Sobre o TaxDome

TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team.

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Preços a partir de:

50,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao TaxDome

Principais benefícios do TaxDome

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Consumidores típicos

  • Autônomos
  • Pequenas empresas (2-50)
  • Médias empresas (51-500)
  • Grandes empresas (500 ou mais)

Implantação

  • Baseado na nuvem
  • Instalação local

Mercados

Áustria, Austrália, Bélgica, Brasil, Canadá , Alemanha, Espanha, França, Reino Unido, Itália, Países Baixos, Portugal, Estados Unidos

Idiomas

alemão, dinamarquês, espanhol, finlandês, francês , inglês, italiano, neerlandês, português do Brasil, sueco

Preços a partir de:

50,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao TaxDome

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Recursos

Total de recursos do TaxDome: 65

  • Acesso para Celular
  • Acompanhamento de atividades
  • Administração de impostos
  • Alertas/notificações
  • Armazenamento de dados seguros
  • Armazenamento de documentos
  • Atualização em tempo real
  • Cobrança e faturamento
  • Contabilidade
  • Contas a pagar
  • Contas a receber
  • Controle de horas
  • Controle do processo de aprovação
  • Controle do tempo do projeto
  • Controles/permissões de acesso
  • Cronômetro
  • Cumprimento Tributário
  • Cálculos de impostos
  • Fluxo de trabalho configurável
  • Fluxo de trabalho de aprovações
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gerenciamento de faturas
  • Gestão da comunicação
  • Gestão da folha de pagamento
  • Gestão de auditorias
  • Gestão de clientes
  • Gestão de compromissos
  • Gestão de conformidade
  • Gestão de funcionários
  • Gestão de impostos de vendas
  • Gestão de projetos
  • Gestão de tarefas
  • Gestão do fluxo de caixa
  • Gestão do fluxo de trabalho
  • Gestão do pessoal
  • Gestão do quadro de horários
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Integração de QuickBooks
  • Integrações de terceiros
  • Lembretes
  • Lembretes por e-mail
  • Mensagens instantâneas
  • Modelos de documentos
  • Modelos personalizáveis
  • Monitoramento do progresso
  • Múltiplas moedas
  • Pagamentos eletrônicos
  • Pagamentos online
  • Painel de atividades
  • Para contadores
  • Para empresas de CPA
  • Para práticas fiscais
  • Pesquisa e filtro
  • Portal do cliente
  • Processamento de cartões de crédito
  • Processamento de faturas
  • Processamento de pagamentos ACH
  • Rastreamento de data de vencimento
  • Registro de auditoria
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios personalizáveis
  • Seguimento de status

Alternativas

Karbon

4,7
#1 alternativa ao TaxDome
Karbon is the collaborative practice management platform for accounting firms.

Canopy

4,5
#2 alternativa ao TaxDome
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a...

Jetpack Workflow

4,8
#3 alternativa ao TaxDome
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management,...

SmartVault

4,4
#4 alternativa ao TaxDome
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified...

Avaliações

Classificação geral

4,7 /5
(2 319)
Relação qualidade/preço
4,7/5
Recursos
4,6/5
Praticidade
4,5/5
Suporte ao cliente
4,7/5

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Exibindo 5 avaliações de 2 319
Jennifer
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Avaliação gratuita
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 10.0 /10

Worth the learning curve

Avaliado em 29/03/2022

TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I...

TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.

Vantagens

Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.

Desvantagens

There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive.

I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)

Alternativas consideradas

Dubsado

Razões para escolher o TaxDome

Dubsado does not have a secure signature feature and no audit trail. I am not convinced that a contract signed there would hold up in a court if something went wrong.

Software anterior

Dubsado

Razões para mudar para o TaxDome

I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signatures

Resposta do TaxDome

Thank you, Jennifer, your feedback is valuable to us.

Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process.

Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.

Austin
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Avaliação gratuita
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great features, great price

Avaliado em 06/08/2022

The interface is a little confusing for me, but I think that will not be the case when I have...

The interface is a little confusing for me, but I think that will not be the case when I have everything up and running the way I want.

I also think if you get permissions set up right for your staff, their interface would be simpler

Vantagens

Before I got licensed, I was using Canopy. When I rebranded my business, I decided to rebuild my tech stack from the ground up.

TaxDome comes in at about 1/3 of the price of Canopy for me (I didn't even have all their features), and it has more functionality. The workflow interface is a Kanban-style board that lets you visualize where products are, and I find it much easier to review that Canopy, where they are just all lumped together as "tasks".

Desvantagens

TaxDome takes a LONG time to get setup . . . but that's because there are so many great features, and it is to your advantage to use them all together. Be prepared to invest significant time crafting your templates, building your organizers, and planning your workflows ("pipelines" in TaxDome).

However, if you do take the time to set these up (there is an online course that walks you through it, and they offer a video-conference onboarding session) I think you'll be thrilled with the results.

Resposta do TaxDome

Thank you, Austin, your feedback is valuable to us. Feel free to reach out to us through chat, email or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.

Jeremiah
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: Profissional autônomo
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

New User-initial thoughts

Avaliado em 09/09/2022

I am just getting used to the software, but it seems to be a good system

I am just getting used to the software, but it seems to be a good system

Vantagens

The software is all-inclusive for a CPA practice.

Desvantagens

The system is complex with all of its features, so understanding what the information means to a new user is difficult. They have a lot of videos to help, but nothing really beats person-to-person.

Resposta do TaxDome

Thank you, Jeremiah. Your feedback is valuable to us.

You already mentioned that TaxDome is a complex all-in-one software. We have hundreds of features, and it may take some time to learn about all of them, but we give our best to help our subscribers, and make the learning process as easy and fast as possible.
We have free and unlimited support, and highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more.

If there is anything that we can do for you, please let us know. We will be happy to assist.

Have a great day.

Miata
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Avaliação gratuita
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Best Practice Management for Accountants

Avaliado em 27/05/2022

Vantagens

The in-app document management, file storage, and client portal features make client collaboration simple.

Desvantagens

I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.

Alternativas consideradas

Liscio

Razões para escolher o TaxDome

We needed a solution that provided a client portal, had excellent project and task management for internal users, and allowed us to add custom fields for contact and account records unique to our business.

Razões para mudar para o TaxDome

We have tested a few other platforms but each lacked a key feature we were seeking. We also were not interested in running two platforms at the same time.

Resposta do TaxDome

Thank you for the review, Miata. Your feedback is valuable to us.

Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized.

If you have any questions or need assistance with anything please let us know.

Have a great day.

Krystopher
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Embracing technology and taxdome

Avaliado em 30/08/2022

Its been great so far. Customer service is very helpful in getting all our client data pulled over,...

Its been great so far. Customer service is very helpful in getting all our client data pulled over, and showing us set up

Vantagens

I really like this project manager software because its catered to a small tax preparation/accounting office. I am shrinking from using about 5 different apps, down to just my tax software and TaxDome (billing, document management, DocuSign). I am still new to TaxDome, but look forward to learning more about the various customizations that we can do.

Desvantagens

My only hesitancy was that the gross revenue for the practice was accessible to all users, rather than just the admin account. I'm all for transparency, but that was one of the features I thought only works for sole owner offices.

Alternativas consideradas

Canopy e Karbon

Razões para escolher o TaxDome

Customized to Accountants and had other services like signing abilities, client portals, and invoicing.

Software anterior

monday.com

Razões para mudar para o TaxDome

Unlimited features

Resposta do TaxDome

Thank you, Krystopher. Your feedback is valuable to us.

It is great to hear that you are happy with TaxDome.
As for the revenue, while admins can see the total revenue, team members can see only their own statistics on the invoices assigned to them. They won't see the gross revenue. You can have a look here for this: https://help.taxdome.com/article/103-using-your-dashboard#1

If you have any further questions, or need assistance with anything, please let us know. We will be happy to assist you.

Have a great day.

Exibindo 5 avaliações de 2 319 Leia todas as avaliações

Perguntas frequentes sobre o TaxDome

Abaixo estão algumas perguntas frequentes sobre o TaxDome.

O TaxDome oferece os seguintes planos de pagamento:

  • A partir de: 50,00 US$/mês
  • Modelo de preços: Assinatura
  • Avaliação gratuita: Disponível

TaxDome offers a 14-day free trial for new users, after which the software is available Lite plan - at $25 per month billed annually. Pro plan - at $50 per month per user billed annually. A $75 per month per user - additional monthly subscription for seasonal staff.

Os clientes habituais do TaxDome são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

O TaxDome está nos seguintes idiomas:

alemão, dinamarquês, espanhol, finlandês, francês, inglês, italiano, neerlandês, português do Brasil, sueco

O TaxDome é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O TaxDome se integra com os seguintes aplicativos:

AcuityCRM, Calendly, Gmail, Microsoft Outlook, Quickbooks Online, Schedulista, Stripe, TaxAct Business, TaxAct Professional, Zapier

O TaxDome oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para TaxDome.