TaxDome Reviews

I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place. This has been a huge time saver for me without having to switch between multiple systems just to send a email or request key documents.

At this moment, TaxDome doesn't allow for reoccurring payments for monthly clients but this is on their roadmap for implementation. Additionally, just understanding where "FIRM LEVEL" documents can be stored for team use is another place to understand how to be more efficient. I was able to solve for this by making my firm an account and portal to use just like clients! Lastly, I do think it is a huge upfront investment when you have a team of 5 or more, but the annual savings is key here.

I was impressed with the client portal and paid for the 1 year license based on that ...

Everything else ... (besides the portal)

We were able to consolidate 5 different applications for our firm into one practice-management application. Our clients are fans of the client portal and we're seeing increased engagement because of the intuitive nature of the platform.
Great support from their team.

The initial setup/implementation wasn't the easiest. There is plenty of documentation and learning modules for support, though. This was just time-consuming for our firm.

All-in-one service: client portal, website, documents in the cloud, electronic signature, client management, client communication, etc. Time saving features with automation, bulk emails, among other things. Highly customizable. You can request one on one sessions with the very knowledgeable staff for setting up and questions at no additional charge.

The learning curve. This is a very useful service and since it's customizable you have to learn how to use it and it's not easy for the amount of features it has, which is a plus, but you have to put the time to take advantage of it.
The price was very competitive when I started using it a couple of years ago, and they claimed that it was going to stay the same forever, but it was increased dramatically a few months ago. Still, I have renewed for 3 more years at the higher price because I think it's worth it.

Easier for clients to access and upload documents

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!

I love the ease of use for the client and the available app. I've practiced using it as a client and it is so easy to sign up, activate and upload documents and information. I have also utilized the onboarding on several occasions and have been very pleased. It's been easy to schedule a session and everyone I spoke to has been extremely knowledgeable and patient.

Creating the pipelines and understanding the relationships between tasks, templates, automations, etc has been challenging and will be time consuming to fully customize, but I feel it will be worth it in the long run.

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.

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.

All the features make it a great deal for the money

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.

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

I would like to have Quickbooks payment integration

I love the fact that TaxDome replaces DropBox, Secure portal for file sharing, and CRM. TaxDome not brings these three components together, but then you also get a client portal, workflow management tool, automations with your workflows.

Like any new system, there is an implementation and adjustment period. This isn't really con, but it would be the only pain point, but totally worth the time spending on implementing and adjusting to the tax dome system.

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.

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

I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place. I have been using a number of solutions that don't integrate thoroughly to achieve these things and finally i can have all these features in one place at a fair price. I am very happy with it. It does have shortcomings in some areas but they are constantly improving it and adding features. Support is also very responsive. They also have a really great email integration which collects files sent to your email and saves correspondence with clients in the client file, no more dragging and dropping correspondence from outlook into the client folders or saving attachments and dragging and dropping where to go. If the email is linked with a Taxdome client account it goes through your inbox and adds all client communications automatically.

There are some features that could be improved. Some of pipeline and workflow tools I haven't quite implemented. These could be improved with some sample templates that could be customized. Designing a workflow from scratch is difficult and I feel like i might be leaving things out, templates would give a baseline of common practices that would guide new users on how to take advantage of these features. Signature implementation could use some work, getting signatures from two spouses isnt well done, there should be an option for them to physically sign on their phone instead of using the signature font for the printed signature, and it has to have knowledge based e-signature (this would come at an additional cost to us users but it is required for certain document electronic signatures). I'm not concerned about these shortcomings because they are constantly adding updates and im sure improvements are on the way.

The client portal is so easy! it's saving my life helping me be so much more organized. I used smartvault before and this is way more bang for the buck.

The arrangement of accounts versus contacts is not my favorite but it's getting the job done. I am very excited about getting all my projects set up on automated pipelines although the learning curve has been steep for me. I was able to migrate, get organizers set up and send the portal link to all clients in one day. Editing templates and figuring out the workflow is taking me a lot longer but I believe the set up will be worth it's weight in gold in 2-3 months! Pricing had a little bait and switch on the annual contract agreement. Would be nice if the "$50 monthly" price didn't seem like a trick due to the 3 year advance contract requirement.

Love all the features, from bulk emails to workflow. My favorite are the pipelines. I'm able to set up multiple pipelines for projects such as LBD tax returns, Sales Tax Returns, Annual repeating pipelines for business tax, annual report, etc. Tagging the client as an individual or tagging the company, either way you are able to add all jobs to a pipeline without thinking, keeping a list or worry about missing anyone. I love the fact that TaxDome is constantly evolving to meet the needs of the users.

The user settings. Need the ability to restrict settings per user. Currently it is all of one or none of any. If you don't want a user to be able to delete an invoice and you restrict invoicing, they are not only restricted from deleting and invoice, they are restricted from viewing, or creating an invoice.

TaxDome has increased efficiencies in every area of our business. Now clients have a central hub to communicate and interact with our firm. Everyone on our team is always in the loop about what is going on. Information about clients is organized. Teams and team members have due dates and can be held accountable for projects. We now have standard operating procedures that can be followed by all. There are so many tools and features within TaxDome that make it easily customizable for your specific business needs.

There have been some tools that have more limited functionality than I was expecting. However, we've been using TaxDome for over a year and their team works hard to keep updating the software and provide improvements constantly. So some of the things that had more limited functionality when we started are now much more helpful thanks to the improvements that are always being made.