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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

126 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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TaxDome Reviews

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509
103
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EO
Elizabeth O.
11/17/2023
Validated Reviewer
Verified Current User
Review source: Organic

Many features for the price

I like the fact that it's a one stop shop for my solo firm management needs.
EL
Erica L.
11/16/2023
Validated Reviewer
Review source: Organic

I've used TaxDome for two years now and love it!

I love that TaxDome is user-friendly for my clients. Even my older clients have said that using the portal was a great experience. We use the portal for all our communications and document storage. Absolutely love the automation of workflows.
Alan P.
AP
Alan P.
Sole Practitioner
11/16/2023
Validated Reviewer
Verified Current User
Review source: Organic

Good news so far

The product shows that it will help me stay organized and increase my productivity. This has become more important as my practice grows. I just finished the 990 filing season and went back to my other assignments, and I can see that once TaxDome is implemented fully I will be able help my current clients in more ways and take on new clients.

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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