15 anos ajudando empresas brasileiras
a escolherem o melhor software
TaxDome
Conheça TaxDome
Um software multifuncional para preparadores fiscais, contabilistas e escriturários.
É perfeito para expandir o seu negócio: deixe de pagar por uma dúzia de ferramentas e administre a sua atividade a partir de um único núcleo integrado.
Fluxos de trabalho automatizados, portal do cliente de fácil utilização, CRM personalizável, armazenamento de ficheiros ilimitado e seguro, assinaturas eletrónicas, mensagens e muito mais ao preço de uma aplicação.
Quem usa TaxDome?
Contabilistas, Escriturários e Profissionais Fiscais
Está em dúvida sobre o TaxDome?
Compare com uma alternativa popular
TaxDome
Outras ótimas alternativas ao TaxDome
Avaliações do TaxDome
Great all-in-one tool but requires ramp-up time
Avaliação TaxDome
Comentários: Minha experiência geral tem sido muito positiva, tenho gostado muito do programa.
Vantagens:
Os pontos que mais gosto são a interface intuitiva, a integração com diversas ferramentas, a personalização do sistema e o armazenamento seguro de documentos são características inovadoras e simplificadas.
Desvantagens:
Não há nada de crítico, mas gostaria de ressaltar que um suporte mais rápido e eficiente seria uma melhoria bem-vinda.
Resposta do TaxDome
há 4 meses
Hello Felipe, Thank you very much for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. I'm sorry to hear the concern about our support. We would like to know what happened. Could you please send us more details of your case? If there is anything we can do for you, please reach out to us. Have a wonderful day!
Alternativas consideradas anteriormente:
After Careful Review...
Vantagens:
We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.
Desvantagens:
I wish there were more AI integrations for email and more APIs for tax organizer customization
Resposta do TaxDome
há 2 semanas
Hello Kurt, Thank you for your review. It is valuable to us! We are thrilled that you loved the ease of setting up in our portal. We are always aiming to provide you with the best user experience. We are sorry to hear that you wish there were more AI integrations for email and more APIs for tax organizer customization. We are always working to improve our features and functionality. 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 in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.
Alternativas consideradas anteriormente:
New User with high expectations
Comentários: So far the free trial has been a good amount of time to put TaxDome through the paces with a handful of actual clients. The integration with Zapier has also been key to help easily integrate the tech stack.
Vantagens:
I like the front-end client experience. I've had several compliments on the ease of the client portal and the ease of uploading documents.
Desvantagens:
I wish CPA Charge worked with the TaxDome invoice bill payment feature.
Resposta do TaxDome
há 3 semanas
Hello, Aaron! Thank you for sharing your thoughts on your experience during the free trial. We're thrilled to hear that you've had a good amount of time to thoroughly test TaxDome with actual clients! We appreciate your positive feedback on the ease of the client portal and document uploading. Regarding your feedback on CPA Charge and the TaxDome invoice bill payment feature, we value your input. We'll take this into consideration as we work on future updates to enhance the functionality and compatibility of our features.If you have any further suggestions or if there's anything else you'd like to share, please feel free to reach out.
Alternativas consideradas anteriormente:
Great in theory; not in practice
Comentários:
Would not recommend it.
In concept, I think TaxDome could be a great product, but it seems like they don't get the user experience and the workflow of actual accountants. I wish as they were developing their features they would jump on calls with clients and observe how they expected the feature to work and make the according changes. I am very tech saavy, but so many of their features are just so unnecessarily cumbersome or don't do what we need them to.
Vantagens:
They are constantly making updates. The client portal is a much cleaner experience then the software we moved from. Customer service is responsive (even if not always helpful; see cons). I like being able to send clients messages and task lists - that is very helpful.
Desvantagens:
Customer service is VERY responsive, but they often seem to misunderstand what we are asking. They will propose solutions and workarounds that don't solve the problem we are describing. There is a very active feedback board that seldom gets comments and updates about where certain features are in the pipeline. As soon as you suggest a feature it's put in the "under review" category but some features have hundreds of votes and have been "under review" for over a year with no comment from TD.
Resposta do TaxDome
há 4 semanas
Hi there! Thank you very much for your review. Our product team would love to hop on the phone with you and see how we can make the platform work better for you and understand your pain points. Your name isn't visible on the review so can you please send an email to [email protected]? We'll make sure it's handled right away. Thank you!
Alternativas consideradas anteriormente:
Setting up a practice and TaxDome
Comentários: So far my experience has been great even though overwhelming. Customer service has been super helpful and the library of resources is huge. It's just a lot to take on at first, but I'm hoping it will pay off exponentially.
Vantagens:
So far I'm still in the set-up phase, which is overwhelming, but I like the ability to be able to set automations so that work will move forward without someone physically doing it. The client portal is easy to use and can be branded. The document storage and portal are what drew me to TaxDome, but the other features are empowering for someone setting up a new practice.
Desvantagens:
So far there is no ability to just preview a template without adding it to the pipeline or workflow, which is creating a huge mess of tags and other items that will require clean up. The ability to view in the library without adding would be huge.
Resposta do TaxDome
há 2 meses
Hello Linsay, Thank you very much for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer including our automations feature and document storage. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. We would like you to know that our departments are working on improving the software all the time. 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 in 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 have any questions or need assistance with anything please let us know. Have a wonderful day.
