TaxDome

Tax practice management software for bookkeepers and CPAs

About TaxDome

TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team.


Key benefits of TaxDome

Cut down expenses. Replace multiple tools with one app to do it all — TaxDome. Pay $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all of your projects, clients and communications in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. Meet people where they are – on their phone. TaxDome provides your clients with a user-friendly mobile app, as well as a client portal where they can e-sign docs, send secure messages, accept proposals and more - all in one integrated hub.
Automate client communication and prevent churn. One of the main reasons for client churn is the lack of communication from the firm. TaxDome helps you automate this part with the help of workflows. Your clients are informed about your actions every step of the way – without you lifting a finger
Reduce admin work. Much of the work done by tax, accounting and bookkeeping professionals is repetitive. With TaxDome, you have a bird’s eye view on your progress of each team member and each project. You can delegate tasks and employ automations to do the repetitive work. Reduce time spent on admin work and focus on the billable work that helps you grow.


Images

TaxDome Software - User-friendly Client Portal
TaxDome Software - TaxDome client portal for web, desktop and mobile
TaxDome Software - Proposals and engagement letters
TaxDome Software - Performance insights in TaxDome
View 5 more
TaxDome video
TaxDome Software - User-friendly Client Portal
TaxDome Software - TaxDome client portal for web, desktop and mobile
TaxDome Software - Proposals and engagement letters
TaxDome Software - Performance insights in TaxDome

Not sure about TaxDome? Compare with a popular alternative

TaxDome

4.7 (3,037)
VS.
Most reviewed

Starting Price

USD 50.00
month
USD 20.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

65
202

Integrations

17
70

Ease of Use

4.5 (3,037)
4.1 (6,689)

Value for Money

4.7 (3,037)
4.3 (6,689)

Customer Service

4.7 (3,037)
4.1 (6,689)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

Zoho CRM

4.3
#1 Alternative to TaxDome
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

monday.com

4.6
#2 Alternative to TaxDome
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

Financial Cents

4.8
#3 Alternative to TaxDome
Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms...

OfficeTools

4.1
#4 Alternative to TaxDome
OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Reviews

Overall rating

4.7 /5
(3,037)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.7/5

Already have TaxDome?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 3,037
James
James
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

All-In-One Accounting Practice Management

Reviewed on 16/05/2023

CRM, DMS, portal, payment processing/collections, eSignature

CRM, DMS, portal, payment processing/collections, eSignature

Pros

I like that TaxDome is all-inclusive, everything I need to manage my practice is in one package.

Cons

I do not like the requirement to pay for an entire year at a time, or to pay three years in advance for the best price. This is a barrier to adoption for new and/or small practices, like my own.

Alternatives Considered

Canopy and Karbon

Reasons for Choosing TaxDome

TaxDome's features won me over.

Switched From

Pipedrive and ShareFile

Reasons for Switching to TaxDome

They either lacked the features I wanted, or were even more experience.

Response from TaxDome

Hi James!

Thank you for providing feedback on your experience with TaxDome. We appreciate your kind words regarding our platform's all-inclusive nature and its ability to fulfill your practice management needs.

We understand that the requirement to pay for an entire year at a time or to pay in advance for multiple years can present challenges, particularly for new and small practices like your own. We genuinely apologize for any inconvenience this may cause. Our pricing structure is designed to offer the best value and ensure that our clients receive the most competitive rates.

We encourage you to reach out to our customer support team. They may be able to explore potential options or discuss alternatives that could better suit your practice's specific requirements. We genuinely value your business and want to ensure that you can fully leverage TaxDome's capabilities without feeling constrained by the payment structure

Once again, we sincerely appreciate your feedback and your willingness to share your thoughts with us. Your input is invaluable as we strive to enhance our platform and provide a seamless experience for all our users. If there's anything else we can assist you with, please don't hesitate to get in touch.

Have a nice day!

Chris
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 9.0 /10

Canadian accounting firm review

Reviewed on 06/07/2023

Pros

Has just the features we needed. Their interface is not overly cluttered like other programs, which can overwhelm new users. TaxDome is straight forward and there is more than enough online videos to walk you through how to use the program.

Cons

Pricing is not low, but also not out of the norm for practice management software. The requirement to pay one-year up front for the first license is a bit annoying as it makes you feel like you need to be all in, right away. Not saying this is a bad thing, but if you are on a tighter budget, you may want to look at lower cost software to piece together for your practice management needs.

Alternatives Considered

Financial Cents, Karbon and Firm360

Reasons for Switching to TaxDome

The layout and features were easier to digest than Karbon. Financial Cents were missing some integration components and document management features.

Response from TaxDome

Hello Chris,

Thank you for your review. It is valuable to us!

We are happy that you like our software, 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 want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency.

We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests.

If you have any questions or need assistance with anything please let us know.

Have a wonderful day!

Elizabeth
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 9.0 /10

Still learning and looking forward to upcoming features

Reviewed on 20/02/2023

So far, we are enjoying the software. We started to close to tax season, so we aren't implementing...

So far, we are enjoying the software. We started to close to tax season, so we aren't implementing a lot of the features yet. Our biggest goal is to have a centralized location for everything instead of having multiple spreadsheets for practice management.

Pros

Tax Dome seems to have most of the features we were looking for and if they didn't have the feature it appears to be in the roadmap to add to the software. I really like the workflows, even though we have not implemented them yet.

Cons

It is not as customizable as I would like. I am hoping that this will improve as new features are added and updated. My biggest complaint is that the virtual drive cannot be synced in real time to a local drive, which does conflict with our ISP (Information Security Plan); we are copying and pasting into the local drive for now, but during tax season, especially, we have a lot of data that is changed constantly.

Alternatives Considered

Intuit Practice Management

Reasons for Choosing TaxDome

Costly and archaic. Working Papers also had more features than we were using so the cost did not make sense for our practice.

Reasons for Switching to TaxDome

The cost was high with Intuit Practice Manager and the features we wanted were add-ons and would have been an additional cost.

Response from TaxDome

Hello Elizabeth,

Thank you for taking the time to share your kind review, it is valuable to us.

It's great to hear that TaxDome has been able to provide you with many of the features you were looking for, and that the workflows are a useful feature for your practice.

Regarding the customization, we understand our users' desire for more flexibility, We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests.

If you have any questions or need assistance with anything, please let us know.

Have a wonderful day.

Takara
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

VERY HELPFUL

Reviewed on 30/01/2024

Pros

I LIKE THAT EVERYTHING IS IN ONE SOFTWARE AND THAT YOU CAN AUTOMATE TASKS.

Cons

THE LEARNING CURVE TO GET STARTED WAS KIND OF ROCKY

Response from TaxDome

Hi Takara,

Thank you for your review. It is valuable to us!

We're thrilled to know that the all-in-one functionality is proving to be very helpful for you.

We understand that the initial learning curve has been challenging. We're always refining our onboarding process and resources to make the start as smooth as possible. Remember, our Help Center, webinars, and support team are available to assist with any questions you might have as you become more acquainted with all the functionalities.

Your feedback is crucial for us to keep improving. Please don't hesitate to reach out for additional support or guidance—we're here to help every step of the way.

Have a great day!

Rebecca
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

TaxDome is INCREDIBLE

Reviewed on 05/07/2023

Pros

Tax Dome is literally the one-stop shop for document management, task management, and invoicing. I love it, my team loves it, and my clients love it. I was able to get rid of several of my programs because TaxDome does it all!

Cons

I think the only thing that is a struggle is having links inside of TaxDome open new windows.

Response from TaxDome

Hello Rebecca,

Thank you 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 would like you to know that our departments are working on improving the software all the time. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests.

If you have any questions or need assistance with anything, please let us know.

Have a wonderful day!

Showing 5 reviews of 3,037 Read all reviews

TaxDome FAQs

Below are some frequently asked questions for TaxDome.

TaxDome offers the following pricing plans:

  • Starting from: USD 50.00/month
  • Pricing model: Subscription
  • Free Trial: Available

TaxDome offers a 14-day free trial for new users, after which the software is available with a subscription TaxDome’s Pro plan is $50 per user per month, billed upfront (with a 3-year plan). You can add seasonal staff for $85 per user per month.

TaxDome has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

TaxDome supports the following languages:

Brazilian Portuguese, Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Norwegian, Romanian, Spanish, Swedish

TaxDome supports the following devices:

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

TaxDome integrates with the following applications:

AcuityCRM, Calendly, Drake Tax, Dropbox Business, Gmail, Google Drive, Lacerte Tax, Microsoft Outlook, OneDrive, ProConnect, ProSeries Tax, QuickBooks Online, Schedulista, Stripe, TaxAct Business, TaxAct Professional, 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.