TaxDome
Review of TaxDome Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About TaxDome
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TaxDome Features
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Customer Reviews
See why people love TaxDome
Randy R.
Verified UserAccounting · 2-10 employees
Randy Rial - TaxDome Review
Great experience! I highly recommend it! It has been such a lifesaver for me and my business. I have been much more productive and efficient.
- TaxDome has been amazing for my tax and bookkeeping business
- It allows me to automate many things and it provides a wonderful portal for my clients
- The emails within the portal are very difficult to read and follow
- There needs to be a better flow of all communication within portal
Taylor S.
Verified UserAccounting · 11-50 employees
Constant Feature Upgrades = Great Value
I love how responsive TaxDome is to feature requests, and the fact that they are constantly updating it with new features. It makes me feel confident that even among a changing tech landscape, TaxDome will still be worth the investment for many many years to come. The value keeps going up as they add new features.
- I think the best part about TaxDome is the fact they listen to their customers, and are constantly adding new features to improve their product
- There is a feedback section that allows you to suggest new features or suggest changes to old features, and they genuinely do make changes based on the feedback
- I leave feedback all the time, and they've implemented many of my suggestions
My firm used to use Sharefile to transmit documents securely to and from clients, and now TaxDome has pretty much replaced Sharefile for us, however, I wish it had the ability to work in a similar way to Sharefile for non-clients because currently we are still haven't to keep Sharefile for people like financial advisors and others who aren't clients so therefore they don't have a good way to securely send us documents through TaxDome
Switched From
It didn't have a client portal, and the client couldn't maintain access to their documents after the link expired.
Erin M.
Verified UserAccounting · 2-10 employees
Love TaxDome!
There is definitely a learning curve, but if you take the time to learn the product... WOW! Our workflow is so manageable and trackable now. We have been very impressed with it all.
- I love the workflow automations and that the product is geared toward tax firms - although I think you could use it in any industry
- I also appreciate their commitment to constantly improving and evolving as their customers' needs change
- There are some things that seem simple to fix/do and just aren't- just like in all software
- From the user side we say "I wish it didn't send an email/notification for this"
Switched From
Needed a better system for multiple employees- It wasn't meeting our needs and Tax Dome incorporated several products - document signing, etc that were also helpful
Why they chose it
"The automations!"
Stacey P.
Verified UserAccounting · 2-10 employees
One platform to solve multiple problems - yes please!
To be honest, we thought it sounded too good to be true - like it had to fail at somethings we just hadn't "broken it yet". Well we are now close to 9 months in and we can't imagine running our practice without it.
- I spent far too long using several separate platforms for various parts of our business
- Now Tax Dome combines electronic signature, proposals, checklists, client portals, automations, client chat feature - so it streamlines our workflows and has all these things in the one place
- Clients are loving it too which is an added bonus
- It was a beast to setup automation pipelines, but once done WHOA game changer
- Invest in their support
- Their support to implement pipelines and explain how they work and how we should set them up was worth the time and effort
Switched From
We loved better prosposals - but it only did one thing. So we wanted to try and streamline how many software options we were using.
Why they chose it
"Tax Dome seemed to have more features and we really wanted to streamline the number of products were using so we didn't want to switch to something which didn't hit that goal."
Rebecca B.
Verified UserAccounting · 2-10 employees
Must-Have for small firms who think they can't take on anymore clients - YOU CAN NOW!
EXCELLENT. Wish we would have found this program sooner, it definitely helped decrease the overall general stress of tax season, decreased the amount of back and forth phone calls chasing information, can just send a client request in taxdome! AND PEOPLE ACTUALLY FILLED OUT THE ORGANIZERS! That was the most shocking thing LOL It's just me and my boss here, and we were able to accept new clients this year, because of how much extra time TaxDome freed up, with more people uploading than face to face appointments, which gave us more time to work on returns, because we weren't in face to face appointments! We'll be able to accept new clients this year too, now that we have TaxDome down a little better
- Combines all the different software subscriptions we were using into one place
- Eliminated the need for creating self-made cross-referencing excel sheets to track drop offs, communications, notes on what was missing, payments, chasing payments, etc
- Everything necessary from start to finish is inside ONE program
- Very overwhelming at first, with all of the things it can do, and options for customization of just about everything
- Didn't know where to begin
- Even with all the help available, I didn't know what I needed help with yet, so didn't know where to begin in there, either
- Just poked around on my own, and then once I figured out what I couldn't figure out on my own, trial and error and in testing automations, then it was easier to navigate the help section when I hit a block
- Learning curve is a little high, even with help topics, but it's certainly worth the time and effort
- It took me and the boss a couple weeks to get everything initially set up - all the client accounts & corresponding contacts, personalize the engagement letters, emails, chats, automations, statuses, etc all the things specific to our firm, but once that's all done, it's done, and you're off to the races, only having to tweak minor things from there
Switched From
All the things were in one place, and client could log into one place to do all the things, instead of sharefile to upload, docusign to sign and retrieve copy, and go to website to make the invoice payment. We don't have to make cross-referencing spreadsheets on our end, to track the progress of each client's return, and what's missing and when did we last talk to them, etc.
Rachael H.
Verified UserAccounting · 2-10 employees
Best practice management software!
Easy to use and implement with clients and staff. With things continuing to improve, every time I think of a way for it to be better it comes out as a new feature; like they read my mind.
- TaxDome has saved my firm so much time
- I went from a team of three other people back to just me and the season went smoother than ever before
- It is saving me multiple different platform fees and ensures everything is in one place and streamlined
- Its the best practice management software I have tried to manage my tax practice
- After 4 other platforms I found a home with TaxDome
- Their support is unparallel and their commitment to continual improvement is one of the best features
- They are constantly improving during the year so you get maximum savings
- They made billing and taking payments so simple and more than 2 thirds of my clients were able to easily use the software, higher than any other platform
- I have 100% adoption of the portal which was also a first
- Taxdome is a great everything software and they are just getting started
- Nothing it is a great software
- I do wish more of the bulk action items were available on more screens than just the client screen
Switched From
They were all not a good fit or only did part of what I needed or they were too complicated for the clients
Doug W.
Verified UserAccounting · 2-10 employees
TaxDome is the bomb.
Excellent overall experience. We were able to go live with TaxDome in about 6 weeks. There is a large amount of setup required and a significant learning curve. However, each time something new is learned it results in immediate savings of time and improved user experience. Users are rewarded by the program when an effort is made to learn the system, which encourages further learning. Staff satisfaction with TaxDome is high.
- Return on Investment for TaxDome began almost immediately
- Savings in time and increased client satisfaction were experienced quickly
- Customer support and initial training was/is outstanding
- The integrated time, billing and payment features were a large improvement over our previous system (Practice CS)
- TaxDome appears to be geared towards smaller practices and this is much appreciated
- No data import from previous systems
- This resulted in significant additional migration costs
- The report designer is cryptic and dififcult to understand
Switched From
It's Thomson Reuters and their products are geared towards larger firms.
Why they chose it
"TaxDome appeared to have the functionality that met the needs of our firm."
Flor D.
Verified UserAccounting · 2-10 employees
Overall satified, great value for your money
Overall I am satisfied with the software and what I have been able to do with it. Been able to provide a client portal for my client has been of great help.
Everything is centralized in one software: Access to clients documents, requests, communication with the team, invoices, notes
- Soemtimes it feels overwhelming
- There is so many features that I have not taken advatage of because it is a lot to learn to get them set up
- Like the worklflows - still not in place because I do not have the time to learn about it- even spent money hiring someone to do it but every time but when something minimal changes I have to pay someone to get it changed because I do not know how
Why they chose it
"Taxdome had more features at the time I chose."
Chassidy G.
Verified UserAccounting · 2-10 employees
Love TaxDome
I've been with TaxDome for about 4 years and I switched from Jotform to TaxDome at the start of a tax season because I sold on having a better process for my clients and I've been sold ever since.
- I love that I can manage all of my clients in one place
- I offer a variety of services such as tax preparation, tax resolution and bookkeeping and I'm able all of the services I offer for my clients in one place
- The only con I have is being able to have the option to understand how to better make good use of the workflow automations as I am still doing some manual things for my bookkeeping clients
- But that's a 'me' issue
Switched From
It was too manual and I didn't feel confident storing client data there. I also didn't have a centralized place to communicate with my clients.
Why they chose it
"It was less expensive and I head that Taxaroo wasn't as user friendly."
Verified Professional
Accounting · Self-Employed
Why you should use TaxDome
Overall, my experience has been amazing. I will continue to use taxdome because it makes everything really easy for me. Nothing beats organization.
- Tax dome is a lifesaver when it comes to organization
- If it werent for taxdome, it would be hard to manage storing and managing my clients documents
- This is the main reason I invest in this program
- If I were to list something I least liked about TaxDome, I would say I disliked that you have to create workflows on your own
- For beginners, it would be nice to have templates ready to go for those that own tax firms so that you can smoothly transition clients statuses through the pipelines
Why they chose it
"Although it was way more expensive, it was something i used at my previous tax firm and i was used to it. But the cost is a little too much just to store files. I wish it were more affordable"
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