Wir helfen Unternehmen in der Schweiz
seit 17 Jahren bei der Softwareauswahl
Über TaxDome
All-in-One-Software für Steuerberater, Buchhalter und Buchführer. Führen Sie Ihre Kanzlei von einem einzigen, integrierten Standort aus.
All in all I was able to save money by combining three software products I was using. I think the automation ability is great and they are continually adding new features.
I wasn't able to make a payment because it kept prompting me to enter in a zip code when that field wasn't available. I tried 3xs but was forced to use a different form of payment, which is annoying.
Nutzerbewertungen filtern (3’101)
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Nutzerbewertungen filtern (3’101)
Great all-in-one tool but requires ramp-up time
Sehr gute Software für die Steuererklärung zumindeset für private Nutzung
Kommentare: Sehr gute Software für die Buchhaltung und Steuer Themen
Vorteile:
Die Buchhaltung und Steuererklärung ist schon super. Also ist schon alles einfach dargestellt.
Nachteile:
Für die neue Rechnungen gibt es gar keine Probleme. Aber manche alte Rechnungen könnten nicht importiert werden. Sonst finde ich alles super
Steuer einfach machen
Vorteile:
Top Buchhaltung und Steuerprogramm was einfach zu bedienen ist
Nachteile:
Keine Beschwerden. Funktioniert bestens
I will put all my eggs in this basket
Vorteile:
Right when I think that they haven't thought about something I want, I discover it. Their support is ready and available when I need it -- and even late at night when they're offline! I am very pleased and it takes a lot to make me want to make the move.
Nachteile:
There is not much to complain about coming from Canopy. What I would say is that I wished the "onboarding" was a more hands-on approach -- however, I respect their process because it has helped me learn the program so much more!
Antwort von TaxDome
letztes Jahr
Hi Christopher, Thank you for your review. It is valuable to us! We are happy that you find our software satisfying and that you discover new features that you want. We are always trying to provide you with the best service and support. We are glad that you respect our process and that it has helped you learn the program so much more. We are always working to improve our onboarding process and make it easier and more enjoyable for you. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests. If you need assistance with anything, please let us know. Have a wonderful day.
In Betracht gezogene Alternativen:
TaxDome is a life saver!
Vorteile:
Pipelines streamline all the work we do, making our processes much more efficient, while also enhancing the customer experience by ensuring everything runs smoothly and seamlessly.
Nachteile:
Getting pipelines and automation set up in TaxDome can definitely feel confusing at first, especially with all the moving parts, but once you have everything in place, the efficiency and time savings make it absolutely worth the effort!
Antwort von TaxDome
letzten Monat
Thanks so much for the fantastic feedback! We’re thrilled to hear that Pipelines are making a real difference in streamlining your workflow and improving your client experience. We totally get that setting up Pipelines and automations can feel a bit tricky in the beginning, but we’re glad it’s paying off for you in the long run! If you ever need a hand with setup or have any questions, our support team is here to help, and we have plenty of resources to guide you along the way.
In Betracht gezogene Alternativen:
They make you pay a year in advance for a reason
Kommentare: I am nearing my 3rd month since paying for the full year license and still do not feel confident in trusting TD to keep my practice on schedule. Finding email messages as "unsent" when I look at them in outlook (but had no indication of an issue when I "sent" them via TaxDome) was my final straw this week and I am now feeling absolutely defeated by TaxDome.
Vorteile:
I was impressed with the client portal and paid for the 1 year license based on that ...
Nachteile:
Everything else ... (besides the portal)
Antwort von TaxDome
vor 6 Monaten
Thank you for sharing your experience with TaxDome. We're sorry to hear about the challenges you've encountered and understand your frustration. Your feedback about the client portal and your concerns about other aspects of the platform are important to us. We apologize for any issues you've experienced with email messages and understand the impact this has had on your confidence in TaxDome. Please know that we take your feedback seriously and are constantly working to improve our platform and user experience. If you haven't already, we encourage you to reach out to our support team for assistance with any unresolved issues. We value your business and want to ensure we address your concerns to regain your trust. Thank you again for sharing your feedback and for considering TaxDome. We appreciate the opportunity to improve and better serve you in the future.
In Betracht gezogene Alternativen:
So Glad I Started Using TaxDome From Day One
Kommentare: Overall, TaxDome has really helped me streamline my bookkeeping and tax prep. It’s intuitive, secure, and has saved me a ton of time. From automating tasks to securely managing client documents, it’s made my workflow so much smoother. Tax season is always hectic, but with TaxDome, I feel like I have way more control and organization throughout the year.
Vorteile:
The automation and document management features have been huge time-savers. I love that clients can easily upload and sign documents securely—it's made my life a lot easier, especially during tax season. Having everything organized and in one place means I’m not constantly chasing down paperwork, which is a big win for me w both bookkeeping and tax prep.
Nachteile:
For some of my clients who aren’t super tech-savvy, the platform can feel a bit overwhelming at first. It would also be great to see more options for customizing the experience to better suit different clients' needs.
Antwort von TaxDome
letzten Monat
Thank you for the thoughtful feedback! We’re thrilled that TaxDome has helped streamline your workflow, especially during tax season, and that our automation and document management tools are saving you time with bookkeeping and tax prep. We recently introduced redesigned, customizable invoices to help elevate your brand and speed up payments. These new features allow you to create polished, branded invoices tailored to your business—check them out (https://blog.taxdome.com/elevate-your-brand-and-get-paid-faster-with-redesigned-and-customizable-invoices-in-taxdome/). We understand that some clients may find the platform a bit overwhelming initially, and we’re constantly working to improve both your experience and theirs. If you have further thoughts on customization or other features, please feel free to reach out—we’re here to listen and help!
In Betracht gezogene Alternativen:
TaxDome helped me to organize
Kommentare: It has really helped organize my clients.
Vorteile:
I like how everything is available to the client in the portal. Also, the pipelines are great, it is very customizable!
Nachteile:
Little bit of a learning curve, but that is the same with any software.
Antwort von TaxDome
vor 3 Tagen
Thank you for your review and for sharing how TaxDome has helped you organize your clients! We're so glad the client portal and customizable pipelines have been valuable tools for you. It's wonderful that TaxDome’s focus on tax practices aligns well with your needs and provides the features you were looking for at the right price. 😊 We also offer various resources to help you make the most of TaxDome, including webinars, tutorials, and our TaxDome Academy. You can explore them here (https://help.taxdome.com/category/554-taxdome-academy). If you ever have questions or need assistance, email us at [email protected]. Thanks again for your feedback; we’re excited to continue supporting your practice!
TaxDome Review
Kommentare: Great experience overall and saves me a lot of time.
Vorteile:
The pipeline and the ability to connect clients forms to it.
Nachteile:
I would like to change the email message that goes to clients to say "I" and not "We."
Antwort von TaxDome
vor 3 Tagen
Thank you for your review! We're thrilled to hear that TaxDome has been a time-saver for you and that you’re enjoying features like the pipelines and the ability to connect client forms seamlessly. These tools are designed to make your workflow as efficient and organized as possible, and it’s great to know they’re making a difference for your business. I’ve shared your feedback about customizing email messages with our Product Team. We always appreciate insights like yours as they help us improve and tailor the platform to better meet your needs. Thank you for choosing TaxDome, and we look forward to continuing to support your success! 😊
Taxdome is hands-down the winner in this space
Kommentare: I have tried many tax-focused CRM and project management systems in the past. Taxdome has, by far, been the best choice of software we've made in at least 10 years.
Vorteile:
The ability to track all of our clients' demographic information, the workflow automation, and organizers are making our life so much easier. We now have visibility as to where projects stand, there is a lot more automation of tasks, and it has made onboarding and kicking off tax projects much smoother. Our clients love the portals. In fact, I've had several clients comment on how user-friendly the portals are. That's never happened before.
Nachteile:
Honestly, it's hard to think of any. I wish there was a better time-tracking platform and better reporting, although that is getting better by the day.
Antwort von TaxDome
vor 3 Tagen
Thank you so much for your incredible review! It’s amazing to hear that TaxDome has been your firm's best software choice in over a decade—what an honor! 🎉 We’re thrilled that features like workflow automation, client organizers, and user-friendly client portals have made such a positive impact on your practice. It’s especially exciting to hear that your clients love the portals too—that kind of feedback is priceless and validates our mission to create a seamless experience for both you and your clients. We’d love to hear more feedback or suggestions, so feel free to email us anytime at [email protected]. Also, don’t forget to check out our TaxDome blog (https://blog.taxdome.com/) to stay updated on all the latest features and improvements. We’re so happy to be part of your journey and can’t wait to continue improving your experience. Thanks for making us your go-to software!
In Betracht gezogene Alternativen:
TaxDome makes my business and dealing with clients easier
Kommentare: Love it. Can't see myself not having it.
Vorteile:
I don't use the full functionality of TaxDome. I use it mostly to store and share files with clients, signature requests, and billing. It's been so easy to organize client files and bill/collect invoices. I also integrate the client portal login page into my website to streamline client access.
Nachteile:
It can get complicated but thankfully there are tons of resources online and customer service if you need a personal touch overcoming an issue.
Antwort von TaxDome
vor 3 Tagen
Thank you so much for sharing your experience! We’re thrilled to hear that TaxDome has become an integral part of your business, making client interactions smoother and keeping your operations organized. It's great that you’ve found value in file sharing, signature requests, and billing while also using the portal integration to enhance client access through your website—streamlined workflows are what we’re all about! We understand that TaxDome offers a lot of functionality, and we’re here to help you make the most of it. Don’t hesitate to reach out or check out our TaxDome Academy and webinars for additional tips! 💙 Thanks again for choosing TaxDome and for being part of our community!
In Betracht gezogene Alternativen:
Great CRM for a Tax Office
Kommentare: TaxDome has been our client management tool for two years and overall we are happy with it. It integrates with QB but it doesn't with Xero, which we hope they do! Overall it's been a great tool for client management.
Vorteile:
Organizers, client portal, documents management, easy to use and upload documents.
Nachteile:
More flexibility/customization of user permissions. No integration with Xero.
Antwort von TaxDome
vor 3 Tagen
Thank you for your thoughtful review! We're so glad to hear that TaxDome has been a great client management tool for your firm over the past two years. It's great to know that features like organizers, the client portal, and document management have made a positive impact on your workflow. Ease of use is a top priority for us, so it’s fantastic to see it reflected in your experience. These are valuable suggestions, and we’re constantly exploring ways to enhance the platform. Your feedback helps guide us in making improvements that matter most to our users. If you have additional ideas or specific use cases you’d like us to know about, feel free to share them at [email protected]. We love hearing from you! Thank you for being part of the TaxDome community! 💙
Very Happy Client
Kommentare: My overall experience have been great. If there's something I don't understand support is readily available and issues are resolved in a timely fashion.
Vorteile:
I like how taxdome is user friendly and I'm able to message my clients directly thru the software. There's multiple templates that i find useful in my business.
Nachteile:
I really don't have anything negative to say because taxdome is always improving.
Antwort von TaxDome
vor 5 Tagen
Thank you for such a glowing review! We're thrilled to hear that your overall experience with TaxDome has been great and that our support team has been able to assist you promptly whenever needed. It’s fantastic to know you enjoy how user-friendly the platform is and that features like client messaging and templates have been valuable for your business. Hearing that these tools make a difference in your workflow truly means a lot to us! We’re always striving to improve, and feedback like yours keeps us motivated to make TaxDome even better. Thank you for being a part of our community—we’re so glad to have you on board! 😊
Excitedly Looking Forward to What They do Next.
Kommentare: My experience was initially rough as my old platform did not accommodate teh transfer of files on taht system to TaxDome. What was impressive was that we could work most of it out with the assistance of TaxDome. I also love that they allow you to pay for multiple years to save a little more as an accountant. We all love to save a little, as this is it.
Vorteile:
The automation and the ability to onboard a new prospect to a paid client, all without any of the team lifting a finger. It is now set up so that if and when we receive payment, we get to work—reducing admin time by at least 20%.
Nachteile:
I can not think of any cons at this time.
Antwort von TaxDome
vor 3 Monaten
We're thrilled to hear you're having a great experience with TaxDome! If there's anything we can do to make your experience even better, don’t hesitate to reach out.
Tax Dome #1 CRM recommendation
Kommentare: My experience with tax has been nothing short of amazing. Sure there’s always glitches but their customer service is quick to respond and help you resolve your issues.
Vorteile:
I like the ability to have client information all in one place including documentation and messages. It allows me to see my business in an overview using filters. I just can’t say enough good things about it.
Nachteile:
I think the thing I like least about it is that it doesn’t have a full Adobe PDF editor. The one that is in there has improved, but it is still lacking some features. I wish it integrated with QuickBooks rather than having to choose CPA charge or stripe.
Antwort von TaxDome
vor 2 Monaten
Thanks so much for the glowing review! We’re thrilled to hear that TaxDome has been a game-changer for you, especially with keeping all your client info in one place and giving you a clear business overview. We appreciate the feedback about the PDF editor and QuickBooks integration. While we’ve made improvements, we know there’s always room to grow, and we’ll keep these areas in mind as we continue enhancing the platform. So glad the ease of use and pricing made the switch a no-brainer for you! If you ever need anything, we’re here to help.
In Betracht gezogene Alternativen:
Worth the Upgrade
Kommentare: Overall, 9.5/10. We are happy we made the commitment. The time it takes to set up is substantial, but I have to believe it will be worth it in the long run. We are able to systemize and build a sustainable practice because of the continuity that TaxDome provides.
Vorteile:
We were able to consolidate 5 different applications for our firm into one practice-management application. Our clients are fans of the client portal and we're seeing increased engagement because of the intuitive nature of the platform. Great support from their team.
Nachteile:
The initial setup/implementation wasn't the easiest. There is plenty of documentation and learning modules for support, though. This was just time-consuming for our firm.
Antwort von TaxDome
vor 6 Monaten
Thank you for your insightful review of TaxDome! We're delighted to hear that consolidating multiple applications into our single practice-management platform has been beneficial for your firm. It's wonderful that your clients appreciate the intuitive client portal and that you've seen increased engagement. We're also pleased to know you found our support team helpful. We understand that the initial setup and implementation can be time-consuming, and we appreciate your patience and effort in going through the process. Your positive outlook on the long-term benefits and your overall satisfaction mean a lot to us. We're committed to helping you build a sustainable practice with ease and continuity. Thank you for your recommendation and for choosing TaxDome!
In Betracht gezogene Alternativen:
Tax Dome is Great for Forward Looking Firms Wanting Automation
Vorteile:
Forward looking automation options. Very flexible application.
Nachteile:
Cost and I really don't like it when the application goes down
Antwort von TaxDome
vor 2 Monaten
Thanks for the great feedback! We're glad to hear you're enjoying TaxDome’s automation and flexibility—it’s awesome to see forward-thinking firms like yours getting the most out of it. Love that the customer-facing portal and invoicing features sealed the deal for you! If there’s anything else we can do to support you, don’t hesitate to reach out.
In Betracht gezogene Alternativen:
A big help for my business
Kommentare: I am still setting it up to get more out of it, and I am still learning. Once I have it all figured out I think it's going to help me improve in efficiency and cut the time consuming repetitive tasks. Even with the price increase, it's going to help my business grow so it will help the bottom line.
Vorteile:
All-in-one service: client portal, website, documents in the cloud, electronic signature, client management, client communication, etc. Time saving features with automation, bulk emails, among other things. Highly customizable. You can request one on one sessions with the very knowledgeable staff for setting up and questions at no additional charge.
Nachteile:
The learning curve. This is a very useful service and since it's customizable you have to learn how to use it and it's not easy for the amount of features it has, which is a plus, but you have to put the time to take advantage of it. The price was very competitive when I started using it a couple of years ago, and they claimed that it was going to stay the same forever, but it was increased dramatically a few months ago. Still, I have renewed for 3 more years at the higher price because I think it's worth it.
General Review
Kommentare: Challenging to learn, but that's because of the many different features that are available.
Vorteile:
Many great features! Ability to lock deliverables to invoice payment cut receivables down to -0-!
Nachteile:
File management. It's difficult to move files around to folders. Drag and drop would be a great improvement.
Antwort von TaxDome
letzte Woche
Thank you for your thoughtful review! We’re so glad you’re finding value in the many features TaxDome offers. Hearing that locking deliverables to invoice payments has helped cut receivables to zero is music to our ears—that’s exactly the kind of impact we aim to deliver for our users! It’s great to hear you’re exploring everything the platform has to offer. Regarding file management, we appreciate your suggestion for drag-and-drop functionality—it’s a popular request, and I’m happy to share that it’s already on our radar! Be sure to check out our blog (https://blog.taxdome.com/) to stay updated on upcoming feature releases and enhancements. Thanks again for your input! We’re here to help if you ever need assistance or have more suggestions. Your success with TaxDome means the world to us!
TaxDome, your go-to tax and accounting software
Kommentare: TaxDome has minimized the manual work that I need for my tax and accounting practices, and I would recommend it to all business owners.
Vorteile:
I like the centralized tools and the functions that come with this software. It has all that I need for my tax and accounting practices.
Nachteile:
Everything is amazing, and no complaints for now.
Antwort von TaxDome
vor 9 Monaten
Hi Shelmith, We're thrilled to hear your positive remarks on TaxDome and that our centralized tools and functions are exactly what you need for your tax and accounting practices. It's incredibly gratifying to learn that we've been able to minimize the manual workload for you, making your practice more efficient. If you have any suggestions or need assistance, please contact us. Have a great day!
In Betracht gezogene Alternativen:
Amazing Admin Support
Kommentare: I've been a use since 2021 and love how well the user's experience is prioritized.
Vorteile:
I love the clean automations and the constant/relevant improvements.
Nachteile:
I do wish that the sms feature was more integrated and would allow to use an existing number.
Antwort von TaxDome
vor 5 Tagen
Thanks so much for your review! We're thrilled to hear that you’ve been with us since 2021 and love how we prioritize the user experience. It’s fantastic to know that the clean automations and consistent, relevant improvements are making a positive impact on your workflow. We truly appreciate your support and look forward to continuing to provide features that help streamline your practice. Let us know if there’s anything else we can do to enhance your experience!
10 out of 10 would recommend
Vorteile:
The automatic notifications/emails that we can set for the clients to receive. For example - an email stating that their returns have been filed and accepted that's sent when I change the clients status in our pipeline.
Nachteile:
the interconnectivity between tasks/jobs/pipelines. I feel like this could all be one or tasks and jobs are not needed as much if the pipeline is set up correctly.
Antwort von TaxDome
letzten Monat
Thanks for the awesome review! It’s great to hear you're enjoying the automatic notifications and how they streamline your client communication. Our goal is to continuously enhance the platform, so we appreciate feedback like yours. With the right pipeline setup, you can minimize the need for tasks/jobs, but we’re always looking for ways to improve how everything works together. If you have any suggestions or ideas on this, we’d love to hear them!
Great Platform
Kommentare: Amazing! Will continue using them for many more years
Vorteile:
I love that TaxDome is a place where my clients can submit documents to me, pay their invoices, and get their tax returns from me in one app, in a secure manner.
Nachteile:
At first when I started using TaxDome, I didn’t like the lack of payment options since I used Square, but my business has evolved where now I use Quickbooks for payments.
Antwort von TaxDome
vor 2 Monaten
Thanks for the awesome review! We’re thrilled to hear that you find TaxDome amazing and that it’s been such a valuable tool for you and your clients. It’s great to know that the all-in-one functionality—document submissions, payments, and tax returns—has made your workflow more efficient! I appreciate you sharing your initial concerns about payment options. It’s fantastic that you’ve found a solution that works for your evolving business with QuickBooks! Plus, we have a native integration with QuickBooks Online (QBO) that helps streamline your financial processes even further. If there are any other features you’d like to see in the future or any feedback you want to share, we’d love to hear it. Thanks for being a part of the TaxDome community!
The Creative and Accurate Accounting Solution
Kommentare: TaxDome has dynamic accounting solutions, that makes the computation of tax suitable.
Vorteile:
TaxDome includes all the taxation management features that helps companies comply.
Nachteile:
TaxDome has appropriate tax and accounting assistance.
Antwort von TaxDome
vor 6 Monaten
Thank you for sharing your thoughts on TaxDome! We're glad to hear that you find our platform to be a creative and accurate solution. Your feedback about the dynamic accounting solutions and suitability in tax computation is greatly appreciated. We strive to provide comprehensive tax and accounting assistance, and we're always working to improve our services. Thank you again for your review and for choosing TaxDome!
TaxDome Review
Kommentare: Our overall experience has been good. The software makes things easy for our clients.
Vorteile:
My favorite feature is that we can lock the tax returns to unpaid invoices.
Nachteile:
The price is on the high end. The software is constantly updating as well which makes it hard to keep up. There is no back up feature.
Antwort von TaxDome
vor 3 Tagen
Thank you for sharing your experience! We're so glad to hear that TaxDome makes things easier for your clients and that you love the feature to lock tax returns to unpaid invoices—it’s a great tool for ensuring smooth payment management. We’d love to hear more details about your feedback! Please don’t hesitate to reach out to us at [email protected]. Your insights help us continue improving the platform to better meet your needs!
New User
Kommentare: I'm still in setup mode, but the more I use it the more I love it!!
Vorteile:
Getting workflow visible and off spreadsheets and calendars will simplify workflow, reduce or eliminate dropped work and increase productivity, Data management all in one place, with remote access will be great! The free training and assistance is great help for the extensive setup process.
Nachteile:
Having to click the box next to each file to move instead of drag and drop is a hassle, Taxdome has a steep learning curve and setup takes a lot of time.
Antwort von TaxDome
letztes Jahr
Hi Dale, thank you for your thoughtful feedback! We're thrilled to hear that TaxDome is proving to be a valuable tool for simplifying your workflow, enhancing data management, and boosting productivity. We're delighted that our free training and assistance have been beneficial during the setup process. We appreciate your insights on the file movement process and the learning curve. Your feedback is invaluable as we work towards refining and optimizing TaxDome. If there's anything more you'd like to share or discuss, please feel free to reach out. Have a wonderful day!
