User Reviews Overview
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...
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- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Tax Specific Software Flexible for the Modern Day Firm
I got into TaxDome the end of 2020/2021. My company was getting to a point where our old systems weren't going to enable us to scale, so we were looking for a more inclusive option. I came across TaxDome from someone who had a course on making tax season easier, and when she shared the Workflows and Pipelines, I was sold. TaxDome has been the backbone of our tax season for the past few years.
Pros
I love most the customizability of TaxDome and that it is Tax Specific based portal software with space to add in Advisory.
Cons
They've gotten pretty big, so I feel less connected to their team.
Alternatives Considered
CCH ProSystem fxReasons for Choosing TaxDome
We had put together a system from a combination of other individual products. Over time, the process became a bit tedious, so we needed to find a solution that checked more of the boxes.Reasons for Switching to TaxDome
The price tag and number of items it checked off the list. We found that our secondary services wouldn't be fulfilled by a Tax Only solution.- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
TaxDome Review
2025 will be our 5th tax season using TaxDome. The first couple of years, we just used it for contact info, the client portal and e-signatures, with limited use of the workflows. Last year was the first year we started automating some of the processes, and making full use of the workflows. Still don't have full commitment of all of the members of our company.
Pros
I like that I have all the client information in one place, and have access to it from the app. This way client contact information travels with me. I also like the automation of information that goes out to the client, to keep the updated on the progress of their return.
Cons
Learning curve can be a little steep, especially with setting up the workflows, and understanding how workflows, tasks, and jobs are related. Costs could be an issue with large firms.
Alternatives Considered
CanopyReasons for Switching to TaxDome
I liked the overall design of TaxDome and the cost.Response from TaxDome
Thank you for sharing your experience with TaxDome! It’s fantastic to hear that you’ve been with us for nearly five years and are expanding how you use the platform each tax season. Having all your client information in one place and leveraging automation to keep clients updated is such a powerful way to streamline your practice. We’re thrilled to be part of your journey!
If you need further assistance or tips, don’t hesitate to explore our resources like the TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps.
Thank you for being a valued part of the TaxDome community, and here’s to a successful 2025 tax season!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Useful App
When the software works, it's great. There's a steep learning curve, but it has a lot of great features which help efficiency and automation.
Pros
We like using the pipelines - they really help automate the process and allow us not to miss deadlines/tasks. Firm templates are very good too. Lots of workarounds so many different ways of doing things which is a good back up for when there are glitches.
Cons
1. There should be filters for templates.
2. There are too many glitches which we don't know about. Since we don't know about them, we can't mitigate them. It impacts are performance vis a vis our clients and creates huge inefficiencies.
Reasons for Switching to TaxDome
Seemed to have great features that would cause efficiencies.Response from TaxDome
Thank you for taking the time to share your experience with TaxDome! It’s great to hear how much you value our pipelines and firm templates for streamlining workflows and automating tasks. We’re thrilled that these features are helping you meet deadlines and maintain efficiency.
Your feedback about filters for templates is invaluable, and we're always working to improve the platform based on user input like yours. If you're experiencing any bugs or glitches, please don’t hesitate to reach out to [email protected]—we want to ensure you have a smooth and seamless user experience. Let us know how we can help! 😊
Top TaxDome Alternatives
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Best Virtual Accounting Firm CRM
It has been a great experience. It was challenging at first and I still don't 100% understand how to do certain things with pipelines (maybe I need it to do something that isn't possible). Overall, I'm very pleased.
Pros
I've been using TaxDome since 2021 (4 tax seasons). I didn't fully utilize all of the features during my first 2 years, and I still have more pipelines to set up, however, I have still been very pleased. This software can do as much or as little as you need based on your firm needs. I especially love that I can lock documents until the invoice is paid. This feature was a lifesaver! TaxDome is also continuously adding new features and improving on the old ones. I highly recommend TaxDome, especially if you are a virtual firm or hoping to move in that direction.
Cons
I would love to have automated replies when I'm out of the office. I would love a white label app (which I think is in the works). I'd also like to be able to offer more payment options. I invoice all tax returns through TaxDome, but everything else is invoiced through QBO because fees are somewhat less. Syncing my TaxDome to my QBO created a mess. I'd be afraid to attempt that again, but I'd possibly consider it if it was more seamless.
Reasons for Switching to TaxDome
Pricing, features, all-in-one (for the most part), locking docs to invoicesResponse from TaxDome
Thank you for sharing your experience and for being a loyal TaxDome user since 2021! We’re so glad to hear how much TaxDome has streamlined your workflows, especially with features like document locking tied to invoices. Your recommendation means a lot, and we’re thrilled it’s been a great fit for your virtual firm!
We appreciate your feedback on automated replies, payment options, and white-label apps—your input helps us grow. Feel free to share ideas on our Ideas Suggestion Board (https://help.taxdome.com/article/203-how-to-suggest-an-idea).
If you ever need help with pipelines or anything else, reach out at [email protected] We’re here to help!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Best Employee Ever
I enjoy TD a ton. It has been easy to get my clients to adopt overall and has saved me time enough to put off hiring additional help.
Pros
I like that everything is so centralized. Keeping the client stuff in all one place and being able to see everything at a high level and also more granular helps keep the work managed well.
Cons
I wish we had the ability to connect to more than just QB as an accounting software. Also I wish we could have more ability to use additional filtering in automations.
Reasons for Choosing TaxDome
TaxDome allowed me to manage everything in one place versus having to piece together all the different things.Switched From
KeapReasons for Switching to TaxDome
The price point and ease of use of TaxDome other the competitors is what sold me.Response from TaxDome
Thank you for sharing your experience with TaxDome! We're so glad to hear it’s been a time-saver for your practice, helping you streamline client management and work processes. It’s fantastic to know you’ve found it easy to get clients on board and that the centralized platform is working well for you.
We appreciate your feedback and I’ll be sharing them with our product team. If you’d like to share more details or ideas, we’d love to hear from you! Please feel free to reach out to us at [email protected].
Thank you for trusting TaxDome—we’re here to support your success! 🚀
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great, Professional CRM (and lots more) which replaces a lot of other tools
It was a rough start in 2020 when we started using it. It has improved in many ways, and we have learned to navigate and integrate it in many ways, Overall 95% of are clients interact with us using TaxDome and about half use the mobile app.
Pros
Replaces many tools (document sharing, email, e-signature, payments, etc.) into one place. White labeling, Ability to send multiple clients the same email with short names at one time.
Cons
Lack of customization (colors, client interface, etc.). E-mails go out showing the name.taxdome.com rather than the custom domain. Inability to create a direct from home screen login, no option to require clients to use 2-FA.
Alternatives Considered
CanopyReasons for Choosing TaxDome
Docusign was mor eof an esignature and payment portal only. Did not provide near as many features.Switched From
Docusign CLMReasons for Switching to TaxDome
TaxDome was most cost effective and professional. The other products generally were pushing towards other services and not focusing on what we were looking for in software.- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
TaxDome Excellent Software no matter the size of your organization
My overall experience with TaxDome has been quite positive. While I only use a very small fraction of the capabilities of the program, I am quite happy with the functions I do use.
Pros
Makes running a small practice more efficient without a huge price tag
Cons
The invoicing module is sub-par, very limited in what you can do, and does not have a professional look like QBO.
Alternatives Considered
Lacerte TaxReasons for Choosing TaxDome
I found Clickup to be very difficult to set-up and use effectively. Very time consuming process.Switched From
ClickUpReasons for Switching to TaxDome
It is much too expensive for a small practice.Response from TaxDome
Thank you for sharing your positive experience with TaxDome! We're thrilled to hear how it has made your practice more efficient while being budget-friendly for small businesses. It’s great to know TaxDome is helping streamline your workflow! 😊
We also appreciate your feedback and have shared your thoughts with our product team for consideration. Additionally, if you have specific ideas for improvements, we’d love for you to share them on our ideas suggestion board (https://help.taxdome.com/article/203-how-to-suggest-an-idea). It’s a great way for us to understand your needs and prioritize enhancements based on user feedback.
As always, if there’s anything else we can assist with, feel free to reach out to us at [email protected]. We’re here to help and listen!
- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
A 4 year User!
My overall experience over the years has been 10/10, highly recommend
Pros
The ability to discuss upgrades. The service, online tutorials and upgrades to the mobile app.
We can sign documents , pull transcripts, upload documents, schedule appointments
Cons
We wish we could monthly payments. Also the price to add additional users or admin makes it more expensive for a solo proneur.
Response from TaxDome
Thank you for sharing your experience as a loyal 4-year user of TaxDome! We’re thrilled to hear that your overall experience has been a 10/10 and that you’ve found features like document signing, transcript pulls, and scheduling appointments so helpful for your practice. Your mention of our online tutorials and mobile app upgrades is greatly appreciated—we love hearing how these resources support our users!
We understand that pricing is an important consideration, especially for solo practitioners, and we’re always exploring ways to make our platform as accessible and valuable as possible. If you ever have specific feedback or suggestions, please feel free to reach out to [email protected].
Thank you for your continued trust in TaxDome, and for being an advocate of our platform! 🚀
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Everything You Need in One Place!
I have been with TD for at least 3 years now. Being able to invoice, provide documents and request e-signature, as well as store all information (with or without client access) is a game-changer for my firm.
Pros
Linking invoice to document to be paid before client has access to documents
Cons
I would love to have a button within the client's portal to initiate a scan for upload to the portal. Right now I have to scan a document to a file on my computer then initiate the upload.
Response from TaxDome
Thank you for sharing your thoughts and for being a loyal TaxDome user for over three years! 🌟 We're thrilled to hear how the platform has streamlined your processes, from invoicing and e-signatures to document storage. It's wonderful to know that linking invoices to document access has been a game-changer for your firm—efficiency like this is what we aim for!
Your feedback about initiating a scan directly within the client portal is greatly appreciated. If you'd like to share this or any other suggestions, we encourage you to add them to our Ideas Suggestion Board (https://help.taxdome.com/article/203-how-to-suggest-an-idea)—it’s a fantastic way to help shape the future of TaxDome.
As always, if you have any further questions or need assistance, feel free to reach out to us at [email protected]. Thank you for being an integral part of the TaxDome community!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Perfect for the full service firm.
It has saved my bacon more time than I can count because it manages projects and keeps 95% of client communications in the platform, allowing the team to see and access each client's info anytime.
Pros
It's as close to an all-in-one solution as I can find. While it is great for taxes it is also great for bookkeeping, payroll, and monthly services.
Cons
I wish you could port your existing phone number into the system.
Reasons for Choosing TaxDome
TaxDome had a lot more features that I needed as a full-service provider.Reasons for Switching to TaxDome
TaxDome had the most usable features as an all-in-one solution and client portal.Response from TaxDome
Thank you for sharing your experience with TaxDome! It’s fantastic to hear how much you value the platform’s ability to centralize project management and client communications, making it accessible for your entire team. Knowing that it’s been a reliable tool for taxes, bookkeeping, payroll, and monthly services is music to our ears—we’re proud to be your all-in-one solution!
We’ve had similar suggestions regarding phone number portability, and I’ve added your vote to our feedback board: feedback.taxdome.com/p/use-existing-business-phone-number-for-sms-messages-integration. Your input helps shape the future of TaxDome, and we truly appreciate your insights.
Thank you for choosing TaxDome as your trusted partner for running a full-service firm. 🚀
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Converting to Tax Dome - a user's experience
While the setup for the various features of the program has taken a bit longer than expected the experience as we and our clients begin to utilize the program has been positive. Those clients that have utilized the program so far have indicated a much higher satisfaction and intuitive use of the program compared to our prior web portal, document management program.
Pros
The combination of web portal with a built-in client scanner, document management, workflow management, client communications, client billings and electronic signature combines all of the necessary features required for a modern electronic or virtual tax or accounting based practice.
Cons
The program is such a large sandbox, it would have been more efficiently incorporated into our practice if a structured and required training program was included with the subscription.
Alternatives Considered
CanopyReasons for Choosing TaxDome
The cost of Tax Dome and the significantly highly number of features when compared to the similarly priced product we were using made the switch a cost effective change.Switched From
SmartVaultReasons for Switching to TaxDome
The level of support and third-party vendors and service companies working with Tax Dome provided ample resources to enhance our conversion.Response from TaxDome
Thank you for sharing your experience! We're glad to hear that both you and your clients are finding TaxDome more intuitive and satisfying compared to your previous portal. It’s great to know the combination of features—like the web portal, document management, workflow, and e-signatures—are supporting your practice.
Regarding the learning curve, we do offer onboarding sessions to help set up TaxDome, and our customer care team is always here to assist. Plus, we have a wealth of resources, including bootcamps, webinars, and TaxDome Academy, to ensure a smooth experience as you get accustomed to the platform. You can explore all the available resources by checking out this article: [All the Ways to Get Help and Tech Support](https://help.taxdome.com/article/281-all-the-ways-to-get-help-and-tech-support).
Thanks again for your insights!
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
TaxDome Review
Client for I believe 4 years now. Overall satisfied.
Pros
I like the flexibility of document exchanges and conversations with clients.
Cons
The training needs to be more robust. Also, I think the SMS system was oversold, and should be included in the package not as an additional subscription.
Alternatives Considered
TaxAct ProfessionalReasons for Choosing TaxDome
their recommendation since they had just started a partnershipSwitched From
TaxAct ProfessionalReasons for Switching to TaxDome
They recommended TaxDome themselves because their system wasn't robusts- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Fantastic! Real solution thats multi-featured for accounting firms
Fantastic! Highly supported program that is constantly being updated and improved based on actual user feedback. Use it daily in my business and honestly would need 12 programs to replace all the things it does for me and my team.
Pros
Has multiple features in one software so not constantly logging in, or updating integrations with other platforms. Also saves on cost by having one integrated system for 99% of what my accounting firm needs. Clients also give great feedback on ease of use and having everything in one place.
Cons
It is a big software product so feels hard to learn. Like any large business application, reaching out to their support desk and 1:1 whiteglove custom training sessions allows me to setup features I needed for my business in stages without being overwhelmed
Alternatives Considered
Microsoft 365Reasons for Choosing TaxDome
I had outgrown simple solutions like Dropbox and upgrading to alternative products involved too many suppliers and risks of error with integrationsReasons for Switching to TaxDome
TaxDome cheaper, more comprehensive, less risk of integration error, easier to learn 1 platform.Response from TaxDome
Thank you for sharing such a thoughtful review of TaxDome! 🌟 It’s incredibly rewarding to hear how TaxDome has become an essential tool for your firm, combining multiple features into one platform and eliminating the need for numerous log-ins and integrations. We’re thrilled that it’s simplifying your operations, saving you costs, and earning positive feedback from your clients for its ease of use.
It’s great to hear that the support from our team and white-glove training sessions have helped make the process smoother for you. If you ever need assistance or want to explore additional features, don’t hesitate to reach out at [email protected].
Thank you for trusting us to be part of your journey. Your feedback helps us continue to improve and deliver the best possible experience.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great tool for your practice
Overall it's been a great tool and I'm glad that I chose TaxDome as my client management system for my tax practice.
Pros
Tax Dome is a great product that is constantly making updates that are beneficial to those in the industry. It really has become a solution to minimize having multiple applications and can do most within it.
Cons
Last year, I felt like there were too many changes that weren't fully tested out and lots of bugs. I had issues with the organizer function among some other things. I would like to see more of these issues worked out before giving it to us to use because it impacts our clients experience.
Alternatives Considered
CanopyReasons for Switching to TaxDome
Number of features compared to cost of other products. Seemed like a lot of people used and had success with TaxDome and it was a better price.Response from TaxDome
Thank you for sharing your experience with TaxDome! It’s fantastic to hear how much you value the platform as your client management system and that it’s helping streamline your practice by minimizing the need for multiple applications. We’re thrilled to know TaxDome has become an integral part of your workflow.
If you’d like to share more details about any issues you faced, we’d love to hear from you! Please feel free to reach out to [email protected].
Also, don’t miss out on our bootcamps and webinars—they’re a great way to stay ahead and make the most of the latest features! Thank you for choosing TaxDome to support your practice, and we look forward to helping you achieve even more success. 🚀
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
TaxDome helped me to organize
It has really helped organize my clients.
Pros
I like how everything is available to the client in the portal. Also, the pipelines are great, it is very customizable!
Cons
Little bit of a learning curve, but that is the same with any software.
Alternatives Considered
Financial CentsReasons for Switching to TaxDome
Because it was made specifically for tax practices, and seemed a little bit more developed than the alternatives. Also, the price was right.Response from TaxDome
Thank you for your review and for sharing how TaxDome has helped you organize your clients! We're so glad the client portal and customizable pipelines have been valuable tools for you. It's wonderful that TaxDome’s focus on tax practices aligns well with your needs and provides the features you were looking for at the right price. 😊
We also offer various resources to help you make the most of TaxDome, including webinars, tutorials, and our TaxDome Academy. You can explore them here (https://help.taxdome.com/category/554-taxdome-academy).
If you ever have questions or need assistance, email us at [email protected]. Thanks again for your feedback; we’re excited to continue supporting your practice!
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Best in show for CRM and workflow management
Overall, this platform is the best price point for my CRM needs. It takes some time to get familiar with, but with the marketplace, if you're completely new you can just get right into it with a built-for-you workflow.
Pros
Flexibility to create workflows that work for my firm as well as the ability to lock invoices to the returns.
Cons
The site builder. I really want to use it but it's features are VERY clunky. I always have issues with spacing and sizing as I try to re-adjust things. I also dislike when new additions are rolled out in the middle of tax season.
Alternatives Considered
Intuit Practice ManagementReasons for Choosing TaxDome
Karbon was limited in its functionality and cost about the sameSwitched From
KarbonReasons for Switching to TaxDome
More functions for about the same or less cost.Response from TaxDome
Thank you so much for your thoughtful review! It’s wonderful to hear that TaxDome has been the best fit for your CRM and workflow management needs. We’re thrilled you’ve found value in the flexibility of creating workflows tailored to your firm and features like invoice locking. It’s always rewarding to know our tools are making a difference for your practice. 😊
We’re committed to continuous improvement and ensuring the platform works seamlessly for you. If you'd like to share additional details or suggestions, please reach out to us at [email protected]—we’d love to hear from you!
Thank you for choosing TaxDome to support your practice!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
TaxDome Review
Great experience overall and saves me a lot of time.
Pros
The pipeline and the ability to connect clients forms to it.
Cons
I would like to change the email message that goes to clients to say "I" and not "We."
Response from TaxDome
Thank you for your review! We're thrilled to hear that TaxDome has been a time-saver for you and that you’re enjoying features like the pipelines and the ability to connect client forms seamlessly. These tools are designed to make your workflow as efficient and organized as possible, and it’s great to know they’re making a difference for your business.
I’ve shared your feedback about customizing email messages with our Product Team. We always appreciate insights like yours as they help us improve and tailor the platform to better meet your needs.
Thank you for choosing TaxDome, and we look forward to continuing to support your success! 😊
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Platform is great!!
I have enjoyed my time using TaxDome and watching the growth and positive changes that have been implemented.
Pros
You can see all activities associated to a job in on screen.
Cons
I wish the calendar would sync to your personal calendar for appts and specific task, not all task.
Reasons for Choosing TaxDome
Ease of use and client integration. Was not sufficient for task management.Switched From
ATOMReasons for Switching to TaxDome
I preferred the interface of product when onboarded and stayed with product due to positive changes over course of time.Response from TaxDome
Thank you for sharing your experience with TaxDome! We’re delighted to hear how much you’ve enjoyed using the platform and witnessing its growth and positive changes. Knowing that features like job activity tracking on one screen are enhancing your workflow means a lot to us.
Your support and loyalty inspire us to keep improving! If you ever have additional feedback or suggestions, feel free to reach out at [email protected]—we’d love to hear your thoughts and ensure TaxDome continues to meet your needs.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall great product
Good. Their customer service is excellent.
Pros
The automations and having the information for all open jobs easily accessible and manageable. It has helped us to be much more efficient and fewer things slip through the cracks.
Cons
The time it takes to learn how to use it
Reasons for Switching to TaxDome
We did a trial of Clarity, but they're customer service was terrible. Karbon was more expensive and didn't offer all the features that TaxDome had.Response from TaxDome
Thank you for sharing your experience with TaxDome! 🌟 It's wonderful to hear how automations and centralized job management have enhanced your efficiency and helped ensure that nothing falls through the cracks. Knowing that our platform has made such an impact means a lot to us!
We understand that learning a new platform takes time, but we're here to support you every step of the way. Our team is always ready to assist, and we offer plenty of resources, including webinars, bootcamps, and our TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), to help you master the platform and maximize its value.
If you ever need additional support or have feedback to share, feel free to reach out at [email protected]. We're thrilled to have you as part of the TaxDome community!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
3 years and counting
I have used TaxDome for over 3 years and it has helped me grow as my client list and my employee numbers grew. I can't keep it all in my head and I don't have to with TaxDome. I also like knowing my clients' data is safe.
Pros
The integration of Secure Document Storage, Secure Communications with my clients as well as being able to use as a CRM.
Cons
Lack of Packages in the Engagement Letter/Proposal section.
Alternatives Considered
Financial Cents, Mango Practice Management, Trello, Karbon and QuickBooks Online AccountantReasons for Switching to TaxDome
I chose TaxDome because the features available for the price couldn't be beat.Response from TaxDome
Thank you for being a valued TaxDome user for over 3 years! We're thrilled to hear how TaxDome has supported your firm’s growth and provided a secure and streamlined experience for managing clients and communications. Knowing your clients' data is safe and easily accessible is what we strive for!
Your feedback on adding packages to the Engagement Letter/Proposal section is appreciated. It's already on our radar, and you can check out our roadmap (https://feedback.taxdome.com/roadmap) to stay updated on this and other upcoming features.
If you have more suggestions or questions, feel free to reach out at [email protected]. Thank you for growing with us!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
TaxDome has made my life easier!
Overall, I am really happy with TaxDome! They are great to deal with and the are always improving the software. I highly recommend them!
Pros
I love the workflow feature and the ability for firm automation. It is easy for the clients to use and it allows for a great client experience.
Cons
It takes time to set it up when you begin. The implementation progress can be overwhelming but TaxDome has great technical support to help you with it.
Alternatives Considered
CanopyReasons for Choosing TaxDome
I was looking for more automation and practice management.Switched From
ShareFileReasons for Switching to TaxDome
I liked the experience with TaxDome and the features.Response from TaxDome
Thank you for sharing your experience with TaxDome! We’re thrilled to hear how much you love the workflow features, automation, and the seamless client experience the platform provides. Your recommendation truly means the world to us!
We understand that initial setup can feel overwhelming, but it’s great to know our support team was able to assist you. If you ever need further assistance or want to explore more features, don’t hesitate to reach out—we’re here to help!
Thank you for being a part of the TaxDome community. 😊
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
3 year user of TaxDome - we love it
We are extremely happy with TaxDome (TD). TD listens to it's users and makes adjustments based upon requests. Love that. We bought it at the end of 2021 and have seen changes in the software (for the good) since then.
The true key to it being a success is to constantly use it. Kind of like that piece of exercise equipment in your basement. Don't blame it for you not losing weight if you don't use it. Use TD as much as you can and you'll appreciate the efficiency of what it does.
TD offers a lot and our clients seem to like it. We have about 1,100 client now so it comes in REALLY handy. Like everyone else, we have clients in their 70's, 80's (even 90's) who love it and use it just fine. But we also have clients in their 20's, 30's & 40's who find it "confusing".
Bottom line is do what works for you and your firm. Because the way you process returns is different than me. So don't copy someone else's Workflow but instead create you own!
Pros
that it does things I didn't even know were a good idea. such as locking a tax return to an invoice. Cool!
We also love the Workflows. That feature should be a necessity in every tax preparation firms arsenal.
Cons
Nothing I liked least BUT I will say, for us at least, it was like moving from a small Cessna plane to a Lear Jet. Holy smokes, the bells and whistles and things it can do require time to learn/use it. Point being, you're not gonna be a TaxDome pro the first year. Give it a few years.
Response from TaxDome
Thank you for sharing your thoughtful and detailed experience with TaxDome! We're thrilled to hear how much you value the platform and its continuous improvements. Your analogy is spot-on—just like exercise equipment, the more you use it, the more you see the benefits! We’re glad to be a key part of your practice's growth and efficiency, especially with 1,100 clients onboard.
It’s fantastic to know that features like locking tax returns to invoices and the powerful Workflows have become essential tools for your firm. We truly appreciate your insights about tailoring the platform to your unique processes—your advice is invaluable!
If you ever need further support or have additional feedback, don’t hesitate to reach out to us at [email protected]. We’re here to help every step of the way. Thank you for being a part of the TaxDome community! 🚀
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
TaxDome feedback
Improved efficiency and client satisfaction. Clients like to use the app.
Pros
workflow process, communication and document sharing capability, billing and invoicing
Cons
Folder structure is cluttered, makes it very confusing between files shared by client vs. documents shared with client vs. private for any specific tax year. Need to go to three different directories to view files. Would be great if there is an ability to flat the structure by tax year so that I can see all files in a single directory for a specific tax year.
Would be helpful to preload new tax year folder in the beginning of the year. For example, I have to manually create 2024 folders for each client that I am doing 2024 work, such as estimated tax payments, sales tax or payroll tax.
Ability to backup all data from network drive to hard drive. For example, most recently there has been internet outage in my area for almost 24 hours and I was not able to be productive as access to network drive was severed.
Response from TaxDome
Thank you for your detailed feedback! We’re happy that we’re making a difference across so many aspects of your firm - workflow, communication, documents and billing and invoicing!
As far as folder structure - you can set whatever you want it to be. It sounds like you’re referring to the default template, but you can customize your folder templates as much as you want - so if you want to create a folder template by years, you can certainly do that! If you need any assistance, just reach out to our team and we’ll walk you through it!
Thanks again!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
TaxDome is the best tax CRM out there.
cant live with it at this point. 2024 is the first year we have a team in taxdome, so trying to figure the optimal way for a team environment
Pros
the automations, pipelines, ease of keeping everything in one place.
Cons
1. Unable to schedule chats. I work odd hours and I have to wait until the morning to send client communication and sometimes I forget. It would be great to schedule chats at a future date similar to scheduling emails.
2. TaxDome Inbox+. right now its mainly just a notification box tailored to one person. It would be great to have a Firm inbox+ and being able to assign tasks directly taxdome inbox to staff.
3. Round robin feature when a job enters a stage in a pipeline. For example "begin tax prep" there are 4 tax preparers its assigned to, but only 1 needs to complete it. Then we have to communicate outside of taxdome to see who is taking the task (client tax prep)
Reasons for Switching to TaxDome
price for value and the customer supportResponse from TaxDome
Thank you for your glowing review! We're thrilled to hear that TaxDome has become such an integral part of your practice, and we’re excited to support you as you transition to a team environment in 2024. It's fantastic to know you love the automations, pipelines, and the ability to keep everything in one place—precisely the efficiencies we aim to provide!
We truly appreciate your thoughtful feedback! These are excellent suggestions, and we're always looking for ways to improve the platform to meet your needs better.
We’d love to hear more details about your ideas! Please feel free to reach out to us at [email protected]. Your insights play a big part in shaping TaxDome's future. Thank you for being a part of our journey! 🚀
- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Efficient and Organized Tax Solution or My Business
My overall experience with TaxDome has been great. It keeps my business organized, enhances client communication, and streamlines my workflow. Despite a bit of a setup learning curve, the efficiency and organization it provides makes it valuable to my tax business
Pros
TaxDome has been a game-changer for my tax business! It keeps everything in one place, helping me stay organized and saving me so much time. My clients appreciate the streamlined experience, from uploading documents to communicating securely, and it makes my workflow incredibly efficient. The platform's automation tools and client portal help me stay on top of each client's needs without missing a beat. If you're a tax professional looking to improve client satisfaction and stay organized, TaxDome is a must have!
Cons
What I like least about TaxDome is the learning curve-it takes time to set up and customize for my business needs. Some features could use more flexibility, but once it's set up, the organization and efficiency are worth it!
Response from TaxDome
Thank you so much for sharing your experience! We're delighted to hear how TaxDome has been a game-changer for your business, helping you stay organized and saving time. It's wonderful to know that the client portal and automation tools have streamlined your workflow and elevated client satisfaction—exactly what we aim for!
We appreciate you mentioning the value of setting up the platform to fit your needs. We’re also here to help every step of the way with resources like webinars, help articles, and the TaxDome Academy.
Thanks again for being a part of the TaxDome family! We're thrilled to support your success. 💙
