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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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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.

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509
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TaxDome Reviews

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Profile Name
Star Rating
509
103
13
1
0
TB
Theresa B.
03/11/2024
Validated Reviewer
Review source: Organic

Excellent portal and more

The portal is easy to use for both the company and clients.
DH
Denise H.
03/11/2024
Validated Reviewer
Verified Current User
Review source: Organic

CPA Owner

So far, it looks pretty easy to work with and I am impressed with the functionality. Customer support seems very good and the short videos are very helpful. Still working on the implementation. Was able to import my clients on my own with the help of the tutorials! Even better, I was able to easily edit the information when it came over differently than I had thought. Looking forward to working with this system on a daily basis.
HB
Harm B.
03/11/2024
Validated Reviewer
Verified Current User
Review source: Organic

Good platform for accountants, accounting firms

Workflow setup to prevent repetitive manual tasks Mail integration chat

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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