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4.8 based on 6,000+ client reviews

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Excellent portal and more

11 March 2024

The portal is easy to use for both the company and clients.

What do you dislike about TaxDome? TaxDome is easy to use, so there is nothing that I do not like.

What problems is TaxDome solving and how is that benefiting you? TaxDome is helping me to be better organized and smooth out the process for filing taxes.

Tax

CPA Owner

11 March 2024

So far, it looks pretty easy to work with and I am impressed with the functionality. Customer support seems very good and the short videos are very helpful. Still working on the implementation. Was able to import my clients on my own with the help of the tutorials! Even better, I was able to easily edit the information when it came over differently than I had thought. Looking forward to working with this system on a daily basis.

What do you dislike about TaxDome? The only thing that I think needs imporvement is the billing.

What problems is TaxDome solving and how is that benefiting you? Cohesive system where I can easily communicate with clients, manage documents and management my CPA practice

Good platform for accountants, accounting firms

11 March 2024

Workflow setup to prevent repetitive manual tasks Mail integration chat

What do you dislike about TaxDome? mobile app for accountant should contain some more functionality

What problems is TaxDome solving and how is that benefiting you? automation of manual tasks one tool for many things/ no more switching and searching

Your Trusted Partner for Financial Success!!

07 March 2024

TaxDome is very simple for our clients to use and understand. We have tried other portals, but they seemed to create more confusion than anything for our clients to upload their documents and view items we submit to them. I also like that it is secure. We have not had any issues in the past two years of using TaxDome with data breaches. The portal is clean and nice looking simple to navigate. The apps for the client and the firm also add convenience when you are on the go. I often as a firm owner find myself using the app to answer questions and do uploads quickly when not in front of my computer.

What do you dislike about TaxDome? TaxDome on the business side for the firm will require a learning curve. We have been using it for two years and still have not accessed to all the portal's features. They do have many videos and support for firm owners to use to get set up.

What problems is TaxDome solving and how is that benefiting you? The main reason we use TaxDome is because it is a safe and secure way to gather and exchange documents between our firm and our clients that is simple to use and understand for our clients. Tax organizers and questionnaires are not something that our clients enjoy coming into our office to fill out so being able to do that virtually is convenient for our clients.

Support is fantastic! The sky is the limit!

04 March 2024

I loved the onboarding with TaxDome and the support I received during the implementation. I didn't feel rushed, I was able to schedule additional one on one meetings, and all my questions were answered. Everyone from TD I spoke or chatted with was very personable. Since signing up for DT, I build one pipeline and started working on another one. I love the webinars, in which other users talk about how they use TD in their firms. Makes me think about all the various way i could use TD to automate my biz.

What do you dislike about TaxDome? Although it can be a lot in the beginning to get it set up, the implementaton calls help to get you going. I liked having had my hand held to get it started.

What problems is TaxDome solving and how is that benefiting you? I love the automation options. I'm all about saving time and not having to re-invent the wheel, so I love everything I can copy form the Template library and tweek to make it work for my firm.

Tax

Impulso tecnológico a mi firma contable

03 March 2024

La tecnología que pone a disposición taxdome para mi firma es muy importante, drive, portal de clientes, app móviles, flujos, etc.

What do you dislike about TaxDome? La administración de facturas y cobros está muy poco desarrollada todavía

What problems is TaxDome solving and how is that benefiting you? Portal de clientes, comunicación, flujos y control de procesos

Tax

Love Taxdome! Definitely recommend !

03 March 2024

I love taxdome. It's very user friendly and the secured site has helped my tax business. My clientele is very pleased knowing their info is secured in a portal versus sending a password protected email. My clientele are pleased with being able to upload and access all their docs and the fact I can communicate with them via portal and I can upload all their finished products.

What do you dislike about TaxDome? i do not have any dislikes at the moment

What problems is TaxDome solving and how is that benefiting you? ease of communications with clients and ease of portal secure storage and access

Tax

Great for Automation!

02 March 2024

Setting up Automations to elimatate adminstrative tasks and communicating to clients.

What do you dislike about TaxDome? Yearly Pricing vs Monthly is inconvient to have for seasonal help.

What problems is TaxDome solving and how is that benefiting you? Communicating with cilents and automating task to speed up production of task.

Tax

Great value for a very small practice concerned about secure data transfer

02 March 2024

The price is reasonable for everything you can utilize. The best highlight to me at this time is the ability for clients to sign documents and we can send sensitive information back and forth securely. It does offer a ton of different abilities that will help as my client list increases.

What do you dislike about TaxDome? It's a little overwhelming at the start. I wish you could not show items you are not currently using in the client's screen like billing as I am not ready to implement that and clients might be a little confused

What problems is TaxDome solving and how is that benefiting you? I needed a way to have clients load their documents electronically and send to me securely. I also needed a way for clients to sign documents for me electronically. This takes care of both these needs and allows me to be more efficient.

Exceptional value for this comprehensive workflow automation system

01 March 2024

I am impressed by the multitude of features and flexibility of TaxDome. My primary objective was to make it as easy as possible for my clients to work with me. TaxDome enabled me to achieve that, as well as improving the efficiency of busness operations on a daily basis.

What do you dislike about TaxDome? There's a bit of a learning curve, but Dominque of the Customer Success team has been a tremendous help with overcoming that via several free implementation sessions.

What problems is TaxDome solving and how is that benefiting you? TaxDome enabled me to customize tax organizers so that clients are only asked to provide responses to questions that are relevant to them, unlike the lengthy generic PDF organizers I used in the past.

One Stop

27 February 2024

I really like how easy it is to use TaxDome. I have several clients that range on their experience with tech. My clients don't seem to have issues making payments or uploading their documents. Customer service is great. Anytime I need anything I can quickly get a hold of someone.

What do you dislike about TaxDome? I don't have much to say here. I've used different products. TaxDome is by far superior than the products I've used in the past.

What problems is TaxDome solving and how is that benefiting you? I really like that that text him continues to evolve and improve their products. I was very excited to see the ability to request transcripts from the application.

Great CRM

24 February 2024

I like the chat availablity and the organization tools for me to take care of clients more effectively and efficiently.

What do you dislike about TaxDome? I haven't found any downsides yet, besides the cost could be better for a team.

What problems is TaxDome solving and how is that benefiting you? It has really helped me get clients information to them faster this year, I love the print to taxdome features.

Tax

Un seul bémol!

23 February 2024

La possibilité de communiquer des renseignements aux clients de façon sécurisée. Les modèles de questionnaires sont de qualité.

What do you dislike about TaxDome? Le modèle de facture n'est pas personnalisable et il n'est pas possible d'inscrire les 2 taxes ainsi que les numéros de taxes qui sont obligatoires au Québec

What problems is TaxDome solving and how is that benefiting you? L'accès client pour la séxurité des renseignements échangés

Tax

Workflow amaing

23 February 2024

Admin automate . I fous to increase business instead to do Admin work

What do you dislike about TaxDome? Not till now . Some custom field needs to update with condition

What problems is TaxDome solving and how is that benefiting you? Siganture , Document Storage , All infor at one place

TaxDome has been nothing, but great as a solo practitioner.

22 February 2024

TaxDome seemlessly integrates and organizes all needed features as a practioner into one application. Keeping track of jobs, sending documents for signature and collecting payments all from one portal makes everything easier for myself and my clients.

What do you dislike about TaxDome? So far no major downsides. TaxDome is continually improveing the platform based on user's most requested needs.

What problems is TaxDome solving and how is that benefiting you? It's solving the headache of having multiple platforms to better serve clients. By having everything a practice needs in a simple to use program, it enables practioners like myself the ability to perform my job more effienctly which leads to a better customer experience.

Greate service!

22 February 2024

Their support is actually amazing and responsive!

What do you dislike about TaxDome? Can be overwhelming for beginners when you just start.

What problems is TaxDome solving and how is that benefiting you? its a good CRM software

Tax

TaxDome is a beast!

21 February 2024

The automations are amazing. It is the main reason I chose to go with Taxdome. The fact that it integrates with my tax software is a big plus as well. The customized portal site is a good pro as well. There are so many apps that can be integrated that it's really a one stop shop for any tax company.

What do you dislike about TaxDome? The only thing I dislike about TaxDome is that you have to pay your license in full upfront. But hey, at least I don' t have to worry about it for a while.

What problems is TaxDome solving and how is that benefiting you? For me, everything is one place and I absolutely love that. The CRM that comes with my tax software is always glitching and the use of TaxDome is going to streamline that process for me.

Tax

Tax Dome has made workflow 10x's faster

21 February 2024

We can assign multiple tasks, send chats and even sign our documents all in one place!

What do you dislike about TaxDome? I can't find a thing wrong with the Tax Dome software I like it os far

What problems is TaxDome solving and how is that benefiting you? Tax Dome is solving an array of issues we've experienced. Ease of work flow, client communication, task flow, e-sign (KSA approvved)

Managing my business processes and my clients; possibility for my clients to use TaxDome themselves

21 February 2024

business processes and my clients automation of tasks

What do you dislike about TaxDome? it is not possible to chang you currency base as soon as you have created a TaxDome instance. I have created an account with the wrong currency, EUR instead of CHF. The solution was, that the TaxDome support has deleted my old account and created a new one. I am at the moment also not sure, how I can use the bill functionality if I want to use two currencies, e.g. CHF and EUR.

What problems is TaxDome solving and how is that benefiting you? Client communication, document exchange with clients, business processes, client management.

Tax

Excellent system

17 February 2024

Integrated solutions so that you don't have to subscribe to three- four different services

What do you dislike about TaxDome? I wish Taxdome to have a better app for desktop users

What problems is TaxDome solving and how is that benefiting you? Streamlined workflow, client applications, e-signatures, ability to print from Drake tax software