Über 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.

Preisoptionen ab:

25,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Die 5 Top-Alternativen zu TaxDome

Geräte

Unternehmensgröße

S M L

Märkte

Österreich, Australien, Belgien, Brasilien, Kanada, Deutschland, Spanien, Frankreich, Vereinigtes Königreich, Italien, Niederlande, Portugal, Vereinigte Staaten

Unterstützte Sprachen

Deutsch, Englisch, Französisch, Italienisch, Niederländisch, Spanisch, pt-br

Preisoptionen ab:

25,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Die 5 Top-Alternativen zu TaxDome

Bilder

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Funktionen

Gesamtzahl der Funktionen von TaxDome: 33

  • Abrechnung & Rechnungsstellung
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Audit Trail
  • Aufgabenmanagement
  • Berichterstattung / Analyse
  • Compliance Management
  • Daten-Import / -Export
  • Datensynchronisation
  • Dokumentenmanagement
  • Drittanbieter-Integration
  • Elektronische Zahlungen
  • Fortschrittsverfolgung
  • Fälligkeits-Tracking
  • Für CPA-Firmen
  • Genehmigungs-Workflow
  • Kontrolle des Genehmigungsprozesses
  • Kundenmanagement
  • Kundenportal
  • Kundenspezifisches Branding
  • Mehrere Währungen
  • Mitarbeiter-Management
  • Projektmanagement
  • Projektzeiterfassung
  • Sichere Datenspeicherung
  • Suchen / filtern
  • Termin-Fristenmanagement
  • Timer
  • Timesheet Management
  • Wirtschaftsprüfung-Management
  • Workflow-Management
  • Zeitverfolgung
  • Zugriffskontrollen / Berechtigungen

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Canopy

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Jetpack Workflow

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Nr. 3 Alternative zu TaxDome
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SmartVault

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Nutzerbewertungen

Gesamtbewertung

4,7 /5
(1.591)
Preis-Leistungs-Verhältnis
4,7/5
Funktionen
4,6/5
Bedienkomfort
4,5/5
Kundenbetreuung
4,7/5

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5 von 1.591 Bewertungen angezeigt
Mark S. Mark S.
Gesamtbewertung
  • Branche: Buchhaltung
  • Untern. Größe: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Terrific Product That Understands How Accountants and Tax Preparers Work

Bewertet am 9.6.2021

Vorteile

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.

Nachteile

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.

Antwort von 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.
Gesamtbewertung
  • Branche: Buchhaltung
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The unbelievably affordable Swiss Army knife for my practice

Bewertet am 26.5.2021

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

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

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Liscio und Karbon

Warum TaxDome gewählt wurde

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.

Gründe für den Wechsel zu 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.

Antwort von 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 (success@taxdome.com) if you have other questions.

Maria A. Maria A.
Gesamtbewertung
  • Branche: Buchhaltung
  • Untern. Größe: Selbstständig
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Time saver

Bewertet am 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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Canopy Software

Warum TaxDome gewählt wurde

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.

Zuvor genutzte Software

Weebly, Encyro und SmartVault

Gründe für den Wechsel zu TaxDome

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

Antwort von 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.
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Good product, but needs better customer support

Bewertet am 19.2.2021

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.

Vorteile

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.

Nachteile

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.

Antwort von 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.

Gili A. Gili A.
Gesamtbewertung
  • Branche: Buchhaltung
  • Untern. Größe: Selbstständig
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Innovative and very responsive tool

Bewertet am 3.8.2021

I love the concept, I love the delivery. I am crazy about your costumer service. The best I have...

I love the concept, I love the delivery. I am crazy about your costumer service. The best I have ever experienced.
I really want this to work for me and if it is, I will be sending your ways many of my colleagues that are waiting to hear back from me about it.
The cost of adding new users is also too high. I wish there was a consideration of a lower fee for secretary users or other temporary users.

Vorteile

I like the most the condition that you can put on opening a file with payment first.
The software is very well organized and keeps things clean and reachable. it does all that I need from a document management software and has so many extras that I love and didn't even know about such as client classification, share of documents, sending requests for signatures etc.

Nachteile

It's not as fast to respond when I make a choice. I which they used a faster server.
The Upload of clients from a previous software is not that easy.
When I print a tax return from the tax software, I would love it if I could pick a default folder to drop it in.
The Windows implementation is not there yet. I am using a server that hosts my tax software and that server is refusing to allow TD to download there. This might be a deal breaker in the future.
I wish I could use Quickbooks as a merchant in the SW but it's only allowing for CPACharge and Stripe.

Antwort von TaxDome

Hi Gili!

Thanks for your feedback! Kindly reach out to our customer success team for further assistance. Support is free and unlimited.

5 von 1.591 Bewertungen angezeigt Alle Bewertungen

TaxDome Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über TaxDome.

TaxDome bietet folgende Kostenpläne an:

  • Beginnt ab: 25,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

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.

TaxDome hat die folgenden typischen Kunden:

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

TaxDome unterstützt die folgenden Sprachen:

Deutsch, Englisch, Französisch, Italienisch, Niederländisch, Spanisch, pt-br

TaxDome unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

TaxDome kann in folgende Anwendungen integriert werden:

Gmail, Microsoft Outlook, Quickbooks Online, Zapier

TaxDome bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, Chat

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