What Is TaxDome?

TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms.

TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team.

Automated workflows, signatures, client onboarding, and client communication are

Who Uses TaxDome?

Accountants, Bookkeepers and Tax Professionals

Where can TaxDome be deployed?

Cloud-based
On-premise

About the vendor

  • TaxDome
  • Located in ny, US
  • Founded in 2017

TaxDome support

  • Phone Support
  • Chat

Countries available

Australia, Austria, Belgium, Brazil, Canada and 8 others

Languages

Brazilian Portuguese, Danish, Dutch, English, Finnish and 5 others

TaxDome pricing

Starting Price:

US$25.00/month
  • Yes, has free trial
  • No free version

TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at US$25.00/month.

Pricing plans get a free trial

About the vendor

  • TaxDome
  • Located in ny, US
  • Founded in 2017

TaxDome support

  • Phone Support
  • Chat

Countries available

Australia, Austria, Belgium, Brazil, Canada and 8 others

Languages

Brazilian Portuguese, Danish, Dutch, English, Finnish and 5 others

TaxDome videos and images

TaxDome Software - User-friendly Client Portal
TaxDome Software - Workflow Automation & Recurring Jobs
TaxDome Software - Secure Payments, integrated with Stripe & CPACharge
TaxDome Software - CRM with Bulk Actions & Custom Fields
TaxDome Software - Secure Messages with Client Tasks
View 6 more
TaxDome video
TaxDome Software - User-friendly Client Portal
TaxDome Software - Workflow Automation & Recurring Jobs
TaxDome Software - Secure Payments, integrated with Stripe & CPACharge
TaxDome Software - CRM with Bulk Actions & Custom Fields
TaxDome Software - Secure Messages with Client Tasks

Features of TaxDome

  • ACH Payment Processing
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • Activity Dashboard
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Data Import/Export
  • Document Management Software
  • Due Date Tracking
  • For Accountants
  • For Tax Practices
  • Multi-Currency
  • Payroll Management
  • Project Management Software
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Tax Management
  • Status Tracking
  • Task Management Software
  • Tax Calculation
  • Tax Compliance
  • Tax Management Software
  • Third Party Integrations
  • Time Tracking Software
  • Workflow Management Software

Alternatives to TaxDome

Karbon is a collaborative practice management platform for accounting firms.
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Pixie works for accounting and bookkeeping firms using it to centralise tasks, deadlines, documents and emails and automate workflows. Learn more about Pixie
SmartVault makes it easy to collect, manage, & share documents with a single, integrated document management & client portal solution.
Jetpack Workflow helps accounting professionals automate and track recurring client work. Regain control and transparency in your firm. Learn more about Jetpack Workflow

Reviews of TaxDome

Average score

Overall
4.7
Ease of Use
4.5
Customer Service
4.7
Features
4.6
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Jennifer
Jennifer
Owner/Bookkeeper in US
Verified LinkedIn User
Accounting Software, Self Employed
Used the Software for: Free Trial
Reviewer Source

Worth the learning curve

5.0 8 months ago

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)

Alternatives Considered: Dubsado

Reasons for Choosing TaxDome: Dubsado does not have a secure signature feature and no audit trail. I am not convinced that a contract signed there would hold up in a court if something went wrong.

Switched From: Dubsado

Reasons for Switching to TaxDome: I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signatures

TaxDome Response

8 months ago

Thank you, Jennifer, your feedback is valuable to us. Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process. Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.

Jeffrey
Jeffrey
Accounting Operations Lead in US
Verified LinkedIn User
Accounting Software, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

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

4.0 2 months ago New

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 Response

2 months ago

Thank you, Jeffrey. Your feedback is valuable to us. We are happy that TaxDome made the whole process easier for you and your partners. The pipelines save a lot of time and effort so that you can focus on new clients. As for the notifications, you should receive notifications only for new messages and replies from clients, and the team members will get notifications for replies from the firm owner, but there should be no notifications for your own replies. Please reach out to our support team so that they can check on this. For the other parts you dislike, I would like to refer you to the Feature Request Board that we have for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We would appreciate if you could share your ideas on how to improve. If there is anything that we can assist you with, please let us know. We will be happy to do so. Have a wonderful day.

Dennis
ACCOUNTANT in US
Accounting Software, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Accountant

3.0 2 months ago New

Comments: The overall experience is good so far

Pros:

Document management was excellent I really like how easy it is.

Cons:

Software needs to integrate with calendars such as outlook

TaxDome Response

2 months ago

Thank you, Dennis. We appreciate your feedback. We have an integration where you can actually embed your Calendly, Bookmeknow, Schedulista, or Acuity calendar. At the moment we do not integrate with Outlook. However, we would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. Please have a look here: https://taxdome.canny.io/feature-requests/p/sync-to-personal-calendars-google-outlook-yahoo-etc and feel free to upvote. Since your rating was not that well, we would appreciate if you could share with us what we can improve on, so that you would be happier with the software. If there is anything that we can assist you with, please let us know. Have a wonderful day.

Brandon
Owner/Preparer in US
Accounting Software, Self Employed
Used the Software for: 2+ years
Reviewer Source

Automation, Billing, Communications, Invoicing and Docs under one roof!

4.0 3 months ago

Pros:

Working with automations has relieved a lot of work in our practice.

Cons:

When we review docs to work, we rename them. We previously used the browser but it was taking too long to rename, click save and move forward to the next.

Alternatives Considered: Liscio

Reasons for Choosing TaxDome: It was a new product and my business partner chose it.

Switched From: Canopy and Liscio

Reasons for Switching to TaxDome: I switched with TD because of the onboarding feature to pull clients off my website.

TaxDome Response

2 months ago

Hi Brandon, thank you for your feedback! It's valuable to us. You have the ability to preview docs and by clicking the three dots in the upper right corner to access the pop-up menu that allows you to edit them. To learn more about managing your documents, go here: https://help.taxdome.com/article/233-how-to-edit-download-print-filter-documents#2

Ryan
CPA in US
Accounting Software, 2-10 Employees
Used the Software for: Free Trial
Reviewer Source

The Solution for our Firm

5.0 3 weeks ago New

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.

Alternatives Considered: Karbon

Reasons for Choosing TaxDome: The user interface of OfficeTools was clunky and outdated. We were looking for a solution to automate our repetitive tasks and processes and handle everything on one platform. OfficeTools did not do that very well

Switched From: OfficeTools

Reasons for Switching to TaxDome: Additional features for less cost. A very similar look and user interface as well

TaxDome Response

6 days 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.