy, that you for your feedback, we appreciate it. TaxDome always strives to be better and 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. 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. You can chat with us or email us ([email protected]) about your questions regarding navigation, just let us know.
Alternatives Considered:
TaxDome is Awesome
Comments: I am currently using SmartVault and am not completely satisfied with its capabilities. So, I decided to give TaxDome Trial a try. I have to say it's the best decision I have made this year. TaxDome's capabilities exceed SmartVault's by far. I will no longer be using SmartVault, I am now a TaxDome user.
Pros:
I love the variety of features.The Tax Academy Email SyncingInformation in one place for both me and my clients to access.Customizations
Cons:
Invoicing needs improvements. I would like to be able to receive payments through QuickBooks, Venmo and PayPal and it come through automatically. More templates would be nice.
TaxDome Response
2 years ago
Hello Emily, Thank you very much for your review. it is valuable to us! We are happy to learn that you like the diversity of the features we offer and the software as an all-in one tool, which is one of our main aims to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. As for the invoices, 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 or ideas, or if there is anything you would like to share with us that you think might improve your experience with TaxDome, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.
Alternatives Considered:
TaxDome Review by Gemta
Comments: I refer this system to all my friends.
Pros:
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.
Cons:
It can be pretty expensive but I guess you get what you pay for!
TaxDome Response
2 years ago
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 you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. The cost per user may seem high at first glance, but when you consider the amount of time and money that can be saved by using our software, it becomes a cost-effective solution for your business. We are proud to know that as we grow, you grow too. There is nothing more important to us than being able to meet all your needs through multiple functions within the system. If there is anything we can do for you, please reach out to us. Have a wonderful day.
Feedback
Pros:
I am just using TaxDome in free trial so I can't comment yet on the final implementation. Compared to other products on the market I like the technical support and unlimited document storage, which is usually not included in products from competitors. Also, the app looks more advanced compared to the others on the market.
Cons:
Understanding how to setup / customize a pipeline to my needs wasn't very easy to understand in the beginning, even after I've done the same while testing other products on the market. Apparently, technical support is included so I'm sure with a little help, I will fully understand the system. I don't know if it's possible to adjust the layout of the portal (colors of the menu etc.) to match the company's CI, during the demo call I was told the portal is whitelabelled so I assume this will be possible somehow. If not, that would definitely be something I would appreciate in the future as the competitor's products offer that.In addition I would love TaxDome to issue QR payment slips directly when the invoicing is done through the portal. I understand it's possible to pay by credit card but that's not that common in Switzerland. Having an invoicing pipeline where at the end of the process (when the client is providing electronic signature for his tax return), the portal automatically generates an invoice and QR payment slip so clients can just scan the QR code on the screen with their mobile app, that would be a dream come true. To me, that would be a major advantage compared to other products on the market where it's a pain to use the portal's invoicing automation as a non-US company.
TaxDome Response
12 months ago
Hello Fabian, thank you for sharing your insights on your TaxDome trial experience. We're pleased to hear that you appreciate our technical support and unlimited document storage. Your feedback on the initial challenges in setting up and customizing a pipeline is valuable, and we assure you that our technical support team is here to assist and guide you through any difficulties. Your suggestion about issuing QR payment slips directly through the portal is fantastic, and we'll certainly consider this for future enhancements. We aim to make your experience seamless, especially in regions like Switzerland where QR payment slips are more common. Thank you for considering TaxDome, and we hope to continue exceeding your expectations. Have a nice day!