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TaxDome

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623 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2017
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TaxDome Reviews

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Hermel J.
HJ
Hermel J.
10/09/2024
Validated Reviewer
Verified Current User
Review source: Organic

TaxDome is amazing!

I love that TaxDome is a hub for our firm and clients that eliminates the need for some other softwares. The client portal, messaging, and workflow tools are invaluable.
Emily M.
EM
Emily M.
10/09/2024
Validated Reviewer
Verified Current User
Review source: Organic

Everything you need to streamline your accounting firm

The ability to create custom tags and custom fields really allows me to create a workflow that I can use for all my clients but then customize it based on each clients individual needs. The system replaces my outdated system of storing SOPs in word documents and enables people to jump in to complete the client work in an environment where the whole team has visibility into the progress.
LW
Lindal W.
10/09/2024
Validated Reviewer
Verified Current User
Review source: Organic

TaxDome is great for streamlining any business.

While I have used TaxDome for accounting and tax preparation, I also use it for the publishing company I co-own. My business partner and I at DoxaNous Media have found that it helps our authors and other clients to see the progress on their work as we move them along the pipeline. We're more productive and we can offer a more personable service to our clients. TaxDome is leaps and bounds more robust than other project management SaaS we have tried. The applications are endless. I recommend TaxDome for any business.

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HQ Location:
New York, US

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What is TaxDome?

TaxDome is accounting practice management software designed to streamline your firm by replacing multiple tools and simplifying your tech stack.Deliver an exceptional client experience with our top-rated mobile app, loved by clients with a 4.9/5 rating across 6,000+ reviews. Enjoy easy scan-and-send document exchange, mobile payments, e-signatures, and more. Secure chats, emails, and two-way SMS ensure smooth, timely communication.Within your firm, automate repetitive tasks, manage your team, and collaborate effortlessly. Workflow automation, AI-powered reporting, and a centralized CRM help you maximize productivity.Simplify revenue operations and accelerate cash flow with flexible payment options through TaxDome’s integrations with Stripe and CPACharge. Track billable time, set up recurring invoices, and handle payments seamlessly.With TaxDome, you’re not just managing your practice—you’re elevating it to new heights of efficiency, growth, and client satisfaction.

Details

Year Founded
2017