TaxDome

RATING:

4.7

(3034)

About TaxDome

TaxDome is a practice management platform that helps tax, accounting and bookkeeping firms, as well as CPAs and EAs, manage both internal processes (workflow, CRM, reporting, secure document storage) and client-facing activities (documents, signatures, invoicing, messages, proposals and engagement letters). Available on desktop or mobile for your firm and your clients. TaxDome is the most intuitive cloud-based solution for practice management. This best-in-class software is accessible no matter how large or small your business is: use web or desktop software as well as mobile apps to run your practice remotely. You can utilize built-in templates to handle tax returns, bookkeeping, payroll and other accounting processes. TaxDome allows teams to annotate, highlight, an...

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

TaxDome Pricing

TaxDome offers a 14-day free trial for new users, after which the software is available with a subscription TaxDome’s Pro plan is $50 per user per month, billed upfront (with a 3-year plan). You can add seasonal staff for $85 per user per month.

Starting price: 

$50.00 per month

Free trial: 

Available

Free version: 

Not Available

TaxDome client portal for web, desktop and mobile

TaxDome Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for TaxDome

1 - 5 of 3,034 Reviews

Arnitra

1 employee

Used free trial

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed March 2021

Perfect for my practice

User Profile

Lynnorra

Verified reviewer

Accounting, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

One-Stop-Shop for Accountants

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.

Reason for choosing TaxDome

Tax Dome has a Accounting Firm Focus and useful templates that assist with workflow management and automation.

Reasons for switching to TaxDome

I enjoyed that everything was in one place.

Vendor Response

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.

Replied April 2022

User Profile

Russell

Verified reviewer

Accounting, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

The unbelievably affordable Swiss Army knife for my practice

Very positive. It is a great product and getting better every month.

PROS

Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price. Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next. They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal.

CONS

Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive. Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary. OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in. The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future. These are all minor annoyances in an overall outstanding product.

Reason for choosing TaxDome

All in one approach, outstanding value for the price. They are rapidly improving the product and continuing to develop it into an even better product. Simple flat pricing.

Reasons for switching to TaxDome

Lack of development, slow server speed, clunky portal that is inefficient to navigate, lack of a local workstation interface for portal files (web only, unlike TaxDome), lack of task management that works for my office. Developer is friendly and tells me all the time that improvements are coming but they never materialize. All for only $5 less per month than TaxDome.

Vendor Response

Hi Russell, we appreciate your feedback, thank you for letting us know. 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. We have an existing feature request (available to paid subscribers) to open new tab vs new page. You can also read more about our Organizers here: https://help.taxdome.com/article/114-custom-organizer-templates You can reach us through chat or through email (success@taxdome.com) if you have other questions.

Replied July 2021

Faheem

Accounting, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed January 2024

Taxdome system

PROS

It’s a good system to use for day to day work flow management

CONS

System is user friendly, however, need to enhance the capacity by adding projects automation

Anne

Accounting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Tax Dome is Awesome

The product and service are exceptional. I switched from Click-up.

PROS

Ease of use. Value for the money. Customer support.

CONS

Getting two signatures from two different people with one email address is difficult. I am very concerned about pricing and product features going forward with the company growing so rapidly.

Reason for choosing TaxDome

I went with TD based on 1 the price, it's an incredible value. 2 Reviews. 3 after a free 1 week trial, I was sold.

Reasons for switching to TaxDome

I switched due to ease of use. And document management.

Vendor Response

Hello Anne, Thank you for your review. It is valuable to us! We are happy to hear that you find our software. We aim to provide the best service and experience for our users. Regarding your e-signature feature concern, We would like you to know that our departments are working on improving the software all the time. If you would like to contribute ideas, please do so by submitting a feature request by clicking the blue question mark icon in the top right corner and selecting Feature Requests. We also understand your concern about pricing. We know that this can be a worry for some users, and we want to assure you that we are always looking for ways to improve our system and provide more features and benefits for our users. We will always strive to make our system worth your investment. If there is anything we can do for you, please reach out to us. Have a wonderful day.

Replied November 2023