Über TaxDome

TaxDome is an accounting practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) manage both internal practice management (workflow, CRM, reporting) and for client-facing tools (documents, signatures, invoicing, messages). TaxDome is the most intuitive, all-in-one cloud-based solution for tax practice management. This best-in-class software is accessible no matter how large or small your business is. Managers 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, supervisors can share documents and collaborate with staff members on various files using the @mention functionality. TaxDome lets stakeholders integrate the system with several third-party applications, including QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs, and many more. Pricing is based on monthly subscriptions and support is extended via email, chat, FAQs, forums, phone, and knowledge base.
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TaxDome Preis

TaxDome bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von TaxDome ist ab $ 50,00/Monat verfügbar.

Startpreis:
$ 50,00/Monat
Kostenlose Version:
Nein
Kostenlose Testversion:
Ja

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TaxDome Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4,7
Funktionalität
4,6
Bedienkomfort
4,5
Kundenbetreuung
4,7
5 reviews of 2 319 Alle Bewertungen anzeigen
Jennifer
  • Branche: Buchhaltung
  • Unternehmensgröße: Selbstständig
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
0

5
Bewertet am 29.3.2022

Worth the learning curve

TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.

Vorteile

Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.

Nachteile

There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive.

I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)

In Betracht gezogene Alternativen

Dubsado

Warum TaxDome gewählt wurde

Dubsado does not have a secure signature feature and no audit trail. I am not convinced that a contract signed there would hold up in a court if something went wrong.

Zuvor genutzte Software

Dubsado

Gründe für den Wechsel zu TaxDome

I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signatures

Antwort von TaxDome

Thank you, Jennifer, your feedback is valuable to us.

Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process.

Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.

Beantwortet am 30.3.2022
Austin
  • Branche: Buchhaltung
  • Unternehmensgröße: Selbstständig
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
3
Kundenbetreuung
5

5
Bewertet am 6.8.2022

Great features, great price

The interface is a little confusing for me, but I think that will not be the case when I have everything up and running the way I want.

I also think if you get permissions set up right for your staff, their interface would be simpler

Vorteile

Before I got licensed, I was using Canopy. When I rebranded my business, I decided to rebuild my tech stack from the ground up.

TaxDome comes in at about 1/3 of the price of Canopy for me (I didn't even have all their features), and it has more functionality. The workflow interface is a Kanban-style board that lets you visualize where products are, and I find it much easier to review that Canopy, where they are just all lumped together as "tasks".

Nachteile

TaxDome takes a LONG time to get setup . . . but that's because there are so many great features, and it is to your advantage to use them all together. Be prepared to invest significant time crafting your templates, building your organizers, and planning your workflows ("pipelines" in TaxDome).

However, if you do take the time to set these up (there is an online course that walks you through it, and they offer a video-conference onboarding session) I think you'll be thrilled with the results.

Antwort von TaxDome

Thank you, Austin, your feedback is valuable to us. Feel free to reach out to us through chat, email or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.

Beantwortet am 19.8.2022
Jeremiah
  • Branche: Buchhaltung
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionen
5
Bedienkomfort
2
Kundenbetreuung
4

3
Bewertet am 9.9.2022

New User-initial thoughts

I am just getting used to the software, but it seems to be a good system

Vorteile

The software is all-inclusive for a CPA practice.

Nachteile

The system is complex with all of its features, so understanding what the information means to a new user is difficult. They have a lot of videos to help, but nothing really beats person-to-person.

Antwort von TaxDome

Thank you, Jeremiah. Your feedback is valuable to us.

You already mentioned that TaxDome is a complex all-in-one software. We have hundreds of features, and it may take some time to learn about all of them, but we give our best to help our subscribers, and make the learning process as easy and fast as possible.
We have free and unlimited support, and highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more.

If there is anything that we can do for you, please let us know. We will be happy to assist.

Have a great day.

Beantwortet am 19.9.2022
Miata
  • Branche: Buchhaltung
  • Unternehmensgröße: Selbstständig
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 27.5.2022

Best Practice Management for Accountants

Vorteile

The in-app document management, file storage, and client portal features make client collaboration simple.

Nachteile

I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.

Antwort von TaxDome

Thank you for the review, Miata. Your feedback is valuable to us.

Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized.

If you have any questions or need assistance with anything please let us know.

Have a great day.

Beantwortet am 1.6.2022
Krystopher
  • Branche: Buchhaltung
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 30.8.2022

Embracing technology and taxdome

Its been great so far. Customer service is very helpful in getting all our client data pulled over, and showing us set up

Vorteile

I really like this project manager software because its catered to a small tax preparation/accounting office. I am shrinking from using about 5 different apps, down to just my tax software and TaxDome (billing, document management, DocuSign). I am still new to TaxDome, but look forward to learning more about the various customizations that we can do.

Nachteile

My only hesitancy was that the gross revenue for the practice was accessible to all users, rather than just the admin account. I'm all for transparency, but that was one of the features I thought only works for sole owner offices.

In Betracht gezogene Alternativen

Canopy und Karbon

Warum TaxDome gewählt wurde

Customized to Accountants and had other services like signing abilities, client portals, and invoicing.

Zuvor genutzte Software

monday.com

Gründe für den Wechsel zu TaxDome

Unlimited features

Antwort von TaxDome

Thank you, Krystopher. Your feedback is valuable to us.

It is great to hear that you are happy with TaxDome.
As for the revenue, while admins can see the total revenue, team members can see only their own statistics on the invoices assigned to them. They won't see the gross revenue. You can have a look here for this: https://help.taxdome.com/article/103-using-your-dashboard#1

If you have any further questions, or need assistance with anything, please let us know. We will be happy to assist you.

Have a great day.

Beantwortet am 14.9.2022

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