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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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Dock

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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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GL
Gina L.
11/14/2023
Validated Reviewer
Verified Current User
Review source: Organic

Game changer for remote tax services

|TaxDome
One place for everything, client demographics, client data, secure messaging, document storage, signatures, tax returns, EVERYTHING. Creating a Pipeline forces YOU to understand your office processes and can help you streamline and simplify them. E-signatures are simple and inexpensive Client comunication is automated to match the tax step process, this greatly reduces the number of emails/texts/phone calls asking "WHERE IS MY RETURN?" Secure storage of past returns eliminates sending copies to clients who lose them! TaxDome personnel are honest and responsive!
Alison G.
AG
Alison G.
11/14/2023
Validated Reviewer
Verified Current User
Review source: Organic

TaxDome has saved me hours and helped me triple my income

|TaxDome
I love that I can set up pipelines with automated tasks such as sending out contracts, sending out organizers and requesting payment. I also love being able to lock my client documents to their invoice, so that they have to pay to look at them! Taxdome is so receptive to user requests and is constantly updating and improving the product. I am able to prepare so many more tax returns, as my admin time has been reduced to a bare minimum.
BC
Bridget C.
11/14/2023
Validated Reviewer
Verified Current User
Review source: Organic

TaxDome is so much more than I expected!

|TaxDome
I love that it helps me stay organized with tasks as well as being a all-in-one software to do what I need to do

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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