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, and rotate PDFs and update fillable forms on a unified interface. Additionally, managers can collaborate with staff on various files using the @mention functionality. TaxDome lets stakeholders integrate the system with third-party applications, such as QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs and more. Pricing is based on monthly subscriptions and support is extended via email, phone, chat, FAQs, forums, knowledge base, webinars, etc.
TaxDome Software - TaxDome client portal for web, desktop and mobile
TaxDome Software - TaxDome CRM for client management
TaxDome Software - Performance insights in TaxDome
TaxDome Software - Built-in proposals and engagement letters in TaxDome with invoicing
TaxDome Software - Calendar view option in TaxDome
TaxDome video
TaxDome Software - TaxDome client portal for web, desktop and mobile - thumbnail
TaxDome Software - TaxDome CRM for client management - thumbnail
TaxDome Software - Performance insights in TaxDome - thumbnail
TaxDome Software - Built-in proposals and engagement letters in TaxDome with invoicing - thumbnail
TaxDome Software - Calendar view option in TaxDome - thumbnail

TaxDome pricing

TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at US$50.00/month.

Starting Price:
US$50.00/month
Free Version:
No
Free trial:
Yes

Alternatives to TaxDome

TaxDome Reviews

Feature rating

Value for Money
4.7
Functionality
4.6
Ease of Use
4.5
Customer Support
4.7
5 reviews of 3,046 View all reviews
James
James
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/05/2023

All-In-One Accounting Practice Management

CRM, DMS, portal, payment processing/collections, eSignature

Pros

I like that TaxDome is all-inclusive, everything I need to manage my practice is in one package.

Cons

I do not like the requirement to pay for an entire year at a time, or to pay three years in advance for the best price. This is a barrier to adoption for new and/or small practices, like my own.

Alternatives Considered

Canopy and Karbon

Reasons for Choosing TaxDome

TaxDome's features won me over.

Switched From

Pipedrive and ShareFile

Reasons for Switching to TaxDome

They either lacked the features I wanted, or were even more experience.

Response from TaxDome

Hi James!

Thank you for providing feedback on your experience with TaxDome. We appreciate your kind words regarding our platform's all-inclusive nature and its ability to fulfill your practice management needs.

We understand that the requirement to pay for an entire year at a time or to pay in advance for multiple years can present challenges, particularly for new and small practices like your own. We genuinely apologize for any inconvenience this may cause. Our pricing structure is designed to offer the best value and ensure that our clients receive the most competitive rates.

We encourage you to reach out to our customer support team. They may be able to explore potential options or discuss alternatives that could better suit your practice's specific requirements. We genuinely value your business and want to ensure that you can fully leverage TaxDome's capabilities without feeling constrained by the payment structure

Once again, we sincerely appreciate your feedback and your willingness to share your thoughts with us. Your input is invaluable as we strive to enhance our platform and provide a seamless experience for all our users. If there's anything else we can assist you with, please don't hesitate to get in touch.

Have a nice day!

Replied 29/05/2023
Maria
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
3
Customer Support
5

5
Reviewed on 21/11/2023

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.

Pros

All-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.

Cons

The 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.

Alternatives Considered

Canopy

Reasons for Choosing 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.

Switched From

SmartVault, Weebly and Encyro

Reasons for Switching to TaxDome

Client reviews. It seemed like the best option for my business.
Kathy
Kathy
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
1
Ease of Use
1
Customer Support
4

3
Reviewed on 10/02/2022

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.

Pros

The features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized.

Cons

The 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.

Alternatives Considered

Canopy and Jetpack Workflow

Reasons for Switching to TaxDome

The list of features; unfortunately the presentation of the features gave the impression of organization...

Response from TaxDome

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 31/03/2022
Isaac
  • Industry: Utilities
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 9/04/2024

The Creative and Accurate Accounting Solution

TaxDome has dynamic accounting solutions, that makes the computation of tax suitable.

Pros

TaxDome includes all the taxation management features that helps companies comply.

Cons

TaxDome has appropriate tax and accounting assistance.

Anne
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 15/11/2023

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.

Response from TaxDome

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 21/11/2023

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