TaxDome Reviews 

TaxDome is a impressive. Clients love the ease of uploading documents and communicating with our firm. We love the ability to automate tasks and the fact that our clients love it! When we do have an issue, the AI bot is a great tool, and the staff that further assists are great problem solvers.

TaxDome is a comprehensive tax automation/CRM system saving hours of client communications. The software automates some of the most time-consuming parts of the tax process.

They have wonderful and friendly customer service, are responsive to suggestions for improvements and have clear and honest communication when there are issues.

There is also a community of other tax professionals some of whom are expert users who share ideas and help each other. TaxDome is a large, comprehensive software focused on adding features that help tax and bookkeeping business manage and automate their workflow as well as clearly divide tasks. It does have a learning curve especially at set up and the first months of use so give your business time to learn and adjust if you choose to use this cloud-based software solution.

I’ve been part of many software rollouts, and this was one of the smoothest I’ve been involved in. TaxDome worked as expected, and their advisors were there every step of the way. In my experience, that level of support is uncommon but extremely useful. They were also readily available to help with additional questions or issues as they came up.

I’ve been using TaxDome and it has completely streamlined the way we manage our firm and communicate with clients.

The client portal makes document collection and messaging so much more efficient, especially during peak tax season when things can get overwhelming. I also really like how everything is centralized, from organizers and e signatures to task tracking and pipeline management. It keeps our workflow organized and helps ensure nothing falls through the cracks.

One of the biggest benefits for us has been the automation features. Being able to set up reminders, recurring tasks, and standardized processes has saved us a lot of time and improved our turnaround times.

Overall, TaxDome has made our processes smoother, improved the client experience, and helped our team stay on top of a high volume of returns. Definitely a valuable tool for any growing tax or accounting firm.

Wish I knew more about this IRS integration button?

I guess tax dome excelent crm. I talk with my team, schedule meeting and stand emails to my clients. Its amazing every tolls

Taxdome really thought and worked on accountants and tax preparers needs. The tasks, pipelines, organizers, and the automations helps to have everything on track every tax season.

TaxDome has completely transformed the way we manage our firm and communicate with clients. Everything is centralized in one secure platform, from document uploads and e-signatures to messaging, invoicing, and workflow tracking, which eliminates the back and forth of emails and keeps everything organized in one place. The client portal makes it easy for clients to access their documents, complete organizers, and communicate with us securely at any time, while on our end it significantly improves efficiency, reduces administrative work, and ensures nothing falls through the cracks. Overall, it allows us to deliver a more streamlined, professional, and responsive experience to our clients.

Taxdome is great for more of annual clients, but we are a tax firm with tax resolution and back tax and we would love to talk to somebody who can implement other ideas.

TaxDome has worked to make constant improvements and is very welcome to take criticisms and suggestions. They are very hands on and the platform has vastly improved since we first started using it. We use TaxDome in every department and all aspects of our business and our clients seem very happy with using it to upload documents and send messages to us. After sending a message to TaxDome programmers about a issue my department had been having in navigating the website, I received a response almost immediately asking what was happening and how it would work better for us. They really cared and made changes that helped us work more efficiently. TaxDome has grown to be a great tool for our company.

I love how taxdome has reps that can help you make your pipelines more efficient. The automation features are amazing and cuts my time reaching out to CL in half.

Absolutely amazing practice management software! The pipelines make it so easy to manage the returns, the estimate, and the planning workflow. Highly recommended.

Our firm has been using TaxDome for many years. It keeps our team organized especially during tax season. We rely heavily on this software and its a game changer for us!

TaxDome is great in so many ways. The only complaint I have is that too many times, 'updates' have ended up being 'downgrades' requiring more clicks to do the same thing that was easier to do before the update.

This is absolutely the worst developed application that I have encountered in my professional career. I've used many and my CPAs have used many however this is impossible to navigate impossible to get downloadable links for Mac iOS. What a truly waste of time this is.

TaxDome Runs well and allows our team to serve our clients well. There are some features that other platforms have that are not yet released for Tax Dome, such as tax return delivery automation and automated document request lists but those seem to be coming soon.

We have been using Tax Dome over a year now and it has been a great addition to streamline our process for clients and our clients for taxes. You can really customize how the pipeline works best for you. They are coming out with new features all the time. There is a lot of great support and customer service if you do need help to set up your clients in the beginning or anytime when you may need it. I definitely recommend Tax Dome!

Taxdome has been instrumental for me as a solo firm owner. I have only began to scratch the surface of the offerings, but just the organizer and client portal alone is well worth the price.

After our first year of using Tax Dome I'm looking forward to our second tax season, knowing how things are organized and how they work. I like the ability to text or email clients directly from the program, linked to the profile. Really great to be able to print to Tax Dome from Ultra Tax. Only thing to make it even better is to offer more flexibility with the screen view. Sometimes cannot see the actual documents with so many mandatory tabs and bars.

My firm loves tax dome. After several firm management softwares we have now been on taxdome for a year and a half. However, our biggest issue is getting the actual automation to work. I'm sure we're not alone in the struggle, as it's a new skill for us. I wish there was significantly more customer service to help with this as we pay over $1000 a month for this software, and I feel a little left in the dark.

Everything in one place
The app and portal are very easy to use. You are able to upload all of your documents in one place.