17 años ayudando a las empresas costarricenses
a elegir el mejor software
TaxDome
¿Qué es TaxDome?
Software todo en uno para preparadores de impuestos, contadores y contables de libros.
Perfecto para hacer crecer su negocio: deje de pagar una docena de herramientas y dirija su empresa desde un único centro integrado.
Flujos de trabajo automatizados, portal de clientes fácil de usar, CRM personalizable, almacenamiento de archivos ilimitado y seguro, firmas electrónicas, mensajería y mucho más al precio de una aplicación.
¿Quién usa TaxDome?
Contables, Contables y profesionales Fiscales
¿Tienes dudas sobre TaxDome?
Compara con una alternativa popular
TaxDome
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Opinones de TaxDome
Great all-in-one tool but requires ramp-up time
Empresa taxdome en tiempos de pandemia
Comentarios: Muy buena porque pude trabajar desde la comodidad de mi hogar, pensando en los tiempos que se vivían en esa actividad
Puntos a favor:
Lo que mas me ha gustado de taxdome es que es una página muy buena para tener acceso a contenido contable.
Contras:
No podría decir que algo no me guste, puesto que en ella se ven todos los contenidos contables y en la pandemia se pudo trabajar desde la casa
Respuesta de TaxDome
el año pasado
HI Inés! Thank you for sharing your positive feedback about TaxDome. We're thrilled to hear that you found it to be an excellent platform for accessing accounting content. Having a centralized location for all your accounting needs can be incredibly convenient and time-saving. It's also great to hear that TaxDome allowed you to work from home during the pandemic. Remote work has become increasingly important, and platforms like TaxDome that enable seamless access to essential resources from anywhere can be a significant advantage. We appreciate your review and are glad that TaxDome has met your expectations. If you ever come across any suggestions or if there's anything we can do to improve your experience further, please don't hesitate to let us know. Have a wonderful day!
Reconociendo
Comentarios: No tengo mucha pero es buena
Puntos a favor:
Que puedes tener una buena oportunidad si
Contras:
El precio es algo elevado de lo inusual
Respuesta de TaxDome
el año pasado
Hi Johavan! Thank you for your feedback! We're glad to hear that you're considering the potential benefits our platform could bring. We understand that the pricing might appear somewhat higher than expected. We want to assure you that while the price might seem unusual at first glance, we're dedicated to providing you with a product that delivers exceptional value in return for your investment. It's important to consider the comprehensive advantages our platform offers, which can ultimately lead to increased efficiency and productivity for your business. The features, reliability, and support we provide contribute to an overall cost-effective solution that can positively impact your operations. If you have any questions or would like further information about our pricing structure, please feel free to reach out. Have a wonderful day!
Control total del despacho
Comentarios: La experiencia general es mu buena a que no he encontrado un programa que me ofrezca lo mismo.
Puntos a favor:
Un unico lugar donde tener toda la documentación guardada y controlada. Puedo compartir con mis clientes (y de forma externa) los documentos que quiera teniendo siempre el control. De esta forma los cliente siempre tiene a su disposición la documentación de sus impuestos, contabilidad, laboral, etc. También los caliente pueden subir de forma mensual sus facturas de ingresos y gastos, otros documentos, etc.
Contras:
A pesar de tener todo perfectamente organizado con instrucciones, videos, etc., aún les quedan secciones por traducir al español.
Respuesta de TaxDome
hace 2 años
Hola Javier, Gracias por compartir tus sugerencias, es muy valioso para nosotros. Nos complace saber que está satisfecho/a con nuestro software y que ha encontrado útil la excelente gestión de documentos y la facilidad para compartirlos con sus clientes. Agradecemos su opinión y nos complace ver que nuestro producto ha sido de gran ayuda para usted y su empresa. En cuanto a su sugerencia, nos complace informarle que estamos trabajando arduamente en mejorar todas las características de nuestro software, incluyendo la funcionalidad de los idiomas para los hablantes de español. Estamos comprometidos en ofrecer un producto de calidad que satisfaga las necesidades de nuestros clientes, y su sugerencia nos ayuda a mejorar nuestro servicio. Si tiene alguna otra sugerencia o comentario, no dude en comunicárnoslo. Su opinión es muy importante para nosotros y nos ayuda a seguir mejorando nuestro software. Gracias por confiar en nosotros. Saludos!
Todavía estoy aprendiendo y espero con ansias las próximas funciones.
Comentarios: TaxDome ha salvado nuestra empresa. No hay forma de que hubiéramos sobrevivido a la temporada de impuestos sin ella. Recomiendo encarecidamente este producto. Reúne todo en un solo lugar. Almacén de documentos, portal y panel de trabajo
Puntos a favor:
¡Realmente me gusta que este parece ser un producto todo en uno! Examiné muchos productos de administración de empresas y TaxDome parece tener todo lo que estaba buscando, además de varias opciones adicionales que nunca esperé que un software de administración de empresas se hiciera cargo.
Contras:
Es más difícil aprender los flujos de trabajo automotrices, pero eso se debe principalmente a que aprendí durante la temporada alta. Simplemente no tengo el tiempo para dedicarme a aprender como lo necesito en este momento.
Respuesta de TaxDome
hace 2 años
Hola Alumedena, Gracias por su comentario sobre nuestro software. Nos alegra saber que ha encontrado todo lo que necesita en un solo lugar. Entendemos que, a veces, la automatización y los flujos de trabajo pueden resultar complicados al principio, pero estamos aquí para ayudarlo/a en todo momento. Tenemos un equipo altamente capacitado que está a su disposición para responder a cualquier pregunta o inquietud que pueda tener y para guiarlo/a a través de todas las características del sistema. Nos esforzamos por ofrecer un servicio al cliente excepcional y estamos comprometidos en asegurarnos de que nuestros usuarios se sientan cómodos y seguros al utilizar nuestro software. Además, nos complace informarle que nuestros clientes pueden programar tantas sesiones como necesiten para asegurarse de que estén completamente satisfechos con nuestro software. Agradecemos sus sugerencias y estamos abiertos a cualquier otra que pueda tener. Si tiene alguna otra inquietud o sugerencia, no dude en ponerse en contacto con nosotros en cualquier momento. Gracias por confiar en nosotros y esperamos seguir siendo su socio tecnológico a largo plazo. Saludos!
Una de más mejores herramientas que eh utilizado
Comentarios: Mi experiencia es muy chula lo mejor de lo mejor me ahorra mucho tiempo en lo que me pasaría horas haciendo solo.
Puntos a favor:
Me gusta la sencillez facilidad y la gran versatilidad que ofrece pars más tareas del día a día en mi trabajo me lo facilita mucho.
Contras:
No hay un punto que me guste todo está en su punto en lo mejor diría que es de uno de los mejores software que eh utilizado.
Respuesta de TaxDome
hace 2 años
Hi Leslie, Thank you for your feedback! It's valuable to us. If you need help with anything, please feel free to contact us back or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.
Excelente
Comentarios: excelente para organizar el trabajo de los impuestos
Puntos a favor:
lo practico, y ayuda a las operaciones de la empresa
Contras:
me gusto todo, no hay nada de que quejarse
Respuesta de TaxDome
hace 2 años
Hi Diego! Thank you for your kind feedback. It is valuable to us. We are more than glad to hear that you like our software. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day.
Reseña
Puntos a favor:
Es, facil, intuitivo, tienen ayuda. Integra todo
Contras:
No tienen integracion con XERO, seria muy importante que lo hagan
Respuesta de TaxDome
hace 2 años
Thank you, Fernando. Your feedback is valuable to us. We are working on improving our software all the time, and integration with Xero is planned and should be introduced soon. In the meantime, you can integrate CPACharge or Stripe, connect yourself to QBO, embed your scheduler and use Zapier. TaxDome also works as a printer and scanner for all tax software. If there is anything we can assist you with, please let us know. We will be happy to assist you. Have a wonderful day.
Planillas 2019
Comentarios: facil y conveniente
Puntos a favor:
fue de provecho para radicar mis planillas
Contras:
al principio a lo que le cogi el piso, lo pude accesar desde caulquier plataforma
Respuesta de TaxDome
hace 3 años
Thanks for your valuable feedback, Marilyn!
I will put all my eggs in this basket
Puntos a favor:
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.
Contras:
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!
Respuesta de TaxDome
el año pasado
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.
Alternativas consideradas:
TaxDome is a life saver!
Puntos a favor:
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.
Contras:
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!
Respuesta de TaxDome
hace 4 semanas
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.
Alternativas consideradas:
They make you pay a year in advance for a reason
Comentarios: 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.
Puntos a favor:
I was impressed with the client portal and paid for the 1 year license based on that ...
Contras:
Everything else ... (besides the portal)
Respuesta de TaxDome
hace 5 meses
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.
Alternativas consideradas:
So Glad I Started Using TaxDome From Day One
Comentarios: 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.
Puntos a favor:
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.
Contras:
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.
Respuesta de TaxDome
hace 4 semanas
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!
Alternativas consideradas:
TaxDome helped me to organize
Comentarios: It has really helped organize my clients.
Puntos a favor:
I like how everything is available to the client in the portal. Also, the pipelines are great, it is very customizable!
Contras:
Little bit of a learning curve, but that is the same with any software.
TaxDome Review
Comentarios: Great experience overall and saves me a lot of time.
Puntos a favor:
The pipeline and the ability to connect clients forms to it.
Contras:
I would like to change the email message that goes to clients to say "I" and not "We."
Taxdome is hands-down the winner in this space
Comentarios: 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.
Puntos a favor:
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.
Contras:
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.
Alternativas consideradas:
TaxDome makes my business and dealing with clients easier
Comentarios: Love it. Can't see myself not having it.
Puntos a favor:
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.
Contras:
It can get complicated but thankfully there are tons of resources online and customer service if you need a personal touch overcoming an issue.
Alternativas consideradas:
Great CRM for a Tax Office
Comentarios: 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.
Puntos a favor:
Organizers, client portal, documents management, easy to use and upload documents.
Contras:
More flexibility/customization of user permissions. No integration with Xero.
Very Happy Client
Comentarios: 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.
Puntos a favor:
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.
Contras:
I really don't have anything negative to say because taxdome is always improving.
Excitedly Looking Forward to What They do Next.
Comentarios: 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.
Puntos a favor:
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%.
Contras:
I can not think of any cons at this time.
Respuesta de TaxDome
hace 2 meses
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
Comentarios: 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.
Puntos a favor:
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.
Contras:
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.
Respuesta de TaxDome
hace 2 meses
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.
Alternativas consideradas:
Worth the Upgrade
Comentarios: 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.
Puntos a favor:
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.
Contras:
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.
Respuesta de TaxDome
hace 5 meses
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!
Alternativas consideradas:
Tax Dome is Great for Forward Looking Firms Wanting Automation
Puntos a favor:
Forward looking automation options. Very flexible application.
Contras:
Cost and I really don't like it when the application goes down
Respuesta de TaxDome
hace 2 meses
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.
Alternativas consideradas:
A big help for my business
Comentarios: 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.
Puntos a favor:
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.
Contras:
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
Comentarios: Challenging to learn, but that's because of the many different features that are available.
Puntos a favor:
Many great features! Ability to lock deliverables to invoice payment cut receivables down to -0-!
Contras:
File management. It's difficult to move files around to folders. Drag and drop would be a great improvement.
Respuesta de TaxDome
hace 4 días
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
Comentarios: TaxDome has minimized the manual work that I need for my tax and accounting practices, and I would recommend it to all business owners.
Puntos a favor:
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.
Contras:
Everything is amazing, and no complaints for now.
Respuesta de TaxDome
hace 8 meses
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!
