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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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Levvy App

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Levvy is a next generation work management platform built to support outsourced teams of any size across accounting and business services.

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TaxDome Reviews

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RM
Rebecca M.
12/26/2023
Validated Reviewer
Verified Current User
Review source: Organic

Client portals done right!

The client communication is great. Getting clients to send their documents securely is always a struggle, but the easy to use client portals on TaxDome are perfect. One click and the client can send me their docs! I love the ability to mass update the portal folders as well - keeps the documents orderly and things are easy to find. The customer support has been awesome as well. My first one on one with Robert was time well spent; he was able to answer ALL of my questions - and I sure had a lot.
John B. P.
JP
John B. P.
CPA / Managing Member at Echelon Tax Advisors PLLC
12/26/2023
Validated Reviewer
Review source: Organic

New user for the 2024 tax season, super impressed with the platform functionality and user support~

Well-designed platform with flexibility for customizations to fit my practice, great user support and training!
MJ
Michael D J.
12/24/2023
Validated Reviewer
Review source: Organic

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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.

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Year Founded
2017