About 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.

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to TaxDome

Key benefits of TaxDome

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Austria, Australia, Belgium, Brazil, Canada, Germany, Spain, France, United Kingdom, Italy, Netherlands, Portugal, United States

Supported Languages

Brazilian Portuguese, Danish, Dutch, English, Finnish, French, German, Italian, Spanish, Swedish

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to TaxDome

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

Total features of TaxDome: 65

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Billing & Invoicing
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Credit Card Processing
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Payments
  • Email Management
  • Email Reminders
  • Employee Management
  • For Accountants
  • For CPA Firms
  • For Tax Practices
  • Invoice Management
  • Invoice Processing
  • Messaging
  • Mobile Access
  • Multi-Currency
  • Online Payments
  • Payroll Management
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • QuickBooks Integration
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Management
  • Third Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Management

Alternatives

Karbon

4.7
#1 Alternative to TaxDome
Karbon is the collaborative practice management platform for accounting firms.

Canopy

4.5
#2 Alternative to TaxDome
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a...

Jetpack Workflow

4.8
#3 Alternative to TaxDome
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management,...

SmartVault

4.4
#4 Alternative to TaxDome
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified...

Reviews

Overall rating

4.7 /5
(2,248)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.7/5

Already have TaxDome?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 2,248
Jennifer
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Worth the learning curve

Reviewed on 29/03/2022

TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I...

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

Response from TaxDome

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.

Tyler
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

Great Overall All-In-One Software But Client Communication Needs Improvement

Reviewed on 8/07/2022

One other thing that can be cleaned up is the Academy. Just having a list of a hundred videos is...

One other thing that can be cleaned up is the Academy. Just having a list of a hundred videos is difficult to find what I am looking for. If this was organized better, I may learn better ways to utilize TD.

Pros

I like the security and the portal the most. It is one of the most important needs. The workflows can be made as complex or as simple as I would like and they make work more efficient.

Cons

I would like the ability to edit documents directly in the TD environment. The messaging feature is severely lacking. It would be nice if there was a main messaging page in the left panel. It would bring up a list of all messages, instead of having to go to the client then to their messages. As we do more than just taxes, and we offer bookkeeping services, it would be nice if we could link QBO to TD in a way that when the account Uncategorized Expenses in QBO, TD would send a chat out asking what the transaction was for. The would be able to select from the list of accounts currently in QBO.

Alternatives Considered

Karbon and Ignition

Reasons for Switching to TaxDome

Tax partner had already purchased this when we formed our company, so we decided to stay with it.

Response from TaxDome

Thank you for your detailed feedback, Tyler. We appreciate the ideas you shared with us.

Documents can be edited with our PDF editor, or if you open up a document on the TaxDome drive and make changes, it will be saved to TaxDome as well.

As for your other ideas, I would like to refer you to our a Feature Request Board, which is available to our paying subscribers. Firms can submit feature requests and upvote existing ones. The requests with the most votes get prioritized.

We would like to inform that we are constantly working on the improvement of our features and software.
Please let us know if you have any questions or need assistance with anything. We will be happy to assist you.

Have a wonderful day.

Aurielle
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

TaxDome Review

Reviewed on 11/07/2022

TaxDome has improved our overall client communication and organization. However, I believe we could...

TaxDome has improved our overall client communication and organization. However, I believe we could further refine our processes and procedures with my previous suggestions.

Pros

I like the customizable pipelines and email templates and client management options.

Cons

All of the notifications during tax season produced too much clutter. I would like to be able to customize whether I see only emails to me in notifications or if I see emails to all colleagues. I would like to be able to pull a list of contacts AND households all in one list with email addresses included. I would like to be able to set up multiple cadences of tasks/automations within one pipleline. I would like to have sections of pipelines so that we can filter down by Tax pipelines/bookkeeping pipelines. I would like to be able to send recurring emails without having to set up an entire pipeline to do so. I would like to be able to customize invoice cadences on the invoice screen instead of having to stick to a particular date in the pipelines. I would like contracts to be more customizable similar to docusign.

Alternatives Considered

Canopy and Intuit Practice Management

Reasons for Choosing TaxDome

I was not with the company when Intuit Practice Management was used, but I recall complaints of too much clutter in the software and it not being useful enough to warrant paying for the service.

Reasons for Switching to TaxDome

Pricing, ability to include multiple signatures on one contract, ability to send contracts to all clients at once.

Response from TaxDome

Thank you, Aurielle. Your feedback is valuable to us.

Please know that our development team is constantly working on the improvement of our software.
Your suggestions are precious to us, and we would like to inform that we have a board for sharing ideas and requesting features for our paying subscribers.
Please submit your requests to our Feature Request Board, and let them be upvoted. There are already some existing requests regarding the suggestions you made.

If you have any questions, or need assistance with anything else, please let us know. Our support is free and unlimited.

Have a wonderful day.

Lloyd
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Reasonably Priced and Tremendous Power

Reviewed on 14/07/2022

Pros

The workflow management tools are far superior to other software we used and the customer support team is excellent.

Cons

I consider myself well-versed in software and found that TaxDome was a bit overwhelming at first due to some nomenclature barriers: e.g. contacts vs. accounts; pipelines vs. jobs vs. tasks and the related templates. The UI is also a bit clunky and a bit dated.

Response from TaxDome

Thank you, Lloyd. Your feedback is valuable to us.

We understand that, due to the numerous features we have, our software can be overwhelming at the beginning. To make it as easy as possible for our subscribers, we have free and unlimited support.

If you need assistance with anything, you can reach us via chat and email or schedule screen-sharing sessions so that we can walk you through the setup and features. We also have a database with help articles, a TaxDome Youtube channel with tutorials, and TaxDome Academy with different courses.

As for the document loss in Canopy, we have no such issues in TaxDome. The TaxDome drive is virtual, and you can access all the documents as long as you are logged to the desktop app and have a connection. You also can access the documents directly from the drive and edit them, without going through the download-edit-upload process.

Please let us know if you have any questions.

Have a great day.

Amber
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

New Tax Dome User

Reviewed on 9/06/2022

I am very pleased overall with Tax Dome. I love that it has the ability to have knowledge based...

I am very pleased overall with Tax Dome. I love that it has the ability to have knowledge based identity verification with the e signatures and the unlimited storage capability. It has taken a few days to transition, but I think I will be very pleased with it.

Pros

My favorite thing about Tax Dome is the price of the electronic signatures and the ability to have a client portal as only one user. Most companies require 3-5 users and e signatures cost a significant amount on top of that. It was also easy to import my client list to create the accounts and contacts to immediately have all of my clients there and ready to go.

Cons

The user interface is a lot more complicated than I'm used to in a client portal, but some of that is because of all of its capabilities. In the beginning, it is a little more difficult to figure out how to get documents and signature requests to the clients.

Response from TaxDome

Thank you, Amber. Your feedback is valuable to us.

We understand that it may take some time to get used to our software, but once done, the time will definitely pay off.
We give our best to assist with all questions. We also provide our subscribers with help articles, video tutorials and the TaxDome Academy.

If you need assistance with anything, please let us know. Our support is free and unlimited, and we will be more than happy to assist you.

We wish you a great day.

Showing 5 reviews of 2,248 Read all reviews

TaxDome FAQs

Below are some frequently asked questions for TaxDome.

TaxDome offers the following pricing plans:

  • Starting from: US$25.00/month
  • Pricing model: Subscription
  • Free Trial: Available

TaxDome offers a 14-day free trial for new users, after which the software is available Lite plan - at $25 per month billed annually. Pro plan - at $50 per month per user billed annually. A $75 per month per user - additional monthly subscription for seasonal staff.

TaxDome has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

TaxDome supports the following languages:

Brazilian Portuguese, Danish, Dutch, English, Finnish, French, German, Italian, Spanish, Swedish

TaxDome supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

TaxDome integrates with the following applications:

AcuityCRM, Calendly, Gmail, Microsoft Outlook, Quickbooks Online, Schedulista, Stripe, TaxAct Business, TaxAct Professional, Zapier

TaxDome offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for TaxDome.