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TaxDome

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4.7 out of 5 stars
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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Joseph D.
JD
Joseph D.
11/15/2023
Validated Reviewer
Verified Current User
Review source: Organic

Best Integral software

|TaxDome
Automation, Easy of use, customer support, all the features included
Patti S.
PS
Patti S.
11/15/2023
Validated Reviewer
Verified Current User
Review source: Organic

New to Tax Dome - Great onboarding

|TaxDome
Customer service support team for onboarding was great. Helped me upload all existing information. The U Tube videos are very helpful and are step by step. If you watch in the videos in order and then commit to the work - you'll have the perfect setup for tax season.
Tatsiana B.
TB
Tatsiana B.
11/14/2023
Validated Reviewer
Verified Current User
Review source: Organic

Customer Self Sign-up, Conditional Organizers and Automated Workflow

|TaxDome
I require my customers to use a self sign-up feature, so that they are doing the data entry into TD. This a necessary first step in order to receive a quote (which they may or may not accept). Next up is a conditional organizer feature which makes the organizer very short (for simple tax returns) and very long (for complex tax returns). Automated workflow allows me to keep my customers up to date on the progress of their tax return.

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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