TaxDome Reviews

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.

Pros

Its easy to setup, create folder structures, invite clients, and share documents back and forth. The price is comparable to other available software. I won't be using the higher end features this upcoming season, but it seems like there are some good automation options that I look forward to trying in the future as my firm grows.

Cons

In order to save on premium features, you need to subscribe for multiple years which is costly ($1800 for 3-years). That may be cost prohibitive early on for your business. For small sole proprietorships, I'd say just stick with basic until you start making serious revenue.

Alternatives Considered

SmartVault, Hightail, Onehub and Karbon

Reasons for Switching to TaxDome

Similar to lower pricing for the features, but easier to set up, seems easy for clients to sign up and submit docs.

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...

Pros

I love the fact that TaxDome replaces DropBox, Secure portal for file sharing, and CRM. TaxDome not brings these three components together, but then you also get a client portal, workflow management tool, automations with your workflows.

Cons

Like any new system, there is an implementation and adjustment period. This isn't really con, but it would be the only pain point, but totally worth the time spending on implementing and adjusting to the tax dome system.

Pros

I love the automated pipelines that allows me to take all my manual processes and keep everything timely flowing.

Cons

I feel that a multihour tutorial zoom should be part of the initial start of subscription/trial.

Pros

Client on-boarding is straightforward and simple. Very helpful to have engagement letters.

Cons

Another tax management program has a feature to where you can offer three pricing options when creating a proposal. It would be nice to be able to send a proposal to a client and offer them different tiers of service.

Pros

I love how easy it was to get started! My favorite feature so far is the ability to link multiple contacts into one account so you're linking the businesses, the owner, their adult child who needs a tax return, etc. Without that, your practice management and tracking can get muddled down unnecessarily, and it really helps to be able to group people and keep communication coherent and in one place for all pertinent contacts.

Cons

I'd like to pay monthly for cash management purposes.

Alternatives Considered

Karbon

Switched From

Canopy

Pros

We love that our clients love it! It's secure, easy to exchange information, documents and connect us with them. Also the ability to build customizable workflows and delegate tasks to our internal staff is so amazing.

Cons

Setting up workflows and automation can take sometime. However, once the workflows and automation are up and running, you'll fall in love with the seamless process.

Pros

I like how user-friendly the entire ux is. From support content (love your use of Simpsons characters) to the ui of both client and admin portal, it screams accessible and I really like that, especially as we are building our firm to be as accessible as possible for our new and old clients.

Cons

Setup will take time, and it can be a little confusing, but ultimately there are tons of videos to help support the process, so it's not a deal breaker.

Alternatives Considered

Canopy

Reasons for Switching to TaxDome

Taxdome seemed friendlier, honestly.

Pros

the software supports remote Mobile access to work documents. I view, upload, and share documents with clients from anywhere. This flexibility ensures maximum freedom that you don't have to be tied to your desk to manage essential tax-related paperwork.

Cons

i noted that the software's user interface may have limited customization options. i can only personalize the dashboard and layout to some extent,

Pros

I love that there are both client and firm facing apps. In addition, after using other software, the ability to direct message a client inside the software keeps it encrypted and confidential. Also after much trial of other software, TaxDome allows us to give a client a open item list of to-do's and track the deliverables as they are completed without having to constantly update the request and keep manually tracking what is neededed.

Cons

We are waiting for the ability to autopay the recurring invoices. Additionally, we would like to be able to customize an existing pipeline template per client, without creating multiple template copies, which is currently on the roadmap which we are excited about!

Alternatives Considered

Jetpack Workflow

Reasons for Choosing TaxDome

Canopy did not have a direct message feature to speak to clients without "requesting" data. Further, the messaging happened outside the software in the native text app on the phone creating the opportunity for sensitive data to leak. Additionally, there was no easy way to create an open items list and track it. Finally, and most importantly, we were looking for a one stop app that also allowed us to customize the organizer.

Switched From

Canopy

Reasons for Switching to TaxDome

1) Direct messaging in app, 2) Checklist of open items sent to client to easily track deliverables, 3) customizable organizers

Pros

The most that I like is that all tools that I need to effectively manage my tax practice in on a single site

Cons

I have no concerns about the product, except for the fact that it doesn't allow to get independent signatures from married couples filing jointly

Pros

The TaxDome team is always improving their product by taking customer input into account.

Cons

The dashboard could be more robust in regards to reporting features. I wish there was an area to track profitability of clients.

Alternatives Considered

Canopy

Reasons for Choosing TaxDome

We were using too many different softwares for workflow, collecting payment, e-signatures, etc.

Switched From

Jetpack Workflow

Reasons for Switching to TaxDome

Pricing for Canopy was much too high. TaxDome also seemed to be more driven on tax services.

Pros

The Simple Simplicity Of The GUI & Product Design, Endless Intuitive Customizations.

Cons

Need more dashboard features to complete preparer payroll & commission; card vault

Alternatives Considered

Canopy and Salesforce Sales Cloud

Reasons for Choosing TaxDome

I wrote a custom solution for our firm in Power Automate; and realized that the upkeep there was untenable. I found TaxDome to be the same solution that I had created in my own imagination!

Switched From

Microsoft SharePoint, SmartVault, DocuSign, Microsoft Lists, Microsoft Teams and Asana

Reasons for Switching to TaxDome

Price

Pros

I love the organization that this software brings to my firm. I can create tasks, assign tasks, communicate with clients, record billing amounts and track receivables, and keep track of what tasks are outstanding and to which staff member tasks are assigned to. This software allows me to keep a live and easily accessible audit trail of work to be completed, work in progress, and completed work so I no longer have to search individual client files for notes. This is the hub for all firm tasks and is a program my staff and I will use daily.

Cons

Some of the functions are difficult to navigate and time consuming to implement. There was also a little confusion upon set up of what I needed to do, specifically regarding the task/pipeline area. I also found the pipeline/task/tag area difficult to find as it is located under the settings tab which I would typically attribute to account settings and not task setup.

Pros

I like most that this software is an all-in-one tool. It is packed with useful features and can streamline the way that an accounting professional runs their firm. The support is also excellent, offering white glove, in person onboarding and well organized manuals. I have also heard from my clients that the client interface is easy to use. They have been more responsive to me on this tool than the tool I was using previously.

Cons

The pros about this tool are almost the cons! There are so many features to unlock and learn about. There are also a few features that need to be added into it (although I see that it is still being devleoped). It needs to have a feature that allows the firm to sign documents as well as the client (rather than using a pasted signature that is easy to forge). It also needs to have more templates for workflows and contracts (or at least better ones). I also think that TaxDome would benefit from a user group in which users can share best practices and templates and tools.

Alternatives Considered

Canopy and Jetpack Workflow

Reasons for Choosing TaxDome

The tools I was using required a lot of manual processes and did not have a streamlined interface. I was also just looking for a practice management tool, and then I came across TaxDome, which does more than just practice management.

Switched From

SmartVault, RightSignature and Trello

Reasons for Switching to TaxDome

TaxDome has more features at a lower cost and was recommended by more of my peers.

Pros

I 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.

Cons

At 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.

Alternatives Considered

Dubsado and HubSpot CRM

Reasons for Choosing TaxDome

I enjoyed that everything was in one place.

Switched From

Dubsado, DocuSign, ShareFile, HubSpot CRM and Adobe Creative Cloud

Reasons for Switching to TaxDome

Tax Dome has a Accounting Firm Focus and useful templates that assist with workflow management and automation.

Pros

The flexibility of the portal is outstanding compared to other solutions we reviewed. Especailly for our tax resolution clients which make up over 89% of our client base. When we have a client that has not filed taxes in multiple prior years TaxDome makes requesting, obtaining and organizing this data automatic through the use of customized organizers with document requests embedded that link to the specific folder we need that document loaded to. Priceless!! Cuts that time we are paying team members to chase clients for data down by more than half!

Cons

I do wish that for the price Tax Dome was able to not only download tax transcripts but also provide the analysis and reporting that Tax Help Software provides. If they could do that we would be over the moon!

Pros

The cost of Tax Dome is much better in comparisson to other similar platforms. I've used 2 others and both were over 1200.00 per year and did not come with support as good as Tax Dome! The customer support is really outstanding. They help with setting things up and you can reach out to them anytime, and you get real live people to help. Also, it bares repeating, the price is just unbeatable for what you get.

Cons

It does take some getting used to. Setting up is time consuming as well as transferring files and clients from different platforms. The pipelines are great but getting them set up, if there isn't already a pipleline, is super time consuming. Definitely not something you'd want to do in the middle of tax season.

Pros

This system is packed with most things you need to run your practice. I have used most softwares.. They always seem to be missing something that their company things is little but is actually critical. like pdf scanner vs photo taking when getting documents in through the app, or having a recurring task auto populate monthly for something such as sales tax filing. It seems as though TaxDome really understands their customer and I think these other platforms better watch out..... This company is coming to eat their lunch.

Cons

Deployment for sure. A product as feature dense as taxdome is sure to come with a lenthy rollout but I think it can be done much better..first TaxDome gives you multiple ways to get things set up. good thing is it appeals to different peoples way of doing things i guess but the bad part is that it adds complexity to an already overwhelming deployment experience. While they have great customer service, there def isnt enough time. I think this is something the company is probably working on while they are scaling im sure.A suggestion would be to instead of sending a client a deployment checklist, send them to a path of videos walking them through a checklist that is on the same page.Have the chat direct them there until that process is finished then bombard them with messages.Have them do that to complete all of the basics than have a mandatory more than 45 minute customer service call.I know 45 minutes is already a long time however I think this platform requires someone dedicated for atleast a few hours to really work out the kinks .

Pros

I like the ease and functionally of tax dome the best. It is very user friend, a lot of my clients have been able to use it as well with very little questions on their end. I love the client portal aspect allowing clients to upload and download documents in a safe and secure manner. We use the signature function as well, not having to go out to a third part software has increased the return time and timing requesting the signatures. The customer service is great schedule a time to help on board or asking questions is very easy. [SENSITIVE CONTENT HIDDEN] is great!!!

Cons

The cons are are feel a few and far between and all things that I have been asking about and are supposed to be fixed or updated by the end of the month. For instance e-signature you have to send the document out two for a husband and wife to sign unlike other software you send it one to both email address. The notification may be a little too much but I guess I would rather know what is going on with all my clients than not and reminders to follow up on emails, or documents they have provided. Lastly moving the files from public (client view) to private (firm view) currently is not allowed so you have to delete the file and than upload again which takes additional time, but they assured me this was an update fix at the end of the month as well.

Alternatives Considered

Canopy

Pros

Automation of Tax Processes: Tax software can automate the process of calculating taxes, reducing the possibility of errors and saving time.Accuracy: The software uses complex algorithms and built-in tax tables to calculate taxes accurately and ensures compliance with tax laws.Efficient Record Keeping: Tax software helps in keeping records organized and up-to-date, making it easier to access information when required.Cost-effective: Using tax software can save money compared to hiring a tax professional or manual calculation.Time-saving: The automation of tax processes eliminates the need for manual data entry and saves a lot of time compared to traditional methods.Accessibility: Tax software is available online, making it accessible from anywhere, at any time.Improved Decision Making: With accurate tax information readily available, business owners can make informed decisions about their finances.

Cons

Initial Set-Up Costs: Implementing tax software may require an initial investment in terms of hardware, software, and training.Technical Challenges: The software may require technical knowledge and skills to operate, and if not used correctly, it can result in incorrect tax calculations.Limited Customization: The software may not always offer customization options, making it difficult to handle specific tax scenarios.Dependence on Software: The accuracy of tax calculations depends on the software's functionality and database, which may not always be up-to-date with the latest tax laws.Data Security: Storing sensitive financial information on a computer system may pose a security risk, and the software may require additional security measures to protect the data.Limited Support: The software may not always provide adequate support or customer service, which can be an issue if problems arise.Lack of Human Interaction: The software eliminates the need for a tax professional, which can make it difficult to get answers to complex tax questions

Pros

Despite of being a sole practitioner I thought initially many of the functionalities won't be of use to me, although I realized the Pro version emphasizes in automation with workflows and many templates in particular intuit organizer that could save you and your client time as it streamline the communication and organization process. There are other features that are well thought, but conditionally implemented, which lead me to the Cons

Cons

I learned sadly that in TD I can't receive payments without joining the Stripe or CPACharge providers, for an ACH transaction you have to pay a percentage, even if you don't take credit cards. In top of that you can't use the feature to lock the documents to an unpaid invoice for the same reason, you need to join and pay a percentage to a 3rd party payment processor in order to activate this feature. From my view an indirectly way of forcing the user to join and pay a percentage in order to use the functionality.Clearly this defeats the platform's objective since it is marketed and designed for automation to minimize the admin work and some of these cool features are conditional, thus you can't automate these unless you comply.

Pros

Love all the features, from bulk emails to workflow. My favorite are the pipelines. I'm able to set up multiple pipelines for projects such as LBD tax returns, Sales Tax Returns, Annual repeating pipelines for business tax, annual report, etc. Tagging the client as an individual or tagging the company, either way you are able to add all jobs to a pipeline without thinking, keeping a list or worry about missing anyone. I love the fact that TaxDome is constantly evolving to meet the needs of the users.

Cons

The user settings. Need the ability to restrict settings per user. Currently it is all of one or none of any. If you don't want a user to be able to delete an invoice and you restrict invoicing, they are not only restricted from deleting and invoice, they are restricted from viewing, or creating an invoice.

Pros

It has all of the management tools you need to keep up with not only your tax clients but also your bookkeeping clients in one place. Before, I was using multiple systems and tools for each, but now I can pretty much use just TaxDome. It has all of the features, including messaging, a client portal, emails, and tasks, and automates just about all of it. You can get very detailed in all of the things you need to do within your practice all inside this software.

Cons

The setup process is very time-consuming, and getting the workflow automations into the system is a bit challenging. Also, clients have to sign up for an account which means that there is another username and password they must remember, which can also be challenging.