TaxDome is a tax practice management suite, featuring a range of features, including an internal communication platform, a secure portal to share client documents as well as a CRM and project management feature to help users and their teams to hit deadlines.
$50
per month per user
Pricing
TaxDome
Editions & Modules
A hub for client, team, and document management with online payments & practice management automations.
$50
per month per user
TaxDome Lite - CRM and client portal with document exchange, storage & e-signatures.
$300
per year for sole proprietors
Offerings
Pricing Offerings
TaxDome
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup Fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
TaxDome
Considered Both Products
TaxDome
Verified User
Analyst
Chose TaxDome
Compared to Insightly in particular, TaxDome far exceeds the capability of Insightly for two main reasons: 1) Insightly is a CRM only and does not offer the multitude of other capacities such as a client portal and forms. 2) TaxDome is specifically built for tax firms and has …
This is a great resource for tax firms with hundreds of clients.
Money wise however, this probably is not economically feasible for firms with only 1-2 tax preparers. It requires a lot of time and energy to build to really be fully operational.
Distinguish between accounts and mere contacts (for us, this is crucial in discriminating between retained clients and prospects who haven't onboarded with us).
Provides an editable PDF function
Offers buildable organizers and templates
Highly customizable pipelines that automate processes
Very easy to use and generally pretty customizable to suit our company's unique needs. We haven't gotten to the stage yet where we're able to test it out on our clients, but the expectation is that the interface should be user-friendly and actually better than what we were using before (SmartVault).
Compared to Insightly in particular, TaxDome far exceeds the capability of Insightly for two main reasons: 1) Insightly is a CRM only and does not offer the multitude of other capacities such as a client portal and forms. 2) TaxDome is specifically built for tax firms and has many customized options that are extremely well suited for our particular needs, as well as tax form templates for us to use.
Saves money and time. The pipelines help automate many of our processes that we had to do manually.
Offers all-in-one (almost) hub. This also saves major time caused by jumping from app to app.
Again with time-saving and efficiency... Allows us to have both a client-facing portal and an internal portal so we don't have to switch back and forth between systems.
