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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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Bonsai

101 reviews

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Creates, sends, and tracks proposals online

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TaxDome Reviews

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Star Rating
509
103
13
1
0
Ted L.
TL
Ted L.
02/09/2024
Validated Reviewer
Verified Current User
Review source: Organic

Tax Dome is a versatile and intuitive system to manage your tax business

Tax Dome has many features that allow users to automate their business if desired while also having the simplicity to make setup hassle-free. It creates value by reducing the time needed to organize, allowing users to be more productive.
Thalita O.
TO
Thalita O.
Psychology and Gender's Studies Undergraduate Student
02/08/2024
Validated Reviewer
Verified Current User
Review source: Organic

Best Client Portal

I love how easy it is for clients to access the portal and access docs and answer questions.
Sayem H.
SH
Sayem H.
Award Winning Advisor | Crypto Tax Specialist | Dedicated to guiding ambitious Canadian entrepreneurs towards a triumphant business exit using premier accounting & tax compliant strategies.
02/08/2024
Validated Reviewer
Review source: Organic

Great App to tackle it all things Practice in a CPA firm in Canada.

Great software, easy to use and setup. I watched the video, invested some time and used the template pipelines to setup for my practice to complete the setup.

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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