¿Qué es TaxDome?

Software todo en uno para preparadores de impuestos, contadores y contables de libros. Perfecto para hacer crecer su negocio: deje de pagar una docena de herramientas y dirija su empresa desde un único centro integrado. Flujos de trabajo automatizados, portal de clientes fácil de usar, CRM personalizable, almacenamiento de archivos ilimitado y seguro, firmas electrónicas, mensajería y mucho más al precio de una aplicación.

¿Quién usa TaxDome?

Contables, Contables y profesionales Fiscales

Vídeo de TaxDome TaxDome Software - 1 TaxDome Software - 2 TaxDome Software - 3 TaxDome Software - 4 TaxDome Software - 5

¿No estás seguro sobre TaxDome? Compara con una alternativa popular

TaxDome

4,7 (2.403)
TaxDome
50,00 US$
mes
Versión gratuita
Prueba gratuita
65
10
4,5 (2.403)
4,7 (2.403)
4,7 (2.403)
VS.
Precio inicial
Opciones de precios
Funcionalidades
Integraciones
Facilidad de uso
Relación calidad-precio
Atención al cliente
13,49 US$
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217
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4,3 (11.766)
4,4 (11.766)
4,3 (11.766)
¿Por qué estoy viendo esto?

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Opiniones de TaxDome

Evaluación media

General
4,7
Facilidad de uso
4,5
Atención al cliente
4,7
Funcionalidades
4,6
Relación calidad-precio
4,7

Opiniones por tamaño de empresa (empleados)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontrar opiniones por puntuación

5
77%
4
20%
3
2%
2
0%
1
0%
Brendan
CPA
Usuario de Linkedin verificado
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Great all-in-one tool but requires ramp-up time

4,0 hace 5 meses
Los subtítulos en español están disponibles en el reproductor de vídeo
Fernando
Manager en Argentina
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Reseña

5,0 el mes pasado Nuevo

Puntos a favor:

Es, facil, intuitivo, tienen ayuda. Integra todo

Puntos en contra:

No tienen integracion con XERO, seria muy importante que lo hagan

Respuesta de TaxDome

el mes pasado

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.

Marilyn
Gerente Banco en Puerto Rico
Banca, 1.001-5.000 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Planillas 2019

1,0 hace 3 años

Comentarios: facil y conveniente

Puntos a favor:

fue de provecho para radicar mis planillas

Puntos en contra:

al principio a lo que le cogi el piso, lo pude accesar desde caulquier plataforma

Respuesta de TaxDome

el año pasado

Thanks for your valuable feedback, Marilyn!

Jennifer
Jennifer
Owner/Bookkeeper en EE. UU.
Usuario de Linkedin verificado
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Alternativas consideradas:

Worth the learning curve

5,0 hace 8 meses

Comentarios: TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.

Puntos a favor:

Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.

Puntos en contra:

There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive. I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)

Respuesta de TaxDome

hace 8 meses

Thank you, Jennifer, your feedback is valuable to us. Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process. Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.

Jeffrey
Jeffrey
Accounting Operations Lead en EE. UU.
Usuario de Linkedin verificado
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Tax Dome helped us handle enough business to get our own office

4,0 hace 2 meses Nuevo

Comentarios: Our overall experience with TD has been fantastic. We were able to triple our business within the first year of us using it.

Puntos a favor:

There were three accountants (partners) when we first started this business and we were working out of bedrooms and coffee shops. The only reason that was happening was because we spent 70% of our time just tracking our servicing progress for each client under each different partner. Once we found Tax Dome and moved our client success processes from Trello, Clickup, excel, and other management softwares, we were able to handle significantly more clients with this time. Our absolute favorite feature is pipeline's and being able to automate engagement letters, send invoices, and organizers to collect data.

Puntos en contra:

Features I least like that are within TaxDome is the inbox+ and template (& tag) management. Inbox+ won't show the correct preview text for a notification- meaning a notification would pop up saying a client messaged us, however, the notification was triggered because I myself sent a response message. And for notifications that are actually from clients messaging us will never be properly previewed in inbox+. Template (& tag) management can be greatly improved. When I first started using TD, I created templates for EVERYTHING. Now I use perhaps half of them yet I have not deleted the ones that are not in use simply because I do not know what templates are actually being used in a pipeline. Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more.

Respuesta de TaxDome

hace 2 meses

Thank you, Jeffrey. Your feedback is valuable to us. We are happy that TaxDome made the whole process easier for you and your partners. The pipelines save a lot of time and effort so that you can focus on new clients. As for the notifications, you should receive notifications only for new messages and replies from clients, and the team members will get notifications for replies from the firm owner, but there should be no notifications for your own replies. Please reach out to our support team so that they can check on this. For the other parts you dislike, I would like to refer you to the Feature Request Board that we have for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We would appreciate if you could share your ideas on how to improve. If there is anything that we can assist you with, please let us know. We will be happy to do so. Have a wonderful day.

Dennis
ACCOUNTANT en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Accountant

3,0 hace 2 meses Nuevo

Comentarios: The overall experience is good so far

Puntos a favor:

Document management was excellent I really like how easy it is.

Puntos en contra:

Software needs to integrate with calendars such as outlook

Respuesta de TaxDome

hace 2 meses

Thank you, Dennis. We appreciate your feedback. We have an integration where you can actually embed your Calendly, Bookmeknow, Schedulista, or Acuity calendar. At the moment we do not integrate with Outlook. However, we would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. Please have a look here: https://taxdome.canny.io/feature-requests/p/sync-to-personal-calendars-google-outlook-yahoo-etc and feel free to upvote. Since your rating was not that well, we would appreciate if you could share with us what we can improve on, so that you would be happier with the software. If there is anything that we can assist you with, please let us know. Have a wonderful day.