Chi utilizza TaxDome?

Commercialisti, Contabili e Ragionieri

Cos'è TaxDome?

Un software multifunzionale per ragionieri, commercialisti e contabili.

Perfetto per far crescere il tuo business: smetti di pagare una dozzina di strumenti e gestisci il tuo studio da un unico centro integrato.

Flussi di lavoro automatizzati, portale clienti facile da usare, CRM personalizzabile, archiviazione file illimitata e sicura, firme elettroniche, messaggistica e altro ancora al prezzo di una sola app.

Dettagli su TaxDome

TaxDome

https://www.taxdome.com

Fondata nel 2017

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Prezzo di partenza

50,00 USD/mese
10,00 USD/mese
24,00 USD/mese
7,95 USD/mese

Versione gratuita

Versione gratuita No
Versione gratuita No
Versione gratuita
Versione gratuita No

Prova gratuita

Prova gratuita
Prova gratuita
Prova gratuita
Prova gratuita No

Implementazione e assistenza di TaxDome

Assistenza

  • Email/Help desk
  • FAQ/Forum
  • Knowledge Base
  • Assistenza telefonica
  • Chat

Implementazione

  • Cloud, SaaS, Web
  • Mac (desktop)
  • Windows (desktop)
  • Android (mobile)
  • iPhone (mobile)
  • iPad (mobile)

Formazione

  • Live Online
  • Webinar
  • Documentazione
  • Video

Caratteristiche di TaxDome

  • API
  • Analisi finanziaria
  • Archiviazione di documenti
  • Archiviazione sicura dei dati
  • Avvisi/Notifiche
  • Branding personalizzabile
  • Contabilità
  • Contabilità integrata
  • Controllo degli orari di lavoro
  • Controllo del processo di valutazione
  • Controllo ore e spese
  • Creazione di report/analisi
  • Elaborazione delle fatture
  • Elaborazione di carte di credito
  • Fatturazione e contabilizzazione
  • Flusso di lavoro configurabile
  • Flusso di lavoro per le valutazioni
  • Gestione appuntamenti
  • Gestione dei clienti
  • Gestione dei progetti
  • Gestione del flusso di lavoro
  • Gestione del personale
  • Gestione della posta elettronica
  • Gestione delle attività
  • Gestione delle fatture
  • Gestione di documenti
  • Gestione finanziaria
  • Importazione/Esportazione di dati
  • Integrazioni di terze parti
  • Messaggistica
  • Modelli di documenti
  • Modelli personalizzabili
  • Monitoraggio dei progressi
  • Monitoraggio della data di scadenza
  • Monitoraggio delle tempistiche del progetto
  • Monitoraggio dello stato
  • Pagamenti online
  • Pagamento elettronico
  • Per commercialisti
  • Per studi contabili/commercialisti
  • Portale clienti
  • Promemoria
  • Quadro della attività
  • Rendicontazione e analisi statistiche
  • Report personalizzabili
  • Ricerca/Filtro
  • Sistema multi-valuta
  • Timer
  • Tracciabilità delle spese
  • Tracciato di controllo

Visualizza l'elenco completo di Software per la gestione della contabilità

  • Accesso da dispositivi mobili
  • Acquisto e ricezione
  • Aggiornamenti in tempo reale
  • Archiviazione di documenti
  • Avvisi/Notifiche
  • Backup automatico
  • Branding personalizzabile
  • Contabilità
  • Controllo accessi/Autorizzazioni
  • Controllo del processo di valutazione
  • Cronologia delle transazioni
  • Dichiarazione dei redditi
  • Documentazione a fini fiscali
  • Elaborazione di carte di credito
  • Fatturazione e contabilizzazione
  • Flusso di lavoro configurabile
  • Gestione degli audit
  • Gestione dei clienti
  • Gestione dei pagamenti ACH
  • Gestione dei progetti
  • Gestione del flusso di cassa
  • Gestione del flusso di lavoro
  • Gestione del personale
  • Gestione dell'imposta sulle vendite
  • Gestione della conformità
  • Gestione della liquidità
  • Gestione delle attività
  • Gestione delle buste paga
  • Gestione delle fatture
  • Gestione delle ricevute
  • Gestione delle tempistiche
  • Gestione di documenti
  • Gestione foglio presenze
  • Importazione/Esportazione di dati
  • Integrazione di QuickBooks
  • Integrazioni di terze parti
  • Invio di inviti e promemoria via e-mail
  • Modelli di documenti
  • Modelli personalizzabili
  • Monitoraggio della data di scadenza
  • Monitoraggio dello stato
  • Pianificazione di scenari
  • Portale clienti
  • Promemoria
  • Quadro della attività
  • Rendicontazione e analisi statistiche
  • Reporting ad hoc
  • Richieste di rimborsi spese
  • Riconciliazione bancaria
  • Sicurezza SSL

Visualizza l'elenco completo di Software per la gestione delle pratiche fiscali

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Recensioni su TaxDome

Leggi tutte le 1.460 recensioni

Punteggio medio

Nel complesso
4,7
Facilità d'uso
4,6
Servizio clienti
4,7
Caratteristiche
4,6
Rapporto qualità-prezzo
4,7

Recensioni per valutazione

5
1.120
4
296
3
38
2
3
1
3

Recensioni per dimensioni dell'azienda (numero di dipendenti)

  • <50
  • 51-200
  • 201-1.000
  • >10.001
Mark S.
Mark S.
Owner
Contabilità, Lavoratore autonomo
Ha utilizzato il software per: 1-5 mesi
  • Valutazione complessiva
  • Facilità d'uso
  • Caratteristiche e funzionalità
  • Assistenza clienti
  • Rapporto qualità-prezzo
  • Consigliato
    10/10
  • Fonte della recensione 
  • Data della recensione: 9/6/2021

"Terrific Product That Understands How Accountants and Tax Preparers Work"

Vantaggi: 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.

Inconvenienti: 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.

Risposta del fornitore

da TaxDome il giorno 19/7/2021

Hi Mark,

Appreciate the feedback. This is what helps us improve TaxDome. The ability to add more short codes (add data from existing contact records) is currently in development (you can upvote the existing request we have here so you'll be notified of its progress: https://feedback.taxdome.com/feature-requests/p/shortcodes-in-communication-with-the-client-emails ) and we recently rolled out Services to itemize your invoices in TaxDome so clients can see exactly what they're paying for: https://help.taxdome.com/article/393-services

  • Fonte della recensione 
  • Data della recensione: 9/6/2021
Russell B.
Russell B.
CEO
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: Prova gratuita
  • Valutazione complessiva
  • Facilità d'uso
  • Caratteristiche e funzionalità
  • Assistenza clienti
  • Rapporto qualità-prezzo
  • Consigliato
    10/10
  • Fonte della recensione 
  • Data della recensione: 26/5/2021

"The unbelievably affordable Swiss Army knife for my practice"

Commenti: Very positive. It is a great product and getting better every month.

Vantaggi: Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price. Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next. They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal.

Inconvenienti: Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive. Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary. OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in. The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future. These are all minor annoyances in an overall outstanding product.

Risposta del fornitore

da TaxDome il giorno 19/7/2021

Hi Russell, we appreciate your feedback, thank you for letting us know. We are constantly improving the software and releasing new features, many of which we take from our user's feedback on our feature request board. We have an existing feature request (available to paid subscribers) to open new tab vs new page.

You can also read more about our Organizers here: https://help.taxdome.com/article/114-custom-organizer-templates

You can reach us through chat or through email ([email protected]) if you have other questions.

  • Fonte della recensione 
  • Data della recensione: 26/5/2021
Abbey G.
Owner
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: 1-5 mesi
  • Valutazione complessiva
  • Facilità d'uso
  • Caratteristiche e funzionalità
  • Assistenza clienti
  • Rapporto qualità-prezzo
  • Consigliato
    10/10
  • Fonte della recensione 
  • Data della recensione: 3/9/2021

"Best All In One Software - I've tried them all"

Commenti: TaxDome support is incredibly responsive and useful. The implementation time was minimal for this software. I got my workflows set up in a day and was working in the software pretty efficiently within 3 days. My clients LOVE the portal and it sets me apart as an accounting firm because our communication is consistent, timely, and they know where to find me.

Vantaggi: I love that it has all of the features I really wanted for a great client experience and workflow management. The client portal is phenomenal. The Workflows are easy to setup and the templates are a great starting point. Not too complex and not too simplistic

Inconvenienti: I wish that recurring tasks customized to a specific client could be built into a recurring pipeline job instead of having to link recurring tasks when they're created. I can tell this feature is missing because of the way the software was designed to streamline the workflow management experience which is otherwise phenomenal. The minor inconvenience of linking a task to a job after the fact is minimal compared to the rest of the benefits I have from this software.

Risposta del fornitore

da TaxDome il giorno 9/9/2021

Thank you for the feedback, Abbey! we appreciate it. We aim to continuously improve our product. If there's still missing feature that you would like to add in TaxDome especially related Task and Pipeline, we have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized . Feel free to reach out to our team. Our support is free and unlimited.

  • Fonte della recensione 
  • Data della recensione: 3/9/2021
Ion T.
CEO
Servizi finanziari, 2-10 dipendenti
Ha utilizzato il software per: Prova gratuita
  • Valutazione complessiva
  • Facilità d'uso
  • Caratteristiche e funzionalità
  • Assistenza clienti
  • Rapporto qualità-prezzo
  • Consigliato
    5/10
  • Fonte della recensione 
  • Data della recensione: 19/2/2021

"Good product, but needs better customer support"

Commenti: Overall the software has good features, it is a bit pricey, and no monthly payment flexibility (forces one year contract). There is a software support gap at the moment, which is a big deal. Once that is fixed and payment options become more flexible I will be able to recommend it to others.

Vantaggi: This product has good features such as tracking communication with customers, an integrated signature for engagement contracts, fee collection, and templates. It is nice to have several features in one place. I liked the ability to customize the portal login page.

Inconvenienti: There is a significant gap in customer support. This is the first time a software company has asked me to submit videos of issues or print screens to customer support. Generally, the support team can log behind the scenes and support you with any issues via a quick account review. There was a company-wide issue over the long weekend and there were no notifications about software having bugs, or when they were fixed. None of the automation worked, which left my customer hanging and confused, as none of the things I mentioned they will see actually happened.
Also, it is on the pricier side and does not allow flexibility for monthly billing, only annual payments. There are videos on how to get started which are great, however, there is a bit of a learning curve as functions are set up in a very specific way so you'll have to learn that.

Risposta del fornitore

da TaxDome il giorno 20/7/2021

Hi Ion,

Thank you for your feedback. Ion on the potential bug you can always schedule a 15 quick assist so we can record the meeting- http://taxdome.com/15
The reason we ask for this information is if we cannot replicate the bug on our end.

  • Fonte della recensione 
  • Data della recensione: 19/2/2021
Deanna S.
Tax Preparer
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: Prova gratuita
  • Valutazione complessiva
  • Facilità d'uso
  • Caratteristiche e funzionalità
  • Assistenza clienti
  • Rapporto qualità-prezzo
  • Consigliato
    10/10
  • Fonte della recensione 
  • Data della recensione: 27/6/2021

"Great product, Great Customer Service, and still finding hidden gems"

Commenti: My partner and I came from a tax firm that used a dated practice management workflow consisting of various disjointed software tools, spreadsheets, and humans. There were terrible inefficiencies resulting in considerable operating overhead (labor costs, software licenses, real estate, etc.) and a tremendous amount of stress during the tax season. Thanks for COVID, we decided that our new tax firm was going completely virtual with client appointments and we would leverage a practice management suite that helped us achieve efficiency, accuracy, and scale. We are leveraging a hosted version of our tax software eliminating the need for an IT person on-staff and TaxDome will allow us to streamline our workflow so we have no need for seasonal admin staffing. It's only been two weeks since we started working with TaxDome, but so far we are ecstatic and we see it helping us to fulfill our goals for the firm.

Vantaggi: Coming from a quagmire of administrative staff, spreadsheets, and various software to manage our practice, TaxDome is an absolute godsend. We've only had the opportunity to work with it for a couple of weeks during the trial period, but we have been impressed with it beyond our expectations. We really like the variety of tools that made the import of contacts/docs expedient and reliable. The email sync feature is just amazing as it eliminates the noise of a junked-up inbox. The mobile app with built-in document scanner is so incredibly neat that I think our clients will easily get on-board with these changes in how we interact with them. I would be remiss if I didn't give the customer service team some love as well. I must've bugged them everyday about something. They were prompt, courteous, and helpful with each and every correspondence. Lastly, as we continue to learn the TaxDome platform, we're discovering new functionality we didn't expect but will help immensely. For example, one feature we just found was the ability to edit PDF documents within the TaxDome platform itself. Amazing!

Inconvenienti: Honestly, there hasn't been anything that I've experienced in the past 2 weeks that would warrant a complaint of any sort. We would've really liked to have a scheduling module in TaxDome where we can organize and schedule our reviews with clients, but not a deal breaker and as I understand it is in the works anyway.

Risposta del fornitore

da TaxDome il giorno 19/7/2021

Hi Deanna,

Thank you for your feedback. We currently have the scheduling module planned in our feature request board. I have upvoted your firm to this request, feel free to add any comments or suggestions here- https://taxdome.canny.io/feature-requests/p/company-appointment-scheduling-with-popular-online-calendar-integration

  • Fonte della recensione 
  • Data della recensione: 27/6/2021