TaxDome
4.7
3,010
TaxDome is a practice management software for tax, bookkeeping, and accounting firms that offers an all-in-one platform for back-office operations and client-facing tools. It includes automated workflows, signatures, client onboarding, and communication, as well as a user-friendly client portal and customizable CRM.
Strengths
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Automation
Automates tax workflows and reduces manual data entry
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Client Portal
Provides a secure portal for clients to access documents and communicate with their tax professional
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Task Management
Allows for easy task delegation and tracking within the platform
Weaknesses
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Pricing
Pricing may be too high for small businesses or individual tax professionals
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Limited Integrations
May not integrate with all necessary software or tools
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Learning Curve
May take time to learn and fully utilize all features
Opportunities
- Growing demand for cloud-based tax software
- Opportunity to expand into new markets or offer additional services
- Opportunity to form partnerships with other software providers or tax professionals
Threats
- Competitors offering similar services at lower prices
- Changes in tax regulations may require significant updates to the platform
- Security breaches or data leaks could damage the platform's reputation and trust with clients
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http://www.taxdome.com
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Review Distribution
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👍
High - rated users
No information provided for high-rated segment
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🤔
Average - rated users
Ease in calculations when working with it.The cost of it is too high. Since we had to go a bit above our budget.
Media
TaxDome Plan
TaxDome offers three pricing plans starting at $59/month, with increasing features such as unlimited clients and team members.
TaxDome Pro
50
Per Month
Everything in Lite and...
Native PDF Editor
Firm and client mobile apps
White-labeled website and client portal
Workflow automation
Time & Billing (ACH, Credit Card)
Unlimited support and advanced training sessions
Add more users as you grow
Windows desktop application
Unlimited e-signatures
CRM
Team management
Client organizers (forms)
Unlimited document storage
Secure document exchange
KBA $1 per signee
Request client approval
Virtual Drive
Client mobile scanner
Contracts & engagement letters
Expiring share links for 3rd parties
Client portal
Unlimited secure messages
Client tasks
Email templates
Audit trail
Automated client reminders
Custom branded client portal & URL
Practice Management & Workflow Automation
Invoicing
Time tracking
Recurring invoicing (soon)
ACH payments
Integrations
Website Building
Support & Education
TaxDome Academy
Private Facebook community
Trial Facebook support group
TaxDome Lite
25
Per Month
Unlimited clients, document sharing, storage, e-signatures
1 user — for individuals only
CRM with custom fields
Client portal with mobile app
Print from all tax software to TaxDome
Free onboarding session
Document Management
Client Management
Support & Education
Request client approval
Unlimited e-signatures
KBA $1 per signee
Windows desktop application
Virtual Drive
Client mobile scanner
Expiring share links for 3rd parties
Secure document exchange
CRM
Client tasks
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
