15 years helping British businesses
choose better software

What is TaxDome?

All-in-one software for tax preparers, accountants and bookkeepers.

Perfect for growing your business: stop paying a dozen tools and run your practice from a single, integrated hub.

Automated workflows, user-friendly client portal, customizable CRM, unlimited and secure file storage, e-signatures, messaging & more at the price of one app.

Who Uses TaxDome?

Accountants, Bookkeepers and Tax Professionals

TaxDome Software - TaxDome client portal for web, desktop and mobile
TaxDome Software - Workflow Automation & Recurring Jobs
TaxDome Software - Built-in proposals and engagement letters in TaxDome with invoicing
TaxDome Software - Performance insights in TaxDome
TaxDome Software - TaxDome CRM for client management

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Reviews of TaxDome

Average score

Overall
4.7
Ease of Use
4.5
Customer Service
4.7
Features
4.6
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Lynnorra
Lynnorra
Senior Partner in US
Verified LinkedIn User
Accounting, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

Alternatives Considered:

One-Stop-Shop for Accountants

5.0 3 years ago

Comments: I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging Tax Dome.

Pros:

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.

Cons:

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.

TaxDome Response

2 years ago

Thank you very much, Lynnorra. Your feedback is much appreciated. You can upload documents to the Private folder since this will be visible to you. But, you already found a great solution, it can be more convenient and organized to have a separate account for your firm documents. Thank you for sharing this with us.

nimantha
Senior Admin in Cyprus
Accounting, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Great All-in-One Tax Management Tool

5.0 last month New

Comments: Overall, my experience has been positive. It's a comprehensive tool that has streamlined my workflow and made managing my practice more efficient.

Pros:

TaxDome is very user-friendly and combines everything I need for managing my tax practice. It has made organizing documents, communicating with clients, and tracking deadlines much easier. The automated reminders are especially helpful to ensure I don't miss any deadlines.

Cons:

There is a bit of a learning curve at first, especially if you're not familiar with such software. I also wish there were more notifications for updates on client organizers.

TaxDome Response

3 weeks ago

Thank you for sharing your detailed review of TaxDome! We're delighted to hear that you find our platform user-friendly and that it has significantly improved the management of your tax practice. It's great to know that features like document organization, client communication, and deadline tracking have been particularly beneficial for you. We acknowledge the initial learning curve and appreciate your patience. Your suggestion for more notifications on client organizers is noted and will be considered for future updates. Overall, we're thrilled that TaxDome has streamlined your workflow and enhanced your efficiency. Thank you for your valuable feedback!

Barbara
Owner in Canada
Accounting, Self Employed
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

They make you pay a year in advance for a reason

3.0 2 months ago New

Comments: I am nearing my 3rd month since paying for the full year license and still do not feel confident in trusting TD to keep my practice on schedule. Finding email messages as "unsent" when I look at them in outlook (but had no indication of an issue when I "sent" them via TaxDome) was my final straw this week and I am now feeling absolutely defeated by TaxDome.

Pros:

I was impressed with the client portal and paid for the 1 year license based on that ...

Cons:

Everything else ... (besides the portal)

TaxDome Response

3 weeks ago

Thank you for sharing your experience with TaxDome. We're sorry to hear about the challenges you've encountered and understand your frustration. Your feedback about the client portal and your concerns about other aspects of the platform are important to us. We apologize for any issues you've experienced with email messages and understand the impact this has had on your confidence in TaxDome. Please know that we take your feedback seriously and are constantly working to improve our platform and user experience. If you haven't already, we encourage you to reach out to our support team for assistance with any unresolved issues. We value your business and want to ensure we address your concerns to regain your trust. Thank you again for sharing your feedback and for considering TaxDome. We appreciate the opportunity to improve and better serve you in the future.

Michael
Owner in US
Accounting, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Worth the Upgrade

5.0 3 months ago

Comments: Overall, 9.5/10. We are happy we made the commitment. The time it takes to set up is substantial, but I have to believe it will be worth it in the long run. We are able to systemize and build a sustainable practice because of the continuity that TaxDome provides.

Pros:

We were able to consolidate 5 different applications for our firm into one practice-management application. Our clients are fans of the client portal and we're seeing increased engagement because of the intuitive nature of the platform. Great support from their team.

Cons:

The initial setup/implementation wasn't the easiest. There is plenty of documentation and learning modules for support, though. This was just time-consuming for our firm.

TaxDome Response

3 weeks ago

Thank you for your insightful review of TaxDome! We're delighted to hear that consolidating multiple applications into our single practice-management platform has been beneficial for your firm. It's wonderful that your clients appreciate the intuitive client portal and that you've seen increased engagement. We're also pleased to know you found our support team helpful. We understand that the initial setup and implementation can be time-consuming, and we appreciate your patience and effort in going through the process. Your positive outlook on the long-term benefits and your overall satisfaction mean a lot to us. We're committed to helping you build a sustainable practice with ease and continuity. Thank you for your recommendation and for choosing TaxDome!

Jessica
Tax Preparer in US
Accounting, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

All in one place

5.0 last month New

Pros:

What is great about Tax Dome is that everything is all in one place. It makes working from home easy. All team members can access documents at anytime and it keeps track of inventory in real time.

Cons:

Some of the file management tools are hard to get used to.

TaxDome Response

3 weeks ago

Thank you for sharing your thoughts! We're thrilled to hear that TaxDome's all-in-one platform has made working from home a breeze. It's great to know that your team can easily access documents anytime and benefit from real-time inventory tracking. We aim to provide the utmost convenience and efficiency for our users, and we're glad to hear it's working well for you!