TaxDome Reviews

Pros

This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.

Cons

It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online.

I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.

Pros

Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price.

Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next.

They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal.

Cons

Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive.

Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary.

OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in.

The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future.

These are all minor annoyances in an overall outstanding product.

Alternatives Considered

Karbon

Reasons for Choosing TaxDome

Lack of development, slow server speed, clunky portal that is inefficient to navigate, lack of a local workstation interface for portal files (web only, unlike TaxDome), lack of task management that works for my office. Developer is friendly and tells me all the time that improvements are coming but they never materialize. All for only $5 less per month than TaxDome.

Reasons for Switching to TaxDome

All in one approach, outstanding value for the price. They are rapidly improving the product and continuing to develop it into an even better product. Simple flat pricing.

Pros

Tax Dome seems to have most of the features we were looking for and if they didn't have the feature it appears to be in the roadmap to add to the software. I really like the workflows, even though we have not implemented them yet.

Cons

It is not as customizable as I would like. I am hoping that this will improve as new features are added and updated. My biggest complaint is that the virtual drive cannot be synced in real time to a local drive, which does conflict with our ISP (Information Security Plan); we are copying and pasting into the local drive for now, but during tax season, especially, we have a lot of data that is changed constantly.

Alternatives Considered

Intuit Practice Management

Reasons for Choosing TaxDome

Costly and archaic. Working Papers also had more features than we were using so the cost did not make sense for our practice.

Reasons for Switching to TaxDome

The cost was high with Intuit Practice Manager and the features we wanted were add-ons and would have been an additional cost.

Pros

What is great about Tax Dome is that everything is all in one place. It makes working from home easy. All team members can access documents at anytime and it keeps track of inventory in real time.

Cons

Some of the file management tools are hard to get used to.

Pros

All its many features that allows me to have an all in one solution to offer for my client's satisfaction.

Cons

I wish it had a lead form that could go directly on my website instead of just a link to a signup portal.

Alternatives Considered

HoneyBook and Dubsado

Reasons for Choosing TaxDome

Onboardible did not meet what I needed in my business, it had way too many issues with it and I was searching for something that would blow me away. Taxdome has done that for me

Reasons for Switching to TaxDome

Accounting was the sole focus with this software and the questionnaires and all the forms were what stood out for me, along with it doing many of the other features that these softwares offered as well.

Pros

We researched a number of practice management packages but ultimately decided to go with TaxDome due to the number of features it contains, and all its functionality is available to the Pro subscription with unlimited clients, unlike others that increase pricing for certain functionality or when you exceed a certain number of clients. We have not fully implemented yet, so our opinions are based on our experience so far and the research we have done, but we like the portal functionality, the fact that clients can use their mobile devices to upload documents to or view the portal, the integrated e-signatures, and the ability to lock drafts until payment is received.

Cons

During our research, the most-often cited con with TaxDome was the complexity in implementing the system. I would have to agree with this. I think part of the complexity is because of the extreme flexibility and customability of the program. There are numerous videos and help topics available, far more than the other programs we researched. We wish that some of the best practices in setting up things like accounts and contacts were more available, as when you are setting up the program you don't always understand the downstream implications until you get to that part. I think once we work through the heavy lifting of setting up and customizing the program to meet our needs, it will be invaluable to improving the efficiency and technology our firm employs, especially with respect to automation.

Alternatives Considered

Financial Cents, Canopy and Firm360

Reasons for Choosing TaxDome

The Thomson Reuters CS Suite (Practice CS practice management, NetClient CS portals, FileCabinet CS document management) are clearly legacy products and not where Thomson Reuters is focusing their R&D and future roadmap. However their new offerings are not ready for prime time, and their legacy products lack modern technology (like robust mobile apps and automation). This forced us to look outside the TR ecosystem, and we also wanted to be free to switch tax programs in the future if we chose to do so (we are currently using UltraTax CS, another legacy program).

Switched From

Fixed Assets CS

Reasons for Switching to TaxDome

We felt it had the best feature set and pricing structure.

Pros

I like the front-end client experience. I've had several compliments on the ease of the client portal and the ease of uploading documents.

Cons

I wish CPA Charge worked with the TaxDome invoice bill payment feature.

Alternatives Considered

Zoho CRM, Trello, Canopy, Canva, QuickBooks Online, Asana and Xero

Reasons for Choosing TaxDome

The need for automation.

Switched From

Microsoft Excel

Reasons for Switching to TaxDome

The number of integrated features really helps replace at least half of the tech stack I was originally thinking of incorporating in my initial designs. I'm so glad I gave TaxDome a try first!

Pros

Easier for clients to access and upload documents

Cons

I have only had one complaint, about uploading documents in the desktop upload folder. The dev team jumped right on it and should have it fixed soon!

Alternatives Considered

Canopy and Rever

Reasons for Choosing TaxDome

Easier to use, better interface for clients. Easier for the client to use.

Switched From

Rever

Reasons for Switching to TaxDome

Cost and ease of use by clients. Tax Dome gave me more for my money!

Pros

That is is so many products in one and is clearly staying up to date with new features

Cons

That there's so much to learn and tinker with, I'm not sure I'll be able to roll out complete pipelines and task automations before I start transitioning clients to the new platform

Alternatives Considered

Canopy

Reasons for Switching to TaxDome

Cost, TD had more features, proposals, billing

Pros

Easy to use, i have access to a lot of feature that i need for my company.

Cons

The tax section with QBO don't have two tax and i'm in Québec City.

Pros

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. This software allows me to keep a live and easily accessible audit trail of work to be completed, work in progress, and completed work so I no longer have to search individual client files for notes. This is the hub for all firm tasks and is a program my staff and I will use daily.

Cons

Some of the functions are difficult to navigate and time consuming to implement. There was also a little confusion upon set up of what I needed to do, specifically regarding the task/pipeline area. I also found the pipeline/task/tag area difficult to find as it is located under the settings tab which I would typically attribute to account settings and not task setup.

Pros

I really like that this seems to be an all-in-one product! I looked at many firm management products and TaxDome seems to have everything I was looking for plus several additional options that I never expected to be taken care of by a firm management software. Such as the website - I don't need a complex site right now. I'm super excited for this next tax season to have the portal and all client aspects in one spot! The KBA e-signature authorization is perfect too!

Cons

There is a pause when moving between screens. That gets frustrating. But I'm noticing that with more cloud-based software (QBO, Gusto). Some tasks seem cumbersome - there could be short cuts on the current screen to go back to enter another of the same, such as manual time entry. Once one is entered, to go back to enter more takes MANY clicks and screen waits.

Alternatives Considered

Zoho One, Dubsado, 17hats and Ignition

Reasons for Choosing TaxDome

I have been searching for over a year and tried to start with Pascal Workflow (the field above would not let me add Pascal as an answer) but had trouble with my email account linking. I am having issues with that here but I'm learning it may be how my Microsoft 365 accounts are set up. I'll be checking with an IT company on that. I've also been wanting to set up a basic website for a few years now and have not taken the time or wanted to spend the thousands of dollars plus hosting. Having it here is a HUGE bonus!

Reasons for Switching to TaxDome

Everything I was looking for PLUS MORE - is included in TaxDome! I really like the daily live demo, that was huge. Plus, so far, customer service has been responsive and wonderful! [SENSITIVE CONTENT HIDDEN] has been super helpful and pleasant to work with! I am hoping the changes/updates coming really add better functionality in the software. I'm really hoping the experience with TaxDome only grows in the upward and positive direction for years to come!

Pros

It seems to be written by people who actually know how an accounting firm works. User documentation is fantastic as are the numerous tutorials. I was easily able to answer most of my questions and get instructions on how to do what I needed without needing to contact a live person. In fact, I was able to get set up and operational without any help from support. The interface is very intuitive.

Cons

In the beginning, TaxDome is a little overwhelming. I'm still getting used to the product terminology regarding clients and engagement letters which they label contacts and contracts. Those two words looks so much alike that it caused me a bit of confusion sometimes.

Pros

All the features make it a great deal for the money

Cons

The software does a lot of great things once you get the hang of it. However, it is not as intuitive as promised and it is slow to move from screen to screen. You need to have a lot of time available to view lots of webinars for every feature to learn how to use it then a lot of time to customize it. Not all customizations are available. The bulk upload app is glichy and shuts down every time you put lots of files with multiple destinations. Then you have to start all over and upload file by file. The chat help is frustrating to initiate, they ask several questions and try to direct you to self help and webinars instead of chatting. You have to ask your question 3 times to get an actual person to help. The onboarding call is a bit rushed and is directed by the client so be prepared. It isn't so much an onboarding as much as an opportunity to ask your questions. They won't help you customize your website until you are a paying customer so you don't know if you the website hosting is a benefit until after you pay for the year.

Pros

We've been looking for a program that has it all and we finally stumbled across Tax Dome. Even as a small company, we process over 1,000 tax returns a year, plus offer bookkeeping services, as well as other financial services. We needed a service that had it all in one place with an efficient task manager. We've been able to stay more organized and increase our scale of business.

Cons

The integration took a little while to be fully completed, and of course there's a learning curve with a new program/software, but we're confident, with practice, Tax Dome will only become easier to use.

Alternatives Considered

Wealthbox

Reasons for Choosing TaxDome

Redtail really only sufficed as a CRM so we had invoicing through another system, QBO, outlook, a secure client portal through another provider, and so on. Our team found it difficult to keep the CRM updated when we worked through so many different programs. Streamlining was essential for us.

Switched From

Redtail CRM

Reasons for Switching to TaxDome

Our company focuses on tax services as well as financial/investment/insurance services. The other programs weren't as accommodating to including multiple services.

Pros

Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale.

Cons

Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend.

Alternatives Considered

Dubsado, Zoho CRM and HubSpot CRM

Reasons for Choosing TaxDome

I am looking to streamline my processes and procedures. I currently use Clientwhys as my website, marketing, and portal, but I need a better clearer view and I need the ability to actually automate workflows all in one location.

Switched From

Trello and Adobe Acrobat

Reasons for Switching to TaxDome

I am looking to streamline my processes and procedures. I currently use Clientwhys as my website, marketing, and portal, but I need a better clearer view and I need the ability to actually automate workflows all in one location.

Pros

We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it.

We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.

Cons

Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.

Alternatives Considered

Asana

Reasons for Choosing TaxDome

The prior software just didn't fit our needs anymore as we were growing too fast in comparison to the features they have. The old software is a great option for those wishing to have a small firm or only have one or two people working within a firm. It just was no longer a fit for our needs as we grew.

Reasons for Switching to TaxDome

TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allows us to combine the two software platforms. This will help with efficiency within our firm. Also, TaxDome allows any team member to view communications that are sent to just my email and act on the requests. This is stress-relieving in itself, as everything was still falling onto just my shoulders to process, regardless of how much I tried to delegate to our team.

Pros

The workflow management tools are far superior to other software we used and the customer support team is excellent.

Cons

I consider myself well-versed in software and found that TaxDome was a bit overwhelming at first due to some nomenclature barriers: e.g. contacts vs. accounts; pipelines vs. jobs vs. tasks and the related templates. The UI is also a bit clunky and a bit dated.

Pros

There were three accountants (partners) when we first started this business and we were working out of bedrooms and coffee shops. The only reason that was happening was because we spent 70% of our time just tracking our servicing progress for each client under each different partner. Once we found Tax Dome and moved our client success processes from Trello, Clickup, excel, and other management softwares, we were able to handle significantly more clients with this time. Our absolute favorite feature is pipeline's and being able to automate engagement letters, send invoices, and organizers to collect data.

Cons

Features I least like that are within TaxDome is the inbox+ and template (& tag) management. Inbox+ won't show the correct preview text for a notification- meaning a notification would pop up saying a client messaged us, however, the notification was triggered because I myself sent a response message. And for notifications that are actually from clients messaging us will never be properly previewed in inbox+.

Template (& tag) management can be greatly improved. When I first started using TD, I created templates for EVERYTHING. Now I use perhaps half of them yet I have not deleted the ones that are not in use simply because I do not know what templates are actually being used in a pipeline.

Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more.

Pros

I love that there are both client and firm facing apps. In addition, after using other software, the ability to direct message a client inside the software keeps it encrypted and confidential. Also after much trial of other software, TaxDome allows us to give a client a open item list of to-do's and track the deliverables as they are completed without having to constantly update the request and keep manually tracking what is neededed.

Cons

We are waiting for the ability to autopay the recurring invoices. Additionally, we would like to be able to customize an existing pipeline template per client, without creating multiple template copies, which is currently on the roadmap which we are excited about!

Alternatives Considered

Jetpack Workflow

Reasons for Choosing TaxDome

Canopy did not have a direct message feature to speak to clients without "requesting" data. Further, the messaging happened outside the software in the native text app on the phone creating the opportunity for sensitive data to leak. Additionally, there was no easy way to create an open items list and track it. Finally, and most importantly, we were looking for a one stop app that also allowed us to customize the organizer.

Switched From

Canopy

Reasons for Switching to TaxDome

1) Direct messaging in app, 2) Checklist of open items sent to client to easily track deliverables, 3) customizable organizers

Pros

I love the task management and pipeline features of Tax dome. Automating tasks is a lifesaver.

Cons

I would like to see more time tracking features, being able to have my team clock in and out for the day, and then track their time across all tasks and breaks would really be helpful and eliminate another bulky spreadsheet. Also the addition of a budget for each task, so we can track the budgeted time for each task/job and compare to the actual time our employees spent on it.

Alternatives Considered

Canopy and Asana

Reasons for Choosing TaxDome

I needed to free up the time I was spending each week and month maintaining task trackers, client trackers, tax return trackers, etc in Excel and I needed a new client portal.

Switched From

Microsoft Excel

Pros

I like the pipelines and automation. That is going to help us streamline our processes.

Cons

I would really like a more robust time budgeting and time tracking function. I really want my employees to be able to see the expected time budget on each job and the progress towards that as work is performed so they can be aware of it as they work and for the Partners and Managers to be able to report on time v budget easily.And honestly, the name as a turn off. The name Tax Dome made us feel this was a solution for tax only. Tax is only 20% of our firms revenue so we almost didn't look at it.

Alternatives Considered

Karbon

Reasons for Choosing TaxDome

JetPack was no longer meeting our needs.

Switched From

Jetpack Workflow

Reasons for Switching to TaxDome

Honestly, neither product was perfect. Each had features unique to them that we loved and wished we could marry the two for the perfect solution. However, Tax Dome was closer to perfect and have a track record of pushing out features faster. So we felt in the long run TD will get to perfect faster.

Pros

I can onboard tons of clients at the same time with: Security, document storage, workflow, auto-task.

Cons

I would like to have Quickbooks payment integration

Alternatives Considered

Karbon

Reasons for Choosing TaxDome

My business grows and I need a tool to support it.

Switched From

Zapier, Trello and Microsoft Word

Reasons for Switching to TaxDome

Taxdome was very clear and open about price and features. You tube videos showed me in deep the product. Whit others, all was about general 3 minutes videos and asked me to pay more and more and more for adding more features. Taxdome is all included, no hidden prices, no hidden features

Pros

Has just the features we needed. Their interface is not overly cluttered like other programs, which can overwhelm new users. TaxDome is straight forward and there is more than enough online videos to walk you through how to use the program.

Cons

Pricing is not low, but also not out of the norm for practice management software. The requirement to pay one-year up front for the first license is a bit annoying as it makes you feel like you need to be all in, right away. Not saying this is a bad thing, but if you are on a tighter budget, you may want to look at lower cost software to piece together for your practice management needs.

Alternatives Considered

Financial Cents, Karbon and Firm360

Reasons for Switching to TaxDome

The layout and features were easier to digest than Karbon. Financial Cents were missing some integration components and document management features.

Pros

I am just using TaxDome in free trial so I can't comment yet on the final implementation. Compared to other products on the market I like the technical support and unlimited document storage, which is usually not included in products from competitors. Also, the app looks more advanced compared to the others on the market.

Cons

Understanding how to setup / customize a pipeline to my needs wasn't very easy to understand in the beginning, even after I've done the same while testing other products on the market. Apparently, technical support is included so I'm sure with a little help, I will fully understand the system. I don't know if it's possible to adjust the layout of the portal (colors of the menu etc.) to match the company's CI, during the demo call I was told the portal is whitelabelled so I assume this will be possible somehow. If not, that would definitely be something I would appreciate in the future as the competitor's products offer that.In addition I would love TaxDome to issue QR payment slips directly when the invoicing is done through the portal. I understand it's possible to pay by credit card but that's not that common in Switzerland. Having an invoicing pipeline where at the end of the process (when the client is providing electronic signature for his tax return), the portal automatically generates an invoice and QR payment slip so clients can just scan the QR code on the screen with their mobile app, that would be a dream come true. To me, that would be a major advantage compared to other products on the market where it's a pain to use the portal's invoicing automation as a non-US company.