Opiniones de TaxDome

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3190 opiniones
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Prueba gratis
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Probabilidad de recomendación 10.0 /10
Empresa taxdome en tiempos de pandemia
Revisado el 3/6/2023
Muy buena porque pude trabajar desde la comodidad de mi hogar, pensando en los tiempos que se...
Muy buena porque pude trabajar desde la comodidad de mi hogar, pensando en los tiempos que se vivían en esa actividad
Puntos a favor
Lo que mas me ha gustado de taxdome es que es una página muy buena para tener acceso a contenido contable.
Desventajas
No podría decir que algo no me guste, puesto que en ella se ven todos los contenidos contables y en la pandemia se pudo trabajar desde la casa
Respuesta de TaxDome
HI Inés!
Thank you for sharing your positive feedback about TaxDome. We're thrilled to hear that you found it to be an excellent platform for accessing accounting content. Having a centralized location for all your accounting needs can be incredibly convenient and time-saving.
It's also great to hear that TaxDome allowed you to work from home during the pandemic. Remote work has become increasingly important, and platforms like TaxDome that enable seamless access to essential resources from anywhere can be a significant advantage.
We appreciate your review and are glad that TaxDome has met your expectations. If you ever come across any suggestions or if there's anything we can do to improve your experience further, please don't hesitate to let us know.
Have a wonderful day!
- Sector: Almacenamiento
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Prueba gratis
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 3.0 /10
Reconociendo
Revisado el 26/6/2023
No tengo mucha pero es buena
No tengo mucha pero es buena
Puntos a favor
Que puedes tener una buena oportunidad si
Desventajas
El precio es algo elevado de lo inusual
Respuesta de TaxDome
Hi Johavan!
Thank you for your feedback! We're glad to hear that you're considering the potential benefits our platform could bring.
We understand that the pricing might appear somewhat higher than expected. We want to assure you that while the price might seem unusual at first glance, we're dedicated to providing you with a product that delivers exceptional value in return for your investment.
It's important to consider the comprehensive advantages our platform offers, which can ultimately lead to increased efficiency and productivity for your business. The features, reliability, and support we provide contribute to an overall cost-effective solution that can positively impact your operations.
If you have any questions or would like further information about our pricing structure, please feel free to reach out.
Have a wonderful day!
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante 6-12 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Control total del despacho
Revisado el 26/3/2023
La experiencia general es mu buena a que no he encontrado un programa que me ofrezca lo mismo.
La experiencia general es mu buena a que no he encontrado un programa que me ofrezca lo mismo.
Puntos a favor
Un unico lugar donde tener toda la documentación guardada y controlada. Puedo compartir con mis clientes (y de forma externa) los documentos que quiera teniendo siempre el control. De esta forma los cliente siempre tiene a su disposición la documentación de sus impuestos, contabilidad, laboral, etc. También los caliente pueden subir de forma mensual sus facturas de ingresos y gastos, otros documentos, etc.
Desventajas
A pesar de tener todo perfectamente organizado con instrucciones, videos, etc., aún les quedan secciones por traducir al español.
Respuesta de TaxDome
Hola Javier,
Gracias por compartir tus sugerencias, es muy valioso para nosotros.
Nos complace saber que está satisfecho/a con nuestro software y que ha encontrado útil la excelente gestión de documentos y la facilidad para compartirlos con sus clientes. Agradecemos su opinión y nos complace ver que nuestro producto ha sido de gran ayuda para usted y su empresa.
En cuanto a su sugerencia, nos complace informarle que estamos trabajando arduamente en mejorar todas las características de nuestro software, incluyendo la funcionalidad de los idiomas para los hablantes de español. Estamos comprometidos en ofrecer un producto de calidad que satisfaga las necesidades de nuestros clientes, y su sugerencia nos ayuda a mejorar nuestro servicio.
Si tiene alguna otra sugerencia o comentario, no dude en comunicárnoslo. Su opinión es muy importante para nosotros y nos ayuda a seguir mejorando nuestro software.
Gracias por confiar en nosotros.
Saludos!
- Sector: Seguros
- Tamaño de la empresa: 501-1.000 empleados
- Software usado Semanalmente durante 6-12 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Probabilidad de recomendación 8.0 /10
Todavía estoy aprendiendo y espero con ansias las próximas funciones.
Revisado el 22/3/2023
TaxDome ha salvado nuestra empresa. No hay forma de que hubiéramos sobrevivido a la temporada de...
TaxDome ha salvado nuestra empresa. No hay forma de que hubiéramos sobrevivido a la temporada de impuestos sin ella. Recomiendo encarecidamente este producto. Reúne todo en un solo lugar. Almacén de documentos, portal y panel de trabajo
Puntos a favor
¡Realmente me gusta que este parece ser un producto todo en uno! Examiné muchos productos de administración de empresas y TaxDome parece tener todo lo que estaba buscando, además de varias opciones adicionales que nunca esperé que un software de administración de empresas se hiciera cargo.
Desventajas
Es más difícil aprender los flujos de trabajo automotrices, pero eso se debe principalmente a que aprendí durante la temporada alta. Simplemente no tengo el tiempo para dedicarme a aprender como lo necesito en este momento.
Respuesta de TaxDome
Hola Alumedena,
Gracias por su comentario sobre nuestro software. Nos alegra saber que ha encontrado todo lo que necesita en un solo lugar. Entendemos que, a veces, la automatización y los flujos de trabajo pueden resultar complicados al principio, pero estamos aquí para ayudarlo/a en todo momento.
Tenemos un equipo altamente capacitado que está a su disposición para responder a cualquier pregunta o inquietud que pueda tener y para guiarlo/a a través de todas las características del sistema. Nos esforzamos por ofrecer un servicio al cliente excepcional y estamos comprometidos en asegurarnos de que nuestros usuarios se sientan cómodos y seguros al utilizar nuestro software.
Además, nos complace informarle que nuestros clientes pueden programar tantas sesiones como necesiten para asegurarse de que estén completamente satisfechos con nuestro software.
Agradecemos sus sugerencias y estamos abiertos a cualquier otra que pueda tener. Si tiene alguna otra inquietud o sugerencia, no dude en ponerse en contacto con nosotros en cualquier momento.
Gracias por confiar en nosotros y esperamos seguir siendo su socio tecnológico a largo plazo.
Saludos!
- Sector: Alimentación y bebidas
- Tamaño de la empresa: 1.001-5.000 empleados
- Software usado A diario durante 6-12 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Una de más mejores herramientas que eh utilizado
Revisado el 21/12/2022
Mi experiencia es muy chula lo mejor de lo mejor me ahorra mucho tiempo en lo que me pasaría horas...
Mi experiencia es muy chula lo mejor de lo mejor me ahorra mucho tiempo en lo que me pasaría horas haciendo solo.
Puntos a favor
Me gusta la sencillez facilidad y la gran versatilidad que ofrece pars más tareas del día a día en mi trabajo me lo facilita mucho.
Desventajas
No hay un punto que me guste todo está en su punto en lo mejor diría que es de uno de los mejores software que eh utilizado.
Respuesta de TaxDome
Hi Leslie, Thank you for your feedback! It's valuable to us.
If you need help with anything, please feel free to contact us back or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado Semanalmente durante 1-5 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Excelente
Revisado el 19/1/2023
excelente para organizar el trabajo de los impuestos
excelente para organizar el trabajo de los impuestos
Puntos a favor
lo practico, y ayuda a las operaciones de la empresa
Desventajas
me gusto todo, no hay nada de que quejarse
Respuesta de TaxDome
Hi Diego!
Thank you for your kind feedback. It is valuable to us.
We are more than glad to hear that you like our software.
If there is anything we can do for you, please let us know. We will be glad to assist you.
Have a wonderful day.
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Prueba gratis
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Reseña
Revisado el 19/10/2022
Puntos a favor
Es, facil, intuitivo, tienen ayuda. Integra todo
Desventajas
No tienen integracion con XERO, seria muy importante que lo hagan
Respuesta de TaxDome
Thank you, Fernando. Your feedback is valuable to us.
We are working on improving our software all the time, and integration with Xero is planned and should be introduced soon.
In the meantime, you can integrate CPACharge or Stripe, connect yourself to QBO, embed your scheduler and use Zapier. TaxDome also works as a printer and scanner for all tax software.
If there is anything we can assist you with, please let us know. We will be happy to assist you.
Have a wonderful day.
- Sector: Banca
- Tamaño de la empresa: 1.001-5.000 empleados
- Software usado A diario durante Prueba gratis
-
Fuente de la opinión
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 9.0 /10
Planillas 2019
Revisado el 17/4/2020
facil y conveniente
facil y conveniente
Puntos a favor
fue de provecho para radicar mis planillas
Desventajas
al principio a lo que le cogi el piso, lo pude accesar desde caulquier plataforma
Respuesta de TaxDome
Thanks for your valuable feedback, Marilyn!

- Sector: Contabilidad
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Robust features, outstanding support, and regular enhancements.
Revisado el 11/1/2025
The feature set is robust. The support is outstanding.
The feature set is robust. The support is outstanding.
Puntos a favor
Extensive features list plus easy to use client portal, document management.
Desventajas
Some of the most powerful features like automations are a bit daunting to set up.
Respuesta de TaxDome
Thank you for sharing your experience! We’re thrilled to hear that TaxDome’s robust features and user-friendly client portal have been valuable for your practice. Knowing that our document management system and extensive feature set are working well for you is fantastic feedback!
We understand that setting up automations can feel a bit daunting at first, but we’re here to help every step of the way. Be sure to check out our TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), bootcamps, and webinars for step-by-step guidance on mastering these features. They’re designed to make the process smooth and straightforward.
If you’d like to share more feedback or need assistance with anything, please don’t hesitate to reach out at success@taxdome.com. We’re here to ensure you get the most out of TaxDome!
- Sector: Contabilidad
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
TaxDome Review
Revisado el 6/12/2024
Client for I believe 4 years now. Overall satisfied.
Client for I believe 4 years now. Overall satisfied.
Puntos a favor
I like the flexibility of document exchanges and conversations with clients.
Desventajas
The training needs to be more robust. Also, I think the SMS system was oversold, and should be included in the package not as an additional subscription.
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
Useful App
Revisado el 29/11/2024
When the software works, it's great. There's a steep learning curve, but it has a lot of great...
When the software works, it's great. There's a steep learning curve, but it has a lot of great features which help efficiency and automation.
Puntos a favor
We like using the pipelines - they really help automate the process and allow us not to miss deadlines/tasks. Firm templates are very good too. Lots of workarounds so many different ways of doing things which is a good back up for when there are glitches.
Desventajas
1. There should be filters for templates.
2. There are too many glitches which we don't know about. Since we don't know about them, we can't mitigate them. It impacts are performance vis a vis our clients and creates huge inefficiencies.
Razones para cambiar a TaxDome
Seemed to have great features that would cause efficiencies.Respuesta de TaxDome
Thank you for taking the time to share your experience with TaxDome! It’s great to hear how much you value our pipelines and firm templates for streamlining workflows and automating tasks. We’re thrilled that these features are helping you meet deadlines and maintain efficiency.
Your feedback about filters for templates is invaluable, and we're always working to improve the platform based on user input like yours. If you're experiencing any bugs or glitches, please don’t hesitate to reach out to success@taxdome.com—we want to ensure you have a smooth and seamless user experience. Let us know how we can help! 😊
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Excellent practice management software
Revisado el 13/11/2024
I'm very happy with TaxDome. I needed a secure communication platform with project tracking and KBA...
I'm very happy with TaxDome. I needed a secure communication platform with project tracking and KBA e-signatures, and TD has all that and so much more. In fact, I recently switched to a 3 year contract, which should tell you how pleased I am. I highly recommend any CPA firm check out this software!
Puntos a favor
I love all of the automation features. It makes my workflow highly customizable and well organized. I always know who has which tasks to complete, and where in the process any given deliverable is. Plus they keep introducing more incredible features, so the product is continually improved.
Desventajas
There is a bit of a learning curve at the beginning in order to understand how the system works and how to set up your own processes, so I'm still tweaking some of my setup as I get more experience with the product. I also wish they supported foreign currency invoicing (CAD-USD).
Alternativas consideradas
LiscioRazones para cambiar a TaxDome
TaxDome's features and user design were head and shoulders above Liscio's. (I used Liscio with another firm and it was not as good as they sales team said it would be - very disappointing.) Plus TaxDome continually adds features and improves the software, so it just keeps getting better.Respuesta de TaxDome
Thank you so much for sharing your experience with TaxDome! We’re thrilled to hear that the platform has made such a positive impact on your workflow—secure communication, project tracking, and KBA e-signatures are core features we’re proud of. It’s awesome to know you’re finding the automation tools helpful for keeping everything organized and running smoothly. Committing to a 3-year contract really means a lot to us—thank you for trusting us with your business!
It’s great to hear you’re tweaking your setup as you go—that’s exactly how many of our users refine their processes. And about the CAD-USD invoicing, we’ve passed that feedback along to our Product team. We’re always working to improve, so your input really helps.
Thanks again for your kind words and for recommending TaxDome to other CPA firms! If you ever need help or have more ideas, feel free to reach out—we’re always happy to hear from you!
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Works well
Revisado el 16/12/2024
We have had a good experience with TaxDome. It has help revolutionize our workflow process into a...
We have had a good experience with TaxDome. It has help revolutionize our workflow process into a much smoother flow.
Puntos a favor
Responsiveness of the customer service team. i have the ability to request training on any specific topic necessary and obtain one-on-one training.
Desventajas
Some of the sort options are clunky. On some screens, you only have one column to which you can sort. This requires that you work with more filters than is sometimes necessary.
Razones para cambiar a TaxDome
price, better user interface. It was more affordable for the size of team.Respuesta de TaxDome
Thank you for sharing your experience with TaxDome! It’s fantastic to hear how the platform has helped revolutionize your workflow into a smoother process and that you’ve had a positive experience with our customer service team. We’re thrilled that the one-on-one training options have been helpful for you to dive deeper into specific topics and make the most of TaxDome’s features.
Your feedback is greatly appreciated, and I’ll be sharing it with our product team to explore how we can make improvements. If you’d like to share more details or have additional suggestions, please don’t hesitate to reach out at success@taxdome.com.
Thank you for being a valued part of the TaxDome community, and here’s to even greater efficiency in the future! 🚀
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Fantastic! Real solution thats multi-featured for accounting firms
Revisado el 1/12/2024
Fantastic! Highly supported program that is constantly being updated and improved based on actual...
Fantastic! Highly supported program that is constantly being updated and improved based on actual user feedback. Use it daily in my business and honestly would need 12 programs to replace all the things it does for me and my team.
Puntos a favor
Has multiple features in one software so not constantly logging in, or updating integrations with other platforms. Also saves on cost by having one integrated system for 99% of what my accounting firm needs. Clients also give great feedback on ease of use and having everything in one place.
Desventajas
It is a big software product so feels hard to learn. Like any large business application, reaching out to their support desk and 1:1 whiteglove custom training sessions allows me to setup features I needed for my business in stages without being overwhelmed
Alternativas consideradas
Microsoft 365Razones para elegir TaxDome
I had outgrown simple solutions like Dropbox and upgrading to alternative products involved too many suppliers and risks of error with integrationsRazones para cambiar a TaxDome
TaxDome cheaper, more comprehensive, less risk of integration error, easier to learn 1 platform.Respuesta de TaxDome
Thank you for sharing such a thoughtful review of TaxDome! 🌟 It’s incredibly rewarding to hear how TaxDome has become an essential tool for your firm, combining multiple features into one platform and eliminating the need for numerous log-ins and integrations. We’re thrilled that it’s simplifying your operations, saving you costs, and earning positive feedback from your clients for its ease of use.
It’s great to hear that the support from our team and white-glove training sessions have helped make the process smoother for you. If you ever need assistance or want to explore additional features, don’t hesitate to reach out at success@taxdome.com.
Thank you for trusting us to be part of your journey. Your feedback helps us continue to improve and deliver the best possible experience.
- Sector: Contabilidad
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Loves TaxDome and the Tools it Includes!
Revisado el 5/12/2024
The educational material and videos are great and I have been able to implement what I want without...
The educational material and videos are great and I have been able to implement what I want without having to call customer support. When I have needed something, someone has been able to point me in the right direction quickly.
Puntos a favor
The ability to have all of my records and tools in one place! The PDF editor is a great addition. Also, getting KBA signatures from clients is super easy.
Desventajas
I can't think of any REAL drawbacks. I don't especially think the client type field is necessary or useful.
Alternativas consideradas
CanopyRazones para elegir TaxDome
Affordability and ease of use. Ability to have multiple users sign in to the same account.Razones para cambiar a TaxDome
Price and ease of use. Also TaxDome had great reviews and a ton of information (ie "how-to" videos) that was available without having to sign up.Respuesta de TaxDome
Thank you so much for your thoughtful review! It’s fantastic to hear how much you value TaxDome’s educational materials, ease of use, and comprehensive tools. We’re thrilled that you’ve been able to implement features independently and appreciate the PDF editor and KBA signature functionality—it’s great to know these are making a positive impact on your workflow.
Your feedback about the client type field is noted, and we’ll take it into consideration as we continue to refine and improve the platform. Thank you for being part of the TaxDome community, and we’re so glad it’s been a great fit for your firm! 🚀
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Excellent Multitask App
Revisado el 5/12/2024
This life changing app is the best investment your small firm could do. Is a great combination...
This life changing app is the best investment your small firm could do. Is a great combination between a project management, CRM, and invoicing tool.
Puntos a favor
Most repetitive tasks could easily be automated saving a lot of time increasing your capacity to serve more clients and increase your income.
Also the software, through the customization of pipelines, helps you manage your workflow like a pro since the most simple task through the most complex one.
The tutorials database is good.
Desventajas
This software requires time dedication for implementation and probably will need to hire external consultants to customize the software for your needs . Also, license fee per user is expensive.
Respuesta de TaxDome
Thank you for your amazing review! We’re happy to hear how TaxDome has been a game-changer for your small firm, combining project management, CRM, and invoicing into one powerful tool. It’s great to know that automations and pipeline customizations have helped you save time and boost your capacity to serve more clients—your success is what we aim for!
We understand that implementation can be a time investment, and we’re here to support you every step of the way. If you need help customizing the software to meet your firm’s needs, don’t forget to check out our TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps for in-depth guidance.
Thank you for trusting TaxDome to help grow your business! If you have any questions or ideas, feel free to reach out to success@taxdome.com.
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Automation Saves Time & Money
Revisado el 5/12/2024
I have used TaxDome through two tax seasons and am heading into my third.
Customer support has...
I have used TaxDome through two tax seasons and am heading into my third.
Customer support has been great! I am so happy that we made the jump.
Puntos a favor
Automation! I have saved so much time by using TaxDome.
Desventajas
Nothing. I have no complaints about TaxDome.
Alternativas consideradas
CanopyRazones para cambiar a TaxDome
Recommendation by other professionals as well as the cost.Respuesta de TaxDome
Thank you for sharing your wonderful experience with TaxDome! 🌟 It’s fantastic to hear how much time you’ve saved through automation and how happy you’ve been with our platform, especially heading into your third tax season. Knowing that customer support has been a positive part of your journey truly makes our day!
If you ever need assistance or have ideas to enhance your experience further, please don’t hesitate to reach out at success@taxdome.com. Thank you for trusting TaxDome, and here’s to many more successful seasons ahead!
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante 1-5 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
All-In-One (really!)
Revisado el 5/12/2024
Our workflow has improved since implementing TaxDome as an all in one solution that engages...
Our workflow has improved since implementing TaxDome as an all in one solution that engages clients, then creates tasks from that engagement. Really cuts down on admin and time. Also love how new clients can click a link and have the option to sign up from that link, create a new portal login, and start an organizer.
Puntos a favor
Collaboration with clients is easy, tracked, and simplified.
Customer service is helpful and friendly.
Integrates with QuickBooks.
Desventajas
It can be hard for smaller firms to pay for a year upfront. They do not have monthly payment options.
Alternativas consideradas
CanopyRazones para elegir TaxDome
Pricing was high in Ignition for our firm, and TaxDome not only beat their pricing but provides all the tools we need on top of engagements. The engagement feature is definetely not as built out in TaxDome as it is with Ignition, but we really only need the basics. Plus TaxDome is implementing engagement options soon, so that will really be helpful!Software anterior
IgnitionRazones para cambiar a TaxDome
Canopy is geared towards US businesses much more. With TaxDome at least we can still use all the features. With Canopy as a firm billing in CAD, we could not use the billing or invoicing, and really all the templates are US tax based.Respuesta de TaxDome
Thank you for sharing your experience with TaxDome! It’s wonderful to hear how the platform has streamlined your workflow, reduced admin time, and made client collaboration so easy and efficient. Features like task automation, QuickBooks integration, and seamless onboarding for new clients are designed to save time and create a smooth experience for everyone.
We’re committed to continually adding value to our features, ensuring TaxDome evolves to meet your needs. If there’s anything more we can assist with or ideas you’d like to share, feel free to reach out to us at success@taxdome.com. We’re thrilled to be part of your journey!
- Sector: Contabilidad
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Probabilidad de recomendación 9.0 /10
Current User of TaxDome-2 years In
Revisado el 29/11/2024
Overall, my experience with TaxDome has been great.
Overall, my experience with TaxDome has been great.
Puntos a favor
I like that TaxDome allows for the auto-draft of recurring invoices. I also like that I can organize my chats by topic, allowing me to locate a conversation easily.
Desventajas
What I like least is that the templates aren't searchable and can't be filtered. I have to scroll through all of them to find what I am looking for. It would also be nice to be able to filter by preferred language.
Respuesta de TaxDome
Thank you for sharing your experience! We're thrilled to hear that TaxDome has been a great fit for you and that features like auto-drafting recurring invoices and organizing chats by topic have been helpful for your workflow.
We’re always looking to improve, and enhancements to templates are already on our radar. Don’t forget to check out our blog for updates on new feature releases (https://blog.taxdome.com/). If you’d like to share more insights, feel free to reach out at success@taxdome.com—we’d love to hear from you!
- Sector: Contabilidad
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Valuable to my business for improved efficiency and convenience.
Revisado el 29/11/2024
The overall experience has been very positive. I am committed to the product, and each year they...
The overall experience has been very positive. I am committed to the product, and each year they add new features that enhance my efficiency. It saves me time.
Puntos a favor
It offers comprehensive functionality as an all-in-one tax practice management solution. I used to have several different providers for my tax practice and now it is all centralized.
Desventajas
The initial setup was straightforward with the assistance of TD, but unlocking the product’s full potential was a bit more complicated. I would describe the learning curve as steep; however, once you get the hang of it, the product becomes truly wonderful.
Respuesta de TaxDome
Thank you for sharing your experience with TaxDome! It’s fantastic to hear that the platform has brought efficiency and convenience to your business by centralizing all your tax practice management needs. We’re thrilled that it’s saving you time and streamlining your processes.
We’re continuously working to enhance the product, and your feedback helps us do just that. If there’s ever anything more we can assist you with or if you’d like to share additional thoughts, please don’t hesitate to reach out at success@taxdome.com. We’re here to ensure you’re making the most of TaxDome and unlocking its full potential.
Thank you for being a valued part of our community!
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante 6-12 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
So Glad I Started Using TaxDome From Day One
Revisado el 23/9/2024
Overall, TaxDome has really helped me streamline my bookkeeping and tax prep. It’s intuitive,...
Overall, TaxDome has really helped me streamline my bookkeeping and tax prep. It’s intuitive, secure, and has saved me a ton of time. From automating tasks to securely managing client documents, it’s made my workflow so much smoother. Tax season is always hectic, but with TaxDome, I feel like I have way more control and organization throughout the year.
Puntos a favor
The automation and document management features have been huge time-savers. I love that clients can easily upload and sign documents securely—it's made my life a lot easier, especially during tax season. Having everything organized and in one place means I’m not constantly chasing down paperwork, which is a big win for me w both bookkeeping and tax prep.
Desventajas
For some of my clients who aren’t super tech-savvy, the platform can feel a bit overwhelming at first. It would also be great to see more options for customizing the experience to better suit different clients' needs.
Alternativas consideradas
KarbonRazones para cambiar a TaxDome
What made TaxDome stand out for me was being able to keep all client communication in one place with their built-in chat feature. It’s been a game changer for managing client requests, sharing documents, and keeping everything organized without having to jump between different tools. The automation—like engagement tracking and task management—has really streamlined my workflow, and the client portal makes it easy for clients to securely upload documents and sign forms. On top of that, TaxDome offered better pricing for the same core features I needed, which made it an easy choice over Karbon.Respuesta de TaxDome
Thank you for the thoughtful feedback! We’re thrilled that TaxDome has helped streamline your workflow, especially during tax season, and that our automation and document management tools are saving you time with bookkeeping and tax prep.
We recently introduced redesigned, customizable invoices to help elevate your brand and speed up payments. These new features allow you to create polished, branded invoices tailored to your business—check them out (https://blog.taxdome.com/elevate-your-brand-and-get-paid-faster-with-redesigned-and-customizable-invoices-in-taxdome/).
We understand that some clients may find the platform a bit overwhelming initially, and we’re constantly working to improve both your experience and theirs. If you have further thoughts on customization or other features, please feel free to reach out—we’re here to listen and help!
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante 6-12 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Excitedly Looking Forward to What They do Next.
Revisado el 11/9/2024
My experience was initially rough as my old platform did not accommodate teh transfer of files on...
My experience was initially rough as my old platform did not accommodate teh transfer of files on taht system to TaxDome. What was impressive was that we could work most of it out with the assistance of TaxDome. I also love that they allow you to pay for multiple years to save a little more as an accountant. We all love to save a little, as this is it.
Puntos a favor
The automation and the ability to onboard a new prospect to a paid client, all without any of the team lifting a finger. It is now set up so that if and when we receive payment, we get to work—reducing admin time by at least 20%.
Desventajas
I can not think of any cons at this time.
Respuesta de TaxDome
We're thrilled to hear you're having a great experience with TaxDome! If there's anything we can do to make your experience even better, don’t hesitate to reach out.
- Sector: Servicios financieros
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
TaxDome Can Reduce/Eliminate Your A/R
Revisado el 29/11/2024
TaxDome is integral to our daily operation.
TaxDome is integral to our daily operation.
Puntos a favor
TaxDome has enabled to reduce the size of our tech stack by consolidating functionality with TaxDome. Also, the document-locking functionality has helped reduce our A/R to $0.00.
Desventajas
The term "integrates" is used too loosely. Being able to print from a tax software application to the TaxDome is not an integration. The integration capability needs to be improved beyond the current state.
Respuesta de TaxDome
Thank you for your thoughtful review! We’re thrilled to hear that TaxDome has become an integral part of your daily operations. Consolidating your tech stack and achieving $0 A/R with our document-locking functionality are fantastic wins—we love hearing about these successes!
We also appreciate your feedback and will pass it along to our Product Team for consideration. If you'd like to share more details about your needs or ideas for improvement, feel free to reach out to us at success@taxdome.com. We're here to listen and help! 😊
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Great tool for your practice
Revisado el 1/12/2024
Overall it's been a great tool and I'm glad that I chose TaxDome as my client management system for...
Overall it's been a great tool and I'm glad that I chose TaxDome as my client management system for my tax practice.
Puntos a favor
Tax Dome is a great product that is constantly making updates that are beneficial to those in the industry. It really has become a solution to minimize having multiple applications and can do most within it.
Desventajas
Last year, I felt like there were too many changes that weren't fully tested out and lots of bugs. I had issues with the organizer function among some other things. I would like to see more of these issues worked out before giving it to us to use because it impacts our clients experience.
Alternativas consideradas
CanopyRazones para cambiar a TaxDome
Number of features compared to cost of other products. Seemed like a lot of people used and had success with TaxDome and it was a better price.Respuesta de TaxDome
Thank you for sharing your experience with TaxDome! It’s fantastic to hear how much you value the platform as your client management system and that it’s helping streamline your practice by minimizing the need for multiple applications. We’re thrilled to know TaxDome has become an integral part of your workflow.
If you’d like to share more details about any issues you faced, we’d love to hear from you! Please feel free to reach out to success@taxdome.com.
Also, don’t miss out on our bootcamps and webinars—they’re a great way to stay ahead and make the most of the latest features! Thank you for choosing TaxDome to support your practice, and we look forward to helping you achieve even more success. 🚀
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Great product and client portal
Revisado el 13/11/2024
We have been with Tax Dome for several years and overall, it is a very secure site for clients and...
We have been with Tax Dome for several years and overall, it is a very secure site for clients and firms. With lots of options to customize for your firm.
Puntos a favor
It is very user friendly for my clients and employees
Desventajas
the pipelines can be confusing, and we feel not very useful.
Respuesta de TaxDome
Thank you so much for your thoughtful review! We’re thrilled to hear that you’ve been with TaxDome for several years and value its secure platform and customization options. It’s especially rewarding to know that both your clients and employees find it user-friendly—that’s exactly what we aim for!
Regarding pipelines, we understand they can sometimes feel a bit complex. We’ve got you covered with a range of resources to help streamline setup and maximize their usefulness for your workflow. You can explore webinars, BootCamp sessions, detailed help articles, and our TaxDome Academy resources here (https://help.taxdome.com/category/554-taxdome-academy).
If you’d like tailored assistance, don’t hesitate to reach out to our team at success@taxdome.com. We’re always happy to help you get the most out of TaxDome. Thank you again for being part of our community!