Financial Cents Reviews & Ratings

Financial Cents

5.0 out of 5 stars

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features 0 out of 5 stars
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Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is TaxDome?

TaxDome is an end-to-end, AI-powered practice management platform that helps tax, bookkeeping, and accounting firms oversee their clients, jobs, documents, teams, and overall practice in one place. Trusted by 15,000+ firms and 6M+ of their clients, it lets firms of every size streamline their work while keeping a clear overview of operations. You can start with ready-made templates for bookkeeping, tax returns, payroll, and tax resolution, or design your own repeatable, adaptable workflows that move jobs forward automatically. Clients will appreciate the award-winning client app, which is accessible and easy to use for people of all ages and technical abilities. It’s secure, available on web and mobile, and supports eleven languages, so you can serve clients who speak languages other than English. AI is built into everyday work: TaxDome generates intake checklists from last year’s return and sorts and packages tax returns for review, so delivery takes minutes. Atlas works as a full-time operations assistant, and MCP and a public API connect TaxDome to the AI tools firms already use, including Claude and ChatGPT. By bringing internal management (workflow, CRM, and reporting) together with client-facing services (e-signatures, proposals, invoicing, payments, and messaging), TaxDome helps firms run a more organized, efficient practice and build stronger client relationships through seamless communication.

What is Financial Cents?

An intuitive accounting practice management solution that includes all essential functionalities to efficiently manage your team, grow your business, and adhere to important deadlines. You can delegate tasks and oversee your team's progress from a holistic viewpoint. Handle billing hours, create reports, and effortlessly send invoices to clients. Keep all client data centralized on a single platform for your team’s convenient access. Automate the gathering of client information with automatic follow-up reminders to enhance efficiency. Secure your passwords in one centralized location for the ease of your team. Seamlessly integrate with QuickBooks to synchronize your data and client details. Effortlessly share and exchange documents with both your team members and clients. Improve your firm’s profitability by identifying clients who may not be financially advantageous. Take advantage of our pre-designed workflow templates to refine your operations and maintain quality control as your team scales, or create customized workflows to meet specific requirements. By optimizing these processes, your firm can achieve a level of operational efficiency and effectiveness that was previously unattainable, ultimately paving the way for sustained growth and success.

Media

Media

Integrations Supported

QuickBooks Online
Ace Cloud Hosting
CCH Axcess Tax
Calendly
Drake Tax
Gmail
Google Sheets
Intuit ProSeries Tax
Microsoft Outlook
MyTAXPrepOffice
Stackreaction
Stripe
TaxAct
TaxSlayer
Verito
Xero
Yahoo Finance
Zapier
iCloud

Integrations Supported

QuickBooks Online
Anchor

API Availability

API Availability

Pricing Information

$0.83 per client monthly
TaxDome is an award-winning, end-to-end practice management platform built for tax, bookkeeping, and accounting firms. It brings together CRM, client portals, task workflows, document management, billing, and AI-powered automation in one cloud-native platform. AI handles intake and delivery: checklists are generated from last year’s return, and tax returns are sorted and packaged for your review so delivery takes minutes. TaxDome has one plan with everything you use to work with your clients, from intake and document requests to tax return delivery, proposals, and payments. It’s priced by the clients you serve, with up to 20 team members included. Pricing starts at 150 active clients for $1,500 a year, about $0.83 per client a month, and the price per client goes down as your client base grows. TaxDome has won numerous awards, including CPA Practice Advisor’s Readers’ Choice Awards for Comprehensive Firm Workflow Solutions three years in a row (2024-2026).

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

Company Facts

Organization Name

TaxDome

Date Founded

2017

Company Location

United States

Company Website

taxdome.com

Company Facts

Organization Name

Financial Cents

Date Founded

2018

Company Location

United States

Company Website

financial-cents.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Payroll Management
Tax Management

Accounting Practice Management

Approval Workflow
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Billing & Invoicing
Tax Management

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking

Tax Preparation

Not specified

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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