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TaxDome description
TaxDome is an all-in-one practice management platform designed for tax, accounting, and bookkeeping firms of all sizes. It streamlines operations by combining client management, workflow automation, billing, and communication tools into a single platform. With a client portal and mobile app, TaxDome facilitates secure document sharing, e-signatures, and communication, simplifying client interactions. The platform aims to enhance efficiency, improve client relationships, and help firms scale their services.
Who is TaxDome best for
TaxDome is a practice management solution designed for accounting and bookkeeping firms. It offers client management, workflow automation, billing, and a secure client portal. Users praise TaxDome's streamlined workflows and excellent customer support, but some find the initial setup complex and desire more native integrations. TaxDome helps firms enhance efficiency and improve client relationships.
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Best for small to medium-sized firms seeking an integrated platform.
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Ideal for finance, banking, and insurance companies.
TaxDome features
Supported TaxDome handles billing, invoicing, and payment processing, including integrations with Stripe and CPACharge. |
Supported Files can be shared with clients and third parties, even without portal access. |
Supported TaxDome provides a secure client portal for accessing documents and information. |
Supported TaxDome offers customizable and pre-built workflow automations. |
Supported TaxDome supports legally binding electronic signatures for multiple signers. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
TaxDome reviews
We've summarised 3054 TaxDome reviews (TaxDome GetApp reviews, TaxDome Software Advice reviews, TaxDome TrustPilot reviews, TaxDome Capterra reviews and TaxDome G2 reviews) and summarised the main points below.
- Client portal praised for ease of use and secure document sharing.
- Automation features save time and streamline workflows.
- Excellent and responsive customer support.
- Centralized platform combines CRM, document management, and communication tools.
- Limited native integrations with tax prep software requires manual data entry.
- Difficult and time-consuming setup process.
- Limited invoicing and billing features, lacks advanced customization.
- Mobile app lacks functionality and some find the interface clunky.
TaxDome pricing
The commentary is based on 404 reviews from TaxDome Capterra reviews, TaxDome G2 reviews, TaxDome Software Advice reviews and TaxDome TrustPilot reviews.
Reviews frequently mention TaxDome's simple pricing structure as a significant advantage. Many users appreciate its all-inclusive nature and cost-effectiveness, especially compared to using multiple software subscriptions. However, some find the upfront annual or multi-year payment requirement challenging, with several expressing a preference for monthly billing options.
Users sentiment
See the TaxDome pricing page.
TaxDome alternatives
taxdome vs KarbonAccounting firm workflow, communication, and client management streamlined.Read more
taxdome vs Financial CentsAccounting practice management: Streamlined workflows, automated tasks, scaled growth.Read more
Firm360Streamlines accounting firm operations, boosting efficiency and client satisfaction.Read more
TaxDome FAQ
TaxDome is a cloud-based practice management software for tax, accounting, and bookkeeping firms. It offers client management, workflow automation, billing, and secure communication tools within a single platform, including a client portal and mobile app. TaxDome helps firms streamline operations, improve client relationships, and scale their services.
What is TaxDome and what does TaxDome do?
TaxDome is a cloud-based practice management software for tax, accounting, and bookkeeping firms. It offers client management, workflow automation, billing, and secure communication tools within a single platform, including a client portal and mobile app. TaxDome helps firms streamline operations, improve client relationships, and scale their services.
TaxDome integrates with Zapier, allowing connections to various apps. It also offers direct integrations with popular payment processors like Stripe and CPACharge for streamlined billing. However, some users note limited native integrations with tax preparation software.
How does TaxDome integrate with other tools?
TaxDome integrates with Zapier, allowing connections to various apps. It also offers direct integrations with popular payment processors like Stripe and CPACharge for streamlined billing. However, some users note limited native integrations with tax preparation software.
Top TaxDome alternatives include Karbon, Canopy, and Financial Cents. These competitors offer similar practice management features like workflow automation, client portals, and billing tools, catering to accounting and bookkeeping firms.
What the main competitors of TaxDome?
Top TaxDome alternatives include Karbon, Canopy, and Financial Cents. These competitors offer similar practice management features like workflow automation, client portals, and billing tools, catering to accounting and bookkeeping firms.
Yes, TaxDome is a legitimate platform. It's a popular choice for tax professionals, known for its client portal and automation features that streamline workflows. While setup can be challenging, many users find its all-in-one approach beneficial for managing their practice.
Is TaxDome legit?
Yes, TaxDome is a legitimate platform. It's a popular choice for tax professionals, known for its client portal and automation features that streamline workflows. While setup can be challenging, many users find its all-in-one approach beneficial for managing their practice.
TaxDome's pricing isn't publicly available. Contact their sales team for a customized quote based on your firm's needs. Consider whether TaxDome is worth it after receiving a price quote and comparing it to similar products.
How much does TaxDome cost?
TaxDome's pricing isn't publicly available. Contact their sales team for a customized quote based on your firm's needs. Consider whether TaxDome is worth it after receiving a price quote and comparing it to similar products.
TaxDome receives positive feedback for its customer support. Users mention helpful support staff, quick responses, and valuable onboarding assistance. While some experienced delayed responses, the overall sentiment towards TaxDome's customer service is favorable.
Is TaxDome customer service good?
TaxDome receives positive feedback for its customer support. Users mention helpful support staff, quick responses, and valuable onboarding assistance. While some experienced delayed responses, the overall sentiment towards TaxDome's customer service is favorable.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.