TaxDome Pricing Overview

I love how user-friendly TaxDome is, making it extremely easy for anyone, whether they are clients or new team members, to navigate and utilize the platform effectively. Its straightforward and simple interface ensures a smooth onboarding process for anyone interacting with it. I also appreciate the proposal feature that is crucial to our firm, as we utilize it extensively for all our engagements, storing documents, and even editing them when necessary. Furthermore, the workflow and pipeline features are invaluable, supporting the structure and efficient management of our internal processes. TaxDome’s capability to consolidate client information, requests, and communications streamlines our operations significantly. It has enhanced the overall organization by having everything in one place, allowing us to track time and generate reports on our work. This comprehensiveness truly aids in keeping our business moving forward. Additionally, the TaxDome Team is phenomenal. I had the pleasure of speaking with Sebastian Lockyer, a product manager, who reached out to have a one-on-one meeting walking through some new features that will be coming out soon. He also took the time to answer every single related and non-related question. Moreover, he took the time to draft direct instructions, screenshots, and even made a short Loom video to walk my team through some of our questions. All of these extra steps were in regards to off-topic questions. I cannot express the level of gratitude I have for him for being so genuine and kind to go more than above and beyond for us. Review collected by and hosted on G2.com.

I would love to be able to do payments through TaxDome. However, there's no option currently for us to pass the credit card processing fee onto clients. As a result, we have to use CPACharge instead. I really wish there was an option in TaxDome for clients to take on that fee, which would simplify the process and avoid the need for extra calculations on our end to include the credit card processing fees. Review collected by and hosted on G2.com.

*I am leaving this review in exchange for an additional month of subscription to TD. While I am receiving something for this, I've tried to be objective & give my honest opinion.*

-I appreciate how I can use TD for multiple aspects of my firm (e.g. engagement letters; workflow; signatures; client requests; etc.)

-The client portal is fantastic; my clients love it

-Automation: Its great how you can setup your workflows & tasks to automatically run and\or send client requests

-I appreciate how they seem to constantly be rolling out new features & seem to be thinking big picture in what they're adding (e.g. Juno collaboration) Review collected by and hosted on G2.com.

-I would rate TD's ability to handle jobs and recuring work at a 3 on a scale of 1-10, with 10 being the best. For example, I find it very confusing how it doesn't show you all the aspects of a job when you're in the "job" screen. I often have to have two monitors running to see a) the job\task I'm working on, and hen b) the next one coming up. I also find it frustrating that you can't pull recurring jobs forward. For example, if I have a job set to trigger every Friday; if I'm working ahead in a given week and want to work on that job on Thursday it is not available to work on. It also is not in my Job workflow until that Friday, so you can't really look ahead at what jobs are coming up that week. One final aspect that is frustrating is that the filters in the "Job" screen are weak (IMO). While sorting is fine, it doesn't save your settings, so if you've filtered & sorted your jobs and you click away for a second, when you come back its forgotten that & you have to re-filter & sort everything. Review collected by and hosted on G2.com.