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
Waar kan TaxDome worden geïmplementeerd?
Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (mobiel), iPhone (mobiel), iPad (mobiel)
Video's en afbeeldingen van TaxDome
Vergelijk de kosten van TaxDome met soortgelijke producten
Functies van TaxDome
- Bijhouden van vervaldatums
- Gegevens importeren en exporteren
- Integraties van derden
- Meerdere valuta's
- Naleving van fiscale wetgeving
- Rapportage en analyse
- Rapportage en statistieken
- Status bijhouden
- Tijd bijhouden
- Verwerking van ACH-betalingen
- Voor accountants
- Voor belastingdoeleinden
Alternatieven voor TaxDome
Reviews over TaxDome
Worth the learning curve
Opmerkingen: 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.
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.
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)
3 maanden geleden
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.
Best Practice Management for Accountants
The in-app document management, file storage, and client portal features make client collaboration simple.
I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.
Thank you for the review, Miata. Your feedback is valuable to us. Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized. If you have any questions or need assistance with anything please let us know. Have a great day.
Opmerkingen: Still Learning.
The support team the Tax Dome offers is really great and valuable.
Lack of control customization - example is with folders
2 maanden geleden
Thank you very much, Katarina. Your feedback is valuable to us. There are certain things that can be customized with the folders, you can create new folders, rename them, create subfolders, and change the privacy level. If you download the TaxDome Desktop application, you will be able to move the folders, do bulk actions and much more. If there is anything we can assist you with, please let us know. We will be happy to assist you. Have a great day.
TaxDome appears to be everything we have been missing in our firm!
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.
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.
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.
Thank you for the feedback Christina. We appreciate it. As long as you have one annual subscription, you can subscribe to our monthly subscription for your seasonal members. Please see more details here - https://help.taxdome.com/article/187-taxdome-pricing-faq#1 . Please feel free to reach out to us again if you need further assistance. Our support is free and unlimited.
New Tax Dome User
Opmerkingen: I am very pleased overall with Tax Dome. I love that it has the ability to have knowledge based identity verification with the e signatures and the unlimited storage capability. It has taken a few days to transition, but I think I will be very pleased with it.
My favorite thing about Tax Dome is the price of the electronic signatures and the ability to have a client portal as only one user. Most companies require 3-5 users and e signatures cost a significant amount on top of that. It was also easy to import my client list to create the accounts and contacts to immediately have all of my clients there and ready to go.
The user interface is a lot more complicated than I'm used to in a client portal, but some of that is because of all of its capabilities. In the beginning, it is a little more difficult to figure out how to get documents and signature requests to the clients.
3 weken geleden
Thank you, Amber. Your feedback is valuable to us. We understand that it may take some time to get used to our software, but once done, the time will definitely pay off. We give our best to assist with all questions. We also provide our subscribers with help articles, video tutorials and the TaxDome Academy. If you need assistance with anything, please let us know. Our support is free and unlimited, and we will be more than happy to assist you. We wish you a great day.