--- description: Detaillierte Informationen über TaxDome zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: TaxDome Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Workflow Management Systeme](/directory/30091/workflow-management/software) > [TaxDome](/software/186749/taxdome) # TaxDome Canonical: https://www.capterra.ch/software/186749/taxdome Seite: 1 / 146\ Weiter: [Nächste Seite](https://www.capterra.ch/software/186749/taxdome?page=2) > All-in-One-Software für Steuerberater, Buchhalter und Buchführer. Führen Sie Ihre Kanzlei von einem einzigen, integrierten Standort aus. > > Bewertung: **4.7/5** von 3625 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet TaxDome? Buchhalter, Buchführer und Steuerfachleute ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.7/5** | 3625 Nutzerbewertungen | | Bedienkomfort | 4.5/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.6/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.6/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.6/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: TaxDome - **Region**: ny, USA - **Gegründet**: 2017 ## Gewerblicher Kontext - **Startpreis**: $ 800.00 - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Deutsch, Dänisch, Englisch, Finnisch, Französisch, Italienisch, Japanisch, Niederländisch, Norwegisch, Portugiesisch, Portugiesisch, Rumänisch, Schwedisch, Spanisch - **Verfügbare Länder**: Australien, Belgien, Brasilien, Deutschland, Frankreich, Italien, Kanada, Niederlande, Portugal, Spanien, Vereinigte Staaten, Vereinigtes Königreich, Österreich ## Funktionen - ACH Zahlungsabwicklung - Abrechnung & Rechnungsstellung - Audit Trail - Aufgabenmanagement - Automatisierung von Geschäftsprozessen - Berichterstattung / Analyse - Berichterstattung und Statistik - Buchhaltung - Compliance Management - Dokumentenmanagement - For Tax Practices - Forderungen - Fälligkeits-Tracking - Genehmigungs-Workflow - Kommunikationsmanagement - Kontenabgleich - Kontrolle des Genehmigungsprozesses - Kundenmanagement - Kundenportal - Lohn- und Gehaltslisten-Management - Mehrere Währungen - Projektmanagement - Statusverfolgung - Steuererklärungen - Steuermanagement - Steuerrechner - Suchen / filtern - Third-Party Integrations - Wirtschaftsprüfung-Management - Workflow-Konfiguration - Workflow-Management - Zeitverfolgung - Zugriffskontrollen / Berechtigungen ## Integrationen (16 insgesamt) - 8am CPACharge - CCH Axcess™ Tax - Calendly - ChatGPT - Delphi AI - Drake Tax - Intuit Lacerte Tax - Microsoft Outlook - ProConnect - Qbo - QuickBooks Online - QuickBooks Online Accountant - QuickBooks Online Advanced - Stripe Billing - UltraTax CS ... und 1 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Workflow Management Systeme](https://www.capterra.ch/directory/30091/workflow-management/software) ## Ähnliche Kategorien - [Workflow Management Systeme](https://www.capterra.ch/directory/30091/workflow-management/software) - [Angebotsmanagement Software](https://www.capterra.ch/directory/10032/proposal-management/software) - [Steuerberater Software
](https://www.capterra.ch/directory/31359/tax-practice-management/software) - [Rechnungswesen Software](https://www.capterra.ch/directory/31360/accounting-practice-management/software) - [Steuerprogramme](https://www.capterra.ch/directory/33655/tax-preparation/software) ## Alternativen 1. [Canopy](https://www.capterra.ch/software/150647/canopy-tax) — 4.5/5 (286 reviews) 2. [Financial Cents](https://www.capterra.ch/software/186837/financial-cents) — 4.8/5 (272 reviews) 3. [Basil](https://www.capterra.ch/software/1049691/basil) — 4.6/5 (86 reviews) 4. [Firm360](https://www.capterra.ch/software/197013/firm360) — 4.7/5 (159 reviews) 5. [Drake Tax](https://www.capterra.ch/software/176133/drake-tax) — 3.8/5 (116 reviews) ## Nutzerbewertungen ### "TaxDome ist die Lösung. Ein sehr hilfreiches Tool für Buchhaltung und Finanzmanagement." — 5.0/5 > **Josè Luis** | *30. Dezember 2024* | Bankwesen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Diese Software ist benutzerfreundlich, zuverlässig, schnell und genau. Die Plattform und die günstigen Preise machen es zu einer Top-Wahl, insbesondere für Steuerzahler, die Geld sparen möchten. > > **Nachteile**: Wenn ich auf ein Problem stoße, behebt das technische Team des Anbieters den Fehler schnell. Derzeit gibt es keine Probleme. > > Einfachheit und Benutzerfreundlichkeit. Sie müssen kein ausgebildeter Buchhalter sein, um es verwenden zu können. ----- ### "Some imporvements and compliments" — 5.0/5 > **Raqeeb** | *19. Februar 2025* | Buchhaltung | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: TaxDome is improving constantly. Thats a plus\! internal message was a great idea, so i could pass it over to a colleague when it wasn't my responsibility. that role feature sounds nice, but we haven't tried it yet. > > **Nachteile**: There were some issues with a client, where the client couldn't open pdfs when I sent multiple pdfs at once. but maybe it was resolved. i dont have that isse anymore. i would have liked the option in the organizer "if not". another thing is that it's not possible to create tasks via app, or so did my employer tell me. > > it would be nice if i could use taxdome with my team, so multiple users can write to clients but it would be only visible to the team, which team member wrote that message. So the client would only see for example "Gerhard \& Partner Team". That would be a nice feature if possible\! ----- ### "Great Workflows and Invoicing Tools" — 5.0/5 > **Peter** | *4. August 2026* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: The workflows are great for keeping multiple tasks moving on target, and the integrated invoicing and payment features streamline the customer experience. > > **Nachteile**: In the beginning we made some of our workflows overly complicated. This decreased our efficiency, however they are easy to update and correct. > > It has allowed us to manage a growing team and meet our clients needs for electronic delivery and invoicing. ----- ### "Perfect for a small CPA firm" — 5.0/5 > **Julie** | *3. August 2026* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I like the layout of the platform. It's easy to find what I'm looking for, and it has an organized feel to it. I also really like the ability to constantly tweak and "perfect" the pipelines. I appreciate the flexibility I've found there. > > **Nachteile**: I found it overwhelming to set up. Specifically, figuring out how to automate the pipeline was tough. I've watched countless videos and sat through various pitches. I picked up tips and tricks along the way. But, just figuring out how to get the project to automatically move from one step to the next within the pipeline was really frustrating. > > TaxDome has increased my efficiencies in all aspects of my firm. It's made the tracking of projects easier, communication with clients has been streamlined, pulling down information from the IRS has never been easier. Overall, this has been a game changer\! ----- ### "Taxdome Need some enhancements\!" — 3.0/5 > **Veronica** | *18. August 2026* | Buchhaltung | Empfehlungsbewertung: 6.0/10 > > **Vorteile**: like TaxDome and appreciate how much it helps organize client work, documents, payments, and communication. > > **Nachteile**: One important improvement would be billing visibility for clients. When a client makes partial payments, they should be able to clearly see their original invoice amount, payments made, and current outstanding balance. Many of my clients pay in installments, and they want to know exactly how much they still owe without having to calculate it themselves. I would also like to see more customization and professionalism in the invoice emails sent to clients. It would be helpful to have the ability to add a clear subject/title, a professional signature, customized reminders, and more detailed messaging. Another important feature would be the ability to see these invoice emails and reminders in our Sent folder, so we have a complete record of what was communicated to the client and when. > > My overall experience with TaxDome has been positive. It is a very useful platform for organizing client documents, signatures, billing, payments, communication, and tax-related workflows all in one place. I especially appreciate having a centralized portal where clients can upload documents, sign forms, receive invoices, and communicate with our office. It has helped our firm stay more organized and has made it easier to manage multiple clients and ongoing projects. There are still areas that could be improved, particularly \*\*billing transparency and client communication\*\*. Many of our clients pay in installments, so it would be very helpful for them to clearly see their \*\*remaining balance after each payment\*\*, rather than only seeing individual payments. More professional and customizable invoice emails, better reminder options, signatures, subject lines, and visibility of sent billing communications would also improve the experience. Overall, TaxDome is a strong and helpful platform, and I enjoy using it. With a few improvements to billing, invoicing, and communication features, I believe it could be even more effective for tax and accounting firms. ----- Seite: 1 / 146\ Weiter: [Nächste Seite](https://www.capterra.ch/software/186749/taxdome?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/186749/taxdome) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten