TaxDome

Name: TaxDome
Rating: 3.8 (38 reviews)
Author: TaxDome

Accounting Automation Software

Free

38 Ratings
Ages

4+
Years
Category

Business
Developer

TaxDome
Language

EN
English
Size

178.3
MB

TaxDome helps you manage clients, documents, invoices and automate your tax or accounting practice. Log in with your TaxDome credentials and enable FaceID or TouchID — all data is encrypted and safe with bank-level security. KEY MOBILE APP FEATURES CRM: quick access to contact and account records. QUICK MESSAGING: text, call, and email clients with one click. INBOX+: stay up to date on activity in your firm through timely notifications QUICK NOTES: create and edit account notes. KEY TAXDOME FEATURES Custom branded website & client portal Project management & workflow automation designed for tax and accounting professionals. Unlimited secure document storage Integrated CRM, synced with your existing email Tax Program Integrations. Invoicing via ACH and credit card. Synced with QBO. Unlimited E-signatures to replace Docusign, HelloSign, etc. Enhanced team communication with @mentions and notifications Secure messages & client tasks. Unlimited contracts & Engagement Letters. Unlimited Customizable Organizers/Forms instead of clunky, ‘generic’ PDFs.

Ratings & Reviews

3.8

out of 5

38 Ratings

Great app - but need ability to send client invites
02/03/2022

may@1935
I love the app, I know that this developer will continue to improve, as the business we need the ability to send client invites from the app. During tax season me clients overlook their the initial invite to select their password. Would be convenient to be able to send password reset or initial invite. Also would be nice to be able to access folder templates for the clients. That way we could add a fold template to a client on the fly. That would be an awesome addition for us. Keep up the good work.
Great app - but need ability to send client invites
02/03/2022

may@1935

I love the app, I know that this developer will continue to improve, as the business we need the ability to send client invites from the app. During tax season me clients overlook their the initial invite to select their password. Would be convenient to be able to send password reset or initial invite. Also would be nice to be able to access folder templates for the clients. That way we could add a fold template to a client on the fly. That would be an awesome addition for us. Keep up the good work.
SATISFIED CLIENT!
05/16/2025

Shoo2baby2
Last year, I began searching for a CRM that could integrate with Lacerte, the tax software our firm uses to e-file client returns.That search led me to TaxDome—and I couldn’t be happier. The platform has helped our team build efficient workflows and provided clear visibility into the status of each client’s return.Whenever we encountered challenges or had ideas we weren’t sure how to implement, the TaxDome Community was there to support us. This community includes other tax firms, TaxDome leadership, developers, beta testers, and various support divisions—all ready and willing to help.In all honesty, I’ve never worked with a more responsive and innovative software company. The number of firm requests that were actually implemented was unprecedented.I highly recommend TaxDome. 10/10!
SATISFIED CLIENT!
05/16/2025

Shoo2baby2

Last year, I began searching for a CRM that could integrate with Lacerte, the tax software our firm uses to e-file client returns.That search led me to TaxDome—and I couldn’t be happier. The platform has helped our team build efficient workflows and provided clear visibility into the status of each client’s return.Whenever we encountered challenges or had ideas we weren’t sure how to implement, the TaxDome Community was there to support us. This community includes other tax firms, TaxDome leadership, developers, beta testers, and various support divisions—all ready and willing to help.In all honesty, I’ve never worked with a more responsive and innovative software company. The number of firm requests that were actually implemented was unprecedented.I highly recommend TaxDome. 10/10!
TaxDome is a must have for firms looking to automate their business
03/13/2024

Doug092876
If you are looking to automate your tax and accounting business, then I would go with TaxDome. It takes some time to get everything set up but it is well worth your time once it’s working properly. The admin part of your business needs to be automated so you can spend more time producing results and tax returns for your clients.
TaxDome is a must have for firms looking to automate their business
03/13/2024

Doug092876

If you are looking to automate your tax and accounting business, then I would go with TaxDome. It takes some time to get everything set up but it is well worth your time once it’s working properly. The admin part of your business needs to be automated so you can spend more time producing results and tax returns for your clients.
I really enjoy using the firm app!!
11/29/2023

Francis-Joseph
This is a very good firm app from TaxDome!! I really like the messaging area and the ability to see when I’m assigned a task. I would like to be able to access the files under each client in the firm app but it still gets 5 stars from me!
I really enjoy using the firm app!!
11/29/2023

Francis-Joseph

This is a very good firm app from TaxDome!! I really like the messaging area and the ability to see when I’m assigned a task. I would like to be able to access the files under each client in the firm app but it still gets 5 stars from me!