Wij helpen bedrijven al 17 jaar
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TaxDome
Wat is TaxDome?
Alles-in-één software voor belastingvoorbereiders, accountants en boekhouders.
Perfect om uw bedrijf te laten groeien: stop met het betalen van een dozijn tools en run uw praktijk vanuit één geïntegreerde hub.
Geautomatiseerde workflows, gebruiksvriendelijk klantenportaal, aanpasbare CRM, onbeperkte en veilige bestandsopslag, e-handtekeningen, messaging & meer voor de prijs van één app.
Wie gebruikt TaxDome?
Accountants, Boekhouders en Fiscalisten
Twijfels over TaxDome?
Vergelijk met een populair alternatief
TaxDome
Andere goede alternatieven voor TaxDome
Reviews over TaxDome
Great all-in-one tool but requires ramp-up time
Tijdsbesparing in taakopvolging
Opmerkingen: positief
Pluspunten:
Eenvoudig voor de klantAutomatische reminders naar klant wanneer men een taak niet doet
Minpunten:
Workflow installeren is moeilijk, maar hiervoor is er een goede ondersteuning van de helpdesk.
Eerder overwogen alternatieven:
All-In-One Accounting Practice Management
Opmerkingen: CRM, DMS, portal, payment processing/collections, eSignature
Pluspunten:
I like that TaxDome is all-inclusive, everything I need to manage my practice is in one package.
Minpunten:
I do not like the requirement to pay for an entire year at a time, or to pay three years in advance for the best price. This is a barrier to adoption for new and/or small practices, like my own.
Reactie TaxDome
vorig jaar
Hi James! Thank you for providing feedback on your experience with TaxDome. We appreciate your kind words regarding our platform's all-inclusive nature and its ability to fulfill your practice management needs. We understand that the requirement to pay for an entire year at a time or to pay in advance for multiple years can present challenges, particularly for new and small practices like your own. We genuinely apologize for any inconvenience this may cause. Our pricing structure is designed to offer the best value and ensure that our clients receive the most competitive rates. We encourage you to reach out to our customer support team. They may be able to explore potential options or discuss alternatives that could better suit your practice's specific requirements. We genuinely value your business and want to ensure that you can fully leverage TaxDome's capabilities without feeling constrained by the payment structure Once again, we sincerely appreciate your feedback and your willingness to share your thoughts with us. Your input is invaluable as we strive to enhance our platform and provide a seamless experience for all our users. If there's anything else we can assist you with, please don't hesitate to get in touch. Have a nice day!
Eerder overwogen alternatieven:
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.
Reactie TaxDome
3 jaar geleden
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.
Excitedly Looking Forward to What They do Next.
Opmerkingen: My experience was initially rough as my old platform did not accommodate teh transfer of files on taht system to TaxDome. What was impressive was that we could work most of it out with the assistance of TaxDome. I also love that they allow you to pay for multiple years to save a little more as an accountant. We all love to save a little, as this is it.
Pluspunten:
The automation and the ability to onboard a new prospect to a paid client, all without any of the team lifting a finger. It is now set up so that if and when we receive payment, we get to work—reducing admin time by at least 20%.
Minpunten:
I can not think of any cons at this time.
Reactie TaxDome
2 weken geleden
We're thrilled to hear you're having a great experience with TaxDome! If there's anything we can do to make your experience even better, don’t hesitate to reach out.
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.
Reactie TaxDome
2 jaar geleden
Hello Elizabeth, Thank you for taking the time to share your kind review, it is valuable to us. It's great to hear that TaxDome has been able to provide you with many of the features you were looking for, and that the workflows are a useful feature for your practice. Regarding the customization, we understand our users' desire for more flexibility, We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.
