TaxDome reviews

I love how there's templates. It really helped with implementing and creating processes.

I haven't come across any just yet. So far it's good and I really like it.

The functionality, price, and ease of use make this software far superior to canopy

Nothing Yet.

I like what the software promises and hope it will deliver

I least like that it is difficult to administer

The document management system seems quite robust, and the security and encryption features built into the software seem top notch.

The ability to have nested folders that are assigned a different privacy / security level versus the parent folder is a negative feature that must be worked around by creating a separate file folder chain.The ability to print from your tax software and have the files go directly into the proper account and file folder (Like SmartVault has) is a negative that I'm hopeful that will be developed quickly, as navigating to the correct folder every time a different client needs to be uploaded to the secure portal will be a royal pain in the ***.

I found the software to be very user friendly. I also found the links to other software and banks to be a plus.

I did run into a few problems trying to set up the website, however in all fairness I am not a technical person and this was doing the free trial without the help of the support team.

I love the totality of TaxDome. It is a one-stop shop.

I wish there were an option to pay for the subscription monthly.

It has it all. Anything you could possibly want in a platform is in it.

It takes a long time to understand how things work and how to customize.

Ease of transferring data to documents to tax dome, and the portal

We are just setting up the program, and importing data. Everything seems ok at this point.

The ability to automate the workflow really helps save time significantly.

Customer service wasn't responsive. I chatted with a representative to help sync my email to start, and it took forever, and it wasn't even fixed. I was referred to the Q&A, which I already went through before reaching out to them.

Customizable, automatic reminders, client portal

Long learning curve and complexity of the set up.

The workflow management tools are far superior to other software we used and the customer support team is excellent.

I consider myself well-versed in software and found that TaxDome was a bit overwhelming at first due to some nomenclature barriers: e.g. contacts vs. accounts; pipelines vs. jobs vs. tasks and the related templates. The UI is also a bit clunky and a bit dated.

I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place. This has been a huge time saver for me without having to switch between multiple systems just to send a email or request key documents.

At this moment, TaxDome doesn't allow for reoccurring payments for monthly clients but this is on their roadmap for implementation. Additionally, just understanding where "FIRM LEVEL" documents can be stored for team use is another place to understand how to be more efficient. I was able to solve for this by making my firm an account and portal to use just like clients! Lastly, I do think it is a huge upfront investment when you have a team of 5 or more, but the annual savings is key here.

I love the ease of use for my clients, most have found it very easy to use with no hand-holding and adopted and loved it very quickly. They can upload almost any format of documentation and backups to me with a few clicks. I get notifications how I want to see them and then all emails linked are saved in their history, so it's much easier to look back and find what I need without searching my endless emails in Outlook. Secure message is an easy way for many to communicate and I have saved records of those exchanges.

I did not yet have time to implement any of the task and automation processes, I started in Dec 2020 right before tax season, so those features are still waiting because I was a little overwhelmed with that setup process. It will be my summer project to figure out and test the process to make the whole system work better for me and improve my manual processes for tracking.

This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.

It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online.

I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.

Your development team and customer support has been great to work with. Where the company is notably still developing, the support team is incredibly receptive to feedback and really supportive in onboarding and migrating users. Some of the best support I've seen.

Additionally the document management system, attaching invoices to documents and the client portal shows signs that your teams have been able to capture many of the industries pain points. It gives me faith in your development team that you all will be able to continue to build out great features.

The UI is clunky. There are other ways to structure the platform to be more functional that I think would be generally more efficient and there are some errors that could be worked through with a few UI specialists. I'd reach out to some of your younger practice users/technology driven ones and doing some video sessions having them do a walkthrough of their working day and have them talk about some of the UI problems.

The user permissions are tough I appreciate that they can be toggled but The direct message feature should be able to be toggled as well.

I'd also love a direct payroll provider integration such as ADP. Because you all are doing full practice management with a time tracking feature. A great function would be to build out a payroll integration so that firm owners could easily run payroll for their employees.

Ability for clients to submit documents as well as them having access to tax files and signatures for e-file forms. I also love that multiple contact can be linked to an account. The "Z" drive option is a must so files can be easily added to a clients account. I love the multiple options for clients to use the software.

So far the downside to the software is the private, public and client docs are all separate tabs so it takes longer to click between. It has also taken me a long time to set up clients. The tutorial videos are really helpful, but I wish I would have waited for my onboarding - I had to do a few things twice for example it wasn't explained the importance of matching account names to my existing folders so I could easily upload documents in bulk. Learning curve for sure, but I think it will be awesome once all is set up. Without using the product live yet, it is hard to design pipelines and jobs for what is going to work best, yet it seems that you need to set things up properly the first time or you run into having to do more work later.

I love the ease of use for the client and the available app. I've practiced using it as a client and it is so easy to sign up, activate and upload documents and information. I have also utilized the onboarding on several occasions and have been very pleased. It's been easy to schedule a session and everyone I spoke to has been extremely knowledgeable and patient.

Creating the pipelines and understanding the relationships between tasks, templates, automations, etc has been challenging and will be time consuming to fully customize, but I feel it will be worth it in the long run.

The ability for clients to upload documents without a scanner, and for those documents to get saved directly to their files without my staff needing to take valuable time to get them there.

The meetings to initially test the software did not happen as promised. I created appointments but 2 of those 3 meetings I scheduled were canceled or rescheduled by a TaxDome person and they never told me. I was left scrambling trying to get the meetings to happen. For the software itself, what I like least is the inability to link an email to a client without adding the contact entirely to that client (ie like a bank that I deal with for multiple clients. I only want the emails relating to that specific client to be linked to them. My current CRM software allows me to do this.)

Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale.

Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend.

The ability to create automation for some processes and that is going to save time so I will be able to help more clients and give them more attention. The hub that integrates website, client portal, invoice management, engagement letter, Tax Organizers, e-signature all at an affordable price.

I had some issues with the client database import (due to my CSV file configuration, so no TD fault), I had to manually create contacts (spouses), and fill out client information, which was time consuming. I think that there is a learning curve for all the functionalities (and because I am new to this). Although the unlimited support is very handy, I like to do things myself to understand how it works.

The centralizing of all the moving parts when it comes to preparing a tax return made my choice to purchase Tax Dome after just a few days in the trial period EASY!! The importing of my previous clients and creating a working pipeline was so amazing!! Most programs have great capabilities but as a novice you may not always know all the ins and outs of the tools. I love that Tax Dome has established templates completely relatable to the tax industry!! All I had to do customized it to my practice and start using it!!

I would love to see "@" mentions or and an open chat options between myself and employees for live communication without having to leave my desk.

The most that I like is that all tools that I need to effectively manage my tax practice in on a single site

I have no concerns about the product, except for the fact that it doesn't allow to get independent signatures from married couples filing jointly

Probably the best thing about TD is that it does so many things adequately. But the strongest feature is the workflow management and the way that it harmonizes with client communication---the synergy there is market-beating.

I am disappointed in the timekeeping function, especially the reporting. It seems like a very simple function compared to their sophisticated workflow functions. It is downright primitive. I also can't figure out whether it will really be usable as a CRM. They advertise that, but I'm not sure it can really replace even the most basic CRM.

I like the security and the portal the most. It is one of the most important needs. The workflows can be made as complex or as simple as I would like and they make work more efficient.

I would like the ability to edit documents directly in the TD environment. The messaging feature is severely lacking. It would be nice if there was a main messaging page in the left panel. It would bring up a list of all messages, instead of having to go to the client then to their messages. As we do more than just taxes, and we offer bookkeeping services, it would be nice if we could link QBO to TD in a way that when the account Uncategorized Expenses in QBO, TD would send a chat out asking what the transaction was for. The would be able to select from the list of accounts currently in QBO.

Easy and functional great service and works with my preferred tax software

customer service, is not what I would prefer had trouble reaching and interacting with representative who called me back.