TaxDome Review 2021: The Best Fulfillment Software For Accountants

TaxDome Review 2021: The Best Fulfillment Software For Accountants

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TaxDome Review: Best Software For Accountants?

Whether you’re looking to streamline day to day operations or scale your accounting firm, you’ll need a helping hand. And, we’ve got one here that’s specifically made for accountants. Our TaxDome review will help you decide if it’s the best option for a proactive accountant like yourself. This article references an video interview featured on our YouTube channel, with TaxDome’s Co-Founder, Ilya Radzinsky. 

By the way – If you sign up for TaxDome using our affiliate link, you get 1 month of TaxDome for free and a heap of extra bonuses, which we go over, in the aforementioned video  interview. To qualify for this offer, simply use this link to sign up for your free trial.

WHAT IS taxdome?

TaxDome is an all-in-one, integrated solution developed to help accountants, bookkeepers, and tax professionals manage their practice. For just one flat fee, you get a robust client portal, customer relationship management (CRM) & workflow system, secure file storage, and more.

(Image Source: G2)

TaxDome’s primary goal: to have “everything in one system.”

Use your accounting, tax, and bookkeeping software for your practice and let TaxDome handle everything else. 

WHAT ARE THE KEY FEATURES OF TAXDOME?

This all-in-one software is packed with essential features that any and all accounting firm owners appreciate. Some key features of TaxDome include a client-side portal, firm-side portal with CRM system, workflow and automation, bulk document storage, billing and payment management system, integrated e-signatures, email synchronization, website customization, and long-term support.

(Image Source: TaxDome)

client portal

TaxDome’s client portal allows your clients to easily comply with requirements, proactively initiate actions, and quickly reach out to your firm. It also has an intuitive interface where you can view to-do lists, upload important files, send messages, and securely make prepayments.

With the To-Do list TaxDome feature, you can systematically direct your clients to prioritize urgent processes. It also makes it much easier for you to track problematic clients, and hold them accountable if needed. By doing all of this, you can ensure that your accounting, bookkeeping, or tax firm is working at maximum efficiency with your dream clients.

For added accessibility, TaxDome also lets your international clients change the platform’s system language. As of now, it offers English, French, German, Italian, Spanish, Portuguese, Dutch, and Japanese, but will continue to expand these options. 

Firm-side Portal & CRM Platform

TaxDome’s firm-side portal allows you and your team to communicate quickly and effectively with each other. Its integrated CRM platform gives your team the ability to track your clients’ processes, billings, and problems at a glance.  Additionally, the firm-side portal offers real-time statistics and analytics to help you scale your business.

Another benefit of TaxDome’s CRM system is that you, or one of your team members, can quickly respond to your clients’ concerns. If two or more clients share a similar problem, you’ll also have the option to address them both at the same time, with a variety of different bulk actions. And, conveniently,  you don’t have to painstakingly pop in and out of TaxDome, just to send a message or have your clients sign the same contract. Everything you need is right there in the dashboard. 

TaxDome also has a Manage Team feature where you can assign your clients’ cases to specific people in your firm. Your firm’s teams will only get notifications from customers they need to work with. This ultimately allows you to have full control over what your employees can see and do on the portal.

Workflow and Automation

TaxDome’s workflow automation portal was designed to track work progress and automate repetitive tasks. It can be set up to automatically send emails, create cases or jobs, request data, and more. With this, you can easily monitor who is doing a certain task, who is falling behind, and how each job is progressing. It’s efficiency at its finest. 

The workflow portion of TaxDome is called Pipelines. You can think of Pipelines as the home of your business processes. Everything that needs to be done to complete a specific task lives here. These can be fully customized and automated to streamline processes, such as onboarding or billing.

Workflows and the automation center Pipelines, will help you save time and can save you money by cutting administrative overhead costs. And, just in case you’re feeling lost, know that TaxDome’s product team is willing to guide you every step of the way.

Secure Document Storage

TaxDome comes with an unlimited storage drive for accountants’ most valuable files. It allows both your teams and your clients to share and backup files from their respective portals. Rest assured that your sensitive data is secure with TaxDome’s extensive measures in place.

Billing and Payments Management System

TaxDome’s integrated billing management system is designed to track pending balances, add payment timestamps, and generate invoices. It lets your clients pay directly through TaxDome with their credit cards. With it, accountants like you can also easily send bills, set up bill reminders, and correct payments.

Unlimited Electronic Signatures (E-Signatures)

Electronic signatures are fully included and also unlimited with a TaxDome subscription. TaxDome utilizes the IRS-compliant knowledge-based authentication (KBA) and exceeds both the ESIGN Act and UETA security measures. This is the only way to ensure that your e-signatures as accountants are legally binding.

Website Customization

TaxDome also offers a website builder for firms without in-house IT teams or who may not have a budget for such. It has over 200+ templates and an extensive number of customization options specially made for accountants. You can add your company logo, choose your preferred background pictures, and even post various forms of original content. 

There are a lot of website designs out there that don’t look nearly as good as what TaxDome has to offer. It also allows you to increase your firm’s reach without having to spend a lot of money.

Two-Factor Authentication

TaxDome gives accountants the option to enable two-factor authentication whenever you log in. On top of your email address and password, you will be asked to enter a temporary authentication code that will be sent to your smartphone. If you lose your phone, be warned that it will take some time to access your account again.

Long-Term Support

TaxDome is a top-rated company committed to providing long-term support to its accountant clients. You can expect weekly fixes, enhancements, and updates to ensure that the software is always at its best. They will keep on adding new and improved features, and you don’t have to pay more to access them.

If you need help to get started with the platform, TaxDome holds live demos around 2 PM EST every working day. All your questions, general or specific, will be warmly entertained by their product team. 

If you’re looking for more resources, you may want to check out TaxDome’s YouTube channel, its blog site, and its help center. If you want to sign up for a free trial to tax dome, click here. 

Why Should You Consider TaxDome for Your Firm?

With TaxDome, you’ll be able to streamline processes, save time, and increase adoption tremendously from both your clients and teams. Using different platforms for your practice can slow down crucial business processes, such as the onboarding of newly hired people. Delays like this for accountants like you can take away your potential profitability.

Both your team members and clients can accomplish most of the work they need to do on TaxDome alone. Your clients won’t have to find the time to drop off loads of paperwork in your office anymore. And, your firm will also be freed from the hassle of keeping and organizing a shoebox of receipts.

You will save so much of your most precious resource, your time.

TaxDome enables accountants like you to do things smarter and quicker, so you can truly be a dream firm leader. Through its platform, your clients can easily see what you want them to do or proactively initiate a few things. You can also fully customize the interface so that they will get used to your firm’s branding.

You don’t want your clients to have an awful user experience that will reflect badly on your firm. It will also be unlikely for them to adopt your digital processes if your platform is difficult to grasp, or flat out ugly. Your ability to give your clients an excellent experience that they can genuinely enjoy ultimately increases client retention, profitability, and the likelihood of being referred to more prospective dream clients. 

TaxDome FAQs

Q1: Does TaxDome Offer Tax Resolution Software?

You can use TaxDome for tax resolutions, but it cannot pull data directly from the IRS…..yet. For now, many of our clients use pipelines to track and automate their workflow, emails, and organizers going out to clients related to tax resolutions.

Q2: Does TaxDome Have a Payment Lock Feature on Tax Returns?

Yes. You can lock documents to bills. Your clients see the file, 

Q3: Can Clients Book Appointments on TaxDome?

Not yet. However, there is a similar functionality in Acuity Scheduling, and a bookable calendar is coming soon to TaxDome.

Q4: Can Calendly Be Integrated with TaxDome?

Yes. TaxDome has a Zapier integration that allows you to instantly connect Calendly to it. When someone books an appointment on Calendly, you can create a trigger through Calendly that can automatically create the contact on TaxDome. 

Q5: In Which Countries Can I Use TaxDome?

In all of them. While different countries have different security requirements, TaxDome does its best to comply with all of them. It’s worth pointing out, though, that many of TaxDome’s clients are based in the US, UK, and Canada.

Q6: Which Tax Software Can Connect with TaxDome?

All of them. 

Q7: How Old Is TaxDome?

 TaxDome was launched in March 2017, but marketing efforts only began in April 2020, which is why you may not have heard of it until now.

Q8: How Can Clients Sign Returns on TaxDome?

You can easily and securely upload your return documents and ask your clients to put their e-signatures on them. 

Q9: Does TaxDome Replace the JetPack Workflow?

Yes. You can manage the entire workflow of your team and your clients on TaxDome.

Q10: Will the Pricing of TaxDome Change When New Features Are Added?

TaxDome has far more features today than when it started, but its pricing has always stayed the same. They have no intention of hiking the price anytime soon, so you don’t need to worry about that. 

Read more about TaxDome’s pricing here.

Q11: Can You Combine PDFs on TaxDome?

Not yet. However, TaxDome already plans to work on this feature and roll it out soon in future updates.

Q12: Does TaxDome Sync with Quickbooks?

When you create a bill in TaxDome, you can easily sync and link that to a specific invoice on Quickbooks. However, keep in mind that TaxDome doesn’t sync your conversations with clients over QuickBooks to its messaging tool. So, you’ll have to keep track of any QuickBooks messages separately. 

Q13: How Does TaxDome Compare with Practice Ignition?

Practice Ignition allows you to create and track proposals with built-in contracts and engagement letters. While it is a fantastic tool in and of itself, TaxDome also has all of Practice Ignition’s essential features, such as managing billing and contracts on the platform. 

Q14: Can the TaxDome Mobile App Be Branded to My Firm?

Yes. While the name of the app is TaxDome, everything inside the app can be customized to establish your branding. TaxDome is also looking into designing a premium service that will create a separate app, specifically for your firm, in the future.

Q15: Can You Do Time Entry for Payroll Purposes on TaxDome?

Yes. You can record time entries on TaxDome.

Q16: Can the CRM of TaxDome Track Prospects, Leads, or Referral Sources?

Yes. You can send them emails and campaigns on TaxDome.

Q17: Can You Send Bulk Scheduled Emails Over TaxDome?

Not yet. This is coming in the future 

Q18: Which Billing Systems Integrate with TaxDome?

A: Stripe Billing and CPACharge.

WHY SHOULD YOU SIGN UP FOR TAXDOME THROUGH DREAMFIRM’S AFFILIATE LINK?

If you sign up for TaxDome through our affiliate link here, you will get 1-month of TaxDome for FREE, in addition to our master cheat sheet for social media content creation, which promises consistent engagement with your prospective dream clients.  

Our expert graphic designer will create a customized and branded pricing guide for your firm. And, we’ll even hold a sales mastery training session and a 30-minute coaching session for you with one of our proactive Dream Firm advisors to get all your questions answered.

WHAT SHOULD YOU DO NEXT?

You should consider trying out TaxDome, since it’s clearly one of the best fulfillment softwares for accountants today. Your practice will be much more efficient because of it. 

If you want to make more money, you need to focus on three things: expanding your network, having the right mindset, and improving your skill sets in the industry. With quality coaching and training, you can significantly improve your skill sets and produce more tangible results that can increase your value and worth. 

W can help you achieve your dreams of attracting high-paying clients to your accounting firm. TRY our FREE training session by Clicking Here to Claim Your Spot Now!

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