TaxDome Reviews & Product Details

I like TaxDome for its tech and ease of use. I can use my phone to communicate with clients, which simplifies my workflow. The initial setup was easy, and the ability to collect and manage documents efficiently with the CRM for my tax business is great. The website also works well for me. Review collected by and hosted on G2.com.

Website needs more features and has access to an OCR and automation software like Juno that makes tax prep quicker and easier Review collected by and hosted on G2.com.

I like the ability to mask documents until the clients pays. (tying invoices to documents) Review collected by and hosted on G2.com.

The workflows are a bit confusing with tags Review collected by and hosted on G2.com.

the thing i like most about TD is I much it has and covers for the Tax & Accountants firm Review collected by and hosted on G2.com.

The one thing I wish it offered is a more up-to-date look and feel. Other platforms make it easier to navigate, while TD seems a bit outdated in that regard. Review collected by and hosted on G2.com.

i can track all my projects into one place, automate certain tasks, and check on the project status without having to bother my staff. Review collected by and hosted on G2.com.

i dislike the fact that I cannot easily rolling the recurring tasks and jobs Review collected by and hosted on G2.com.

TaxDome has a lot of great features and is truly a "one-stop-shop" for any firm owner doing bookkeeping or tax work. Review collected by and hosted on G2.com.

There are a few feature limitations, but nothing that is prohibitive, more just "desires". Review collected by and hosted on G2.com.

The pipeline feature (and all the features which make it what it is), flexible customization, ease of use, secure, robust training / how to content, email attachments can be saved directly to the account without additional steps, the ability to have clients pay via the portal, filter features, tasks, and so much more Review collected by and hosted on G2.com.

When a bookkeeper (business management firm, lawyer, etc) is associated with multiple clients, handling of emails and attachments requires careful attention so that documents are not mistakenly saved to the wrong account. We have a solution for this, but it's not the ideal scenario. Review collected by and hosted on G2.com.

It is actually usable and can manage your firm, plus they are keeping up in the AI race with the Juno integration. Review collected by and hosted on G2.com.

You will need to hire/purchase a 3rd party training program to actually get the most out of it. Review collected by and hosted on G2.com.

Ease of use, number of features and awesome customer service Review collected by and hosted on G2.com.

Price point and flexibility for payments Review collected by and hosted on G2.com.

Efficient communication with clients and shared documents. Review collected by and hosted on G2.com.

Sometimes there is a delay between server and website. Review collected by and hosted on G2.com.

TaxDome has been extremely helpful in streamlining our workflows! I especially appreciate being able to view my pipelines to see where every file is in the process, when it was received, and what we might be missing to complete the file. Sending requests for documents is extremely helpful! A significant number of our clients prefer to use the online tools, which saves us a considerable amount of time compared to in-person appointments or even just accepting drop-offs. I love being able to look at a client file and find all the relevant information in one place, including communications, documents, signatures, and workflow, rather than using multiple systems. Locking documents to invoices has been a game changer! I'm no longer wasting time with phone calls or emails to remind clients that they need to pay their invoices. I can't describe the joy it brings to receive a completed organizer, with all relevant documentation, engagement letter, etc, so I can prepare a tax return, send out for approval, request signatures, and payment, all using one tool, and then get back the completed file from the client sometimes in a matter of minutes! Everything is done! All I have to do is e-file. This saves immeasurable amounts of time!

Learning the system was surprisingly straightforward. There are tons of "how-to" videos, which are extremely useful when getting started. It's a complex system, but it's very well-organized and easy to navigate. Plus, customer support is always available in chat, which made the transition much easier. We were able to move and integrate all of our client data in one upload.

TaxDome has become an indispensable tool in our daily operations! Review collected by and hosted on G2.com.

It's a bit pricey, but I think in terms of time, it saves us; it has more than paid for itself! There are lots of templates, which are a great tool to get you started. But you need to take the time to customize the templates for your office. Once we got all of our organizers and templates set up, they are easy to use. However, they don't come fully customized "straight out of the box." New users need to dedicate time to learning and customizing everything that goes to client-facing. I recommend doing a lot of tests before releasing your first organizer, because sometimes getting everything to work just as you want it can be tricky. Once you have released a bunch of organizers, you can't change them after the fact. Send your first handful of organizers to friendly clients who will help you run down issues. This way, if you have any "bugs," you can work them out before you send to a large group. Review collected by and hosted on G2.com.