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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
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Tony B.
TB
Tony B.
08/26/2024
Validated Reviewer
Verified Current User
Review source: Organic
Len P.
LP
Len P.
Accounting and CPA Exam Tutoring Service LLC
08/05/2024
Validated Reviewer
Review source: Organic

TaxDome

How I can do most of what I need to do in TaxDome. I can text, email, chat, exchange documents, e-signature, send engagemant letters, and more.
AK
Aimee K.
07/29/2024
Validated Reviewer
Verified Current User
Review source: Organic

Great client management software

TaxDome's client portal is easy for clients to navigate and use. The mobile app contains a scanner that clients can take a photo and submit a pdf of documents directly to their portal - no more images embedded into emails that are thumbnail size and unreadable! Website has tons of help articles and videos to help learn to use - both on professional side and for the client. Other professionals are able to upload templates for you to use in our platform so we're not recreating the wheel. I like that a client can have access to multiple accounts with one login rather than needing a separate login for each account. If they have multiple businesses, minor children, etc. the client can access all accounts under one login.

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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