Sobre o TaxDome

TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) handle customers, workflows, bills, payments, electronic signatures, emails, contacts, and more on a centralized platform. Administrators can securely store proprietary documents, spreadsheets, and clients' files in a centralized repository based on regional, financial, legal, and data protection standards and configure permissions for team members to access them.

TaxDome allows accounting firms to create organizers to manage clients according to individual requirements and accept electronic signatures using the knowledge-based authentication (KBA) method in compliance with the Internal Revenue Service (IRS) regulations. Managers can maintain online timesheets, track billable hours, and utilize customizable templates to create corporate websites with search engine optimization (SEO) capabilities. CPAs can also accept payments via credit card in multiple currencies, send push notifications to clients about unpaid invoices, and access an audit trail for each document to track changes or modifications.

Using TaxDome, bookkeepers can also send targeted emails to customers in bulk, create custom fields, assign tasks to team members, set up deadlines, and track progress on a unified platform. Other features include project management, messaging, customizable branding, and document management.

Preços a partir de:

US$ 25,00/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao TaxDome

Dispositivos

Porte da empresa

P M G

Mercados

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

Idiomas

alemão, espanhol, francês, holandês, inglês, italiano, pt-br

Preços a partir de:

US$ 25,00/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao TaxDome

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Recursos

Total de recursos do TaxDome: 33

  • Armazenamento de dados seguros
  • Campos personalizáveis
  • Cobrança e faturamento
  • Controle de horas
  • Controle do processo de aprovação
  • Controle do tempo do projeto
  • Controles/permissões de acesso
  • Cronômetro
  • Fluxo de trabalho de aprovações
  • Gerenciamento de documentos
  • Gestão de auditorias
  • Gestão de clientes
  • Gestão de conformidade
  • Gestão de prazos
  • Gestão de projetos
  • Gestão de tarefas
  • Gestão do fluxo de trabalho
  • Gestão do pessoal
  • Gestão do quadro de horários
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Integrações de terceiros
  • Modelos personalizáveis
  • Monitoramento do progresso
  • Múltiplas moedas
  • Pagamentos eletrônicos
  • Para empresas de CPA
  • Pesquisa e filtro
  • Portal do cliente
  • Rastreamento de data de vencimento
  • Registro de auditoria
  • Relatórios e análise de dados
  • Sincronização de dados

Alternativas

Karbon

4,8
#1 alternativa ao TaxDome
Karbon is a collaborative work management platform for accounting firms and professional service businesses.

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

4,5
#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
(1.566)
Relação qualidade/preço
4,7/5
Recursos
4,6/5
Praticidade
4,6/5
Suporte ao cliente
4,7/5

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Exibindo 5 avaliações de 1.566
Mark S. Mark S.
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: Profissional autônomo
  • 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

Terrific Product That Understands How Accountants and Tax Preparers Work

Avaliado em 09/06/2021

Vantagens

This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.

Desvantagens

It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online.

I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.

Resposta do TaxDome

Hi Mark,

Appreciate the feedback. This is what helps us improve TaxDome. The ability to add more short codes (add data from existing contact records) is currently in development (you can upvote the existing request we have here so you'll be notified of its progress: https://feedback.taxdome.com/feature-requests/p/shortcodes-in-communication-with-the-client-emails ) and we recently rolled out Services to itemize your invoices in TaxDome so clients can see exactly what they're paying for: https://help.taxdome.com/article/393-services

Russell B. Russell B.
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Avaliação gratuita
  • Fonte da avaliação

Classificação geral

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

The unbelievably affordable Swiss Army knife for my practice

Avaliado em 26/05/2021

Very positive. It is a great product and getting better every month.

Very positive. It is a great product and getting better every month.

Vantagens

Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price.

Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next.

They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal.

Desvantagens

Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive.

Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary.

OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in.

The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future.

These are all minor annoyances in an overall outstanding product.

Alternativas consideradas

Liscio e Karbon

Razões para escolher o TaxDome

Lack of development, slow server speed, clunky portal that is inefficient to navigate, lack of a local workstation interface for portal files (web only, unlike TaxDome), lack of task management that works for my office. Developer is friendly and tells me all the time that improvements are coming but they never materialize. All for only $5 less per month than TaxDome.

Razões para mudar para o TaxDome

All in one approach, outstanding value for the price. They are rapidly improving the product and continuing to develop it into an even better product. Simple flat pricing.

Resposta do TaxDome

Hi Russell, we appreciate your feedback, thank you for letting us know. We are constantly improving the software and releasing new features, many of which we take from our user's feedback on our feature request board. We have an existing feature request (available to paid subscribers) to open new tab vs new page.

You can also read more about our Organizers here: https://help.taxdome.com/article/114-custom-organizer-templates

You can reach us through chat or through email ([email protected]) if you have other questions.

Maria A. Maria A.
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 9.0 /10

Time saver

Avaliado em 12/11/2021

I like it so far, and the functionalities are going to save me time. There is a learning curve...

I like it so far, and the functionalities are going to save me time. There is a learning curve though. I have been watching videos, attending webinars, etc. I think that when everything is set up is going to be great.

Vantagens

The ability to create automation for some processes and that is going to save time so I will be able to help more clients and give them more attention. The hub that integrates website, client portal, invoice management, engagement letter, Tax Organizers, e-signature all at an affordable price.

Desvantagens

I had some issues with the client database import (due to my CSV file configuration, so no TD fault), I had to manually create contacts (spouses), and fill out client information, which was time consuming. I think that there is a learning curve for all the functionalities (and because I am new to this). Although the unlimited support is very handy, I like to do things myself to understand how it works.

Alternativas consideradas

Canopy Software

Razões para escolher o TaxDome

SmartVault discontinued the plan I was subscribing to, and the price was going to tripled. I was already thinking about getting some automation to manage my business, and this pushed me to TD.

Software anterior

Weebly, Encyro e SmartVault

Razões para mudar para o TaxDome

I didn't even looked at Canopy, because some people at a tax professionals group in Facebook spoke highly of TD.

Resposta do TaxDome

Hi Maria, thank you for the review. We appreciate it. We understand that you're still trying to learn everything, please feel free to contact us if you need further assistance. Again, our support is free and unlimited.

Ion T. Ion T.
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Avaliação gratuita
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

Good product, but needs better customer support

Avaliado em 19/02/2021

Overall the software has good features, it is a bit pricey, and no monthly payment flexibility...

Overall the software has good features, it is a bit pricey, and no monthly payment flexibility (forces one year contract). There is a software support gap at the moment, which is a big deal. Once that is fixed and payment options become more flexible I will be able to recommend it to others.

Vantagens

This product has good features such as tracking communication with customers, an integrated signature for engagement contracts, fee collection, and templates. It is nice to have several features in one place. I liked the ability to customize the portal login page.

Desvantagens

There is a significant gap in customer support. This is the first time a software company has asked me to submit videos of issues or print screens to customer support. Generally, the support team can log behind the scenes and support you with any issues via a quick account review. There was a company-wide issue over the long weekend and there were no notifications about software having bugs, or when they were fixed. None of the automation worked, which left my customer hanging and confused, as none of the things I mentioned they will see actually happened.
Also, it is on the pricier side and does not allow flexibility for monthly billing, only annual payments. There are videos on how to get started which are great, however, there is a bit of a learning curve as functions are set up in a very specific way so you'll have to learn that.

Resposta do TaxDome

Hi Ion,

Thank you for your feedback. Ion on the potential bug you can always schedule a 15 quick assist so we can record the meeting- http://taxdome.com/15
The reason we ask for this information is if we cannot replicate the bug on our end.

Abbey G. Abbey G.
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

Best All In One Software - I've tried them all

Avaliado em 03/09/2021

TaxDome support is incredibly responsive and useful. The implementation time was minimal for this...

TaxDome support is incredibly responsive and useful. The implementation time was minimal for this software. I got my workflows set up in a day and was working in the software pretty efficiently within 3 days. My clients LOVE the portal and it sets me apart as an accounting firm because our communication is consistent, timely, and they know where to find me.

Vantagens

I love that it has all of the features I really wanted for a great client experience and workflow management. The client portal is phenomenal. The Workflows are easy to setup and the templates are a great starting point. Not too complex and not too simplistic

Desvantagens

I wish that recurring tasks customized to a specific client could be built into a recurring pipeline job instead of having to link recurring tasks when they're created. I can tell this feature is missing because of the way the software was designed to streamline the workflow management experience which is otherwise phenomenal. The minor inconvenience of linking a task to a job after the fact is minimal compared to the rest of the benefits I have from this software.

Alternativas consideradas

Canopy Software e Karbon

Razões para escolher o TaxDome

I mostly used ClientHub prior to switching and I switched mostly because it was too simplistic and not as secure. The client portal was decent in ClientHub but this one is better. Workflows were great in ClientHub but TaxDome has the potential to be even better.

Software anterior

Canopy Software e Karbon

Razões para mudar para o TaxDome

All three of the softwares I had been evaluating prior to finding TaxDome each had some of the features I wanted but none of them had them all. Ultimately Karbon was too complex and time consuming to setup for my small accounting firm, Client Hub was too simplistic and not secure enough, and Canopy was geared more toward Tax only rather than both tax and accounting/bookkeeping.

Resposta do TaxDome

Thank you for the feedback, Abbey! we appreciate it. We aim to continuously improve our product. If there's still missing feature that you would like to add in TaxDome especially related Task and Pipeline, we have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized . Feel free to reach out to our team. Our support is free and unlimited.

Exibindo 5 avaliações de 1.566 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: US$ 25,00/mês
  • Modelo de preços: Assinatura
  • Teste Grátis: Disponível

TaxDome offers a 14-day free trial for new users, after which the software is available at $50 per month per user billed annually. A $75 per month per user option is also available after the first user.

Os clientes habituais do TaxDome são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O TaxDome está nos seguintes idiomas:

alemão, espanhol, francês, holandês, inglês, italiano, pt-br

O TaxDome é compatível com os seguintes dispositivos:

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

O TaxDome se integra com os seguintes aplicativos:

Gmail, Microsoft Outlook, Quickbooks Online, 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.