About TaxDome

TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) handle customers, workflows, bills, payments, electronic signatures, emails, contacts, and more on a centralized platform. Administrators can securely store proprietary documents, spreadsheets, and clients' files in a centralized repository based on regional, financial, legal, and data protection standards and configure permissions for team members to access them.

TaxDome allows accounting firms to create organizers to manage clients according to individual requirements and accept electronic signatures using the knowledge-based authentication (KBA) method in compliance with the Internal Revenue Service (IRS) regulations. Managers can maintain online timesheets, track billable hours, and utilize customizable templates to create corporate websites with search engine optimization (SEO) capabilities. CPAs can also accept payments via credit card in multiple currencies, send push notifications to clients about unpaid invoices, and access an audit trail for each document to track changes or modifications.

Using TaxDome, bookkeepers can also send targeted emails to customers in bulk, create custom fields, assign tasks to team members, set up deadlines, and track progress on a unified platform. Other features include project management, messaging, customizable branding, and document management.

Pricing starting from:

USD 25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to TaxDome

Devices

Business size

S M L

Markets

Austria, Australia, Belgium, Brazil, Canada, Germany, Spain, France, United Kingdom, Italy, Netherlands, Portugal, United States

Supported Languages

Dutch, English, French, German, Italian, Spanish, pt-br

Pricing starting from:

USD 25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to TaxDome

Images

TaxDome Software - User-friendly Client Portal
TaxDome Software - Workflow Automation & Recurring Jobs
TaxDome Software - Secure Payments, integrated with Stripe & CPACharge
TaxDome Software - CRM with Bulk Actions & Custom Fields
TaxDome Software - Secure Messages with Client Tasks
View 6 more
TaxDome video TaxDome Software - User-friendly Client Portal TaxDome Software - Workflow Automation & Recurring Jobs TaxDome Software - Secure Payments, integrated with Stripe & CPACharge TaxDome Software - CRM with Bulk Actions & Custom Fields TaxDome Software - Secure Messages with Client Tasks

Features

Total features of TaxDome: 33

  • Access Controls/Permissions
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Compliance Management
  • Customisable Branding
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Deadline Management
  • Document Management
  • Due Date Tracking
  • Electronic Payments
  • For CPA Firms
  • Multi-Currency
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Reporting/Analytics
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Task Management
  • Third Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Management

Alternatives

Karbon

4.7
#1 Alternative to TaxDome
Karbon is a collaborative work management platform for accounting firms and professional service businesses.

Canopy

4.5
#2 Alternative to TaxDome
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a...

Jetpack Workflow

4.8
#3 Alternative to TaxDome
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management,...

SmartVault

4.5
#4 Alternative to TaxDome
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified...

Reviews

Overall rating

4.7 /5
(1,606)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.7/5

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Showing 5 reviews of 1,606
Mark S. Mark S.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Terrific Product That Understands How Accountants and Tax Preparers Work

Reviewed on 09/06/2021

Pros

This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.

Cons

It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online.

I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.

Response from TaxDome

Hi Mark,

Appreciate the feedback. This is what helps us improve TaxDome. The ability to add more short codes (add data from existing contact records) is currently in development (you can upvote the existing request we have here so you'll be notified of its progress: https://feedback.taxdome.com/feature-requests/p/shortcodes-in-communication-with-the-client-emails ) and we recently rolled out Services to itemize your invoices in TaxDome so clients can see exactly what they're paying for: https://help.taxdome.com/article/393-services

Russell B. Russell B.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The unbelievably affordable Swiss Army knife for my practice

Reviewed on 26/05/2021

Very positive. It is a great product and getting better every month.

Very positive. It is a great product and getting better every month.

Pros

Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price.

Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next.

They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal.

Cons

Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive.

Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary.

OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in.

The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future.

These are all minor annoyances in an overall outstanding product.

Alternatives Considered

Liscio and Karbon

Reasons for Choosing TaxDome

Lack of development, slow server speed, clunky portal that is inefficient to navigate, lack of a local workstation interface for portal files (web only, unlike TaxDome), lack of task management that works for my office. Developer is friendly and tells me all the time that improvements are coming but they never materialize. All for only $5 less per month than TaxDome.

Reasons for Switching to TaxDome

All in one approach, outstanding value for the price. They are rapidly improving the product and continuing to develop it into an even better product. Simple flat pricing.

Response from TaxDome

Hi Russell, we appreciate your feedback, thank you for letting us know. We are constantly improving the software and releasing new features, many of which we take from our user's feedback on our feature request board. We have an existing feature request (available to paid subscribers) to open new tab vs new page.

You can also read more about our Organizers here: https://help.taxdome.com/article/114-custom-organizer-templates

You can reach us through chat or through email ([email protected]) if you have other questions.

Patrice B. Patrice B.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Just The Tool Needed to Help My Virtual Firm Scale to that Next Level

Reviewed on 22/11/2021

I am looking for a streamline process where I can see the flow as to how things move in my virtual...

I am looking for a streamline process where I can see the flow as to how things move in my virtual accounting and taxation firm and this will allow me to do that while automating workflows. That alone will save me so much time as I put this together.

Pros

Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale.

Cons

Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Choosing TaxDome

I am looking to streamline my processes and procedures. I currently use Clientwhys as my website, marketing, and portal, but I need a better clearer view and I need the ability to actually automate workflows all in one location.

Switched From

Trello and Adobe Sign

Reasons for Switching to TaxDome

I am looking to streamline my processes and procedures. I currently use Clientwhys as my website, marketing, and portal, but I need a better clearer view and I need the ability to actually automate workflows all in one location.

Response from TaxDome

Thank you for that amazing feedback Patrice. You can check our webinars on this link http://taxdome.com/webinars and our Youtube Academy. Please feel free to contact us if you need further assistance. Our support is free and unlimited.

Ion T. Ion T.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Good product, but needs better customer support

Reviewed on 19/02/2021

Overall the software has good features, it is a bit pricey, and no monthly payment flexibility...

Overall the software has good features, it is a bit pricey, and no monthly payment flexibility (forces one year contract). There is a software support gap at the moment, which is a big deal. Once that is fixed and payment options become more flexible I will be able to recommend it to others.

Pros

This product has good features such as tracking communication with customers, an integrated signature for engagement contracts, fee collection, and templates. It is nice to have several features in one place. I liked the ability to customize the portal login page.

Cons

There is a significant gap in customer support. This is the first time a software company has asked me to submit videos of issues or print screens to customer support. Generally, the support team can log behind the scenes and support you with any issues via a quick account review. There was a company-wide issue over the long weekend and there were no notifications about software having bugs, or when they were fixed. None of the automation worked, which left my customer hanging and confused, as none of the things I mentioned they will see actually happened.
Also, it is on the pricier side and does not allow flexibility for monthly billing, only annual payments. There are videos on how to get started which are great, however, there is a bit of a learning curve as functions are set up in a very specific way so you'll have to learn that.

Response from TaxDome

Hi Ion,

Thank you for your feedback. Ion on the potential bug you can always schedule a 15 quick assist so we can record the meeting- http://taxdome.com/15
The reason we ask for this information is if we cannot replicate the bug on our end.

Abbey G. Abbey G.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best All In One Software - I've tried them all

Reviewed on 03/09/2021

TaxDome support is incredibly responsive and useful. The implementation time was minimal for this...

TaxDome support is incredibly responsive and useful. The implementation time was minimal for this software. I got my workflows set up in a day and was working in the software pretty efficiently within 3 days. My clients LOVE the portal and it sets me apart as an accounting firm because our communication is consistent, timely, and they know where to find me.

Pros

I love that it has all of the features I really wanted for a great client experience and workflow management. The client portal is phenomenal. The Workflows are easy to setup and the templates are a great starting point. Not too complex and not too simplistic

Cons

I wish that recurring tasks customized to a specific client could be built into a recurring pipeline job instead of having to link recurring tasks when they're created. I can tell this feature is missing because of the way the software was designed to streamline the workflow management experience which is otherwise phenomenal. The minor inconvenience of linking a task to a job after the fact is minimal compared to the rest of the benefits I have from this software.

Alternatives Considered

Canopy Software and Karbon

Reasons for Choosing TaxDome

I mostly used ClientHub prior to switching and I switched mostly because it was too simplistic and not as secure. The client portal was decent in ClientHub but this one is better. Workflows were great in ClientHub but TaxDome has the potential to be even better.

Switched From

Canopy Software and Karbon

Reasons for Switching to TaxDome

All three of the softwares I had been evaluating prior to finding TaxDome each had some of the features I wanted but none of them had them all. Ultimately Karbon was too complex and time consuming to setup for my small accounting firm, Client Hub was too simplistic and not secure enough, and Canopy was geared more toward Tax only rather than both tax and accounting/bookkeeping.

Response from TaxDome

Thank you for the feedback, Abbey! we appreciate it. We aim to continuously improve our product. If there's still missing feature that you would like to add in TaxDome especially related Task and Pipeline, we have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized . Feel free to reach out to our team. Our support is free and unlimited.

Showing 5 reviews of 1,606 Read all reviews

TaxDome FAQs

Below are some frequently asked questions for TaxDome.

TaxDome offers the following pricing plans:

  • Starting from: USD 25.00/month
  • Pricing model: Subscription
  • Free Trial: Available

TaxDome offers a 14-day free trial for new users, after which the software is available at $50 per month per user billed annually. A $75 per month per user option is also available after the first user.

TaxDome has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

TaxDome supports the following languages:

Dutch, English, French, German, Italian, Spanish, pt-br

TaxDome supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

TaxDome integrates with the following applications:

Gmail, Microsoft Outlook, Quickbooks Online, Zapier

TaxDome offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for TaxDome.