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
- Aanpasbare branding
- Aanpasbare rapporten
- Aanpasbare sjablonen
- Beveiligde gegevensopslag
- Bijhouden van vervaldatums
- Configureerbare workflow
- Controle van goedkeuringsbeheer
- Documenten opslaan
- Elektronische betalingen
- Financieel beheer
- Financiële analyse
- Gegevens importeren en exporteren
- Integratie in de administratie
- Integraties van derden
- Meerdere valuta's
- Onkosten bijhouden
- Online betalingen
- Projecttijd bijhouden
- Rapportage en analyse
- Rapportage en statistieken
- Status bijhouden
- Tijd bijhouden
- Tijd en onkosten bijhouden
- Verwerking van creditcards
- Voor accountancybedrijven
- Voor accountants
- Voortgang bijhouden
Alternatieven voor TaxDomeMeer alternatieven voor TaxDome
Finally found what I was looking for!
Opmerkingen: OMG the email tasks seriously I don't have to search through my emails to find client stuff anymore, it makes me so happy I could cry. And yea I may be overreacting a bit, but the number of emails I receive is ridiculous, so this seriously makes my life so much better.
This software has the features I've been searching for for the past 3+ years. The customer support is amazing, responses are fast and if there is ever anything I'm looking for, if it's not available it's in the works! Specifically, though I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the Emails as tasks. OMG, this makes my work life so much more streamlined!
There are still some features I would like to see, but as I already said these are in the works and I fully believe this company is hustling to get us, users, what we want!
6 maanden geleden
Thank you Brittnie, your feedback is valuable to us. We are happy to know that you got everything that you need.
One-Stop-Shop for Accountants
Opmerkingen: I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging Tax Dome.
I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place. This has been a huge time saver for me without having to switch between multiple systems just to send a email or request key documents.
At this moment, TaxDome doesn't allow for reoccurring payments for monthly clients but this is on their roadmap for implementation. Additionally, just understanding where "FIRM LEVEL" documents can be stored for team use is another place to understand how to be more efficient. I was able to solve for this by making my firm an account and portal to use just like clients! Lastly, I do think it is a huge upfront investment when you have a team of 5 or more, but the annual savings is key here.
Learning to Use
They advertise that it is supposed to help automate many processes including administrative tasks such as onbording new clients, exchanging documents and communications. I also like how easy was to schedule the white glove onbording sessions.
It is really hard to setup on your own. Support does not seem to understand my industry details and questions don't get answered relevantly. I resorted to join a program that charges for setup, but don't know how that will be different yet.
Thank you for your feedback Vanessa. Sorry to hear about your experience with our support team. We'll work hard to improve and learn from this experience. Please feel free to reach out to us again. Our Support is free and unlimited , including screen sharing sessions with us.
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.
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.
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.
3 maanden geleden
Thank you so much for the nice feedback, Will! We highly appreciate it. We aim to continuously improve our product. We have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized. Please feel free to contact us if you need assistance. Our support is free and unlimited.
Great Value for all the Features
Opmerkingen: TaxDome is still new, but so far the experience has been excellent. We have our first client jobs in the pipelines and we're very happy so far. The workflow setup is a work in progress to be refined and improved as we go along. We found the TaxDome online documentation and videos to be very helpful.
We wanted a core platform for virtual tax preparation. The shortest technology stack the better. Our main tax preparation software is great at tax preparation, but were looking for something that could do all the rest. We did trials of a few names, but TaxDome stood out from the beginning. We liked the flexibility and customization available throughout TaxDome, particularly in the templates for almost every customer touch point. We liked the free eSignatures and the reasonably priced KBA. We liked the integrated payments and the ability to link invoices and documents approvals to workflow automation. We liked the ability to create a client self-onboarding environment. We liked the ability to customize a fairly sophisticated initial information intake (ie online tax organizer) through the conditional question building tools provided. Overall, what we liked the most is the value for what you get with TaxDome.
There is a learning curve around the automation functions, and getting used to the TaxDome nomenclature around jobs, piplines, and tasks. Setting up your workflow can be time-consuming, especially if you're a perfectionist with your templates, etc. We wish some of the system generated messages were templated/configurable. There is some awkward writing/verbiage here and there within the program. We wish there was a configurable default template for client notification preferences. We didn't like the non-customizable invoice or that there's nothing really to print or save PDF for a client. It's more a payment prompt than an invoice. We like the ability to move/drag/save files outside of TaxDome (ex: from the file structure of our main tax preparation software) into TaxDome, but we wish there was an auto-sync like other local drive to cloud drive services.