TaxDome
About TaxDome
Awards and Recognition
TaxDome Pricing
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.
Starting price:
$50.00 per month
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for TaxDome
1 - 5 of 3,038 Reviews
Arnitra
1 employee
Used free trial
OVERALL RATING:
4
Reviewed March 2021
Perfect for my practice
Lynnorra
Verified reviewer
Accounting, 2-10 employees
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.
PROSI 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.
CONSAt 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
Maria
Accounting, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
A big help for my business
I am still setting it up to get more out of it, and I am still learning. Once I have it all figured out I think it's going to help me improve in efficiency and cut the time consuming repetitive tasks. Even with the price increase, it's going to help my business grow so it will help the bottom line.
PROSAll-in-one service: client portal, website, documents in the cloud, electronic signature, client management, client communication, etc. Time saving features with automation, bulk emails, among other things. Highly customizable. You can request one on one sessions with the very knowledgeable staff for setting up and questions at no additional charge.
CONSThe learning curve. This is a very useful service and since it's customizable you have to learn how to use it and it's not easy for the amount of features it has, which is a plus, but you have to put the time to take advantage of it. The price was very competitive when I started using it a couple of years ago, and they claimed that it was going to stay the same forever, but it was increased dramatically a few months ago. Still, I have renewed for 3 more years at the higher price because I think it's worth it.
Reason for choosing TaxDome
Client reviews. It seemed like the best option for my business.
Reasons for switching to TaxDome
My website was created in Weebly, the client portal was with SmartVault, I used Encyro for electronic signature, my web address was hosted in another service. Now I have everything together in Tax Dome, plus I have the client management system and automations of tasks, that I didn't have before.
Kathy
Verified reviewer
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
1
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
1
Reviewed February 2022
If you don't have Carpal Tunnel, you will
The system has everything you need; just badly placed and organized, creating more work than necessary. That is why onboarding is so confusing. The Dashboard has NOTHING I need to see when I open the software up; nor is there an option to customize it. The ONLY problem solved was the ability to work remote...BUT the irritation of having a system that will randomly slow down and requires 7 clicks to get to where you need to be is a slow drip of torture. The price is okay if you have a team of 1 or 2. But because this actually is a system that created more work it is an expense vs an investment. Its okay for someone with 50 files in a year. I have over 500. So it is NOT built to save time and money. It's built to just have everything in there.
PROSThe features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized.
CONSThe design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value. For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. SEVEN CLICKS. Working one file can take over 100 clicks, multiply that by 8-10 files in a day... my hand is in pain by the end of the day from all the clicking... and scrolling. Every activity takes over 5 clicks from one thing to the next. The goal of software is to build efficiency. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It's like a house with the all the appliances and furniture that go in a house shoved into the living room; its all there you just have to sort through a lot to get what you need when you need it. Without an organized design you are creating too many moves and means wasted time, which means wasted money. The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel.
Reason for choosing TaxDome
The list of features; unfortunately the presentation of the features gave the impression of organization...
Vendor Response
Hello Kathy. We are sorry to hear that your experience with our software is not that great and that you are not satisfied. We are in a constant search for solutions that would cut down the actions you have to perform, or let us say, the number of clicks one has to make in order to get something done. We are trying to make the software as easy as possible. Since the software is complex, and contains plenty of features, it may take much time to get everything to work and be available just in a few clicks. We assure you that we are doing our best to improve the system and the layout. Thank you again for your feedback!
Replied March 2022
Takara
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
VERY HELPFUL
I LIKE THAT EVERYTHING IS IN ONE SOFTWARE AND THAT YOU CAN AUTOMATE TASKS.
CONSTHE LEARNING CURVE TO GET STARTED WAS KIND OF ROCKY
Vendor Response
Hi Takara, Thank you for your review. It is valuable to us! We're thrilled to know that the all-in-one functionality is proving to be very helpful for you. We understand that the initial learning curve has been challenging. We're always refining our onboarding process and resources to make the start as smooth as possible. Remember, our Help Center, webinars, and support team are available to assist with any questions you might have as you become more acquainted with all the functionalities. Your feedback is crucial for us to keep improving. Please don't hesitate to reach out for additional support or guidance—we're here to help every step of the way. Have a great day!
Replied March 2024