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
Canopy
TaxDome Reviews
Feature rating
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Finally found what I was looking for!
OMG the email tasks seriously I don't have to search through my emails to find client stuff anymore, it makes me so happy I could cry. And yea I may be overreacting a bit, but the number of emails I receive is ridiculous, so this seriously makes my life so much better.
Pros
This software has the features I've been searching for 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 that I can use for general communication with a client throughout tax season. Also the Emails as tasks. OMG, this makes my work life so much more streamlined!
Cons
There are still some features I would like to see, but as I already said these are in the works and I fully believe this company is hustling to get us, users, what we want!
Response from TaxDome
Thank you Brittnie, your feedback is valuable to us. We are happy to know that you got everything that you need.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Still Learning About All the Tools Available
[sensitive content hidden] at customer support has been awesome!! Always quick to respond and knowledgeable. He is a valuable asset to Tax Dome. The YouTube video library is extensive and has helped me understand and implement many of the features of TaxDome. Something I felt was lacking with much of the other software I looked at.
Pros
I appreciate having almost all the tools I use on a daily basis in one program. It has been super helpful!
Cons
Like others have said, there is a steep learning curve and you need to put the time in to get it set up properly and implement. The great thing is that you can learn the tools that you need right away and then add others as you need them or find out about them.
Alternatives Considered
RightSignature, Doc.It Suite, ShareFile, monday.com, Karbon and Adobe AcrobatReasons for Choosing TaxDome
Most every function I received out or each of the above software are part of the "package" in TaxDome. I was able to cancel many of these subscriptions and save money by using just TaxDome.Reasons for Switching to TaxDome
All in one solution and cost savings were the primary drivers. However, my clients are liking the portal and I hope to have 100% engagement on the portal.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
If you don't have Carpal Tunnel, you will
The system has everything you need; just badly placed and organized, creating more work than necessary. That is why onboarding is so confusing.
The Dashboard has NOTHING I need to see when I open the software up; nor is there an option to customize it.
The ONLY problem solved was the ability to work remote...BUT the irritation of having a system that will randomly slow down and requires 7 clicks to get to where you need to be is a slow drip of torture.
The price is okay if you have a team of 1 or 2. But because this actually is a system that created more work it is an expense vs an investment.
Its okay for someone with 50 files in a year. I have over 500. So it is NOT built to save time and money. It's built to just have everything in there.
Pros
The features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized.
Cons
The design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value.
For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. SEVEN CLICKS. Working one file can take over 100 clicks, multiply that by 8-10 files in a day... my hand is in pain by the end of the day from all the clicking... and scrolling. Every activity takes over 5 clicks from one thing to the next.
The goal of software is to build efficiency. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It's like a house with the all the appliances and furniture that go in a house shoved into the living room; its all there you just have to sort through a lot to get what you need when you need it. Without an organized design you are creating too many moves and means wasted time, which means wasted money.
The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel.
Reasons for Switching to TaxDome
The list of features; unfortunately the presentation of the features gave the impression of organization...Response from TaxDome
Hello Kathy.
We are sorry to hear that your experience with our software is not that great and that you are not satisfied.
We are in a constant search for solutions that would cut down the actions you have to perform, or let us say, the number of clicks one has to make in order to get something done. We are trying to make the software as easy as possible.
Since the software is complex, and contains plenty of features, it may take much time to get everything to work and be available just in a few clicks.
We assure you that we are doing our best to improve the system and the layout.
Thank you again for your feedback!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Would highly recommend TaxDome to other tax preparation businesses
We truly loved this product and we'll continue to use it in the future. It's a one stop shop so we believe you can't go wrong with this product. We compared TaxDome to other products and we believe it gave us the most value for our money.
Pros
The ease of use for our clients is the most important thing for us. We want them to feel like the entire process from start to finish, is simple.
Cons
It was a little daunting for us getting started with the software because it has so many features. It took a lot of trial and error on our end but only because we started our business in the middle of tax season so we had to hit the ground running without going through the various training materials.
Alternatives Considered
KarbonReasons for Switching to TaxDome
We felt TaxDome gave us the most value for our money and would provide a streamlined process for our clients.Response from TaxDome
Hello Gerson,
Thank you for your kind review, it is valuable to us!
We are glad to hear that our software has been easy for your clients to use and has helped to simplify their experience.
We acknowledge that the initial set-up can be overwhelming, especially starting in the middle of the Tax season, but please be assured that we are always here to provide assistance. Our support team is at your disposal, and you can reach us anytime through our unlimited chat and email support, as well as screen-sharing sessions. Moreover, our knowledge database is packed with informative articles and tutorials that you may find useful. We are also active on YouTube and Facebook, and you can visit our TaxDome Academy for more guidance.
Please don't hesitate on reaching out to us if you need any further assistance.
Have a wonderful day!
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
A better option
Tax Dome is helping me organize my practice so I'm not so stressed about getting things done and forgetting any tasks. I'm still getting used to the workflows but the ones I've used so far were great! Just the few automations, cut out more than an hour of my work time and tasks were completed without me having to manually do anything. My last engagement was completed and client paid in less than a week! I've never had that before.
Pros
The cost of Tax Dome is much better in comparisson to other similar platforms. I've used 2 others and both were over 1200.00 per year and did not come with support as good as Tax Dome! The customer support is really outstanding. They help with setting things up and you can reach out to them anytime, and you get real live people to help. Also, it bares repeating, the price is just unbeatable for what you get.
Cons
It does take some getting used to. Setting up is time consuming as well as transferring files and clients from different platforms. The pipelines are great but getting them set up, if there isn't already a pipleline, is super time consuming. Definitely not something you'd want to do in the middle of tax season.
Response from TaxDome
Hello Sharise,
Thank you very much for your review. It is valuable to us!
We are happy that you like our software, and the diversity of features we have to offer.
One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place.
We understand that the setup may be a bit overwhelming at the beginning, but we give our best to assist our clients during the setup. We offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials.
You can also find us on Youtube, and Facebook and you can check our TaxDome Academy.
If there is anything we can do for you, please reach out to us.
Have a wonderful day!
