Sobre TaxDome

TaxDome is an accounting practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) manage both internal practice management (workflow, CRM, reporting) and for client-facing tools (documents, signatures, invoicing, messages). TaxDome is the most intuitive, all-in-one cloud-based solution for tax practice management. This best-in-class software is accessible no matter how large or small your business is. Managers can utilize built-in templates to handle tax returns, bookkeeping, payroll, and other accounting processes. TaxDome allows teams to annotate, highlight, and rotate PDFs and update fillable forms on a unified interface. Additionally, supervisors can share documents and collaborate with staff members on various files using the @mention functionality. TaxDome lets stakeholders integrate the system with several third-party applications, including QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs, and many more. Pricing is based on monthly subscriptions and support is extended via email, chat, FAQs, forums, phone, and knowledge base.
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Vídeo de TaxDome
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Precios de TaxDome

TaxDome no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de TaxDome está disponible a partir de 50,00 US$/mes.

Precio inicial:
50,00 US$/mes
Versión gratuita:
No
Prueba gratuita:

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Opiniones de TaxDome

Evaluación de función

Relación calidad-precio
4,7
Funcionalidad
4,6
Facilidad de uso
4,5
Asistencia al cliente
4,7
5 opinones sobre 2.403 Ver todas las opiniones
Fernando
  • Sector: Contabilidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Prueba gratis
  • Fuente de la opinión
Relación calidad-precio
5
Funcionalidades
5
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 19/10/2022

Reseña

Puntos a favor

Es, facil, intuitivo, tienen ayuda. Integra todo

Desventajas

No tienen integracion con XERO, seria muy importante que lo hagan

Respuesta de TaxDome

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

We are working on improving our software all the time, and integration with Xero is planned and should be introduced soon.

In the meantime, you can integrate CPACharge or Stripe, connect yourself to QBO, embed your scheduler and use Zapier. TaxDome also works as a printer and scanner for all tax software.

If there is anything we can assist you with, please let us know. We will be happy to assist you.

Have a wonderful day.

Respondido el 27/10/2022
Marilyn
  • Sector: Banca
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado A diario durante Prueba gratis
  • Fuente de la opinión
Relación calidad-precio
0
Funcionalidades
1
Facilidad de uso
1
Asistencia al cliente
0

1
Publicado el 17/4/2020

Planillas 2019

facil y conveniente

Puntos a favor

fue de provecho para radicar mis planillas

Desventajas

al principio a lo que le cogi el piso, lo pude accesar desde caulquier plataforma

Respuesta de TaxDome

Thanks for your valuable feedback, Marilyn!

Respondido el 2/8/2021
Jennifer
  • Sector: Contabilidad
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Prueba gratis
  • Fuente de la opinión
Relación calidad-precio
0
Funcionalidades
4
Facilidad de uso
4
Asistencia al cliente
0

5
Publicado el 29/3/2022

Worth the learning curve

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.

Puntos a favor

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.

Desventajas

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)

Alternativas consideradas

Dubsado

Razones para elegir 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.

Software anterior

Dubsado

Razones para cambiar a TaxDome

I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signatures

Respuesta de 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.

Respondido el 30/3/2022
Jeffrey
  • Sector: Contabilidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión
Relación calidad-precio
5
Funcionalidades
4
Facilidad de uso
4
Asistencia al cliente
0

4
Publicado el 3/10/2022

Tax Dome helped us handle enough business to get our own office

Our overall experience with TD has been fantastic. We were able to triple our business within the first year of us using it.

Puntos a favor

There were three accountants (partners) when we first started this business and we were working out of bedrooms and coffee shops. The only reason that was happening was because we spent 70% of our time just tracking our servicing progress for each client under each different partner. Once we found Tax Dome and moved our client success processes from Trello, Clickup, excel, and other management softwares, we were able to handle significantly more clients with this time. Our absolute favorite feature is pipeline's and being able to automate engagement letters, send invoices, and organizers to collect data.

Desventajas

Features I least like that are within TaxDome is the inbox+ and template (& tag) management. Inbox+ won't show the correct preview text for a notification- meaning a notification would pop up saying a client messaged us, however, the notification was triggered because I myself sent a response message. And for notifications that are actually from clients messaging us will never be properly previewed in inbox+.

Template (& tag) management can be greatly improved. When I first started using TD, I created templates for EVERYTHING. Now I use perhaps half of them yet I have not deleted the ones that are not in use simply because I do not know what templates are actually being used in a pipeline.

Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more.

Respuesta de TaxDome

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

We are happy that TaxDome made the whole process easier for you and your partners. The pipelines save a lot of time and effort so that you can focus on new clients.
As for the notifications, you should receive notifications only for new messages and replies from clients, and the team members will get notifications for replies from the firm owner, but there should be no notifications for your own replies.
Please reach out to our support team so that they can check on this.
For the other parts you dislike, I would like to refer you to the Feature Request Board that we have for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We would appreciate if you could share your ideas on how to improve.

If there is anything that we can assist you with, please let us know. We will be happy to do so.

Have a wonderful day.

Respondido el 4/10/2022
Dennis
  • Sector: Contabilidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión
Relación calidad-precio
3
Funcionalidades
3
Facilidad de uso
3
Asistencia al cliente
3

3
Publicado el 4/10/2022

Accountant

The overall experience is good so far

Puntos a favor

Document management was excellent I really like how easy it is.

Desventajas

Software needs to integrate with calendars such as outlook

Respuesta de TaxDome

Thank you, Dennis. We appreciate your feedback.

We have an integration where you can actually embed your Calendly, Bookmeknow, Schedulista, or Acuity calendar. At the moment we do not integrate with Outlook.
However, we would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted.

Please have a look here: https://taxdome.canny.io/feature-requests/p/sync-to-personal-calendars-google-outlook-yahoo-etc and feel free to upvote.

Since your rating was not that well, we would appreciate if you could share with us what we can improve on, so that you would be happier with the software.

If there is anything that we can assist you with, please let us know.

Have a wonderful day.

Respondido el 12/10/2022

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