TaxDome reviews

It's good

Pluspunten:

One of the things I love about TaxDome is its client portal. This feature allows my clients to securely upload documents, sign forms, and communicate with me directly, all in one convenient location.

Minpunten:

One of the biggest issues with TaxDome is its learning curve. While the software offers a range of features, it can take time to learn how to use them effectively

Best Product Yet! Highly Impressed!

Pluspunten:

The product is easy to navigate, with much more fluids craters than it’s competitors. Everything I need is at my fingertips and clients are adjusting well.

Minpunten:

It’s more difficult to learn the automotive workflows, but that is mostly due to me learning during peak season. I just don’t have the time to dedicate to learning as I need to right now.

Still learning and looking forward to upcoming features

Opmerkingen: So far, we are enjoying the software. We started to close to tax season, so we aren't implementing a lot of the features yet. Our biggest goal is to have a centralized location for everything instead of having multiple spreadsheets for practice management.

Pluspunten:

Tax Dome seems to have most of the features we were looking for and if they didn't have the feature it appears to be in the roadmap to add to the software. I really like the workflows, even though we have not implemented them yet.

Minpunten:

It is not as customizable as I would like. I am hoping that this will improve as new features are added and updated. My biggest complaint is that the virtual drive cannot be synced in real time to a local drive, which does conflict with our ISP (Information Security Plan); we are copying and pasting into the local drive for now, but during tax season, especially, we have a lot of data that is changed constantly.

Exceptional Platform for Tax Professionals and Bookkeepers.

Pluspunten:

TaxDome is an all-in-one service platform very helpful to tax professionals. I enjoy the different templates as it helps me to provide a more professional look and feel to my clients. I also enjoy the ability to import my clients in a batch rather than one by one. Being able to communicate and do invoicing right from Tax Dome is a win win.

Minpunten:

I was trying to do this all on my own and found the platform overwhelming and I gave up 2 years in a row. But I know TaxDome offers what I need to take my small tax and bookkeeping practice to the next level, so I decided to take advantage of their great customer services support team and it was the best decision I could have made.

Would highly recommend TaxDome to other tax preparation businesses

Opmerkingen: We truly loved this product and we'll continue to use it in the future. It's a one stop shop so we believe you can't go wrong with this product. We compared TaxDome to other products and we believe it gave us the most value for our money.

Pluspunten:

The ease of use for our clients is the most important thing for us. We want them to feel like the entire process from start to finish, is simple.

Minpunten:

It was a little daunting for us getting started with the software because it has so many features. It took a lot of trial and error on our end but only because we started our business in the middle of tax season so we had to hit the ground running without going through the various training materials.

Must Have

Pluspunten:

I like that everything is well thought of. There is a trick to implementing everything, but the templates and the customer service are so incredibly helpful. I was surprised how quickly I could get ahold of someone and how helpful they are. The support team alone is worth the money.

Minpunten:

It is overwhelming putting everything together because there are so many integrations.

TaxDome a Must Have For a Small Business Looking To Grow

Opmerkingen: Great, works so much better on putting my employees into our tax system

Pluspunten:

How easy it was for first time users (like myself and my new secretary) to use right out of the boxI had used other tax software as had my secretary and both of use were using it like PRO's in less the two hoursIt also has the ability's to expand with the business because we just went from four employees to almost fifty

Minpunten:

All the online updates, it took over an hour to download

Positive find - I've been looking for this program for a long time

Opmerkingen: The most positive discovery in a long time. Based on my experience, the program seems safe and effective, which is why we have adopted it.

Pluspunten:

The platform feels safe and functional. The menus are clear and easy to use. Logical and quick to learn to use.

Minpunten:

Some menus and fields are American fields, i.e. the order is not European (e.g. date fields, postal code and postal address, etc...). They are not an obstacle to use the program, but the European standard is in general use in Europe.

Easy Management of Tax Practice

Opmerkingen: Experience has been pretty good. If I have questions the Tax dome team is very easy to schedule a training meeting with me.

Pluspunten:

The secure portal, The way i c an send and have unlimited signatures. The way i can create Forms for clients to fill out is amazing and how clients can contact me through their own account.

Minpunten:

It can get confusing at first when creating forms and templates for clients.

First Time User!

Opmerkingen: My biggest concern as a virtual tax preparer was obtaining the necessary tax documents securely and effectively. Tax Dome also offers the portal in different languages which really helps the customer onboard with no issues. This was a top priority for me in order to serve my customers profesionally.

Pluspunten:

There are so many options to customize and templates to help you get started

Minpunten:

I don't see a scheduler. Maybe I haven't fully explored the software. It would be great to have a scheduler to set up appointments vi phone call/zoom/google meet to get started with leads.

Finally Someone Gets It!

Pluspunten:

The Simple Simplicity Of The GUI & Product Design, Endless Intuitive Customizations.

Minpunten:

Need more dashboard features to complete preparer payroll & commission; card vault

Just The Tool Needed to Help My Virtual Firm Scale to that Next Level

Opmerkingen: I am looking for a streamline process where I can see the flow as to how things move in my virtual accounting and taxation firm and this will allow me to do that while automating workflows. That alone will save me so much time as I put this together.

Pluspunten:

Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale.

Minpunten:

Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend.

Not perfect, still the best for a small firm

Pluspunten:

Probably the best thing about TD is that it does so many things adequately. But the strongest feature is the workflow management and the way that it harmonizes with client communication---the synergy there is market-beating.

Minpunten:

I am disappointed in the timekeeping function, especially the reporting. It seems like a very simple function compared to their sophisticated workflow functions. It is downright primitive. I also can't figure out whether it will really be usable as a CRM. They advertise that, but I'm not sure it can really replace even the most basic CRM.

Great but ready for improvements.

Opmerkingen: My overall experience has been awesome. Even with my concerns the support and resources have been useful. I love the Facebook group and the responsiveness from all the representatives. I liked being able to just start working on my file and every time I started to feel overwhelmed, I just asked for help and it was there. That's invaluable and hard to explain until you start to experience it. That's exactly what I want to show my clients. If you are overwhelmed by taxes, let me help. I guide you through the process.

Pluspunten:

Customer support, online videos, and all the resources. I'm a jump-in and get started. I don't want to schedule a demo, I don't want to talk to anyone I just want to get my feet wet. I can quickly determine if I'm going to like something or not. I always learn by playing around with things. I LOVE how I could sign up and then start asking questions and scheduling help once I learned my way around the software. Automation of workflow. My reason for actually purchasing the software is the automation. I want to save time (eventually) with setting up my system to keep my clients informed every step of the way. I also love that I can quickly look at my clients and send emails based on where they are in the completion of their projects. I also find the auto-reminders for clients to do something incredibly useful.

Minpunten:

I don't like the projects. My biggest worry is I'm going to miss a project for a client. That just can't happen. The pipeline is taking me time to get used to and I'm trying to remember the point of it. I do think once I get it down it will be VERY helpful. I'm more concerned that I do the same work every year or month or quarter. I just want a way to easily know that every client will at least get on my to-do list with the jobs I need to complete for them.

Great product, Great Customer Service, and still finding hidden gems

Opmerkingen: My partner and I came from a tax firm that used a dated practice management workflow consisting of various disjointed software tools, spreadsheets, and humans. There were terrible inefficiencies resulting in considerable operating overhead (labor costs, software licenses, real estate, etc.) and a tremendous amount of stress during the tax season. Thanks for COVID, we decided that our new tax firm was going completely virtual with client appointments and we would leverage a practice management suite that helped us achieve efficiency, accuracy, and scale. We are leveraging a hosted version of our tax software eliminating the need for an IT person on-staff and TaxDome will allow us to streamline our workflow so we have no need for seasonal admin staffing. It's only been two weeks since we started working with TaxDome, but so far we are ecstatic and we see it helping us to fulfill our goals for the firm.

Pluspunten:

Coming from a quagmire of administrative staff, spreadsheets, and various software to manage our practice, TaxDome is an absolute godsend. We've only had the opportunity to work with it for a couple of weeks during the trial period, but we have been impressed with it beyond our expectations. We really like the variety of tools that made the import of contacts/docs expedient and reliable. The email sync feature is just amazing as it eliminates the noise of a junked-up inbox. The mobile app with built-in document scanner is so incredibly neat that I think our clients will easily get on-board with these changes in how we interact with them. I would be remiss if I didn't give the customer service team some love as well. I must've bugged them everyday about something. They were prompt, courteous, and helpful with each and every correspondence. Lastly, as we continue to learn the TaxDome platform, we're discovering new functionality we didn't expect but will help immensely. For example, one feature we just found was the ability to edit PDF documents within the TaxDome platform itself. Amazing!

Minpunten:

Honestly, there hasn't been anything that I've experienced in the past 2 weeks that would warrant a complaint of any sort. We would've really liked to have a scheduling module in TaxDome where we can organize and schedule our reviews with clients, but not a deal breaker and as I understand it is in the works anyway.

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

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

Everything I need in one place

Opmerkingen: I have only been using TaxDome for a couple of months but am already noticing a change in the workflow. The setup is a bit difficult, as with any new software, but I am anticipating great things to come. So far I am enjoying the software and would recommend to any tax professionals.

Pluspunten:

I love the organization that this software brings to my firm. I can create tasks, assign tasks, communicate with clients, record billing amounts and track receivables, and keep track of what tasks are outstanding and to which staff member tasks are assigned to. This software allows me to keep a live and easily accessible audit trail of work to be completed, work in progress, and completed work so I no longer have to search individual client files for notes. This is the hub for all firm tasks and is a program my staff and I will use daily.

Minpunten:

Some of the functions are difficult to navigate and time consuming to implement. There was also a little confusion upon set up of what I needed to do, specifically regarding the task/pipeline area. I also found the pipeline/task/tag area difficult to find as it is located under the settings tab which I would typically attribute to account settings and not task setup.

Great customer service and great development team with Taxdome

Opmerkingen: It's been easy to onboard our users and we've enjoyed our experiences so far.

Pluspunten:

Your development team and customer support has been great to work with. Where the company is notably still developing, the support team is incredibly receptive to feedback and really supportive in onboarding and migrating users. Some of the best support I've seen. Additionally the document management system, attaching invoices to documents and the client portal shows signs that your teams have been able to capture many of the industries pain points. It gives me faith in your development team that you all will be able to continue to build out great features.

Minpunten:

The UI is clunky. There are other ways to structure the platform to be more functional that I think would be generally more efficient and there are some errors that could be worked through with a few UI specialists. I'd reach out to some of your younger practice users/technology driven ones and doing some video sessions having them do a walkthrough of their working day and have them talk about some of the UI problems. The user permissions are tough I appreciate that they can be toggled but The direct message feature should be able to be toggled as well. I'd also love a direct payroll provider integration such as ADP. Because you all are doing full practice management with a time tracking feature. A great function would be to build out a payroll integration so that firm owners could easily run payroll for their employees.

If you don't have Carpal Tunnel, you will

Opmerkingen: The system has everything you need; just badly placed and organized, creating more work than necessary. That is why onboarding is so confusing. The Dashboard has NOTHING I need to see when I open the software up; nor is there an option to customize it. The ONLY problem solved was the ability to work remote...BUT the irritation of having a system that will randomly slow down and requires 7 clicks to get to where you need to be is a slow drip of torture. The price is okay if you have a team of 1 or 2. But because this actually is a system that created more work it is an expense vs an investment. Its okay for someone with 50 files in a year. I have over 500. So it is NOT built to save time and money. It's built to just have everything in there.

Pluspunten:

The features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized.

Minpunten:

The design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value. For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. SEVEN CLICKS. Working one file can take over 100 clicks, multiply that by 8-10 files in a day... my hand is in pain by the end of the day from all the clicking... and scrolling. Every activity takes over 5 clicks from one thing to the next. The goal of software is to build efficiency. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It's like a house with the all the appliances and furniture that go in a house shoved into the living room; its all there you just have to sort through a lot to get what you need when you need it. Without an organized design you are creating too many moves and means wasted time, which means wasted money. The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel.

Great Mid-cost CRM Option

Opmerkingen: The chief business problem we've solved is not having to search email accounts for files that clients emailed to us. That's a great feature. We've also solved the issue of not having a CRM that required tremendous amounts of design and customization work. Our old CRM was great, but its care and feeding to make it do what we wanted it to do was a ton of work (both partner-level time and contractor time). TaxDome on the other hand was about 60 hours of partner-level time and some of their support time (which was free). I'm really impressed by TaxDome's responsiveness to its user community and the speed and pace with which they are innovating their product and adding new features.

Pluspunten:

1. Inbox+ is a game changer as far as features go. That's the feature in TaxDome that automatically moves emails from clients to a firm-wide burndown list that allows you to check them off as you resolve items. That means you don't have to spend valuable time in tax season rummaging through your mailbox to sort the client emails out from the sales/junk emails, which is very handy. 2. The immediate copying of email attachments sent by clients into the clients' document field is incredibly helpful. We used to spend so much time shuffling client data from place to place when they would email it to us instead of using our portal. Now it's all automatically there for us to work on when we need to and we can flag particular items that we need the clients to add. 3. The monthly subscription feature is huge as it allows you to add seasonal staff on demand and only pay for them when you need them. 4. The support is exceptional. All of my experiences engaging with TaxDome's staff live (I haven't tried email/chat) have been exceptional. They're well trained and know their product. I have had to spend a lot of time with them (which is free) in order to fully deploy our implementation of TaxDome. 5. TaxDome is continuing to add to their product and innovate. The product lives and evolves from season to season. Many vendors in the tax industry make only tax-change-required updates to their products each season. TD has a well-communicated list of forthcoming priorities.

Minpunten:

1. Integration is somewhat challenging because there isn't API integration with our tax software (CCH's ATX). There is pseudo integration in the form of direct desktop upload and print to TaxDome through a PDF printer (which is handy), but that only allows data to flow in one direction and when manually prompted. That said, the only competitive products that I reviewed that offered API integration were literally ten times the cost. 2. Telephone integration is simply absent from the product. We use ringcentral.com as our telephone provider and what we were accustomed to in our prior CRM was direct integration with RingCentral. That meant that every time a client called or we called a client it was logged in the system and we could attach notes to specific calls about what was discussed (or bill for the time) without separate action on our part (the same way that TaxDome handles Inbox+, which was very handy). 3. There is no good way to manage prospective leads in TaxDome. Interactions are defined as "accounts" (actual clients) and "contacts." Automated processes within the system cannot run on contacts. 4. Good at managing the existing practice, but it's poor at the sales activities that you need to grow. 5. The eSignature interface is somewhat clunky and doesn't compare favorably to non-tax eSignature products. It's just as good as any eSignature product I've ever seen in the tax industry.

The unbelievably affordable Swiss Army knife for my practice

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

Pluspunten:

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.

Minpunten:

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.

Time saver

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Affordable all-encompassing CRM/practice mgmt software that aims to please

Opmerkingen: There are a few things that would be nice that I've seen in other softwares, such as progress bars for jobs, larger icons/colors for ease of viewability, sorting and filtering by various columns, on certain screens, auto-archive and/or auto-job create for a different pipeline when something reaches the end of one pipeline (such as prospects), but I think most of my requests/recommendations are already in their development pipeline, and if not, they've told me that I have good ideas & should request them in the customer feature request database. I have seen several features in there that already were just recently implemented, so they definitely aim to please & be the best in the biz. For now, I'm giving up a few "smoothness" or "viewability" or "nice to haves" for a very affordable all-around software that is going to make my life SO much easier, and if I end up hiring staff down the road, it should be pretty easy to roll them into the workflow. I also love that there is a client-side app, and that is one thing that made me choose them over a competitor

Pluspunten:

I like that it has incorporated e-sign with KBA available for a low price per signature. Also like that I can use one software to host my website, provide unlimited virtual drive storage, communicate with clients, make requests, assign staff and client tasks, and manage workflow. Customer Service is super friendly and really wants to please. I even heard from a CS rep in their chat AFTER HOURS when I wasn't expecting to hear back until the next day, just because he noticed the message was there. Overall, this is providing the things that were MUSTS for me (including a client app where they can communicate & upload requested docs). I can wait for the "like to haves."

Minpunten:

Customer service hours are a bit short, but they are planning to increase them. A few features need improvement (but their programmers are adding things CONSTANTLY, usually based on user requests/upvotes). One frustrating thing (which I'm not sure ANY practice mgmt software can do at this point) is that you cannot integrate the in-system organizers with outside tax software, as needs to be done so clients can see their prior year data, so I'm having to create orgs from my tax software and upload them to Taxdome, and then notify clients to download & re-upload it. Not ideal, but not the worst thing, given that everything else functions pretty smoothly. The immediate programming they need to do in this regard is to allow on-screen pdf editing (which it does, for the client) and allow their system to create and save a new pdf directly from that, so the client doesn't have to manually download/save/upload it. Would also like a function so that when you send a client a task to do, and that task involves uploading a doc, then when they upload the doc in direct response to that message, it checks off their task as complete. Currently you can just set a task that they manually check off after uploading the requested doc. No firm-side app yet--but it's in development.

Tax Dome Working Great

Opmerkingen: I have realized the benefit of a CRM system related to tax preparation. In the workflow / pipeline process, knowing when clients dropped their stuff off or how long you have had their returns as been a huge improvement on efficiency on our end and the client receiving a faster return time. If tax dome updates the issues I listed about this is the best software for the price hands down.

Pluspunten:

I like the ease and functionally of tax dome the best. It is very user friend, a lot of my clients have been able to use it as well with very little questions on their end. I love the client portal aspect allowing clients to upload and download documents in a safe and secure manner. We use the signature function as well, not having to go out to a third part software has increased the return time and timing requesting the signatures. The customer service is great schedule a time to help on board or asking questions is very easy. [SENSITIVE CONTENT HIDDEN] is great!!!

Minpunten:

The cons are are feel a few and far between and all things that I have been asking about and are supposed to be fixed or updated by the end of the month. For instance e-signature you have to send the document out two for a husband and wife to sign unlike other software you send it one to both email address. The notification may be a little too much but I guess I would rather know what is going on with all my clients than not and reminders to follow up on emails, or documents they have provided. Lastly moving the files from public (client view) to private (firm view) currently is not allowed so you have to delete the file and than upload again which takes additional time, but they assured me this was an update fix at the end of the month as well.

Mostly great platform that has a lot to offer

Opmerkingen: Overall, I've had a great experience so far (though it's only been a couple weeks). However, a few frustrating roadblocks have soured things a little. Without a doubt, the platform solves far more problems than it creates or misses the mark on. I think that by next season, with automations properly set up and some procedures fine-tuned based on my experiences this year, it will be a much smoother process, especially after discovering workarounds for the things that TaxDome cannot do as one would expect.

Pluspunten:

The integrated and customizable organizers are pretty great. The logic aspect of them means you can make one master organizer to handle all 1040s instead of having to create different ones for different people or new clients vs existing ones. Within this master organizer, only the relevant questions show based on your clients' answers, so they aren't bombarded with 200 questions irrelevant to their tax situations. The automations also have the potential to save a lot of time and take care of client communication that you wouldn't normally do (eg. status updates) but make the client feel more engaged and seen.

Minpunten:

The file uploader on the website is frustrating for clients to use. You should be able to choose the folder you want to upload files into instead of them all going to the root directory automatically. If someone is an above-average computer user, they'll be fine figuring out the extra steps to upload files then select and move them to the correct place, but I'd expect TaxDome to have made this more user-friendly with the goal of the platform being simplicity. It would also be nice to be able to change things like an organizer after it has been deployed to clients, but that cannot be done. If you send another organizer to cover the things missed, it sends another notification and email to the clients. In my experience, if you bombard anyone with multiple emails or notifications, they will inevitably block or ignore them, which then detracts heavily from the system.