TaxDome Reviews & Product Details

Integration with CPA Charge

Ease of use for clients

Engagement letters are a breeze

Templates are everything! Review collected by and hosted on G2.com.

Can't drag and drop files from folder to folder within the online platform

Should integrate text messages from our current numbers without having to subscribe to another service, integration of Ferdium or other open source comms platform Review collected by and hosted on G2.com.

The pipelines to assist with my client workflow. Customer support with the community and most always fast and helpful Review collected by and hosted on G2.com.

My learning curve has been steep, but definitely worth it Review collected by and hosted on G2.com.

It has powerful organizational capabilities. It helps my practice run smoothly, and ensures all deadlines are met. TaxDome accomplishes multiple tasks in one app, which increases my efficiency.

While they've implemented some AI features they've proceeded with thoughtfulness.

The app just works - I don't get interrupted by AI popups that are happening with other software that's rushing to fly the AI Banner (such as QBO). It helps me be efficient, and clients like working with it. Review collected by and hosted on G2.com.

It takes some work to get it set up, which can be challenging when you're already busy. Review collected by and hosted on G2.com.

I have been continuously finding and modifying my Taxdome and that’s one of the reasons I love it is the flexibility to make it work specifically for me and my business. Review collected by and hosted on G2.com.

The learning curve is a lot but worth it and making it easier would reduce the flexibility I rely on. Review collected by and hosted on G2.com.

Strong CRM and very intuitive in every step. Client Portal is a plus and the most amazing Tool...PIPELINES, I feel like a pro developing according with my necessities, (I'm sorry Sales Force) Review collected by and hosted on G2.com.

Regret I did not met this amazing a powerful software years ago. Review collected by and hosted on G2.com.

Relieves some administrative burden. Helps automate some messaging to clients. Helps keep things organized and in one place. Review collected by and hosted on G2.com.

It's a little tough to learn, and the educational webinars aren't led by impressive people. Review collected by and hosted on G2.com.

TaxDome has all the tools that I need as a sole practitioner to give my clients a great experience. The cost is extremely affordbale. Review collected by and hosted on G2.com.

It doesn't allow you to pass credit card fees onto customers. It doesn't allow you to send a proposal to a potential client without the potential customer having to set up an account. Review collected by and hosted on G2.com.

The secure and centralized platform for clients Review collected by and hosted on G2.com.

The fees seem a little high for one single user Review collected by and hosted on G2.com.

TaxDome has been a great place to centralize the work in our firm. The app has been very user-friendly for our clients. I love storing all their documents and communications in one place. It makes streamlining things much easier. Review collected by and hosted on G2.com.

TaxDome has so many great features. The one downside is the time it takes to learn how to utilize it to its fullest. I can't wait to figure it all out, its just taking more time then I have right now. Review collected by and hosted on G2.com.

The portal is easy to use for both the company and clients.It makes it easy to communicate with my clients and for them to upload any necessary doccuments. Review collected by and hosted on G2.com.

TaxDome is easy to use, so there is nothing that I do not like. Review collected by and hosted on G2.com.