--- description: Tudo sobre TaxDome: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: TaxDome - Preço, avaliações e classificação - Capterra Brasil 2026 --- Breadcrumb: [Home](/) > [Sistemas de Workflow](/directory/30091/workflow-management/software) > [TaxDome](/software/186749/taxdome) # TaxDome Canonical: https://www.capterra.com.br/software/186749/taxdome Página: 1 / 146\ Próximo: [Próxima página](https://www.capterra.com.br/software/186749/taxdome?page=2) > Um software multifuncional para preparadores fiscais, contabilistas e escriturários. Administre a sua atividade a partir de um único núcleo integrado. > > Conclusão: 3626 usuários atribuíram a nota **4.7/5**. Melhor classificado para **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa o TaxDome? Contabilistas, Escriturários e Profissionais Fiscais ## Estatísticas e notas | Métrica | Classificação | Detalhes | | **Geral** | **4.7/5** | 3626 Avaliações | | Praticidade | 4.5/5 | Com base em avaliações gerais | | Suporte ao cliente | 4.6/5 | Com base em avaliações gerais | | Relação qualidade/preço | 4.6/5 | Com base em avaliações gerais | | Recursos | 4.6/5 | Com base em avaliações gerais | | Porcentagem de recomendação | 90% | (9/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: TaxDome - **Localização**: ny, EUA - **Fundada**: 2017 ## Contexto comercial - **Preço inicial**: US$ 800,00 - **Público-alvo**: Profissional autônomo, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Implantação e plataformas**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Windows (local), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: alemão, dinamarquês, espanhol, finlandês, francês, holandês, inglês, italiano, japonês, norueguês, português, português, romeno, sueco - **Países disponíveis**: Alemanha, Austrália, Brasil, Bélgica, Canadá, Espanha, Estados Unidos, França, Itália, Países Baixos, Portugal, Reino Unido, Áustria ## Recursos - Administração de impostos - Automação dos processos comerciais - Cobrança e faturamento - Conciliação bancária - Configuração do fluxo de trabalho - Contabilidade - Contas a receber - Controle de horas - Controle do processo de aprovação - Controles/permissões de acesso - Cálculos de impostos - Declaração de impostos - Fluxo de trabalho de aprovações - For Tax Practices - Gerenciamento de documentos - Gestão da comunicação - Gestão da folha de pagamento - Gestão de auditorias - Gestão de clientes - Gestão de conformidade - Gestão de projetos - Gestão de tarefas - Gestão do fluxo de trabalho - Múltiplas moedas - Pesquisa e filtro - Portal do cliente - Processamento de pagamentos ACH - Rastreamento de data de vencimento - Registro de auditoria - Relatórios e análise de dados - Relatórios e estatística - Seguimento de status - Third-Party Integrations ## Integrações (16 no total) - 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 ... e mais 1 integrações ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Sistemas de Workflow](https://www.capterra.com.br/directory/30091/workflow-management/software) ## Categorias relacionadas - [Sistemas de Workflow](https://www.capterra.com.br/directory/30091/workflow-management/software) - [Software de Gestão de Propostas](https://www.capterra.com.br/directory/10032/proposal-management/software) - [Software de Gestão de Práticas Tributárias](https://www.capterra.com.br/directory/31359/tax-practice-management/software) - [Sistemas para Escritórios de Contabilidade](https://www.capterra.com.br/directory/31360/accounting-practice-management/software) - [Software de Preparação de Impostos](https://www.capterra.com.br/directory/33655/tax-preparation/software) ## Alternativas 1. [Canopy](https://www.capterra.com.br/software/150647/canopy-tax) — 4.5/5 (286 reviews) 2. [Financial Cents](https://www.capterra.com.br/software/186837/financial-cents) — 4.8/5 (272 reviews) 3. [Basil](https://www.capterra.com.br/software/1049691/basil) — 4.6/5 (86 reviews) 4. [Firm360](https://www.capterra.com.br/software/197013/firm360) — 4.7/5 (159 reviews) 5. [Drake Tax](https://www.capterra.com.br/software/176133/drake-tax) — 3.8/5 (116 reviews) ## Avaliações ### "Great Workflows and Invoicing Tools" — 5.0/5 > **Peter** | *4 de agosto de 2026* | Contabilidade | Taxa de recomendação: 10.0/10 > > **Vantagens**: The workflows are great for keeping multiple tasks moving on target, and the integrated invoicing and payment features streamline the customer experience. > > **Desvantagens**: 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 de agosto de 2026* | Contabilidade | Taxa de recomendação: 10.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de agosto de 2026* | Contabilidade | Taxa de recomendação: 6.0/10 > > **Vantagens**: like TaxDome and appreciate how much it helps organize client work, documents, payments, and communication. > > **Desvantagens**: 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. ----- ### "Can't Run My Firm without TaxDome" — 5.0/5 > **Matt** | *3 de agosto de 2026* | Contabilidade | Taxa de recomendação: 10.0/10 > > **Vantagens**: TaxDome literally saved my tax season last year. We have been growing rapidly and needed a way to organize all of our client workflows. It provided everything we needed and so much more. The project pipelines and a great way to see where all of your clients are during the preparation and delivery process and you can set notifications when something is outside of your expected timelines. The price is worth every penny for it. We were able to consolidate several applications into, which helped justify the initial cost. I also really appreciate that you can activate TaxDome managed client portal support. We tried to self manage at the beginning of the season in an effort to save son costs, but quickly realized that letting TaxDome handle that process literally saved us hours. The part that I wasn't necessarily looking for, but now my firm relies on is the invoicing and payment processing. We are able to present clients with an invoice at the time they sign their engagement letter and TaxDome will collect a deposit for us prior to releasing the organizer. Then during final delivery, you are able to paywall the signature documents ensuring that the client pays before they are given the opportunity to sign their documents. This is one of the most beneficial parts of the software for our firm now and we will never go back to sending an invoice and holing we get paid. > > **Desvantagens**: TaxDome is a major investment of your time. They do have some sample workflows to get you started, but setting up a workflow that matches how your firm works takes a fair amount of time. You'll also need to spend a fair amount of time learning how the software works, so that you can get the most out of it. Thankfully the sample walkthroughs will help you hit the ground running and the video walkthroughs are a lifesaver. > > Our experience with TaxDome has been amazing and they are the one vendor that we are NOT looking at replacing in our tech stack. After the initial implementation, TaxDome has been a dream to use. My clients have been very happy with the client portal and the smartphone app. The part that has impressed me the most about TaxDome is that they are constantly innovating and adding new features. The best part of that is they don't try to nickel and dime you when they roll out a new feature. It just becomes part of the software. They are also very receptive to feedback. I asked them a questions about adding a feature and they told me it was already in development and the solution they designed was even better than what I was looking for\! ----- ### "Exceptional CRM for CPAs" — 5.0/5 > **T R** | *3 de agosto de 2026* | Contabilidade | Taxa de recomendação: 10.0/10 > > **Vantagens**: There are multiple features that we enjoy with TaxDome to name a few: 1) Communication 2) Proposal Deliver 3) Job Tracking 4) Client Data Storage 5) Mobile App 6) Signatures 7) Payment processing and tracking 8) Notifications > > **Desvantagens**: The feature we like the least with TaxDome is the ability to reissue an invoice when a client makes a partial payment. This process is too cumbersome and painful to attempt to correct. > > Overall, TaxDome features are exceptional and exactly what we desire to use for our needs as a small (2 members) CPA firm. ----- Página: 1 / 146\ Próximo: [Próxima página](https://www.capterra.com.br/software/186749/taxdome?page=2) ## Links - [Ver em Capterra](https://www.capterra.com.br/software/186749/taxdome) ## Esta página está disponível nos seguintes idiomas | Localidade | 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 | | ----- ## Dados estruturados