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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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Profile Name
Star Rating
509
103
13
1
0
Gerry H.
GH
Gerry H.
CPA at GH Business Consulting and Tax
09/11/2024
Validated Reviewer
Verified Current User
Review source: Organic
Neil E.
NE
Neil E.
Nevcon Accounting Services and Accounting Consultant using Quickbooks
09/11/2024
Validated Reviewer
Review source: Organic

Totally changed the way my practice is run

I have used many different workflow and client portals over the year. When i switch to TaxDome it was a game changer for my practice. Before all my workflows where customized by cleint so every Client had different procedures and workflow. by using pipelines and organizers i was able to ensure that all my clients had a standarized workflow for the same procedure. The organizers allowed me to ask the correct questions and tailor additional questions to the answears the client said.
AA
Alanna A.
09/11/2024
Validated Reviewer
Verified Current User
Review source: Organic

Makes my workflow easier

I like that I can send my engagement letter, organizer, client documents and accept payments in one space.

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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