TaxDome
VerifiedOne platform for firm management, clients and revenue, in fourteen languages
- Deployment Cloud Based, SaaS
- Starting price Not published
- Free trial Available
- Best for Freelancers, Small Business, Medium Business
What is TaxDome?
TaxDome is practice management software for accounting and tax firms, organised into firm management, client management, revenue operations and client experience, and published in fourteen language and country editions.
The international breadth is unusual in this category and it is the most concrete differentiator. Practice management is normally built for one country's tax system and sold there, so editions for Australia, Denmark, the German-speaking countries, France, Spain, Sweden, Italy, the Netherlands, Portugal, Finland, Norway, Japan and Romania represent real localisation work rather than a translated interface.
Naming revenue operations as a distinct pillar is the second thing worth noting, because it reflects a genuine shift in how accounting firms are run. A practice moving from hourly billing to fixed-fee packages and subscriptions needs proposals, recurring invoicing, payment collection and revenue recognition, which is a different discipline from timesheets and is where firms most often leak money.
Client experience as its own pillar reflects that the portal is what clients actually judge a firm on. Practitioners see workflow and documents; clients see whether uploading a document was easy and whether they could tell what was happening. Firms increasingly compete on that rather than on technical work nobody outside the profession can evaluate. Rates were not captured, since taxdome.com returns 403 to non-browser clients.
Key Features of TaxDome
- Firm management workflows
- Client management and CRM
- Revenue operations tooling
- Proposals and engagement letters
- Recurring invoicing and payments
- Client portal and mobile app
- Document management and e-signatures
- Secure client messaging
- Task and job templates
- Time tracking and billing
- Fourteen country and language editions
- Tax workflow automation
TaxDome Pricing
Not published
Not published
No rate is published. Practice management systems are quoted per firm on user count and modules.
TaxDome Specifications
- Deployment
- Cloud Based
- SaaS
- Desktop
- Web App
- Mobile
- iOS
- Android
- Built for
- Freelancers
- Small Business
- Medium Business
- Support
- Knowledge Base
- Public API
- Yes
- Free trial
- Yes
- Free plan
- No
- Runs in browser
- No
- Customisable
- No
- Website
- taxdome.com
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