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.

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, dinamarquês, espanhol, finlandês, francês, inglês, italiano, neerlandês, português, sueco

Preços a partir de:

50,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao TaxDome

Imagens

TaxDome Software - 1
TaxDome Software - 2
TaxDome Software - 3
TaxDome Software - 4
TaxDome Software - 5
Ver mais 6
TaxDome - Vídeo
TaxDome Software - 1
TaxDome Software - 2
TaxDome Software - 3
TaxDome Software - 4
TaxDome Software - 5

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
  • Campos personalizáveis
  • 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
  • Fluxo de trabalho configurável
  • Fluxo de trabalho de aprovações
  • Geração pontual de relatórios
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gerenciamento de faturas
  • 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 prazos
  • 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
  • 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
  • Sincronização de dados

Alternativas

Karbon

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

Jetpack Workflow

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

Canopy

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

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
(2 118)
Relação qualidade/preço
4,7/5
Recursos
4,6/5
Praticidade
4,5/5
Suporte ao cliente
4,7/5

Já tem o TaxDome?

Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.

Escreva uma avaliação!
Exibindo 5 avaliações de 2 118
Jennifer B.
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)

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.

Christina F.
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

TaxDome appears to be everything we have been missing in our firm!

Avaliado em 19/05/2022

We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen...

We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things.
Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed.

Vantagens

We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it.

We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.

Desvantagens

Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.

Alternativas consideradas

Asana

Razões para escolher o TaxDome

The prior software just didn't fit our needs anymore as we were growing too fast in comparison to the features they have. The old software is a great option for those wishing to have a small firm or only have one or two people working within a firm. It just was no longer a fit for our needs as we grew.

Software anterior

Liscio

Razões para mudar para o TaxDome

TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allows us to combine the two software platforms. This will help with efficiency within our firm. Also, TaxDome allows any team member to view communications that are sent to just my email and act on the requests. This is stress-relieving in itself, as everything was still falling onto just my shoulders to process, regardless of how much I tried to delegate to our team.
Catherine S.
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: Profissional autônomo
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

NOT Intuitive AT ALL

Avaliado em 12/04/2022

FRUSTRATING!!! Example: Website is included with software purchase. Great. Provided content and...

FRUSTRATING!!! Example: Website is included with software purchase. Great. Provided content and asked for website. No, please provide authorization in your software. Great - authorizations provided 2 months ago. Oh, sorry, you missed 1 authorization (of 4). "We cannot complete website." Just impossible to know all the toggles that are "off" be default.

Vantagens

The many features look great - no need for many stand alone options currently in use (eg Secure File, possibly invoicing).

Desvantagens

TERRIBLE to navigate. Example: Added a Client, added client's email address in contact info - linked the two together then tried to send e-mail. Not possible. Permissions must be turned on! 30 minutes learning for a 2 minute email ?? Here's Customer Support's Answer to "how to send email" When you manually created a contact first then created an account next then added the contact you created to the account you're creating, you'll have an option to toggle on the 3 toggles: Login, Notify, and Email Sync. You can check more details here. You'll have this option when you imported your accounts and contacts as well. Check the details here. But if you haven't had this option when creating your account and contact, you have to visit each of your account's info tab and turned on the email sync toggle from there. Click this link for more details.

Resposta do TaxDome

Thank you for leaving a review Catherine. We respect your feedback. I understand you had a hard time with navigation, please know that our support is free and unlimited, that includes screen sharing sessions with our specialist to better assist you. Please feel free to contact us if you still need assistance. Thank you.

Dale W.
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 8.0 /10

Great for small practices

Avaliado em 05/02/2022

For firms that are looking for something you can setup and learn in about 8 hours this is the best...

For firms that are looking for something you can setup and learn in about 8 hours this is the best option in the market. You will spend a lot of time:

- Either creating your organizers or editing the current organizers available in their library. No, there is no import option.
- Creating workflows (pipelines)
- Creating e-mails for automation. Don't waste your time with the HTML formatted e-mails, I spent hours researching a work-around and it doesn't exist.
- Creating contract templates (fortunately we typically only have a few we utilize industry wide)
- Learning the software in general

The fortunate thing is once you've got everything setup, most things won't need much changing in the future, and if they do, you'll have the structures in place and understand how to change things quickly.

Overall this is a great product but it does require an initial time commitment to setup. As long as you're willing to spend that time (or pay someone else to) you'll enjoy the experience.

Vantagens

You can't beat the cost for what it does. Most of the basic things are easy to setup (adding logo, e-mail sync, etc.) and inviting clients is easy. One thing they don't advertise as much when you're looking in to the software is that they have a desktop app that creates a network folder on your local computer, so you can save directly to taxdome via your file explorer without even opening the browser. That was what sold it for me during my trial period.

Desvantagens

The HTML e-mail formatting is atrocious for automated e-mails and has forced me to look for another solution. They only allow "Simple HTML" so you can't embed or format anything in a way that looks professional once it's received on the client side. I spent about 6 hours trying to figure out a way to get this to work and it just doesn't.

Not having a recurring/automatic billing feature is prohibitive. Most of my clients pay monthly flat-fees and just want to setup payments one time and forget about it. Would be nice if there were more flexibility in this area.

The "white labeling" is great but what they really mean by that is putting your logo in the portal and sign-up/sign-in pages. It still says "powered by taxdome" at the bottom, and when instructing clients to download the app you then have to explain that TD run the software your brand is all over. It's not truly a white label experience, but it's as close as you'll get for the ease of use.

Alternativas consideradas

HoneyBook e SuiteDash

Razões para mudar para o TaxDome

I spent a lot of time (probably 16 hours) in other software white labeling and setting up only to find barriers along the way. TD has its flaws but it's best value for the money and the easiest to setup of the ones I looked at. Oh... and it's made for accountants.

Resposta do TaxDome

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

We just wanted to let you know that all of our paid users have the option to request new features to be implemented. If you wish to see something changed or upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal.

Lindsey B.
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 9.0 /10

Automation at it's finest!

Avaliado em 23/03/2022

Vantagens

There are so many things about TaxDome that I love and have helped my practice. It does so much work FOR me in terms of walking clients through documents, organizers, etc. This allows me to spend more time doing things that are income producing. Having all sorts of templates are so nice too. That saves me valuable time. One of my favorite things is being able to look at my pipeline and see exactly where everyone is in the flow all in one spot! It definitely keeps me more organized and less frazzled during a hectic time.

Desvantagens

This could be my misunderstanding, but I don't think I can accept payment through TaxDome unless I use their payment methods. My goal was to continue billing through Quickbooks and I was hoping a paid invoice in QB would sync into TD but that has not worked for me yet. This makes me unable to use a key feature of locking documents until clients paid. I was really looking forward to that.

Resposta do TaxDome

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

At the moment the integration with Quick Books Online is just a one-way street. Changes made in TaxDome will be reflected in QBO, but not the other way around.

Our suggestion would be to check out our Feature Request board where you will be able to request a change regarding this to be implemented. You will also have the ability to upvote feature requests made by other customers, and the ones with the most votes get prioritized. You can access our Feature Request board by clicking on the question mark icon in the top right corner of your portal.

Exibindo 5 avaliações de 2 118 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+

O TaxDome está nos seguintes idiomas:

alemão, dinamarquês, espanhol, finlandês, francês, inglês, italiano, neerlandês, português, 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.