4.8 based on 6,000+ client reviews

Pros: Prodotto scoperto per caso per una delle tante pubblicità che si vedono. In realtà si è subito dimostrato un validissimo aiuto per uno studio, come il mio, in cui i clienti sono moltissimi e sempre variabili (ci occupiamo di persone fisiche 'transfrontaliere', quindi che si spostano con una certa frequenza). In particolare abbiamo apprezzato tantissimo la disponibilità nello sviluppo di funzionalità aggiuntive, dimostrando una elasticità difficile da trovare presso altri 'softwaristi'.

Cons: Per ora NULLA. Quello che abbiamo richiesto è stato implementato, altri servizi sono in corso di realizzazione.

Customer support is fabulous. Its easy to use. Implementation wasy seamless On Demand webinars are easy to understand and extremely helpful Affordable

What do you dislike about TaxDome? TaxDome only accepts credit cards. My clients pay by cash, check, and venmo. I'd love to lock invoices and have them pay by ACH TaxDome doesn't integrate with outlook

What problems is TaxDome solving and how is that benefiting you? Time management and client correspondence

Overall, TaxDome does just about everything I need to run my little business (other than bookkeeping). I look forward to figuring out how to use the functions that elude me, currently. In the meantime, being able to exchange documents, receive payment for invoices, and get client signatures remotely in one place is convenient.

Pros: • Client and firm document storage and sharing. • Invoicing options that include one-time and recurring. - Client can pay invoice by following an email link - Integrated payment processing, including ACH for direct bank draw

Cons: • Very confusing to setup workflow, pipelines, tasks, and jobs • Some features are not linked in places where it would make sense - You cannot add an external/cash payment to invoice by viewing the invoice. The link to do that is located somewhere else • Did I mention that setting up pipelines and workflows, job tracking, tasks etc is very difficult and counter intuitive?

What I love best about TaxDome is that it is the ONLY product that I need to collect documents, keep track of assignments, communicate with clients, get e-signatures on documents and also bill for services! A fully comprehensive platform is exactly what I needed, and THIS IS IT! It eliminates me having my clients log in to several different tools to work with me remotely! I love this product!

What do you dislike about TaxDome? It offers a lot, and I just need to take the time to learn it so that I am receiving the full value of what it provides.

What problems is TaxDome solving and how is that benefiting you? It is primarily solving the problem of communicating and sharing documents in real time. It is also solving the problem of me having a full case file on a client with notes, invoices, documents, communication and files all in one secure place.

TaxDome has significantly streamlined our functions and improved our client communications. The program has been instrumental in organizing our accounts and maintaining client information in a clean and efficient manner. We no longer need to sift through emails for correspondence; instead, everything is neatly stored in folders, categorized by tax year. This organizational shift has not only saved us countless hours but has also contributed to substantial business growth, enhancing our professional appearance and client interactions. The intuitive questionnaires in TaxDome have eliminated the need to repeat information. Clients find them easy to navigate, ensuring that all necessary questions are answered. The system even allows for additional follow-up questions based on client responses. The beautiful organizers within the platform have been invaluable, saving us time and providing a seamless client experience. One notable feature we appreciate is the ability to sign and pay within a single portal. This consolidation has eliminated the need for various sites, streamlining transactions for our clients. While there was a learning curve when we started using TaxDome a few years ago, the investment has undoubtedly paid off. It continues to prove its worth every single day.

What do you dislike about TaxDome? While it's generally reliable, there are occasional instances when the system experiences downtime, preventing us from using it. Although this doesn't happen frequently enough to warrant major complaints, it can be frustrating, as is typical with any online system. Despite this occasional inconvenience, the overall benefits and efficiency of TaxDome make it a valuable tool for our business operations.

What problems is TaxDome solving and how is that benefiting you? axDome consistently upgrades its systems, introducing new and exciting features to enhance our ability to serve clients better. This commitment to improvement ensures that we stay at the forefront of technology, allowing us to provide an even higher level of service to our clients. We appreciate TaxDome's dedication to innovation and its ongoing efforts to meet the evolving needs of our business.

So far TaxDome has been great. There are lots of articles, tools and lessons online. I had an issue with my profile while trying to purchase my license and the support I received was fantastic. Not only was support helpful, they cared and followed up with me until it was resolved.

Pros: I really like that tax dome has everything all in one spot. We can invoice, email, store documents all in one location within a client profile

Cons: Honestly, the price structure. I'd be happy to commit to paying the $600 for three years, but for cash flow, it is a big ask to outlay that amount of cash for several users.

Pros: I love how easy it was to get started! My favorite feature so far is the ability to link multiple contacts into one account so you're linking the businesses, the owner, their adult child who needs a tax return, etc. Without that, your practice management and tracking can get muddled down unnecessarily, and it really helps to be able to group people and keep communication coherent and in one place for all pertinent contacts.

Cons: I'd like to pay monthly for cash management purposes.

Pros: I intend to utilize a great many of the features in Tax Dome, but there are so many! I was asked to do this review while I'm still in my free trial, so I haven't been able to setup and try many features yet. As far as the part I'm working on, replacing Smart Vault is a no brainer. It's cheaper and does so much more.

Cons: I really wish there was a monthly fee option. I'll have a ton of savings from not having to pay for Smart Vault and for the other things that I'll eventually change over too. But it would have been nice to be able to realize some of those savings before needing to sink that much cash flow into it. I'm a very small business and needed a better tool to be able to scale, and this is going to do exactly what I need. But I can't scale until I implement it. Honestly, I would have implemented it three years ago if not for the high barrier to entry.

Minha experiência geral tem sido muito positiva, tenho gostado muito do programa.

Pros: Os pontos que mais gosto são a interface intuitiva, a integração com diversas ferramentas, a personalização do sistema e o armazenamento seguro de documentos são características inovadoras e simplificadas.

Cons: Não há nada de crítico, mas gostaria de ressaltar que um suporte mais rápido e eficiente seria uma melhoria bem-vinda.

My overall experience with TaxDome has been exceptional, as it has significantly improved the efficiency and organization of my tax workflow, while providing excellent client collaboration features.

Pros: What I love most about TaxDome is its seamless integration of client communication, document management, and invoicing, streamlining my entire tax workflow.

Cons: The only drawback I've encountered with TaxDome is the occasional lag in response time when navigating between different sections of the platform.

The team at TaxDome has continued to improve the product over the three years we have been using it. Our client adoption of the product has also been great and really facilitates communication and information sharing with them.

Pros: TDome is the hub for managing our virtual accounting and tax practice. It enabled us to consolidate and reduce the number of applications needed which simplifies our tech stack and operations.

Cons: The pipeline feature has a learning curve that must be overcome to implement TaxDome effectively. This is the case with all software applications in order to fully implement them.

Muy buena porque pude trabajar desde la comodidad de mi hogar, pensando en los tiempos que se vivían en esa actividad

Pros: Lo que mas me ha gustado de taxdome es que es una página muy buena para tener acceso a contenido contable.

Cons: No podría decir que algo no me guste, puesto que en ella se ven todos los contenidos contables y en la pandemia se pudo trabajar desde la casa

I am one person shop, this software is my personal assistant that I pay only once a year. All my repetitive messages, emails are sent to the clients without me moving a finger, Invoices and ELs sent the same way.Requests for drafts approvals, and invoice attachments are super critical to my cashflow.

Pros: The ease of use, the workflow that allows me to automate numerous respective tasks, saving me huge amount of time

Cons: Time tracking/billing function - very basis

That I have a one-stop shop for my bookkeeping and tax business.

What do you dislike about TaxDome? That there is not a monthly membership option to assist me in the management of my business cash flow.

What problems is TaxDome solving and how is that benefiting you? Giving me one-stop shop, a CRM and tracking of all of my clients to-do's in a centralized location versus various emails everywhere! I save time and can focus on sales.

Sono soddisfatti delle funzionalità di automatizzazione e collaborazione offerte da TaxDome, la facilità d'uso e la semplicità del software. Però problemi tecnici o problemi di stabilità.

Pros: Automatizzazione delle attività: TaxDome semplifica molte attività fiscali ripetitive, riducendo il tempo e gli sforzi necessari per svolgere il lavoro manualmente.Accessibilità e collaborazione: TaxDome offre una piattaforma online che permette ai professionisti delle tasse e ai loro clienti di collaborare in tempo reale sui documenti fiscali.Sicurezza dei dati: TaxDome utilizza crittografia e altre misure di sicurezza per garantire che i dati sensibili dei clienti siano protetti.Integrazione con altre piattaforme: TaxDome si integra con altre applicazioni e strumenti come banche, software di contabilità e di gestione della fatturazione, rendendo più efficiente il flusso di lavoro.Prezzi accessibili: TaxDome offre prezzi accessibili per le sue funzionalità e opzioni di abbonamento flessibili per soddisfare le esigenze di diversi tipi di utenti.

Cons: Dipendenza dalla tecnologia: TaxDome è basato su tecnologia e internet, quindi è necessario avere una buona connessione a internet e un computer affidabile per utilizzare il software in modo efficiente.Apprendimento iniziale: Potrebbe essere necessario un po' di tempo per familiarizzare con l'interfaccia e le funzionalità di TaxDome, che potrebbe richiedere un impegno iniziale.Limitazioni nella personalizzazione: Mentre TaxDome offre molte funzionalità utili, potrebbe esserci una limitazione nella personalizzazione del software per soddisfare le esigenze specifiche dei singoli utenti.Possibilità di errori: Come con qualsiasi software automatizzato, c'è sempre la possibilità di errori e problemi tecnici che potrebbero interrompere il flusso di lavoro.Dipendenza dalla lingua: TaxDome è attualmente disponibile solo in inglese, quindi potrebbe essere difficile per alcuni utenti che non parlano correttamente la lingua di utilizzare il software in modo efficiente.Limitazioni nella funzionalità: TaxDome potrebbe non avere tutte le funzionalità richieste da alcuni utenti, soprattutto se si tratta di esigenze molto specifiche. In questi casi, potrebbe essere necessario considerare altre soluzioni.

To be determined... too early to say.

Pros: I like that they give you a two week free trial to see if their software is a good fit for your business. Overall seems like pretty comprehensive software and good value for the $. I was hoping to be able to speak with someone to help with migrating client data from ProSeries but have to rely on help articles until the first available onboarding appointment opening two weeks out. They don't have a phone number you can call. You have to get on their calendar or use chat, email, or articles/video tutorials.

Cons: Migrating data might be a challenge, if you are missing some data or need to clean up your spreadsheet. I wish you could speak with someone via zoom or phone right away but that's not the case.

Pros: It includes many items in one package and links well with my Tax Software (in my case, Tax Act).

Cons: A little bit of a learning curve to get started.

I am able to combine my CRM and my customer portal into one single useful and easy to use tool.

Pros: I always worry that changing from one set of software to another is going to be a stressful and painful experience. That wasn't the case with TaxDome. The guided tours through the videos made everything simple.

Cons: I wish PayPal payments could be accepted.

The Client Portal put power in my client's hands and saves time by allowing me to automate client services.

What do you dislike about TaxDome? I would like for Tax Dome to link to IRS Solutions. I am an Enrolled Agent and linking to a tax resolutions software would help.

What problems is TaxDome solving and how is that benefiting you? Tax Dome is helping me automate my system and connect with my client without taking up time. My team is more productive and can work on cases 24/7.

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

Pros: 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".

Cons: 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.