TaxDome

I will put all my eggs in this basket

良いポイント:

Right when I think that they haven't thought about something I want, I discover it. Their support is ready and available when I need it -- and even late at night when they're offline! I am very pleased and it takes a lot to make me want to make the move.

改善してほしい点:

There is not much to complain about coming from Canopy. What I would say is that I wished the "onboarding" was a more hands-on approach -- however, I respect their process because it has helped me learn the program so much more!

From Data Collection to Service Excellence with TaxDome

製品を使ってみた感想： TaxDome saves us a tremendous amount of time, allowing us to focus our work hours on what truly matters—serving our clients. Data collection is often the biggest speed bump in the process, but with TaxDome, we can keep moving forward seamlessly!

良いポイント:

Everything in One Place – Switching to TaxDome allowed me to cancel four other software programs. It centralizes all aspects of an engagement, including text messages, emails, e-signature documents, invoices, engagement letters, client questions, and files. This streamlined approach saves time and eliminates the hassle of chasing information across different platforms. For team members collaborating on the same client, everything they need is at their fingertips, enhancing efficiency and productivity.

改善してほしい点:

At one point, the mass messaging feature glitched, but thankfully, it seems to be working fine now.

Good but improvements needed

製品を使ってみた感想： its good not great...some features are too general

良いポイント:

Client chat and communication, and team chats

改善してほしい点:

Pipelines and workflows need to allow conditional movement

Excellent practice management software

製品を使ってみた感想： I'm very happy with TaxDome. I needed a secure communication platform with project tracking and KBA e-signatures, and TD has all that and so much more. In fact, I recently switched to a 3 year contract, which should tell you how pleased I am. I highly recommend any CPA firm check out this software!

良いポイント:

I love all of the automation features. It makes my workflow highly customizable and well organized. I always know who has which tasks to complete, and where in the process any given deliverable is. Plus they keep introducing more incredible features, so the product is continually improved.

改善してほしい点:

There is a bit of a learning curve at the beginning in order to understand how the system works and how to set up your own processes, so I'm still tweaking some of my setup as I get more experience with the product. I also wish they supported foreign currency invoicing (CAD-USD).

TaxDome is Great!

製品を使ってみた感想： Overall I've been happy with the pricing structure and being able to add and remove users based upon the seasonality of my business. I love the automations and how much manual work has been removed from administrative work.

良いポイント:

I like being able to manage different projects, automate workflows and have document exchange all in one place.

改善してほしい点:

Tagging can get messy and confusing if not well managed.

Valuable to my business for improved efficiency and convenience.

製品を使ってみた感想： The overall experience has been very positive. I am committed to the product, and each year they add new features that enhance my efficiency. It saves me time.

良いポイント:

It offers comprehensive functionality as an all-in-one tax practice management solution. I used to have several different providers for my tax practice and now it is all centralized.

改善してほしい点:

The initial setup was straightforward with the assistance of TD, but unlocking the product’s full potential was a bit more complicated. I would describe the learning curve as steep; however, once you get the hang of it, the product becomes truly wonderful.

The game-change my firm was looking for

製品を使ってみた感想： It has been a real game-changer for my practice and has helped so much with annual tax preparation. I'm also very impressed at how reactive TD is to user requests and all of the improvements released.

良いポイント:

Everything is all in one place! I was able to drop several other apps. The automations for workflow are mind-blowing. I love being able to mass email with filters for targeted clients. I love locking documents to payments and now I have reduced my $45K A/R to $0.

改善してほしい点:

We are using Keeper to manage our accounting work because I can't get TD to do what I need.

Current User of TaxDome-2 years In

製品を使ってみた感想： Overall, my experience with TaxDome has been great.

良いポイント:

I like that TaxDome allows for the auto-draft of recurring invoices. I also like that I can organize my chats by topic, allowing me to locate a conversation easily.

改善してほしい点:

What I like least is that the templates aren't searchable and can't be filtered. I have to scroll through all of them to find what I am looking for. It would also be nice to be able to filter by preferred language.

Great Tool as PMO and Client Portal.

製品を使ってみた感想： Good fit for our firm. Affordable price and good customer service.

良いポイント:

We use TaxDome as both a PMO tool & Client Portal. The ability to automate tasks and send messages & emails to clients is huge. I also like the client facing options available, for ex. the action updates & client tasks. TaxDome has also been constantly updating & adding new features.

改善してほしい点:

- Inability to integrate with other apps- through Zapier or otherwise. -Cannot add packages to proposal - No option to switch the client option to pay CC fees -Wish the Organizer was more intuitive and could recognize PY data & sync.

Game-Changer for Streamlining My Tax and Bookkeeping Business

製品を使ってみた感想： TaxDome has completely transformed the way I manage my tax and bookkeeping business. From the moment I started using it, I noticed an immediate improvement in my workflow, organization, and client communication. The platform is a powerhouse for automation, allowing me to streamline everything from client onboarding to document collection and e-signatures. What sets TaxDome apart is its intuitive design and all-in-one functionality. I can manage my entire practice from one dashboard—no need to juggle multiple tools anymore! The client portal is user-friendly and professional, making my clients feel confident and engaged in the process. The support team deserves special recognition for their responsiveness and expertise. Anytime I’ve had a question, they’ve gone above and beyond to ensure I had the resources I needed. As a growing business owner, TaxDome has been a game-changer. It saves me hours each week and gives me the confidence to scale my business without the chaos. I highly recommend it to any tax or accounting professional looking to simplify their operations and elevate their client experience.

良いポイント:

The most impressive feature of TaxDome is its ability to centralize all aspects of my practice in one platform. The seamless integration of client portals, automated workflows, and e-signature capabilities saves me hours of administrative work every week. I also love how intuitive and user-friendly it is for both my team and clients, which makes collaboration effortless. The level of automation it provides has truly elevated my efficiency and client experience.

改善してほしい点:

While TaxDome is incredibly powerful, the initial setup and learning curve can be a bit overwhelming. Configuring workflows and fully understanding all the features takes some time and effort. However, once everything is set up, the system runs smoothly and is well worth the investment.

The best tax pro all-inclusive tool for 2024

良いポイント:

It's made specifically for tax pros. All the features are thoughtfully designed around optimizing professional tax pro / accountant workflows. This is by far the best all-in-one accounting tool I have used. You can tell the team is putting in work on the tool with new monthly features being shipped every month. This is the opposite of Intuit. You guys are great. TaxDome saved us at least 200 hours of manual work the past tax season.

改善してほしい点:

Minor things like not having a preset / prefilled client reminder occurrences and frequency.

So Glad I Started Using TaxDome From Day One

製品を使ってみた感想： Overall, TaxDome has really helped me streamline my bookkeeping and tax prep. It’s intuitive, secure, and has saved me a ton of time. From automating tasks to securely managing client documents, it’s made my workflow so much smoother. Tax season is always hectic, but with TaxDome, I feel like I have way more control and organization throughout the year.

良いポイント:

The automation and document management features have been huge time-savers. I love that clients can easily upload and sign documents securely—it's made my life a lot easier, especially during tax season. Having everything organized and in one place means I’m not constantly chasing down paperwork, which is a big win for me w both bookkeeping and tax prep.

改善してほしい点:

For some of my clients who aren’t super tech-savvy, the platform can feel a bit overwhelming at first. It would also be great to see more options for customizing the experience to better suit different clients' needs.

Best Decision I Ever Made!

製品を使ってみた感想： Switching to TaxDome was the best decision I ever made. I was juggling client management, task management and month end closing with four different softwares. TaxDome has allowed me to streamline my process and manage my business and individual clients using one platform.

良いポイント:

I love the ease of communicating with my clients and creating workflows.

改善してほしい点:

I don't like not being able to accept partial payments.

Once you get past the set up, Taxdome is awesome!

製品を使ってみた感想： Like every app. It has its pros and cons. But overall, Taxdome has been a great addition to our firm

良いポイント:

Automations, workflows, Consistent updates and great support

改善してほしい点:

It takes a long time to set up but once it is set up, it is great. Their email inbox feature is not a true shared inbox. Laking CRM-like timeline and visibility

TaxDome is a life saver!

良いポイント:

Pipelines streamline all the work we do, making our processes much more efficient, while also enhancing the customer experience by ensuring everything runs smoothly and seamlessly.

改善してほしい点:

Getting pipelines and automation set up in TaxDome can definitely feel confusing at first, especially with all the moving parts, but once you have everything in place, the efficiency and time savings make it absolutely worth the effort!

Automation Saves Time & Money

製品を使ってみた感想： I have used TaxDome through two tax seasons and am heading into my third.
Customer support has been great! I am so happy that we made the jump.

良いポイント:

Automation! I have saved so much time by using TaxDome.

改善してほしい点:

Nothing. I have no complaints about TaxDome.

It is worth it!

製品を使ってみた感想： The more our office become committed to using TaxDome, the more rewarding it is and we realize it is worth the effort and cost.

良いポイント:

TaxDome is hard, but I love knowing TaxDome provides excellent support. I am learning every month how TaxDome can make our office more efficient. It is definitely a process, but one that is rewarding when it all comes together.

改善してほしい点:

I feel like you really need to invest, which takes time - time to learn, time to implement, time to review and revamp. Once you invest time to learn and setup, it saves you the time you are looking for.

TD Review 2024

製品を使ってみた感想： Overall, it has helped my practice be more efficient across the board for me, my staff and my clients.

良いポイント:

its ease to find and organize things. I can navigate through the screens, check for data, get notified when clients upload data, etc

改善してほしい点:

Billing can be improved a little but TD is constantly upgrading and improving so there is really nothing I hate about it.

Worth the Upgrade

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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.

If I had to do it over again... I'd still choose TaxDome

製品を使ってみた感想： I've been quite pleased with TaxDome. My biggest cringe whenever I implement new software into an already existing practice is getting everything moved over. This process with TaxDome was a lot less problematic than I was anticipating.

良いポイント:

I like that everything is centralized and in one spot. Also, the additional features that are being developed continue to make it a more robust software.

改善してほしい点:

I would like to see "company wide" packages for seats... so that my cost doesn't go up $800 per year everytime I add a staff member.

Great Portal for Tax Clients

製品を使ってみた感想： After the set up it has been great to use but still can be a challenge to remember everything each year.

良いポイント:

Easy to use and integrates with my tax software with no issues.

改善してほしい点:

It is expensive on small businesses. It is hard to learn how to set up everything. I hate that clients can see when you put stuff in the trash since they think you need it and you know you don't. I wish it was easier to close each year.

TaxDome for the WIN!

製品を使ってみた感想： They have been WONDERFUL! All their employees are friendly and knowledgeable, they offer so much training (both in video and in person) and are very transparent with the changes that are coming. They listen to the community and are mindful of tax deadlines when they do make changes.

良いポイント:

Love the secure messaging, printing directly from my tax software to TD, client communication in one place and the automation gave me an "admin" that I desperately needed.

改善してほしい点:

I wish SMS didn't need a separate phone number (but chat works great) and wish it could integrate with QB payments.

Signature requests are great

製品を使ってみた感想： It's been good. Most of my clients have migrated without too much trouble.

良いポイント:

Ability to request signatures directly from the uploading windows program.

改善してほしい点:

Client access - if a client accesses a signature request link on a shared computer that is already logged on as a different client (spouses) unless they log out, the spouses' signature prompts will be used and they get confused as to why they can't sign.

Fascinated with my new tool, Tax Dome.

製品を使ってみた感想： An incredible experience, it has been very good from adapting to the system to starting to use it with my clients. It is a very easy platform to use.

良いポイント:

The thing I like most about TaxDome are the automations that help us be 100% more productive and that I also have everything on the same platform.

改善してほしい点:

I would like the system to have better editable options on invoices, as well as add an option for business-to-business income tax withholdings.

New user rave!

製品を使ってみた感想： We have only been using for a few months, but i can see the value in it. Once we get all of our concerns dealt with, I know we are going to enjoy the switch to Tax Dome even more than we had thought.

良いポイント:

It seems to able to handle a lot of the flow of the accounting firm

改善してほしい点:

It is a little challenging to set up and get transactions entered properly.