Helpt Belgische bedrijven al 18 jaar
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Wat is TaxDome?

Alles-in-één software voor belastingvoorbereiders, accountants en boekhouders.

Perfect om uw bedrijf te laten groeien: stop met het betalen van een dozijn tools en run uw praktijk vanuit één geïntegreerde hub.

Geautomatiseerde workflows, gebruiksvriendelijk klantenportaal, aanpasbare CRM, onbeperkte en veilige bestandsopslag, e-handtekeningen, messaging & meer voor de prijs van één app.

Wie gebruikt TaxDome?

Accountants, Boekhouders en Fiscalisten

TaxDome Software - 1
TaxDome Software - 2
TaxDome Software - 3
TaxDome Software - 4
TaxDome Software - 5

Twijfels over TaxDome? Vergelijk met een populair alternatief

TaxDome

TaxDome

4,7 (3.260)
€ 58,00
maand
Gratis versie
Gratis proefversie
67
17
4,5 (3.260)
4,7 (3.260)
4,7 (3.260)
VS.
Beginprijs
Prijsopties
Functies
Integraties
Gebruiksgemak
Waar voor je geld
Klantenservice
US$ 20,00
maand
Gratis versie
Gratis proefversie
87
195
4,4 (4.311)
4,3 (4.311)
4,4 (4.311)
Groene beoordelingsbalken geven het winnende product aan, op basis van de gemiddelde beoordeling en het aantal reviews.

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TaxDome reviews

Gemiddelde score

In totaal
4,7
Gebruiksgemak
4,5
Klantenservice
4,7
Functies
4,6
Waar voor je geld
4,7

Reviews op basis van bedrijfsgrootte (werknemers)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Brendan
CPA
Geverifieerde LinkedIn-gebruiker
Administratie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Great all-in-one tool but requires ramp-up time

4,0 3 jaar geleden
Bijschriften in het Nederlands beschikbaar in de videospeler
Sonja
Bestuurder in België
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: Gratis proef
Bron van de reviewer

Tijdsbesparing in taakopvolging

4,0 vorig jaar

Opmerkingen: positief

Pluspunten:

Eenvoudig voor de klantAutomatische reminders naar klant wanneer men een taak niet doet

Minpunten:

Workflow installeren is moeilijk, maar hiervoor is er een goede ondersteuning van de helpdesk.

Carmine Beatrice
Carmine Beatrice
Virtual Assistant in Filipijnen
Geverifieerde LinkedIn-gebruiker
Administratie, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Reliable Taxdome

5,0 vorige maand Nieuw

Opmerkingen: I've always had a reliable experience with TaxDome. I appreciate that it offers workshops and keeps up with timely updates. The platform is safe and secure for clients, and it's easy to navigate. I also like the user-friendly interface, which is not intimidating. TaxDome fosters efficient client relationships by promoting seamless communication

Pluspunten:

Secure, reliable, user friendly for both tax preparer, admin and client

Minpunten:

I suggest to put AI in chats to check grammar, spelling and make overall communication efficient

Reactie TaxDome

4 weken geleden

Thank you for your thoughtful review! It’s wonderful to hear that you’ve found TaxDome to be reliable, secure, and user-friendly for both your team and your clients. We’re thrilled to know that features like seamless communication and timely updates are helping foster efficient client relationships. Your suggestion to incorporate AI in chats to improve grammar and spelling is fantastic! I’ve shared this feedback with our product team, as we’re always looking for ways to enhance the user experience. If you’d like to share more details or have additional ideas, feel free to reach out to us at [email protected]. We’re always here to listen and support you!

Stephanie
CEO in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

From Data Collection to Service Excellence with TaxDome

5,0 2 maanden geleden

Opmerkingen: TaxDome saves us a tremendous amount of time, allowing us to focus our work hours on what truly matters—serving our clients. Data collection is often the biggest speed bump in the process, but with TaxDome, we can keep moving forward seamlessly!

Pluspunten:

Everything in One Place – Switching to TaxDome allowed me to cancel four other software programs. It centralizes all aspects of an engagement, including text messages, emails, e-signature documents, invoices, engagement letters, client questions, and files. This streamlined approach saves time and eliminates the hassle of chasing information across different platforms. For team members collaborating on the same client, everything they need is at their fingertips, enhancing efficiency and productivity.

Minpunten:

At one point, the mass messaging feature glitched, but thankfully, it seems to be working fine now.

Reactie TaxDome

2 maanden geleden

Thank you for sharing your experience with TaxDome! It’s fantastic to hear how it has transformed your practice, allowing you to streamline operations and focus on delivering exceptional service to your clients. The ability to consolidate everything—from communication to e-signatures and invoices—all in one place is a huge time-saver, and we’re thrilled that it’s made such a positive impact on your workflow! 😊 If you ever encounter any issues or have suggestions for further improvements, please feel free to reach out at [email protected]. We’d love to hear from you and ensure TaxDome continues to exceed your expectations. Thank you for being a valued part of the TaxDome community and for trusting us to simplify your practice.

Patrick
Tax Adivsor in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Good software overall but room for improvement

3,0 2 maanden geleden

Opmerkingen: customer support is great which is helpful to quickly learn if its user error or a feature that does not exist.

Pluspunten:

- Client communication - customer support

Minpunten:

- inbox+ is not efficient to close out notifications and tasks that are done - pipeline needs ability to move "backwards" as some workflows require to go back and redo a step

Reactie TaxDome

2 maanden geleden

Thank you for your thoughtful review! It’s great to hear that you’ve had a positive experience with our client communication features and our customer support team. We’re glad to know they’ve been helpful in addressing your questions and ensuring a smooth experience with TaxDome. Your feedback on Inbox+ and pipeline functionality is much appreciated. We understand how important it is for workflows to be adaptable to your processes. If you’d like, please reach out to us at [email protected]—we’d love to hear more details about your needs and explore how we can make your experience even better. Thank you for being a valued member of the TaxDome community! 🚀

Valerie
Enrolled Agent - Owner in VS
Administratie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

TaxDome helped me to organize

5,0 3 maanden geleden

Opmerkingen: It has really helped organize my clients.

Pluspunten:

I like how everything is available to the client in the portal. Also, the pipelines are great, it is very customizable!

Minpunten:

Little bit of a learning curve, but that is the same with any software.

Reactie TaxDome

2 maanden geleden

Thank you for your review and for sharing how TaxDome has helped you organize your clients! We're so glad the client portal and customizable pipelines have been valuable tools for you. It's wonderful that TaxDome’s focus on tax practices aligns well with your needs and provides the features you were looking for at the right price. 😊 We also offer various resources to help you make the most of TaxDome, including webinars, tutorials, and our TaxDome Academy. You can explore them here (https://help.taxdome.com/category/554-taxdome-academy). If you ever have questions or need assistance, email us at [email protected]. Thanks again for your feedback; we’re excited to continue supporting your practice!

Jacob
CEO in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Perfect for the full service firm.

5,0 2 maanden geleden

Opmerkingen: It has saved my bacon more time than I can count because it manages projects and keeps 95% of client communications in the platform, allowing the team to see and access each client's info anytime.

Pluspunten:

It's as close to an all-in-one solution as I can find. While it is great for taxes it is also great for bookkeeping, payroll, and monthly services.

Minpunten:

I wish you could port your existing phone number into the system.

Reactie TaxDome

2 maanden geleden

Thank you for sharing your experience with TaxDome! It’s fantastic to hear how much you value the platform’s ability to centralize project management and client communications, making it accessible for your entire team. Knowing that it’s been a reliable tool for taxes, bookkeeping, payroll, and monthly services is music to our ears—we’re proud to be your all-in-one solution! We’ve had similar suggestions regarding phone number portability, and I’ve added your vote to our feedback board: feedback.taxdome.com/p/use-existing-business-phone-number-for-sms-messages-integration. Your input helps shape the future of TaxDome, and we truly appreciate your insights. Thank you for choosing TaxDome as your trusted partner for running a full-service firm. 🚀

Jackie
President in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

TaxDome is Great!

5,0 2 maanden geleden

Opmerkingen: Overall I've been happy with the pricing structure and being able to add and remove users based upon the seasonality of my business. I love the automations and how much manual work has been removed from administrative work.

Pluspunten:

I like being able to manage different projects, automate workflows and have document exchange all in one place.

Minpunten:

Tagging can get messy and confusing if not well managed.

Reactie TaxDome

2 maanden geleden

Thank you for sharing your experience with TaxDome! It’s wonderful to hear how much you value the pricing flexibility, automations, and the ability to streamline your administrative tasks. Managing projects, automating workflows, and handling document exchanges all in one platform is exactly what we aim to deliver—so it’s great to know it’s working well for you! Your feedback on tagging is noted, and we’d love to learn more about your specific experience. If you’d like, please reach out to us at [email protected]. We’re here to ensure the system works seamlessly for you. Thank you for choosing TaxDome to grow your practice, and for being a valued part of our community!

Rachel
EA in VS
Administratie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Positive, but the software is not for novice tech users

4,0 2 maanden geleden Nieuw

Pluspunten:

Security and the ability to capture e-signatures with my clients

Minpunten:

Pipelines are difficult and time consuming to set up.

Reactie TaxDome

vorige maand

Thank you for sharing your experience with TaxDome! 🌟 We’re thrilled to hear you value the platform’s security features and the convenience of capturing e-signatures with your clients. It’s wonderful to know TaxDome’s ease of use and integrations played a key role in your choice to switch. To help you maximize your experience, we offer various resources like TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps. If you ever need hands-on guidance, feel free to reach out at [email protected]—we’re here to help! Thank you for choosing TaxDome as your trusted partner, and we’re excited to support your practice’s growth!

Meg
Owner and CEO in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

Highly recommend TaxDome!

5,0 2 maanden geleden

Opmerkingen: Very easy to use and happy with the experience! I would highly recommend TaxDome to a practice that wants a seamless, online experience for their clients that also makes it easy for your team to use.

Pluspunten:

TaxDome makes it easy for me to run my practice as a small business owner with a not-so-huge budget. It keeps everything in one place to make it easier for my team and my clients, and it's user-friendly so my clients enjoy the experience.

Minpunten:

As a newer company, TaxDome is still figuring out the best way for things to work, so there are sometimes areas that aren't as user-friendly, or need to be improved. BUT... TaxDome is very responsive to this, and not only has an easy way for users to communicate (and up-vote) what needs to be done, but they are constantly working on improving the product.

Reactie TaxDome

vorige maand

Thank you for sharing your wonderful experience with TaxDome! We're thrilled to hear how it’s making your practice run smoothly, especially as a small business owner. Having everything in one place for your team and clients, and providing a user-friendly experience, are exactly the outcomes we strive for! We appreciate your recognition of our commitment to ongoing improvement. Our goal is to continuously enhance TaxDome based on feedback like yours. Be sure to check out our roadmap (https://feedback.taxdome.com/roadmap) to stay updated on upcoming features and improvements. If you have additional ideas or want to share more details, feel free to reach out at [email protected] —we’d love to hear from you!

Kathy
Firm Owner in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

TaxDome is indispensable

5,0 2 maanden geleden Nieuw

Opmerkingen: I use TaxDome every day. It's hard to imagine going back to working without it.

Pluspunten:

TaxDome is the central hub for client information and communication. The new Client Requests make it easier to get information from clients. The chat is great for secure communication.

Minpunten:

I wish it had an appointment scheduling module.

Reactie TaxDome

vorige maand

Thank you for sharing your experience with TaxDome! We’re delighted to hear how indispensable the platform has become in your daily work and that features like Client Requests and secure chat are making a difference for your practice. It’s wonderful to know TaxDome serves as the central hub for your client communication and information management. We appreciate your feedback and I'll be sharing it with our product team for consideration. If you have any additional thoughts or ideas, please don’t hesitate to reach out at [email protected]. We’re always eager to improve and ensure TaxDome meets your needs. Thank you for choosing TaxDome and being part of our community. Here’s to continued success! 🚀

Carolyn
Tax Preparer in VS
Financiële dienstverlening, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Taylor Tax Preparation Services LLC

5,0 2 maanden geleden

Opmerkingen: I have had a great experience with TaxDome! I recommend TaxDome to other tax preparers.

Pluspunten:

Tax Dome is very user friendly. It is a one stop shop for tax preparers from start to finish. My tax clients love the platform. TaxDome listens and take action on recommendations from their customers. TaxDome invite their customers to participate in beta testing and readily receive feedback for improvements.

Minpunten:

Computer based training can be more intuitive.

Reactie TaxDome

2 maanden geleden

Thank you for sharing your experience with TaxDome! We’re thrilled to hear how much you and your clients are enjoying the platform and that it’s become such a valuable one-stop shop for your tax preparation process. It’s wonderful to know you appreciate how we listen to feedback and engage with our community through beta testing—your input is what helps us improve and innovate! We also understand the importance of intuitive training resources, and we’re constantly working to make onboarding and learning as seamless as possible. If you ever need guidance or have more feedback, don’t hesitate to reach out at [email protected]. Thank you for being such an integral part of the TaxDome community!

Rob
Owner in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Great Program

5,0 4 maanden geleden

Opmerkingen: My overall experience with TaxDome was very good. If I wasn't merging in with a larger firm I would absolutely continue to use it and would highly recommend to anybody that is looking for a firm management software. Customer service is quick to respond and they are constantly making improvements.

Pluspunten:

The program is easy to use once you have it setup the way you want it. There are tons of features to make it scalable for almost any size practice. Time tracking, invoicing, cloud storage and more all in one place. It really does make running a practice easier.

Minpunten:

The only negative for me is the amount of time it takes to get it setup the way you want it. Once you do, it's smooth sailing from there.

Reactie TaxDome

3 maanden geleden

Thank you so much for the kind words! We're thrilled to hear that TaxDome has made running your practice easier and that you’ve found it scalable with so many useful features like time tracking, invoicing, and cloud storage all in one place. It’s great to know that our customer service and continuous improvements have made a positive impact for you as well. We truly appreciate your recommendation, and we hope to continue helping you streamline your practice in the future!

Anays
CPA and CEO in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

TaxDome is the Best!

5,0 3 maanden geleden

Opmerkingen: The best! I work with many CRM’s for my other businesses and never found one for the accounting industry, TaxDome is what helps me run my firm.

Pluspunten:

I love the that we can organize a workflow, add tags, keep up with work. I came from using Keap and Canopy tax, there is nothing like TaxDome. My clients love the portal.

Minpunten:

I don’t find anything I least like, I would just like a few things added, the ability to upload docs into a clients portal from my phone and a bit more automation in the pipelines.

Reactie TaxDome

2 maanden geleden

Thank you for such an enthusiastic review—"The Best!" is music to our ears! We're thrilled to hear how TaxDome has transformed the way you run your firm, especially compared to other CRMs you've used in the past. It's wonderful that features like workflow organization, tags, and work tracking have been a game-changer for you, and it’s even better to know that your clients love the portal too! Feedback like this keeps us motivated to continue enhancing the platform to meet your needs. We’d love to know more details about your ideas so we can share them with our Product Team. Please feel free to reach out to us anytime at [email protected]—your feedback helps shape the future of TaxDome! Thanks again for trusting us to support your firm, and we’re honored to be your #1 choice. 😊

Latonda
Managing Director in VS
Administratie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

Game-Changer for Streamlining My Tax and Bookkeeping Business

5,0 3 maanden geleden

Opmerkingen: TaxDome has completely transformed the way I manage my tax and bookkeeping business. From the moment I started using it, I noticed an immediate improvement in my workflow, organization, and client communication. The platform is a powerhouse for automation, allowing me to streamline everything from client onboarding to document collection and e-signatures. What sets TaxDome apart is its intuitive design and all-in-one functionality. I can manage my entire practice from one dashboard—no need to juggle multiple tools anymore! The client portal is user-friendly and professional, making my clients feel confident and engaged in the process. The support team deserves special recognition for their responsiveness and expertise. Anytime I’ve had a question, they’ve gone above and beyond to ensure I had the resources I needed. As a growing business owner, TaxDome has been a game-changer. It saves me hours each week and gives me the confidence to scale my business without the chaos. I highly recommend it to any tax or accounting professional looking to simplify their operations and elevate their client experience.

Pluspunten:

The most impressive feature of TaxDome is its ability to centralize all aspects of my practice in one platform. The seamless integration of client portals, automated workflows, and e-signature capabilities saves me hours of administrative work every week. I also love how intuitive and user-friendly it is for both my team and clients, which makes collaboration effortless. The level of automation it provides has truly elevated my efficiency and client experience.

Minpunten:

While TaxDome is incredibly powerful, the initial setup and learning curve can be a bit overwhelming. Configuring workflows and fully understanding all the features takes some time and effort. However, once everything is set up, the system runs smoothly and is well worth the investment.

Reactie TaxDome

2 maanden geleden

Thank you so much for sharing your amazing feedback! We're thrilled to hear that TaxDome has been a game-changer for your tax and bookkeeping business. It’s fantastic to know that our platform has helped improve your workflow, organization, and client communication while saving you hours each week. We're especially glad to hear how much you value the all-in-one functionality and intuitive design—providing seamless automation and enhancing your client experience is exactly what we strive for! We also deeply appreciate your shout-out to our support team! It’s wonderful to know they’ve been able to provide the resources and assistance you needed to succeed. If you have any additional ideas or feedback, we’d love to hear them! Please feel free to reach out at [email protected]. Your insights help us ensure TaxDome continues to grow with you and your business. 😊

Cindy
Owner in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

The game-change my firm was looking for

5,0 2 maanden geleden

Opmerkingen: It has been a real game-changer for my practice and has helped so much with annual tax preparation. I'm also very impressed at how reactive TD is to user requests and all of the improvements released.

Pluspunten:

Everything is all in one place! I was able to drop several other apps. The automations for workflow are mind-blowing. I love being able to mass email with filters for targeted clients. I love locking documents to payments and now I have reduced my $45K A/R to $0.

Minpunten:

We are using Keeper to manage our accounting work because I can't get TD to do what I need.

Reactie TaxDome

2 maanden geleden

Thank you for your thoughtful review! We're thrilled to hear that TaxDome has been transformative for your practice, especially with features like workflow automations, targeted client communication, and the ability to reduce your A/R to $0—these are the kinds of wins we aim to deliver for our users. It’s also fantastic to know you appreciate our responsiveness to user requests and regular improvements. We’d love to hear more about your feedback regarding managing accounting work within TaxDome. Your insights are invaluable and help shape the future of our platform. Please don’t hesitate to reach out to us at [email protected] to share more details. And don’t forget to check out our blog for updates on the latest feature releases: blog.taxdome.com/. Thank you for being a part of the TaxDome family! We're excited to continue supporting your firm’s growth.

Lana
Accountant in Belarus
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

The best tax pro all-inclusive tool for 2024

5,0 5 maanden geleden

Pluspunten:

It's made specifically for tax pros. All the features are thoughtfully designed around optimizing professional tax pro / accountant workflows. This is by far the best all-in-one accounting tool I have used. You can tell the team is putting in work on the tool with new monthly features being shipped every month. This is the opposite of Intuit. You guys are great. TaxDome saved us at least 200 hours of manual work the past tax season.

Minpunten:

Minor things like not having a preset / prefilled client reminder occurrences and frequency.

Reactie TaxDome

5 maanden geleden

Thank you so much for your kind words and for recognizing our efforts! We’re thrilled to hear that TaxDome has saved you over 200 hours during tax season—this is exactly what we strive for with every feature we release. It’s great to know you’re enjoying the continuous monthly updates! Regarding your suggestion about preset or prefilled client reminder occurrences, we truly appreciate your feedback. While this isn’t a feature we currently offer, it aligns perfectly with the kind of enhancements we’re considering. Rest assured, we’ve shared this with our product team for future development. We’re always here to listen and improve, so if you have any more ideas, feel free to submit them through our Ideas Suggestions Board - https://help.taxdome.com/article/203-how-to-suggest-an-idea. Your input helps us continue building the best possible experience for our users!

Amy
Owner in Canada
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Excellent choice for any size firm

4,0 2 maanden geleden

Opmerkingen: Tech support is responsive, they take user suggestions seriously and implement them. This is a great product/service. One of the best I have invested in for my business.

Pluspunten:

Client portal, digital signing and excellent other features to help keep our firm organized

Minpunten:

The cost jumped quite a bit. They do have a multi-year price but it would be nice if they extended that into signing an agreement and paying the annual fee yearly, instead of having to pay multiple years at one time.

Reactie TaxDome

2 maanden geleden

Thank you for the fantastic review! We’re thrilled to hear how TaxDome has been such a valuable investment for your firm, and that features like the client portal and digital signing are helping to keep your business organized. It’s also wonderful that you appreciate our responsiveness and commitment to implementing user suggestions—your feedback truly shapes TaxDome’s continuous growth! We’re always exploring ways to make our plans more accessible for firms of all sizes. Thank you for sharing your feedback—it’s valuable, and we’ll pass it along to the team. If you have additional suggestions or questions, feel free to contact [email protected]. We're always here to support you. 😊

Francisco
Owner in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Once you get past the set up, Taxdome is awesome!

5,0 3 maanden geleden

Opmerkingen: Like every app. It has its pros and cons. But overall, Taxdome has been a great addition to our firm

Pluspunten:

Automations, workflows, Consistent updates and great support

Minpunten:

It takes a long time to set up but once it is set up, it is great. Their email inbox feature is not a true shared inbox. Laking CRM-like timeline and visibility

Reactie TaxDome

2 maanden geleden

Thank you so much for sharing your experience! We’re thrilled to hear that TaxDome has been a valuable addition to your firm, especially with features like automations, workflows, and consistent updates. Our team is continually working to streamline onboarding, and we’re always here to help during the process. We appreciate your feedback regarding the email inbox feature, CRM-like timeline, and visibility. We’re actively exploring these areas for improvement and will share your suggestions with our product team as we continue enhancing the platform. Please keep an eye on our blog for (https://blog.taxdome.com/) updates on upcoming features! Thank you for being a part of the TaxDome family, and for helping us improve with your valuable insights! Feel free to reach out to out team at [email protected] if you need assistance or have additional feedback.

Vanessa
Owner in VS
Administratie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Best Decision I Ever Made!

4,0 5 maanden geleden

Opmerkingen: Switching to TaxDome was the best decision I ever made. I was juggling client management, task management and month end closing with four different softwares. TaxDome has allowed me to streamline my process and manage my business and individual clients using one platform.

Pluspunten:

I love the ease of communicating with my clients and creating workflows.

Minpunten:

I don't like not being able to accept partial payments.

Reactie TaxDome

5 maanden geleden

Thank you for your feedback. We understand the importance of accepting partial payments and are pleased to let you know that this feature has been released! You can now manage partial payments more efficiently. For details on how to use this new feature, please check out our blog -(https://blog.taxdome.com/elevate-your-brand-and-get-paid-faster-with-redesigned-and-customizable-invoices-in-taxdome/?utm_source=beamer&utm_medium=SM_aug24&utm_campaign=customizable_invoices). We appreciate your input and are always here to help with any other questions or concerns you might have. Thanks again for sharing!

Fabian
CEO in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Great CRM for a Tax Office

4,0 3 maanden geleden

Opmerkingen: TaxDome has been our client management tool for two years and overall we are happy with it. It integrates with QB but it doesn't with Xero, which we hope they do! Overall it's been a great tool for client management.

Pluspunten:

Organizers, client portal, documents management, easy to use and upload documents.

Minpunten:

More flexibility/customization of user permissions. No integration with Xero.

Reactie TaxDome

2 maanden geleden

Thank you for your thoughtful review! We're so glad to hear that TaxDome has been a great client management tool for your firm over the past two years. It's great to know that features like organizers, the client portal, and document management have made a positive impact on your workflow. Ease of use is a top priority for us, so it’s fantastic to see it reflected in your experience. These are valuable suggestions, and we’re constantly exploring ways to enhance the platform. Your feedback helps guide us in making improvements that matter most to our users. If you have additional ideas or specific use cases you’d like us to know about, feel free to share them at [email protected]. We love hearing from you! Thank you for being part of the TaxDome community! 💙

Darrell
Managing Director in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Practice management at its best!

5,0 2 maanden geleden

Opmerkingen: We have tried various work productivity tools over the past decade. Since moving to TaxDome two years ago, we have not even considered another option. I appreciate their commitment to continuous improvement of features that has me thoroughly pleased.

Pluspunten:

I am able to collaborate effectively with my team on work as well as with my clients.

Minpunten:

The name implies that it is meant for tax professionals, which may be misleading. However, having a practice focused on client accounting services, I can say that it fits our needs perfectly.

Reactie TaxDome

2 maanden geleden

Thank you for your wonderful review! It’s fantastic to hear how TaxDome has streamlined your practice and enabled seamless collaboration with both your team and clients. We're thrilled that you've found the platform to be such a great fit for your client accounting services. If you ever have additional suggestions or thoughts, feel free to reach out at [email protected]. We’re grateful to have you as part of the TaxDome family and look forward to continuing to support your success!

Dana
Senior Tax Accountant in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

It is worth it!

5,0 2 maanden geleden

Opmerkingen: The more our office become committed to using TaxDome, the more rewarding it is and we realize it is worth the effort and cost.

Pluspunten:

TaxDome is hard, but I love knowing TaxDome provides excellent support. I am learning every month how TaxDome can make our office more efficient. It is definitely a process, but one that is rewarding when it all comes together.

Minpunten:

I feel like you really need to invest, which takes time - time to learn, time to implement, time to review and revamp. Once you invest time to learn and setup, it saves you the time you are looking for.

Reactie TaxDome

2 maanden geleden

Thank you for sharing your experience with TaxDome! It’s wonderful to hear how committing to the platform has proven to be a rewarding investment for your office. Knowing that you’re discovering new ways to boost efficiency each month is exactly the kind of impact we strive for. We’re especially glad to hear that our support team has been there to assist you along the way—it’s our goal to make the learning and implementation process as smooth and valuable as possible. Thank you for being a part of the TaxDome community, and we’re excited to continue supporting your success! 🚀

Mai
Owner in VS
Administratie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

Platform is great!!

5,0 2 maanden geleden

Opmerkingen: I have enjoyed my time using TaxDome and watching the growth and positive changes that have been implemented.

Pluspunten:

You can see all activities associated to a job in on screen.

Minpunten:

I wish the calendar would sync to your personal calendar for appts and specific task, not all task.

Reactie TaxDome

2 maanden geleden

Thank you for sharing your experience with TaxDome! We’re delighted to hear how much you’ve enjoyed using the platform and witnessing its growth and positive changes. Knowing that features like job activity tracking on one screen are enhancing your workflow means a lot to us. Your support and loyalty inspire us to keep improving! If you ever have additional feedback or suggestions, feel free to reach out at [email protected]—we’d love to hear your thoughts and ensure TaxDome continues to meet your needs.

Pavan
Managing Partner in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Practice Essentials

5,0 2 maanden geleden

Opmerkingen: Very good so far. I'm able to structure my practice and helps me work on my business as much as I work for my client's business.

Pluspunten:

The functionalities, elements to customize

Minpunten:

Building pipelines myself is a time consuming process in developing as well as implementation after it.

Reactie TaxDome

2 maanden geleden

Thank you for your review! It’s great to hear that TaxDome is helping you structure your practice and balance working on your business alongside serving your clients. We’re glad you’re enjoying the platform's functionalities and customization options! For building pipelines, we understand it can feel time-consuming initially. To help streamline the process, we have resources like TaxDome Academy, webinars, and help articles designed to guide you through pipeline setup and implementation. You can explore these resources here:(https://help.taxdome.com/category/554-taxdome-academy). If you need additional support or have questions, feel free to reach out to us at [email protected]. We’re here to help and ensure you get the most out of TaxDome! Thank you for trusting us to support your practice.

Mark
President in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

3 year user of TaxDome - we love it

5,0 2 maanden geleden Nieuw

Opmerkingen: We are extremely happy with TaxDome (TD). TD listens to it's users and makes adjustments based upon requests. Love that. We bought it at the end of 2021 and have seen changes in the software (for the good) since then.
The true key to it being a success is to constantly use it. Kind of like that piece of exercise equipment in your basement. Don't blame it for you not losing weight if you don't use it. Use TD as much as you can and you'll appreciate the efficiency of what it does.
TD offers a lot and our clients seem to like it. We have about 1,100 client now so it comes in REALLY handy. Like everyone else, we have clients in their 70's, 80's (even 90's) who love it and use it just fine. But we also have clients in their 20's, 30's & 40's who find it "confusing".
Bottom line is do what works for you and your firm. Because the way you process returns is different than me. So don't copy someone else's Workflow but instead create you own!

Pluspunten:

that it does things I didn't even know were a good idea. such as locking a tax return to an invoice. Cool! We also love the Workflows. That feature should be a necessity in every tax preparation firms arsenal.

Minpunten:

Nothing I liked least BUT I will say, for us at least, it was like moving from a small Cessna plane to a Lear Jet. Holy smokes, the bells and whistles and things it can do require time to learn/use it. Point being, you're not gonna be a TaxDome pro the first year. Give it a few years.

Reactie TaxDome

vorige maand

Thank you for sharing your thoughtful and detailed experience with TaxDome! We're thrilled to hear how much you value the platform and its continuous improvements. Your analogy is spot-on—just like exercise equipment, the more you use it, the more you see the benefits! We’re glad to be a key part of your practice's growth and efficiency, especially with 1,100 clients onboard. It’s fantastic to know that features like locking tax returns to invoices and the powerful Workflows have become essential tools for your firm. We truly appreciate your insights about tailoring the platform to your unique processes—your advice is invaluable! If you ever need further support or have additional feedback, don’t hesitate to reach out to us at [email protected]. We’re here to help every step of the way. Thank you for being a part of the TaxDome community! 🚀