Chi utilizza TaxDome?

Contabili, commercialisti e professionisti fiscali

Cos'è TaxDome?

Soluzione software a 360 gradi per gestire il tuo studio. TaxDome permette di tenere il software di preparazione fiscale per tutto il resto e risparmiare tempo e denaro.

TaxDome offre una soluzione multifunzione per eliminare il cartaceo dagli uffici e semplificare il flusso di lavoro aziendale. Se hai deciso di portare la tua impresa nel cloud, ti offre un'interfaccia facile da usare e con l'integrazione sarai sicuro che ne sarà valsa la pena.

Portale clienti e app mobile
Fatturazione
Sito web
Registrazione dei tempi
E-mail di massa e CRM
Flusso di lavoro
e molto altro ancora

Dettagli su TaxDome

TaxDome

https://www.taxdome.com

Fondata nel 2017

Easy to use client portal
Bulk Emailing
Client Organizer - Firm V
Organizer - Client View
Time Tracking
Easy to use client portal-thumb
Bulk Emailing-thumb
Client Organizer - Firm V-thumb
Organizer - Client View-thumb
Time Tracking-thumb

Panoramica dei prezzi di TaxDome

TaxDome non dispone di un piano gratuito ma offre una versione di prova gratuita. La versione a pagamento di TaxDome è disponibile a partire da 50,00 USD/mese.


Prezzo di partenza

50,00 USD/mese

Versione gratuita

No

Prova gratuita

Implementazione e assistenza di TaxDome

Assistenza

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

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

Le migliori alternative a TaxDome

Altre alternative a TaxDome

Recensioni su TaxDome

Leggi tutte le recensioni

Valutazione complessiva

4,7/5

Punteggio medio

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

Valuta il software

Condividi la tua esperienza con altri acquirenti.

Scrivi una recensione!
Brittnie E.
Enrolled Agent
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: 1-5 mesi
  • Valutazione complessiva
    5 /5
  • Facilità d'uso
    5 /5
  • Caratteristiche e funzionalità
    5 /5
  • Assistenza clienti
    5 /5
  • Rapporto qualità-prezzo
    5 /5
  • Consigliato
    10/10
  • Fonte della recensione 
  • Data della recensione: 10/1/2020

"Finally found what I was looking for!"

Commenti: OMG the email tasks seriously I don't have to search through my emails to find client stuff anymore, it makes me so happy I could cry. And yea I may be overreacting a bit, but the number of emails I receive is ridiculous, so this seriously makes my life so much better.

Vantaggi: This software has the features I've been searching for for the past 3+ years. The customer support is amazing, responses are fast and if there is ever anything I'm looking for, if it's not available it's in the works!
Specifically, though I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the Emails as tasks. OMG, this makes my work life so much more streamlined!

Inconvenienti: There are still some features I would like to see, but as I already said these are in the works and I fully believe this company is hustling to get us, users, what we want!

  • Fonte della recensione 
  • Data della recensione: 10/1/2020
Melissa R.
President
Contabilità, Lavoratore autonomo
Ha utilizzato il software per: Prova gratuita
  • Valutazione complessiva
    4 /5
  • Facilità d'uso
    4 /5
  • Caratteristiche e funzionalità
    4 /5
  • Assistenza clienti
    4 /5
  • Rapporto qualità-prezzo
    5 /5
  • Consigliato
    9/10
  • Fonte della recensione 
  • Data della recensione: 2/3/2021

"Affordable all-encompassing CRM/practice mgmt software that aims to please"

Commenti: There are a few things that would be nice that I've seen in other softwares, such as progress bars for jobs, larger icons/colors for ease of viewability, sorting and filtering by various columns, on certain screens, auto-archive and/or auto-job create for a different pipeline when something reaches the end of one pipeline (such as prospects), but I think most of my requests/recommendations are already in their development pipeline, and if not, they've told me that I have good ideas & should request them in the customer feature request database. I have seen several features in there that already were just recently implemented, so they definitely aim to please & be the best in the biz. For now, I'm giving up a few "smoothness" or "viewability" or "nice to haves" for a very affordable all-around software that is going to make my life SO much easier, and if I end up hiring staff down the road, it should be pretty easy to roll them into the workflow. I also love that there is a client-side app, and that is one thing that made me choose them over a competitor

Vantaggi: I like that it has incorporated e-sign with KBA available for a low price per signature. Also like that I can use one software to host my website, provide unlimited virtual drive storage, communicate with clients, make requests, assign staff and client tasks, and manage workflow. Customer Service is super friendly and really wants to please. I even heard from a CS rep in their chat AFTER HOURS when I wasn't expecting to hear back until the next day, just because he noticed the message was there. Overall, this is providing the things that were MUSTS for me (including a client app where they can communicate & upload requested docs). I can wait for the "like to haves."

Inconvenienti: Customer service hours are a bit short, but they are planning to increase them. A few features need improvement (but their programmers are adding things CONSTANTLY, usually based on user requests/upvotes). One frustrating thing (which I'm not sure ANY practice mgmt software can do at this point) is that you cannot integrate the in-system organizers with outside tax software, as needs to be done so clients can see their prior year data, so I'm having to create orgs from my tax software and upload them to Taxdome, and then notify clients to download & re-upload it. Not ideal, but not the worst thing, given that everything else functions pretty smoothly. The immediate programming they need to do in this regard is to allow on-screen pdf editing (which it does, for the client) and allow their system to create and save a new pdf directly from that, so the client doesn't have to manually download/save/upload it. Would also like a function so that when you send a client a task to do, and that task involves uploading a doc, then when they upload the doc in direct response to that message, it checks off their task as complete. Currently you can just set a task that they manually check off after uploading the requested doc. No firm-side app yet--but it's in development.

  • Fonte della recensione 
  • Data della recensione: 2/3/2021
Ion T.
CEO
Servizi finanziari, 2-10 dipendenti
Ha utilizzato il software per: Prova gratuita
  • Valutazione complessiva
    3 /5
  • Facilità d'uso
    5 /5
  • Caratteristiche e funzionalità
    5 /5
  • Assistenza clienti
    1 /5
  • Rapporto qualità-prezzo
    3 /5
  • 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.

  • Fonte della recensione 
  • Data della recensione: 19/2/2021
Helene E.
Managing Member
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: Prova gratuita
  • Valutazione complessiva
    4 /5
  • Facilità d'uso
    4 /5
  • Caratteristiche e funzionalità
    4 /5
  • Assistenza clienti
    4 /5
  • Rapporto qualità-prezzo
    5 /5
  • Consigliato
    8/10
  • Fonte della recensione 
  • Data della recensione: 29/12/2020

"TaxDome Review"

Commenti: I am just starting with TaxDome. So far I think I will like it most importantly due to the conveniences for clients to scan and upload documents and to provide e-signatures.

Vantaggi: 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.

Inconvenienti: 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.)

  • Fonte della recensione 
  • Data della recensione: 29/12/2020
Nancy A.
Partner
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: Prova gratuita
  • Valutazione complessiva
    5 /5
  • Facilità d'uso
    5 /5
  • Caratteristiche e funzionalità
    5 /5
  • Assistenza clienti
    5 /5
  • Rapporto qualità-prezzo
    5 /5
  • Consigliato
    10/10
  • Fonte della recensione 
  • Data della recensione: 5/2/2021

"Exactly what I've been looking for"

Commenti: I am going to save SO MUCH TIME. TaxDome has centralized all that I do. Before TaxDome I needed my portal, DocuSign, Google Forms, Excel, Word, Notepad, etc. The amount of time I spent just in the administrative side was crushing. The process of getting an 8879 uploaded to the portal, off to the client for secure signature and back took 45 minutes to an hour. Now it's 5 minutes or less. I've gone from having so many different windows and apps open to needing only TaxDome and my tax prep software. What a relief!

Vantaggi: It seems to be written by people who actually know how an accounting firm works. User documentation is fantastic as are the numerous tutorials. I was easily able to answer most of my questions and get instructions on how to do what I needed without needing to contact a live person. In fact, I was able to get set up and operational without any help from support. The interface is very intuitive.

Inconvenienti: In the beginning, TaxDome is a little overwhelming. I'm still getting used to the product terminology regarding clients and engagement letters which they label contacts and contracts. Those two words looks so much alike that it caused me a bit of confusion sometimes.

  • Fonte della recensione 
  • Data della recensione: 5/2/2021