TrustRadius Insights
TaxDome solves a multitude of business problems in the tax industry, making it an invaluable tool for tax professionals and firms. Users …
Starting at $50 per month per user
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What is TaxDome?
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…
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A hub for client, team, and document management with online payments & practice management automations.
$50
Cloud
per month per user
TaxDome Lite - CRM and client portal with document exchange, storage & e-signatures.
$300
Cloud
per year for sole proprietors
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://taxdome.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $50 per month per user
Product Details
- About
- Integrations
- Tech Details
What is TaxDome?
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.
Just some of Taxdome's features include -
Just some of Taxdome's features include -
- Lead Capture - Automated Onboarding - Turns leads into clients without intervention, with TaxDome’s workflow automation tools, that can send personalized, customized messages, contracts, invoices, organizers and more based upon client responses automatically.
- Automatic Client Communication - CRM workflow automations, such as secure message and email automations triggered by Job status, keep clients aware of the hard work the internal team is doing behind the scenes.
- Schedules: Recurring Jobs - TaxDome’s business process automation lets the user create recurring jobs that happen automatically on any schedule desired.
- Accept credit cards & ACH payments - Accept credit card and ACH payments directly through TaxDome with an integrated secure payment processing.
- Lock documents to invoices - Reduce accounts receivable & ensure faster pay. It presents the option to lock documents to invoices, automatically unlocking as soon as the invoice is paid.
- CRM - Unlimited Contacts - To manage all of a firm’s customers and associated contacts, with filters and search and tools to track progress on client work. There is no limit on number of contacts so the cost will not change as the firm grows.
- Targeted & Personalized - Bulk Emails - Using an existing email, emails can be sent directly from TaxDome to one or multiple clients simultaneously.
- Time Tracking - Online Timesheets - It starts by choosing the client, and start the timer when work is carried out for that client, then stop the timer when and leave notes to remind what was being done.
- Monitors employees time - To keep them focused on productivity. Timesheets are integrated with billings.
TaxDome Videos
Intro to TaxDome
TaxDome for Tax Professionals
TaxDome Integrations
TaxDome Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
TaxDome solves a multitude of business problems in the tax industry, making it an invaluable tool for tax professionals and firms. Users have praised its ability to efficiently streamline tax practice management processes, enhancing productivity and professionalism within their practices. By providing a secure client portal for communication and document exchange, TaxDome simplifies tax workflows and increases productivity. This not only saves time by eliminating the need for manual emails but also ensures the secure transfer of files between firms and clients. Additionally, TaxDome serves as an all-in-one solution for various essential tasks such as file storage, task management, client management, and eSignatures. This consolidation of core business needs in one platform allows tax professionals to manage multiple business types in a versatile manner, resulting in improved efficiency and workflow. With integrated payment processing capabilities, TaxDome also offers users a clean, sleek, and client-friendly appearance for seamless transactions. Moreover, its mobile apps provide improved accessibility and efficiency by streamlining client communication and organization. Overall, TaxDome proves to be an indispensable tool that centralizes files, enhances client communication, eliminates human error through automation, and improves efficiency in the tax industry.
Positive Sentiment:
- User-Friendly Interface: Several reviewers have praised the user-friendly interface of the product, stating that it is intuitive and easy to navigate. They appreciate how effortlessly they can access different features and perform tasks within the software.
- Efficient Performance: Many users have expressed satisfaction with the efficient performance of the product. They have mentioned that it runs smoothly and quickly, allowing them to complete their tasks in a timely manner. Some users have specifically highlighted its ability to handle large datasets without any lag or slowdown.
- Helpful Customer Support: A significant number of reviewers have commended the helpfulness and responsiveness of the customer support team. They have reported positive experiences when seeking assistance or resolving issues, mentioning prompt responses and effective solutions provided by the support staff.
Steep Pricing: Some users have mentioned that the price of TaxDome is high, especially for small tax firms. They feel that it does not provide enough value for the cost.
Lack of Certain Features: Users have expressed disappointment with certain missing features in TaxDome. For example, some users have mentioned the absence of an e-signature option for 8879's, which they believe would be helpful during tax season. Additionally, users have suggested improvements such as adding notes on kanban cards and enhancing document visibility.
Difficulty in Implementation: Users have reported difficulty in implementing certain pipeline and workflow tools in TaxDome. They also suggest including sample templates to aid new users who are unfamiliar with the software.
Users commonly recommend the following about TaxDome:
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Implement TaxDome early and take advantage of the 14-day trial. Sign up for the pro account and incorporate TaxDome into your tax business. Determine if TaxDome is suitable for your needs during the trial.
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Utilize customer service and support. Watch the videos provided by TaxDome and reach out to customer service for any questions or assistance with setup. Consider hiring a professional to help with the manual setup process.
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Take advantage of the all-in-one software solution and features. Use TaxDome to integrate documents, workflow, calendar, and communication. Appreciate that TaxDome saves money by having everything in one place and provides an ideal solution for document management and communication. View training videos to maximize workflow and automation capabilities.