Keep your tax prep software, for everything else – save time, save money with TaxDome.
& Mobile App
& Much More
TaxDome vs. Secure File Pro + CRM vs. ATOM. TaxDome by far had the best UI among the options I reviewed. Even CCH and Thomson Reuters had weak client portals.
Josh C. Nashtax
I like the ease and functionally of TaxDome the best. It is very user friendly, 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.
John A. Allis Accounting
Great product! I love the capabilities and the fact that you can call in and have someone walk you through and answer all of your questions when needed. What I like most is that it is a system that can definitely keep you organized.
Debra E. ROLLE, LOCKE & KEY WEALTH MANAGEMENT GROUP
I like the fact that I can look at my client's account and see all the emails that were sent. I also like the ability to lock a document before receiving payment. This is really good for my new online clients that I haven't built a relationship with yet.
Tawanda C. TNT Accounting Services
This software has the features I've been searching for the past 3+ years. The customer support is amazing, responses are fast and if there is ever anything I'm looking for, if it's not available it's in the works! Specifically, though I love that this app has the request feature…
Brittnie E. Eiden Tax & Accounting
Worth its weight in gold. I save hours of administrative time using the pipelines. AMAZING!! The additional support that is provided is an added benefit. This software should cost more; it merges the features of several individual software and Apps into one happy home.
Delisa C. DC Financial Services
Great Software for Taxpayers to work with Auditors: 1. All (w2,1099, Firm prepared documents) in one software. 2. Ease of management for tax documents year on year. 3. Easy online payment options. 4. Best in class communication module.
Vivek S. Cielo Talent
We switched to TaxDome after 4 years of using SmartVault for our client portal. We had grown to the point where we needed a more robust CRM for efficiency and client tracking. We like a lot of TaxDome's capabilities, but we are still working through how to use them.
Danielle W. DW Agosto Tax Planning
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.
Caitlin L. DougLee Consulting
It's truly an all-in-one solution for tax pros! Includes task Mgmt, workflow, email Mgmt, portal, organizers, billing, CRM for clients and note-taking, etc. Also, their customer service is AMAZING and they implement almost every suggestion - and fast!
Sara L. Sara Laufer CPA
Easy for sending secure data. Very easy to navigate and user friendly. My accountant sent me the link and had her organizers all set up for me to just enter my information and uploading docs was very easy.
Jennifer H. KML Business Solutions
TaxDome will replace a few programs. TaxDome allows us to track projects, workflow, and request documents from clients. It also allows us to view all emails to/from the client, regardless of which team member was included - this keeps everyone in the loop.
Nicole O. The Small Business Accounting Solution
Very User Friendly and Efficient. The features are a vast variety. The software allows you to literally with very little help from other systems' usage. It can be overwhelming while learning the layout of the platform. It's an all-inclusive work management for our business.
Kristina E. New Rhoads
This was my first time using this software and I must say it made communication with my tax preparer great! The ability to upload documents was easy, billing and payments were easy and navigating on both mobile and desktop sites was easy. I would highly recommend this software to any person.
Erik S. FS Tax Group
Makes Tax Prep Easier. I like that I can upload documents to my tax preparer easily and that it keeps track of payments made. It cuts down on the time it takes to send my documents and max tax time less of a hassle.
Jamila S. Brooklyn Fi Tax
Organized help. Easy to use for 71 years old. Nice format to open the information I required.
Robert F. FS Tax Group
So easy to use for a person, who is not a techie or money person.
LaTonia C. Watt Business Solutions
Your clients will always have access to their documents, bills, and one centralized location to answer your queries.
Clients will be able to approve/disapprove your prepared documents. Electronic signature is industry compliant.
Your clients will be able to pay you electronically. Lock documents to bills, no more chasing after payments.
All your clients in one place. Easy to track progress, billings, identify problems, and stay on top of your business.
Assign your staff to work on specific clients, track performance. Add or remove access rights as you see fit.
Real-time statistics and analytical tools to track your business growth. Customizable performance metrics – knowledge to help you scale.