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Bonsai vs TaxDome

Bonsai vs TaxDome

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Overall Rating
4.6 (82)
4.7 (3048)
Ease-of-Use
4.6 / 5
4.5 / 5
Value for Money
4.4 / 5
4.7 / 5
Customer Support
4.3 / 5
4.7 / 5
Functionality
4.3 / 5
4.6 / 5
Last Review Written
September 6, 2024
September 3, 2024
Pros/Cons
  • Pros

  • They are also SUPER quick to respond with support when needed. Huge Fan of Bonsai and happy I chose them over everyone else <3.
  • So easy to use and packed full of awesomeness. Seamless integration it was a great free trial and we will move forward.
  • Have loved it so far and loved how easily it integrated into our business and from day one streamlined our workflow process.
  • Cons

  • I was based in Romania and they charged me a currency conversion fee for a currency conversion that did not happen. I took dollars and wanted to leave it as dollars.
  • Sometimes I forget about the automation and Bonsai will send out invoices to my clients without me approving/adjusting them beforehand.
  • I was locked out of my account because I no longer had access to my to my old phone and should have been able to verify another way.
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  • Pros

  • I access this system annually and I love how easy it is to help me reset my password. I also enjoy the how simple yet sleek the interface is.
  • I have always been a remote preparer so that is nothing new for me or for them, but they do like this new platform after years of me trying to find the best fit. The customer service is unmatched.
  • This will help keep me on track with outstanding requirements from my clients. No more writing notes and checking them off on paper.
  • Cons

  • Customer Support has been irritating at times and hit or miss the rest.
  • So much there that it is overwhelming. I was a bit confused with some of their terminology.
  • Very few pre-made templates for the pipelines, inability to create a multiple line invoice, no texting (but we hear that is coming soon).
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Pricing Range
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$
$
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$
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$
Product Demo & Screenshots
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos