TaxDome Reviews

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.

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.

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.

TaxDome has increased efficiencies in every area of our business. Now clients have a central hub to communicate and interact with our firm. Everyone on our team is always in the loop about what is going on. Information about clients is organized. Teams and team members have due dates and can be held accountable for projects. We now have standard operating procedures that can be followed by all. There are so many tools and features within TaxDome that make it easily customizable for your specific business needs.

There have been some tools that have more limited functionality than I was expecting. However, we've been using TaxDome for over a year and their team works hard to keep updating the software and provide improvements constantly. So some of the things that had more limited functionality when we started are now much more helpful thanks to the improvements that are always being made.

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, eye-pleasing email notifications that go to my clients mean a lot to me. Their software attempts to be the one-stop solution for tax firms, allowing you to take your tax firm completely online and virtual. Their software is part CRM, part secure tax portal for your clients, and a whole lot more.

Some features I love: web-form organizers (most tax accountants are stuck in the "print out this PDF and mail it back to me" era), billing directly through TaxDome (with no extra fees), electronic signatures, and pipelines to track where your client is in a process. For most of us preparing tax returns, the "pipeline" or process for every client is very similar, but repeated hundreds of times a tax season, and TaxDome seems to understand that.

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 before they released it for use. One of the biggest is KBA electronic signatures, which are required by the IRS to allow clients to electronically sign tax returns (Form 8879). This is a must-have for U.S.-based tax accountants, especially those of us that operate virtually, and I couldn't believe TD did not offer this out of the gate (although I hear it is just days away from being added).

Overall, I also feel the software, while trying to make things more automatic, manages to make things more manual in some respects. For example, with the "pipelines" feature - I cannot automatically assign my new clients to a pipeline (in development) or send them an organizer as soon as they register (again, in development). Some of the smallest things - like setting reminders/tasks on certain clients - generate a plethora of notifications that create way too much clicking and unnecessary steps just to shut off or mark as "done".

I also wish they offered an option to subscribe monthly. $600/year is steep for a one-man show all at once.

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.

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.

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.

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.

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!

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.

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

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.

I like most that this software is an all-in-one tool. It is packed with useful features and can streamline the way that an accounting professional runs their firm. The support is also excellent, offering white glove, in person onboarding and well organized manuals. I have also heard from my clients that the client interface is easy to use. They have been more responsive to me on this tool than the tool I was using previously.

The pros about this tool are almost the cons! There are so many features to unlock and learn about. There are also a few features that need to be added into it (although I see that it is still being devleoped). It needs to have a feature that allows the firm to sign documents as well as the client (rather than using a pasted signature that is easy to forge). It also needs to have more templates for workflows and contracts (or at least better ones). I also think that TaxDome would benefit from a user group in which users can share best practices and templates and tools.

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. 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.

The cost of Tax Dome is much better in comparisson to other similar platforms. I've used 2 others and both were over 1200.00 per year and did not come with support as good as Tax Dome! The customer support is really outstanding. They help with setting things up and you can reach out to them anytime, and you get real live people to help. Also, it bares repeating, the price is just unbeatable for what you get.

It does take some getting used to. Setting up is time consuming as well as transferring files and clients from different platforms. The pipelines are great but getting them set up, if there isn't already a pipleline, is super time consuming. Definitely not something you'd want to do in the middle of tax season.

It has all of the management tools you need to keep up with not only your tax clients but also your bookkeeping clients in one place. Before, I was using multiple systems and tools for each, but now I can pretty much use just TaxDome. It has all of the features, including messaging, a client portal, emails, and tasks, and automates just about all of it. You can get very detailed in all of the things you need to do within your practice all inside this software.

The setup process is very time-consuming, and getting the workflow automations into the system is a bit challenging. Also, clients have to sign up for an account which means that there is another username and password they must remember, which can also be challenging.

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.