About 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.
TaxDome Software - TaxDome client portal
TaxDome Software - TaxDome client list
TaxDome Software - TaxDome Client communication tools: secure messaging and client tasks
TaxDome Software - TaxDome Online payments integrated with Stripe and CPACharge. ACH payments is also available
TaxDome video
TaxDome Software - TaxDome client portal - thumbnail
TaxDome Software - TaxDome client list - thumbnail
TaxDome Software - TaxDome Client communication tools: secure messaging and client tasks - thumbnail
TaxDome Software - TaxDome Online payments integrated with Stripe and CPACharge. ACH payments is also available - thumbnail

TaxDome pricing

TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Pricing Details:
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.
Free Version:
No
Free trial:
Yes

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TaxDome Reviews

Feature rating

Value for Money
4.7
Functionality
4.6
Ease of Use
4.5
Customer Support
4.7
5 reviews of 2,169 View all reviews
Jennifer B.
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

5
Reviewed on 29/03/2022

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.

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)

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.

Replied 30/03/2022
Miata V.
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 27/05/2022

Best Practice Management for Accountants

Pros

The in-app document management, file storage, and client portal features make client collaboration simple.

Cons

I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.

Response from TaxDome

Thank you for the review, Miata. Your feedback is valuable to us.

Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized.

If you have any questions or need assistance with anything please let us know.

Have a great day.

Replied 1/06/2022
Katarina L.
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
0

3
Reviewed on 16/05/2022

review

Still Learning.

Pros

The support team the Tax Dome offers is really great and valuable.

Cons

Lack of control customization - example is with folders

Response from TaxDome

Thank you very much, Katarina. Your feedback is valuable to us.

There are certain things that can be customized with the folders, you can create new folders, rename them, create subfolders, and change the privacy level. If you download the TaxDome Desktop application, you will be able to move the folders, do bulk actions and much more.

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

Have a great day.

Replied 17/05/2022
Christina F.
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/05/2022

TaxDome appears to be everything we have been missing in our firm!

We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things.
Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed.

Pros

We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it.

We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.

Cons

Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.

Alternatives Considered

Asana

Reasons for Choosing TaxDome

The prior software just didn't fit our needs anymore as we were growing too fast in comparison to the features they have. The old software is a great option for those wishing to have a small firm or only have one or two people working within a firm. It just was no longer a fit for our needs as we grew.

Reasons for Switching to TaxDome

TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allows us to combine the two software platforms. This will help with efficiency within our firm. Also, TaxDome allows any team member to view communications that are sent to just my email and act on the requests. This is stress-relieving in itself, as everything was still falling onto just my shoulders to process, regardless of how much I tried to delegate to our team.

Response from TaxDome

Thank you for the feedback Christina. We appreciate it. As long as you have one annual subscription, you can subscribe to our monthly subscription for your seasonal members. Please see more details here - https://help.taxdome.com/article/187-taxdome-pricing-faq#1 . Please feel free to reach out to us again if you need further assistance. Our support is free and unlimited.

Replied 24/05/2022
Amber P.
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
5

5
Reviewed on 9/06/2022

New Tax Dome User

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.

Replied 14/06/2022

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