Wer verwendet TaxDome?

Accountants, Bookkeepers and Tax Professionals

Was ist 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.

TaxDome – Details

TaxDome

https://www.taxdome.com

Gegründet 2017

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TaxDome – Preisübersicht

TaxDome bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von TaxDome ist ab 50,00 $/Monat verfügbar.


Startpreis

50,00 $/Monat

Preisinformationen

www.taxdome.com/pricing

Kostenlose Version

Nein

Gratis Testen

Ja

TaxDome – Bereitstellung und Support

Kundenbetreuung

  • Support während der Geschäftszeiten

Einsatz

  • Installiert - Mac
  • Cloud, SaaS, Web
  • Installiert - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • Live Online
  • Webinare
  • Dokumentation

TaxDome Funktionen

  • Abrechnung & Rechnungsstellung
  • Dokumentenmanagement
  • Fälligkeits-Tracking
  • Für CPA-Firmen
  • Genehmigungs-Workflow
  • Kundenmanagement
  • Kundenportal
  • Mitarbeiter-Management
  • Projektmanagement
  • Zeitverfolgung

Siehe die vollständige Rechnungswesen Software Liste

  • Abrechnung & Rechnungsstellung
  • Dokumentenmanagement
  • Fälligkeits-Tracking
  • Kontrolle des Genehmigungsprozesses
  • Kundenmanagement
  • Kundenportal
  • Steuererklärungen
  • Steuererklärungs-Formular
  • Szenarioplanung
  • Workflow-Management

Siehe die vollständige Steuerberater Software
 Liste

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TaxDome – Nutzerbewertungen

Alle Bewertungen lesen

Gesamtbewertung

4,7/5

Durchschnittliche Bewertung

Benutzerfreundlichkeit 4,6
Kundenservice 4,7
Funktionen 4,6
Preis-Leistungs-Verhältnis 4,7

Software bewerten

Teile deine Erfahrungen mit anderen Softwarekäufern.

Eine Bewertung schreiben
Kimberliann C.
CEO
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5 /5
  • Benutzerfreundlichkeit
    5 /5
  • Eigenschaften & Funktionalitäten
    5 /5
  • Kundenbetreuung
    5 /5
  • Preis-Leistungs-Verhältnis
    5 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Herkunft der Bewertung 
  • Bewertet am 4.9.2019

"One of the best client portals for the money!"

Kommentare: I personally love the portal and the TaxDome team! From Day 1, they hav been open to my feedback on upgrades. I feel the developers really listen and take the feedback to heart and try and improve on the product for their users benefit

Vorteile: The feature that sold me was the capability to lock a document to a bill. As a tax professional, being able to lock the completed tax return until paid was essential for me in Tax season ... I did not have to chase a client for payment, this feature encourages my collection efforts with very little effort on my part.

Nachteile: It advises of a new document upload but misses the capability to drill all the way to the client that uploaded from the dashboard but you do get email alerts from the client that uploaded.

Antwort des Softwareanbieters

von TaxDome an 8.10.2019

Thanks, Kimberliann! We have now added Inbox+, which solves the con you highlighted. Inbox+ is a feed of all of the activity in your company across all clients.

  • Herkunft der Bewertung 
  • Bewertet am 4.9.2019
Deva H.
Tax Advisor
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
  • Gesamtbewertung
    4 /5
  • Benutzerfreundlichkeit
    4 /5
  • Eigenschaften & Funktionalitäten
    5 /5
  • Kundenbetreuung
    5 /5
  • Preis-Leistungs-Verhältnis
    5 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Herkunft der Bewertung 
  • Bewertet am 11.9.2020

"Making it easier for my firm to grow!"

Vorteile: I like that it encompasses so many different needs. I have been happy with my prior portal, e-signature software, CRM, etc... but it's so many different programs to manage! Now that I'm growing my business and want to train my first employee life will be so much easier with everything in one place. And I'm excited about that for my clients as well. VERY excited about the secure messaging. I was always horrified in the past when clients emailed me sensitive info like a new child's SSN.

Nachteile: I think there needs to be an engagement letter template where you can pull certain fields of client information into the engagement letter like how much you're charging them that year... their legal name and then their preferred name for the greeting, etc. Also, there should be a way to have them put credit card info into the e-signature/engagement letter. We've always done this in the past with Rightsignature so we can then charge the clients card once they sign the Engagement Letter and have input payment info.

  • Herkunft der Bewertung 
  • Bewertet am 11.9.2020
Caitlin B.
Owner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    5 /5
  • Benutzerfreundlichkeit
    5 /5
  • Eigenschaften & Funktionalitäten
    4 /5
  • Kundenbetreuung
    5 /5
  • Preis-Leistungs-Verhältnis
    5 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Herkunft der Bewertung 
  • Bewertet am 17.11.2020

"So far so great!"

Kommentare: Love it!

Vorteile: So far I am absolutely LOVING the integrations in this software! We are working to be 100% remote and this is helping us move in the right direction while creating efficiencies. Previously with multiple platforms we had a lot of wasted time in saving stuff to desktop, uploading etc, being able to print right into client files is amazing, integrating client communication is fabulous and who doesn't love being able to lock down files until an invoice is paid!? I've been happy with the customer support so far and hear only great things from others who are using the software.

Nachteile: I think the only area that I currently see it lacking is an integration with various tax softwares to create an organizer that pulls from tax return information.

  • Herkunft der Bewertung 
  • Bewertet am 17.11.2020
David T.
Operations
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
  • Gesamtbewertung
    3 /5
  • Benutzerfreundlichkeit
    3 /5
  • Eigenschaften & Funktionalitäten
    3 /5
  • Kundenbetreuung
    4 /5
  • Preis-Leistungs-Verhältnis
    3 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    7/10
  • Herkunft der Bewertung 
  • Bewertet am 14.1.2020

"Great Potential"

Kommentare: The mass email system is great. The ability to have all the emails in one place for a specific tax client is excellent.

Vorteile: Probably one of the few CRM programs for Tax Professional. Potential to be a great CRM program. Still working through some of it's feature.

Nachteile: The Pipeline sections is not as easy as it should be. The signature part is good but needs the ability to single space and use other fonts. Would be nice to have an actual Tax Preparation program attached to this CRM

  • Herkunft der Bewertung 
  • Bewertet am 14.1.2020
Jamie B.
Owner|Accountant
Buchhaltung, Selbstständig
Verwendete die Software für: Kostenlose Testversion
  • Gesamtbewertung
    5 /5
  • Benutzerfreundlichkeit
    4 /5
  • Eigenschaften & Funktionalitäten
    5 /5
  • Kundenbetreuung
    5 /5
  • Preis-Leistungs-Verhältnis
    5 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    7/10
  • Herkunft der Bewertung 
  • Bewertet am 2.9.2020

"Trial to subscribe"

Kommentare: I watched the pre-recorded demo, attended the live demo - which was so great to be able to speak with voice (vs chat is an option) live with humans at the end of the demo! So helpful! Then speaking to [SENSITIVE CONTENT HIDDEN] in tech support when I had more questions throughout the trial, especially questions that weren't answered on the site. I just subscribed and took advantage of the option to review for an additional free month to my account. At first I was hesitant about the cost, but once I realized all that was included and the money I won't need to spend next year (secure portal elsewhere), and to have the website hosting included - that brings the costs to very reasonable!! I'm hoping that doesn't change drastically once I'm all set up!

Vorteile: I really like that this seems to be an all-in-one product! I looked at many firm management products and TaxDome seems to have everything I was looking for plus several additional options that I never expected to be taken care of by a firm management software. Such as the website - I don't need a complex site right now. I'm super excited for this next tax season to have the portal and all client aspects in one spot! The KBA e-signature authorization is perfect too!

Nachteile: There is a pause when moving between screens. That gets frustrating. But I'm noticing that with more cloud-based software (QBO, Gusto). Some tasks seem cumbersome - there could be short cuts on the current screen to go back to enter another of the same, such as manual time entry. Once one is entered, to go back to enter more takes MANY clicks and screen waits.

  • Herkunft der Bewertung 
  • Bewertet am 2.9.2020