TaxDome Software Reviews, Demo, and Pricing in 2024.
Table of Contents
TaxDome is accounting software for practice management that assists accountants, accounting firms, and Chartered Professional Accountants (CPAs) in managing internal practice management (workflow, CRM, reporting) as well as client-facing tools (documents, signatures, invoicing, messaging).
TaxDome is the most user-friendly, all-in-one cloud-based tax practice management system. This best-in-class tool is available to all businesses, large or small.
Managers may handle tax returns, financial management, payroll, and other accounting-related tasks using built-in templates. TaxDome provides a uniform interface for teams to annotate, highlight, and rotate PDFs as well as update fillable forms. Supervisors can also use the @mention capability to distribute papers and collaborate with other members of the staff on various files.
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TaxDome allows users to interface the system with a variety of third-party apps, including QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs, and many others. Monthly memberships are charged, and help is available by email, chat, FAQs, forums, phone, and knowledge base.
Pricing of TaxDome.
TaxDome provides a 14-day free trial for new customers, after which the program is offered under the Lite plan, which costs $25 per month payable yearly. The Pro package costs $50 per month per user and is payable yearly. A monthly membership of $75 per user is required for seasonal employees.
Starting price: Monthly payment of $33.00
Trial period: Available
Version for free: Not available
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Features
- ACH Payment Processing
- Alerts/Notifications
- Customizable Branding
- Access Controls/Permissions
- Accounting
- Credit Card Processing
- Document Storage
- Configurable Workflow
- Document Templates
- Accounts Receivable
- Approval Process Control
- Customizable Templates
- Data Import/Export
- Activity Dashboard
- Appointment Management
- Audit Management
- Billing & Invoicing
- Client Portal
- Communication Management
- Compliance Management
- Client Management
- Cash Flow Management
- Activity Tracking
- Customizable Reports
- Document Management
- Audit Trail
- Bank Reconciliation
- Approval Workflow
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Pros & Cons.
PROS.
- I adore how easy it is for my customers to use; most have found it extremely straightforward to use with no hand-holding and have immediately embraced and enjoyed it.
- Among the various software businesses we use, the help screens and documentation are the finest I’ve seen.
- Excellent client service. Continuously evolving and making significant advances to enhance the system.
CONS.
- The major thing that was lacking was a notification system because when an organizer is updated or altered, no notification is sent.
- Customer Service has been irritable at times and inconsistent at others.
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