TaxDome Reviews

Worth the learning curve

Comments: TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.

Pros:

Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.

Cons:

There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive. I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)

Tax Dome helped us handle enough business to get our own office

Comments: Our overall experience with TD has been fantastic. We were able to triple our business within the first year of us using it.

Pros:

There were three accountants (partners) when we first started this business and we were working out of bedrooms and coffee shops. The only reason that was happening was because we spent 70% of our time just tracking our servicing progress for each client under each different partner. Once we found Tax Dome and moved our client success processes from Trello, Clickup, excel, and other management softwares, we were able to handle significantly more clients with this time. Our absolute favorite feature is pipeline's and being able to automate engagement letters, send invoices, and organizers to collect data.

Cons:

Features I least like that are within TaxDome is the inbox+ and template (& tag) management. Inbox+ won't show the correct preview text for a notification- meaning a notification would pop up saying a client messaged us, however, the notification was triggered because I myself sent a response message. And for notifications that are actually from clients messaging us will never be properly previewed in inbox+. Template (& tag) management can be greatly improved. When I first started using TD, I created templates for EVERYTHING. Now I use perhaps half of them yet I have not deleted the ones that are not in use simply because I do not know what templates are actually being used in a pipeline. Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more.

TaxDome Replaces DropBox, Secure Portal Exchange, and CRM

Comments: Overall, its been a great experience. I love the fact their is a white glove on-boarding process which has been extremely helpful to my firm to help me understand the Tax Dome system and features a lot better. I would definitely recommend this software to my tax pro and accountant colleagues.

Pros:

I love the fact that TaxDome replaces DropBox, Secure portal for file sharing, and CRM. TaxDome not brings these three components together, but then you also get a client portal, workflow management tool, automations with your workflows.

Cons:

Like any new system, there is an implementation and adjustment period. This isn't really con, but it would be the only pain point, but totally worth the time spending on implementing and adjusting to the tax dome system.

Challenging to Navigate

Comments: I think it has a great potential and I am willing to try it for the next tax season to really make an informed decision to see if its a good fit for our firm.

Pros:

The billing functionality appears to be a good tool, however, due to trail basis, I wasn't able to full make use of it or test the functionality fully.

Cons:

I only had the trial version and it appears that certain functionalities, I wasn't able to test. Additionally, I tried going through the video to see if it can help me configure my setup, it was a bit of a challenge to understand and follow through.

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.

Setting up a practice and TaxDome

Comments: So far my experience has been great even though overwhelming. Customer service has been super helpful and the library of resources is huge. It's just a lot to take on at first, but I'm hoping it will pay off exponentially.

Pros:

So far I'm still in the set-up phase, which is overwhelming, but I like the ability to be able to set automations so that work will move forward without someone physically doing it. The client portal is easy to use and can be branded. The document storage and portal are what drew me to TaxDome, but the other features are empowering for someone setting up a new practice.

Cons:

So far there is no ability to just preview a template without adding it to the pipeline or workflow, which is creating a huge mess of tags and other items that will require clean up. The ability to view in the library without adding would be huge.

Taxdome - Great Help with Large # of Clients

Pros:

Tracking due dates is extremely helpful as our tax software does not provide that. We have missed several due dates with fiscal year ends because we have no good tracking mechanism.

Cons:

Learning - training myself on a new program is time consuming.

Tax Dome is helping us save money and have peace of mind.

Comments: So far it's great! We believe this will be a game changer when it comes to managing our workload this next busy season.

Pros:

We like the fact we now have a all in one portal, document storage, workflow management, and CRM in one place.

Cons:

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.

Easy to use and good value

Comments: TaxDome has functioned as expected as a client portal and document storage software. Even on the free trial, customer support did help me out when I encountered the delayed invitation issue.

Pros:

I'm using TaxDome for the client portal and e-signature features. It is easy to use for both the client and the firm. It is also easy to toggle between user accounts.

Cons:

I did experience a delay in sending out a client invitation, but that's the only issue I've encountered so far.

So many features!

Comments: The customer service has been amazing. "Chat" actually outs you in touch with a real human being, not an automated answer-bot.

Pros:

There are so many more features than I realized! This will replace SmartVault, Constant Contact, and the horrible spreadsheets we've been relying on to keep our workflow up to date. I'll be saving close to $1,000 annually on subscrption services.

Cons:

A little confusing to start up. Help videos are great, but I need a little extra hand-holding when it come to setting conditions and understanding tags

Exactly what I've been looking for

Comments: I am going to save SO MUCH TIME. TaxDome has centralized all that I do. Before TaxDome I needed my portal, DocuSign, Google Forms, Excel, Word, Notepad, etc. The amount of time I spent just in the administrative side was crushing. The process of getting an 8879 uploaded to the portal, off to the client for secure signature and back took 45 minutes to an hour. Now it's 5 minutes or less. I've gone from having so many different windows and apps open to needing only TaxDome and my tax prep software. What a relief!

Pros:

It seems to be written by people who actually know how an accounting firm works. User documentation is fantastic as are the numerous tutorials. I was easily able to answer most of my questions and get instructions on how to do what I needed without needing to contact a live person. In fact, I was able to get set up and operational without any help from support. The interface is very intuitive.

Cons:

In the beginning, TaxDome is a little overwhelming. I'm still getting used to the product terminology regarding clients and engagement letters which they label contacts and contracts. Those two words looks so much alike that it caused me a bit of confusion sometimes.

Tools for moving to your next level

Comments: I'm saving time at the onboarding process

Pros:

I can onboard tons of clients at the same time with: Security, document storage, workflow, auto-task.

Cons:

I would like to have Quickbooks payment integration

All-In-One Accounting Practice Management

Comments: CRM, DMS, portal, payment processing/collections, eSignature

Pros:

I like that TaxDome is all-inclusive, everything I need to manage my practice is in one package.

Cons:

I do not like the requirement to pay for an entire year at a time, or to pay three years in advance for the best price. This is a barrier to adoption for new and/or small practices, like my own.

Awesome

Comments: I have found a substantial decrease in time processing and managing the clients' tax returns

Pros:

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

Cons:

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

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.

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.

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.

If you don't have Carpal Tunnel, you will

Comments: The system has everything you need; just badly placed and organized, creating more work than necessary. That is why onboarding is so confusing. The Dashboard has NOTHING I need to see when I open the software up; nor is there an option to customize it. The ONLY problem solved was the ability to work remote...BUT the irritation of having a system that will randomly slow down and requires 7 clicks to get to where you need to be is a slow drip of torture. The price is okay if you have a team of 1 or 2. But because this actually is a system that created more work it is an expense vs an investment. Its okay for someone with 50 files in a year. I have over 500. So it is NOT built to save time and money. It's built to just have everything in there.

Pros:

The features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized.

Cons:

The design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value. For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. SEVEN CLICKS. Working one file can take over 100 clicks, multiply that by 8-10 files in a day... my hand is in pain by the end of the day from all the clicking... and scrolling. Every activity takes over 5 clicks from one thing to the next. The goal of software is to build efficiency. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It's like a house with the all the appliances and furniture that go in a house shoved into the living room; its all there you just have to sort through a lot to get what you need when you need it. Without an organized design you are creating too many moves and means wasted time, which means wasted money. The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel.

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.

Finally Someone Gets It!

Pros:

The Simple Simplicity Of The GUI & Product Design, Endless Intuitive Customizations.

Cons:

Need more dashboard features to complete preparer payroll & commission; card vault

Sole Practice with Pro Version

Comments: It had been improving, initially my white-glove onboarding didn't help me the way I should had been helped, realizing this has I learned more the system and persistently asked questions as many of the information and responses were conflicting I need to invest a lot of my time to clarify and streamline that process. It is getting better as I expressed my concerns and dissatisfaction with the approach.The platform is well thought and design with exception of the conditional features, but the communication and onboarding needs to be consistent, transparent and effective, after all TD it is target to accountants and we care about these.

Pros:

Despite of being a sole practitioner I thought initially many of the functionalities won't be of use to me, although I realized the Pro version emphasizes in automation with workflows and many templates in particular intuit organizer that could save you and your client time as it streamline the communication and organization process. There are other features that are well thought, but conditionally implemented, which lead me to the Cons

Cons:

I learned sadly that in TD I can't receive payments without joining the Stripe or CPACharge providers, for an ACH transaction you have to pay a percentage, even if you don't take credit cards. In top of that you can't use the feature to lock the documents to an unpaid invoice for the same reason, you need to join and pay a percentage to a 3rd party payment processor in order to activate this feature. From my view an indirectly way of forcing the user to join and pay a percentage in order to use the functionality.Clearly this defeats the platform's objective since it is marketed and designed for automation to minimize the admin work and some of these cool features are conditional, thus you can't automate these unless you comply.

Guiding clients to upload needed documents in the right places before staff start working

Comments: We are cutting the time we spend on obtaining client documents and signatures significantly.

Pros:

The flexibility of the portal is outstanding compared to other solutions we reviewed. Especailly for our tax resolution clients which make up over 89% of our client base. When we have a client that has not filed taxes in multiple prior years TaxDome makes requesting, obtaining and organizing this data automatic through the use of customized organizers with document requests embedded that link to the specific folder we need that document loaded to. Priceless!! Cuts that time we are paying team members to chase clients for data down by more than half!

Cons:

I do wish that for the price Tax Dome was able to not only download tax transcripts but also provide the analysis and reporting that Tax Help Software provides. If they could do that we would be over the moon!

Tax Dome Working Great

Comments: I have realized the benefit of a CRM system related to tax preparation. In the workflow / pipeline process, knowing when clients dropped their stuff off or how long you have had their returns as been a huge improvement on efficiency on our end and the client receiving a faster return time. If tax dome updates the issues I listed about this is the best software for the price hands down.

Pros:

I like the ease and functionally of tax dome the best. It is very user friend, a lot of my clients have been able to use it as well with very little questions on their end. I love the client portal aspect allowing clients to upload and download documents in a safe and secure manner. We use the signature function as well, not having to go out to a third part software has increased the return time and timing requesting the signatures. The customer service is great schedule a time to help on board or asking questions is very easy. [SENSITIVE CONTENT HIDDEN] is great!!!

Cons:

The cons are are feel a few and far between and all things that I have been asking about and are supposed to be fixed or updated by the end of the month. For instance e-signature you have to send the document out two for a husband and wife to sign unlike other software you send it one to both email address. The notification may be a little too much but I guess I would rather know what is going on with all my clients than not and reminders to follow up on emails, or documents they have provided. Lastly moving the files from public (client view) to private (firm view) currently is not allowed so you have to delete the file and than upload again which takes additional time, but they assured me this was an update fix at the end of the month as well.

Worth it!

Comments: Spent several months setting up various items to get started prior to tax season. But as with any new program, you don't know what you don't know. So the first year was a little trial and error before we were able to determine what worked for us and what didn't. That's the beauty of the program, you're able to customize it to fit your needs.

Pros:

Love all the features, from bulk emails to workflow. My favorite are the pipelines. I'm able to set up multiple pipelines for projects such as LBD tax returns, Sales Tax Returns, Annual repeating pipelines for business tax, annual report, etc. Tagging the client as an individual or tagging the company, either way you are able to add all jobs to a pipeline without thinking, keeping a list or worry about missing anyone. I love the fact that TaxDome is constantly evolving to meet the needs of the users.

Cons:

The user settings. Need the ability to restrict settings per user. Currently it is all of one or none of any. If you don't want a user to be able to delete an invoice and you restrict invoicing, they are not only restricted from deleting and invoice, they are restricted from viewing, or creating an invoice.

Great Product

Comments: Still working on deployment but overall I am very excited and grateful that this team exists. Our industry needs people that care about accountants as customers instead of profit vessels. This is the first company in a really long time that I feel actually gets it and is putting their customer before their profits. They are actually providing a ridiculous amount of value.

Pros:

This system is packed with most things you need to run your practice. I have used most softwares.. They always seem to be missing something that their company things is little but is actually critical. like pdf scanner vs photo taking when getting documents in through the app, or having a recurring task auto populate monthly for something such as sales tax filing. It seems as though TaxDome really understands their customer and I think these other platforms better watch out..... This company is coming to eat their lunch.

Cons:

Deployment for sure. A product as feature dense as taxdome is sure to come with a lenthy rollout but I think it can be done much better..first TaxDome gives you multiple ways to get things set up. good thing is it appeals to different peoples way of doing things i guess but the bad part is that it adds complexity to an already overwhelming deployment experience. While they have great customer service, there def isnt enough time. I think this is something the company is probably working on while they are scaling im sure.A suggestion would be to instead of sending a client a deployment checklist, send them to a path of videos walking them through a checklist that is on the same page.Have the chat direct them there until that process is finished then bombard them with messages.Have them do that to complete all of the basics than have a mandatory more than 45 minute customer service call.I know 45 minutes is already a long time however I think this platform requires someone dedicated for atleast a few hours to really work out the kinks .