Product Avatar Image

TaxDome

Show rating breakdown
623 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2017
Profile Type
Category

All Profiles

Profile Filters
Profile Type
Category
Product Avatar Image
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

Dock

124 reviews

Product Description

Dock transforms the b2b buyer and customer experience by providing a single destination for clients. Instead of navigating multiple email threads, hidden attachments and random links, clients visit a personalized portal when they need something. The portals are easy for client managers to set up and host all of the key resources related to the relationship (links, pdfs, embeds, videos, action plans, etc.). Along the way, client managers get analytics to move deals and projects forward. With Dock, client managers save time and impress clients.

Profile Name

Star Rating

509
103
13
1
0

TaxDome Reviews

Review Filters
Profile Name
Star Rating
509
103
13
1
0
VH
Veronica H.
05/10/2024
Validated Reviewer
Review source: Organic

TaxDome is a Great Customer Portal and CRM

I find the value in the pipelines, client portal, e-signatures, and invoicing. Easy for clients to upload documents, easy for me to send return copies to review and approve.
OF
Oneida F.
03/18/2024
Validated Reviewer
Verified Current User
Review source: Organic

Great user experience for the firm and clients

The user-friendly layout of the portal and the experience for the firm and clients.
Matteo H.
MH
Matteo H.
03/16/2024
Validated Reviewer
Verified Current User
Review source: Organic

New Signup After Trialing

Lots of features and I feel like the automations will look good to clients and help streamline my operations.

About

Contact

HQ Location:
New York, US

Social

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