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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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Auditi

13 reviews

Product Description

Auditi supports audit, financial, and professional firms with modern software since 2012. More than 80% percent of the Top 25 audit firms in DACH and many international firms in 9+ countries use the collaboration platform with their clients to manage PBC request lists. Auditi brings together 40.000+ clients and 15.000+ audit firm users and helps them to centralize communication, collaboration, and file exchange on one platform. As a result, both audit teams and clients benefit from a workflow that is more efficient and organized.

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TaxDome Reviews

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Teara P.
TP
Teara P.
12/13/2023
Validated Reviewer
Review source: Organic

Excited for functionality

While I do not love the checklist/workflow functionality, I don't think it is user friendly, I am excited for the resources I will be able to use for my clients.
JD
Jeremey D.
12/13/2023
Validated Reviewer
Verified Current User
Review source: Organic

Game Changer

Plenty of useful automations & integrations. Having a mobile app is a great feature and helpful for clients to interact with the platform.
JD
JENNIFER D.
12/12/2023
Validated Reviewer
Verified Current User
Review source: Organic

Taxdome is going to help stremeline my business!

The most helpful is all the customized fields we can do with our clinets and all the templates and pipelines.

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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