About TaxDome
TaxDome pricing
TaxDome does not have a free version but does offer a free trial. TaxDome paid version starts at US$25.00/month.
Alternatives to TaxDome
TaxDome Reviews
Feature rating
- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
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.
Pros
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.
Cons
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)
Alternatives Considered
DubsadoReasons for Choosing TaxDome
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.Switched From
DubsadoReasons for Switching to TaxDome
I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signaturesResponse from 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.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Excellent CRM/Practice Management Offering
Customer document exchange and secure communication.
Pros
The CRM, document exchange and practice management capabilities are second to none. It's one product suite for numerous different applications.
Cons
The upfront 3 year price to purchase TaxDome Pro.
Reasons for Switching to TaxDome
The extensive all in one suite offering that replaces numerous applications.Response from TaxDome
Hello Kevin,
Thank you for your kind review, it is valuable to us!
We are delighted to hear that you find our CRM, document exchange, and practice management capabilities to be second to none. Our goal is to provide a comprehensive suite of tools that can be utilized for various applications to help our clients streamline their workflows.
We understand that the upfront 3-year price may seem like a significant investment at first, but we would like to highlight that by choosing this plan, you can lock in your current annual rate and take advantage of our discounted pricing. This means that you can save money in the long term while still enjoying the same great features and services that TaxDome has to offer.
If there is anything we can do for you, please reach out to us.
Have a wonderful day.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Just finished trial
TBD - I'm going to use it this year and update my review after tax season.
Pros
Still setting it up - but it looks like
Cons
I wish I had more trial time to get it set up and be sure. I signed up and forgot to use the referral code, but there was no way for the customer support to update it so that the person who referred me could get credit for spending time showing me how they use it.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
TaxDome has revolutionized our project & client management giving our clients a single app to...
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 WorkflowReasons 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
CanopyReasons for Switching to TaxDome
1) Direct messaging in app, 2) Checklist of open items sent to client to easily track deliverables, 3) customizable organizersResponse from TaxDome
Hello Marc,
Thank you for your kind review !
We're thrilled that you appreciate both client and firm facing apps! You can rest assured knowing your confidential information is secure with direct messaging capabilities inside TaxDome. Plus, you have access to an open item list of tasks which allows you to track deliverables without having to constantly update requests or manually tracking what is needed - something other software often falls short on!
At TaxDome, we are always looking for ways to improve our services and provide the best experience possible to our clients. We take our customers feedback seriously and strive to meet their needs by continuing to develop new features that make your practice management easier.
We understand your desire for autopayment options when it comes to recurring invoices, so we're happy to announce this feature is currently in development and will be released soon! Additionally, we just released an improved version of the pipeline settings interface to make managing multiple clients in less pipelines even more efficient than ever before.
The satisfaction of our customers remains a top priority, and we look forward to continuing working towards providing the best service possible while meeting all of your needs along the way!
If you have any questions or need assistance with anything, please let us know.
Have a wonderful day.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
A life saver!
I wish there was a pipeline for 990, 1041, 706 clients
Pros
The CRM functionality as well as the client management and task management features allow us to visually see and communicate with automation making our time more efficient.
Cons
It's pretty entailed, but their support is amazing.
