TaxDome Reviews

After Careful Review...

Pros:

We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.

Cons:

I wish there were more AI integrations for email and more APIs for tax organizer customization

Alternatives Considered: Canopy

Reasons for Choosing TaxDome: User experience, broader feature set, and cost

Switched From: Karbon

Reasons for Switching to TaxDome: We preferred the workflows and automation

New User with high expectations

Comments: So far the free trial has been a good amount of time to put TaxDome through the paces with a handful of actual clients. The integration with Zapier has also been key to help easily integrate the tech stack.

Pros:

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.

Cons:

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

Alternatives Considered: Zoho CRM, Trello, Canopy, Canva, Quickbooks Online, Asana and Xero

Reasons for Choosing TaxDome: The need for automation.

Switched From: Microsoft Excel

Reasons for Switching to TaxDome: The number of integrated features really helps replace at least half of the tech stack I was originally thinking of incorporating in my initial designs. I'm so glad I gave TaxDome a try first!

Great in theory; not in practice

Comments: Would not recommend it.
In concept, I think TaxDome could be a great product, but it seems like they don't get the user experience and the workflow of actual accountants. I wish as they were developing their features they would jump on calls with clients and observe how they expected the feature to work and make the according changes. I am very tech saavy, but so many of their features are just so unnecessarily cumbersome or don't do what we need them to.

Pros:

They are constantly making updates. The client portal is a much cleaner experience then the software we moved from. Customer service is responsive (even if not always helpful; see cons). I like being able to send clients messages and task lists - that is very helpful.

Cons:

Customer service is VERY responsive, but they often seem to misunderstand what we are asking. They will propose solutions and workarounds that don't solve the problem we are describing. There is a very active feedback board that seldom gets comments and updates about where certain features are in the pipeline. As soon as you suggest a feature it's put in the "under review" category but some features have hundreds of votes and have been "under review" for over a year with no comment from TD.

Alternatives Considered: Financial Cents and Canopy

Reasons for Choosing TaxDome: SmartVault was difficult for clients to navigate; their "Request Docs" had a lot of bugs.

Switched From: SmartVault

Setting up a practice and TaxDome

Comments: So far my experience has been great even though overwhelming. Customer service has been super helpful and the library of resources is huge. It's just a lot to take on at first, but I'm hoping it will pay off exponentially.

Pros:

So far I'm still in the set-up phase, which is overwhelming, but I like the ability to be able to set automations so that work will move forward without someone physically doing it. The client portal is easy to use and can be branded. The document storage and portal are what drew me to TaxDome, but the other features are empowering for someone setting up a new practice.

Cons:

So far there is no ability to just preview a template without adding it to the pipeline or workflow, which is creating a huge mess of tags and other items that will require clean up. The ability to view in the library without adding would be huge.

Alternatives Considered: Canopy and Karbon

Reasons for Switching to TaxDome: The pricing is better and more options are included in TaxDome without having to purchase add-ons like Canopy. Karbon wasn't right for my size practice.

A big help for my business

Comments: I am still setting it up to get more out of it, and I am still learning. Once I have it all figured out I think it's going to help me improve in efficiency and cut the time consuming repetitive tasks. Even with the price increase, it's going to help my business grow so it will help the bottom line.

Pros:

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.

Cons:

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.

Alternatives Considered: Canopy

Reasons for Choosing TaxDome: My website was created in Weebly, the client portal was with SmartVault, I used Encyro for electronic signature, my web address was hosted in another service. Now I have everything together in Tax Dome, plus I have the client management system and automations of tasks, that I didn't have before.

Switched From: SmartVault, Weebly and Encyro

Reasons for Switching to TaxDome: Client reviews. It seemed like the best option for my business.

Tax Dome is Awesome

Comments: The product and service are exceptional. I switched from Click-up.

Pros:

Ease of use. Value for the money. Customer support.

Cons:

Getting two signatures from two different people with one email address is difficult. I am very concerned about pricing and product features going forward with the company growing so rapidly.

Incredible CRM for Accountants

Comments: Extremely helpful! The customer experience has been wonderful because I feel like they actually want me to succeed with using their software.

Pros:

All its many features that allows me to have an all in one solution to offer for my client's satisfaction.

Cons:

I wish it had a lead form that could go directly on my website instead of just a link to a signup portal.

Alternatives Considered: HoneyBook and Dubsado

Reasons for Choosing TaxDome: Onboardible did not meet what I needed in my business, it had way too many issues with it and I was searching for something that would blow me away. Taxdome has done that for me

Switched From: Onboardible

Reasons for Switching to TaxDome: Accounting was the sole focus with this software and the questionnaires and all the forms were what stood out for me, along with it doing many of the other features that these softwares offered as well.

I will put all my eggs in this basket

Pros:

Right when I think that they haven't thought about something I want, I discover it. Their support is ready and available when I need it -- and even late at night when they're offline! I am very pleased and it takes a lot to make me want to make the move.

Cons:

There is not much to complain about coming from Canopy. What I would say is that I wished the "onboarding" was a more hands-on approach -- however, I respect their process because it has helped me learn the program so much more!

Perfect solution for accounting firms!

Pros:

I like how it had all inclusive features, though I believe some could be consolidated and flow better, I know that all firms are built differently which is why they have the setup they do.

Cons:

The ONLY thing I do not like it that you can't setup more intricate workflows for automated movement in the client pipeline, but again it's understood as to why.

Alternatives Considered: Canopy and Client Hub

Reasons for Switching to TaxDome: TaxDome seemed to offer the best platform and features, for the best price as well.

I Like Taxdome

Comments: I'm happy with the TaxDome CRM. Easy and friendly user.

Pros:

Easy to use, i have access to a lot of feature that i need for my company.

Cons:

The tax section with QBO don't have two tax and i'm in Québec City.

Tax Dome for our Advisory and Tax Firm

Comments: Our overall experience is great. The support team is especially helpful in training us and helping us to set up our pipelines, workflows, organizers, etc.

Pros:

The workflow and pipelines features are going to help us to be much more efficient. We are excited to automate so many of the processes we were accomplishing manually. We also love the client portal: everything the client needs to be aware of is on the portal's homepage for them to see right away.

Cons:

TaxDome is complex, so there is a bit of a learning curve.

Alternatives Considered: Canopy and TaxCaddy

Reasons for Choosing TaxDome: We had been using several different products to perform Practice Management. TaxDome combines features from each in one system.

Switched From: Teamwork.com, Teamwork CRM, ShareFile and PandaDoc

Reasons for Switching to TaxDome: Came highly recommended by fellow tax and advisory practitioners, the support is truly great and the TaxDome features and funtionality are very good and work with our way of working.

Saving me so much time

Comments: TaxDome has eliminated so many of my tracking spreadsheets and freed up so much time for me. The client portal is a serious upgrade from what I was using before as well.

Pros:

I love the task management and pipeline features of Tax dome. Automating tasks is a lifesaver.

Cons:

I would like to see more time tracking features, being able to have my team clock in and out for the day, and then track their time across all tasks and breaks would really be helpful and eliminate another bulky spreadsheet. Also the addition of a budget for each task, so we can track the budgeted time for each task/job and compare to the actual time our employees spent on it.

Alternatives Considered: Canopy and Asana

Reasons for Choosing TaxDome: I needed to free up the time I was spending each week and month maintaining task trackers, client trackers, tax return trackers, etc in Excel and I needed a new client portal.

Switched From: e-Pay and Microsoft Excel

TaxDome is INCREDIBLE

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.

Great product, Great Customer Service, and still finding hidden gems

Comments: My partner and I came from a tax firm that used a dated practice management workflow consisting of various disjointed software tools, spreadsheets, and humans. There were terrible inefficiencies resulting in considerable operating overhead (labor costs, software licenses, real estate, etc.) and a tremendous amount of stress during the tax season. Thanks for COVID, we decided that our new tax firm was going completely virtual with client appointments and we would leverage a practice management suite that helped us achieve efficiency, accuracy, and scale. We are leveraging a hosted version of our tax software eliminating the need for an IT person on-staff and TaxDome will allow us to streamline our workflow so we have no need for seasonal admin staffing. It's only been two weeks since we started working with TaxDome, but so far we are ecstatic and we see it helping us to fulfill our goals for the firm.

Pros:

Coming from a quagmire of administrative staff, spreadsheets, and various software to manage our practice, TaxDome is an absolute godsend. We've only had the opportunity to work with it for a couple of weeks during the trial period, but we have been impressed with it beyond our expectations. We really like the variety of tools that made the import of contacts/docs expedient and reliable. The email sync feature is just amazing as it eliminates the noise of a junked-up inbox. The mobile app with built-in document scanner is so incredibly neat that I think our clients will easily get on-board with these changes in how we interact with them. I would be remiss if I didn't give the customer service team some love as well. I must've bugged them everyday about something. They were prompt, courteous, and helpful with each and every correspondence. Lastly, as we continue to learn the TaxDome platform, we're discovering new functionality we didn't expect but will help immensely. For example, one feature we just found was the ability to edit PDF documents within the TaxDome platform itself. Amazing!

Cons:

Honestly, there hasn't been anything that I've experienced in the past 2 weeks that would warrant a complaint of any sort. We would've really liked to have a scheduling module in TaxDome where we can organize and schedule our reviews with clients, but not a deal breaker and as I understand it is in the works anyway.

Alternatives Considered: Taxaroo

Reasons for Switching to TaxDome: Night and day difference. TaxDome is like bringing a gun to a knife fight and Taxaroo is like bringing a dull butter knife to a gun fight. Taxaroo showed promise, but the lack of some features and lack of support made the decision easy.

Tools for moving to your next level

Comments: I'm saving time at the onboarding process

Pros:

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

Cons:

I would like to have Quickbooks payment integration

Alternatives Considered: Karbon

Reasons for Choosing TaxDome: My business grows and I need a tool to support it.

Switched From: Zapier, Trello and Microsoft Word

Reasons for Switching to TaxDome: Taxdome was very clear and open about price and features. You tube videos showed me in deep the product. Whit others, all was about general 3 minutes videos and asked me to pay more and more and more for adding more features. Taxdome is all included, no hidden prices, no hidden features

Exceptional Platform for Tax Professionals and Bookkeepers.

Pros:

TaxDome is an all-in-one service platform very helpful to tax professionals. I enjoy the different templates as it helps me to provide a more professional look and feel to my clients. I also enjoy the ability to import my clients in a batch rather than one by one. Being able to communicate and do invoicing right from Tax Dome is a win win.

Cons:

I was trying to do this all on my own and found the platform overwhelming and I gave up 2 years in a row. But I know TaxDome offers what I need to take my small tax and bookkeeping practice to the next level, so I decided to take advantage of their great customer services support team and it was the best decision I could have made.

Not perfect but the closest you'll find out there right now and constantly improving

Comments: I have been looking for something like TaxDome for years as a fully remote preparer and no one offers a comparable program and I feel it is priced extremely well. I felt like a kid on Christmas when I discovered it and couldn't wait to sign up and it has lived up to my expectation. It's not perfect but what I think makes it valuable is their request feature and transparent development. Knowing that someone is working to improve a product definitely affects your opinions on the current version. I would prefer that to a product that is never going to change and you have to adapt to.

Pros:

It's well designed for tax professionals and know which features we need accessible to us in one place. I was able to replace 4 other vendors immediately with the potential to replace 2 more as they add additional features. I turned off my email notifications and now I just login to TaxDome when I'm ready to work and everything is in one place and I'm not overwhelmed and distracted by emails. I thoroughly enjoy working within the platform as I can stay in one place and get a lot done without skipping around in various programs. I love to work from the client's page because I can see everything I need for them in on place while I'm working on their return. While there is a learning curve for clients that can't be avoided, the feedback from my clients is very positive. I have always been a remote preparer so that is nothing new for me or for them, but they do like this new platform after years of me trying to find the best fit. The customer service is unmatched. They really want to hear from you and help you and the amount of additional help they offer outside of the norm at no additional charge is unheard of. I love the template and automation features in TaxDome. I feel like I can stay connected with my clients more easily and it saves manual work which is always the goal!

Cons:

There is definitely room for improvement and I'll note them in cons but I want to preface by saying that I wouldn't consider them a con against deciding to use the application. The benefits far outway the issues and, most importantly, they are constantly adding new features and improvements and are very transparent about it which is great as a user because you know they care what you want and are actively working on it. It also helps you plan for future improvements. For example, the current organizer doesn't have conditional logic but it's being developed. I'm waiting for that to be available as well as other organizer improvements to move my organizer into TaxDome. The billing feature leaves a LOT to be desired and I debated keeping my outside vendor for billing because of it but, again, they already have one improvement in the works and I have faith they'll listen to other ideas for future improvement. It's the one piece that I feel like was quickly added in to make it available which is appreciated but it really needs a lot of TLC to make it appropriate and professional enough for our industry. The billing section is my only real complaint. They also really need to update the word contact to engagement letter to be more industry-appropriate but I've seen it requested by many so I'm hoping they update that soon.

TaxDome CRM Review

Pros:

I was looking for several different features for managing my practice in order to get it ready for growth - with a few of the other CRM tools I was looking at, it was going to require heavy configuration and hefty consulting rates. When I found tax dome I found that many of the features I needed were already built in. Excited to see how the program ultimately functions in a live setting - but it certainly looks like it will meet my needs.

Cons:

So far so good - a little disappointed in support for now. I had a 45 minute call with a representative on a Thursday and was promised a follow-up message by the next day. It's been a week and I've sent two emails to them and still no response. Even if my issues aren't resolved yet - it would be nice to have at least received an acknowledgement.

Alternatives Considered: Atom and Method CRM

Reasons for Choosing TaxDome: Tool wasn't designed for accounting and I've outgrown what it can do for me.

Switched From: Follow Up Boss

Reasons for Switching to TaxDome: More of what I needed was native to TaxDome.

Good Software

Comments: Good so far. Just ended our free trial.

Pros:

I like the pipelines and automation. That is going to help us streamline our processes.

Cons:

I would really like a more robust time budgeting and time tracking function. I really want my employees to be able to see the expected time budget on each job and the progress towards that as work is performed so they can be aware of it as they work and for the Partners and Managers to be able to report on time v budget easily.And honestly, the name as a turn off. The name Tax Dome made us feel this was a solution for tax only. Tax is only 20% of our firms revenue so we almost didn't look at it.

Alternatives Considered: Karbon

Reasons for Choosing TaxDome: JetPack was no longer meeting our needs.

Switched From: Jetpack Workflow

Reasons for Switching to TaxDome: Honestly, neither product was perfect. Each had features unique to them that we loved and wished we could marry the two for the perfect solution. However, Tax Dome was closer to perfect and have a track record of pushing out features faster. So we felt in the long run TD will get to perfect faster.

Guiding clients to upload needed documents in the right places before staff start working

Comments: We are cutting the time we spend on obtaining client documents and signatures significantly.

Pros:

The flexibility of the portal is outstanding compared to other solutions we reviewed. Especailly for our tax resolution clients which make up over 89% of our client base. When we have a client that has not filed taxes in multiple prior years TaxDome makes requesting, obtaining and organizing this data automatic through the use of customized organizers with document requests embedded that link to the specific folder we need that document loaded to. Priceless!! Cuts that time we are paying team members to chase clients for data down by more than half!

Cons:

I do wish that for the price Tax Dome was able to not only download tax transcripts but also provide the analysis and reporting that Tax Help Software provides. If they could do that we would be over the moon!

Alternatives Considered: Canopy, PitBullTax and Client Hub

Reasons for Choosing TaxDome: The automation and ability to organizw the PBC documents as the client loads them was the key to our decision. Even though Pitbull has more resolution capablity we find that our biggest need is in guiding the clients.

Reasons for Switching to TaxDome: Flexibility

TaxDome is Awesome

Comments: I am currently using SmartVault and am not completely satisfied with its capabilities. So, I decided to give TaxDome Trial a try. I have to say it's the best decision I have made this year. TaxDome's capabilities exceed SmartVault's by far. I will no longer be using SmartVault, I am now a TaxDome user.

Pros:

I love the variety of features.The Tax Academy Email SyncingInformation in one place for both me and my clients to access.Customizations

Cons:

Invoicing needs improvements. I would like to be able to receive payments through QuickBooks, Venmo and PayPal and it come through automatically. More templates would be nice.

Alternatives Considered: SmartVault

Reasons for Choosing TaxDome: Lack of features, expensive

Switched From: SmartVault

Reasons for Switching to TaxDome: More features, less expensive

Sole Practice with Pro Version

Comments: It had been improving, initially my white-glove onboarding didn't help me the way I should had been helped, realizing this has I learned more the system and persistently asked questions as many of the information and responses were conflicting I need to invest a lot of my time to clarify and streamline that process. It is getting better as I expressed my concerns and dissatisfaction with the approach.The platform is well thought and design with exception of the conditional features, but the communication and onboarding needs to be consistent, transparent and effective, after all TD it is target to accountants and we care about these.

Pros:

Despite of being a sole practitioner I thought initially many of the functionalities won't be of use to me, although I realized the Pro version emphasizes in automation with workflows and many templates in particular intuit organizer that could save you and your client time as it streamline the communication and organization process. There are other features that are well thought, but conditionally implemented, which lead me to the Cons

Cons:

I learned sadly that in TD I can't receive payments without joining the Stripe or CPACharge providers, for an ACH transaction you have to pay a percentage, even if you don't take credit cards. In top of that you can't use the feature to lock the documents to an unpaid invoice for the same reason, you need to join and pay a percentage to a 3rd party payment processor in order to activate this feature. From my view an indirectly way of forcing the user to join and pay a percentage in order to use the functionality.Clearly this defeats the platform's objective since it is marketed and designed for automation to minimize the admin work and some of these cool features are conditional, thus you can't automate these unless you comply.

Great Product

Comments: Still working on deployment but overall I am very excited and grateful that this team exists. Our industry needs people that care about accountants as customers instead of profit vessels. This is the first company in a really long time that I feel actually gets it and is putting their customer before their profits. They are actually providing a ridiculous amount of value.

Pros:

This system is packed with most things you need to run your practice. I have used most softwares.. They always seem to be missing something that their company things is little but is actually critical. like pdf scanner vs photo taking when getting documents in through the app, or having a recurring task auto populate monthly for something such as sales tax filing. It seems as though TaxDome really understands their customer and I think these other platforms better watch out..... This company is coming to eat their lunch.

Cons:

Deployment for sure. A product as feature dense as taxdome is sure to come with a lenthy rollout but I think it can be done much better..first TaxDome gives you multiple ways to get things set up. good thing is it appeals to different peoples way of doing things i guess but the bad part is that it adds complexity to an already overwhelming deployment experience. While they have great customer service, there def isnt enough time. I think this is something the company is probably working on while they are scaling im sure.A suggestion would be to instead of sending a client a deployment checklist, send them to a path of videos walking them through a checklist that is on the same page.Have the chat direct them there until that process is finished then bombard them with messages.Have them do that to complete all of the basics than have a mandatory more than 45 minute customer service call.I know 45 minutes is already a long time however I think this platform requires someone dedicated for atleast a few hours to really work out the kinks .

Worth it!

Comments: Spent several months setting up various items to get started prior to tax season. But as with any new program, you don't know what you don't know. So the first year was a little trial and error before we were able to determine what worked for us and what didn't. That's the beauty of the program, you're able to customize it to fit your needs.

Pros:

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.

Cons:

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.

Feedback

Pros:

I am just using TaxDome in free trial so I can't comment yet on the final implementation. Compared to other products on the market I like the technical support and unlimited document storage, which is usually not included in products from competitors. Also, the app looks more advanced compared to the others on the market.

Cons:

Understanding how to setup / customize a pipeline to my needs wasn't very easy to understand in the beginning, even after I've done the same while testing other products on the market. Apparently, technical support is included so I'm sure with a little help, I will fully understand the system. I don't know if it's possible to adjust the layout of the portal (colors of the menu etc.) to match the company's CI, during the demo call I was told the portal is whitelabelled so I assume this will be possible somehow. If not, that would definitely be something I would appreciate in the future as the competitor's products offer that.In addition I would love TaxDome to issue QR payment slips directly when the invoicing is done through the portal. I understand it's possible to pay by credit card but that's not that common in Switzerland. Having an invoicing pipeline where at the end of the process (when the client is providing electronic signature for his tax return), the portal automatically generates an invoice and QR payment slip so clients can just scan the QR code on the screen with their mobile app, that would be a dream come true. To me, that would be a major advantage compared to other products on the market where it's a pain to use the portal's invoicing automation as a non-US company.