# Compare Patriot Accounting vs TaxDome 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Patriot Accounting and TaxDome based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/141644-186749/Patriot-Accounting-vs-TaxDome

---

# Patriot Accounting vs TaxDome Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Patriot AccountingTaxDome2/4 selected

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.7 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

[## Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.7 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

Starting Price

$20.00/month

Value-for-Money

4.6

Functionality

4.4

Ease of Use

4.6

Customer Service

4.8

Reviews Sentiment

SB

EK

Based on [420 reviews](#user-reviews)

Positive

388

Neutral

25

Negative

7

[## TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

$800.00/year

Value-for-Money

4.6

Functionality

4.6

Ease of Use

4.5

Customer Service

4.6

Reviews Sentiment

Based on [3,578 reviews](#user-reviews)

Positive

3,459

Neutral

99

Negative

20

## Summary

* * *

Key features rated by users

Features selected based on 7,457 reviews from accounting software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

61%Fit

Missing features

Not enough reviews

Feature ratings

Chart of Accounts

4.3

Income & Balance Sheet

4.2

Data Security

NA

Document Management

\--

Financial Reporting

4.4

\--%Fit

Missing features

Feature ratings

Chart of Accounts

NA

Income & Balance Sheet

NA

Data Security

NA

Document Management

4.7

Financial Reporting

NA

User satisfaction

User satisfaction

4.7

User reviews[420](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

Ease of use

4.6

Functionality

4.4

Value for money

4.6

Customer support

4.8

User satisfaction

4.7

User reviews[3,578](https://www.capterra.com/p/186749/TaxDome/reviews/)

Ease of use

4.5

Functionality

4.6

Value for money

4.6

Customer support

4.6

Price starts from

Price starts from

$20Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

$800Per User, Per Year

-   Free version
-   Free trial

Best for

Best for

We proudly serve American business owners and accountants who want affordable and powerful accounting software.

Best for

Accountants, Bookkeepers and Tax Professionals

## User reviews

Pros & cons

SB

Sharman B.

Marketing Director, Publisher

> "After 30 days I was able to reconcile my account easily and saw that every feature I needed to run my small..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7109710)

SB

Sharman B.

Marketing Director, Publisher

> "Managing my accounts couldn't be easier from adding clients, monitoring amounts owed to easily including 1099..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7109710)

EK

Elton K.

Mechanic

> "It is very good for a small business, and very nice people that answer any questions you need answered, I have the..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7042391)

MD

Michele D.

Owner

> "The workaround suggested by Patriot—using a journal entry to receive payments (to a bank account but not directly..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6691182)

AA

Angie A.

Practice Manager

> "I love that I can invoice and the customer can pay online and now with ACH payments my % of fees is lower."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6404806)

DS

Deborah S.

Family Nurse Practitioner Owner

> "I cannot manually transfer transactions outside of the PLAID transfer."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7107341)

TJ

Tracy J.

CEO

> "Getting the account set up was easy and the agent was able to address my questions."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7106999)

SA

Suman A.

Owner

> "it's limited integrations with other software and lack of advanced features like multi-currency and inventory."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7001013)

JD

Jay D.

Preo

> "The learning curve was very short and I was able to import my Quickbooks company data some what painlessly."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6880001)

CY

Charles Y.

Managing Member

> "I left Quickbooks because their accounting/tax advice was inconsistent and customers service was poor. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7112503)

TQ

Tom Q.

Owner and Chief Instructor

> "Patriot Accounting easily was adaptable to me needs and offers an easy usable system to manage my “books”."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6691381)

HP

Henry P.

Treasure

> "Profit loss report needs a little enhancement."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7094579)

SA

Suman A.

Owner

> "Payroll integration makes our work easier and it's a good fit for small buinesses."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7001013)

JH

JANET H.

CEO

> "NOT ABLE TO CREATE 2 DIFFERENT BANK ACCOUNTS FOR 2 DIFFERENT OFFICE PAYROLL PROCESSING. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6677286)

SC

Steve C.

Manager

> "We are a small business and they have been very helpful in onboarding our business. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7091853)

IZ

Israel Z.

President

> "Some items won’t transfer from my American Express statement and it is a bit confusing how to add/remove items."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6361716)

JV

Joan V.

Owner - President

> "so I didn't have to import old customers and vendors and that was a pretty easy process."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6816409)

BL

Barbara L.

Medical Billing Consultant

> "When processing a transaction to categorize it is a little clunky, but I may need to make a small change my..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6627886)

Abdelati L.

Treasury

> "As an accountant, I found in this product the amazing work in analyzing and managing financial and accounting, as..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4991445)

RH

Rob H.

Advisor

> "Overall, my experience was positive but I cannot recommend the software due to the difficulty in making edits to..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6517218)

JA

John A.

OWNER

> "AVERAGE, ITS OK, COULD BE BETTER, PRICE A LITTLE HIGH, FOR THE SERVICE."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6805791)

PS

Pat S.

Office Manager

> "I don't like that the payroll checks are not listed separately in the check register."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6272498)

PT

Pierpaolo T.

Digital Marketer

> "The tool makes handling accounting and financial reporting easy."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6247979)

DMB

Dr Michael B.

Owner

> "Sometimes it’s hard to produce the reports I need such as for Workers Comp. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6533334)

RH

Rob H.

Advisor

> "Simple accounting software and the company mission and ethics align with my beliefs."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6517218)

MD

Michele D.

Owner

> "The software has two major limitations for a service business."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6691182)

ZM

Zina M.

President

> "I switched from a very popular accounting software and couldn’t be happier."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6805770)

PS

Pat S.

Office Manager

> "Makes it aggravating when trying to reconcile with bank statement."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6272498)

WF

William F.

Owner operator

> "It has made my accounting much easier, and saved me a lot of time."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6525947)

BL

Barbara L.

Medical Billing Consultant

> "I had issues with my bank account connection."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6627886)

MY

Mo Y.

President

> "Easy to setup. When I had accounting questions the customer support was friendly and answered my questions."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6315035)

CC

Camille C.

Bookkeeper

> "It has way too many limitations and some are totally not logical- like only allowing numbers in reference field and..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3940113)

BS

Ben S.

President

> "Patriot Software certainly lives up to its tagline, "keep your time and money." But what stands out to me even more..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___5039002)

JU

Jay U.

President

> "Using a General Ledger, then notating credits and debit columns, is a slower and less intuitive way to perform..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3493922)

BL

Barbara L.

Medical Billing Consultant

> "Patriot is user friendly with easy set-up If you do make an error, you can fix it easily."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6627886)

TS

Tobias S.

CEO

> "Patriot doesn't have a geolocation service integrated with employees' payroll."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6191734)

JT

James T.

Owner

> "I can see my expenditures, track volumn of business with suppliers, check on cash flow, use it for planning and for..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3985106)

TS

Thomas S.

Owner

> "Would like to be able to set a date range for the invoice section, I like to work a week at a time and having to..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4025335)

BM

Brandon M.

CEO

> "Patriot is easy to navigate, easy to use, and just works."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6766670)

MC

Mary C.

Vice President, Treasurer

> "You can not find an invoice & accounting product that does this much for this price point."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4913210)

JA

John A.

OWNER

> "SOMEWHAT EASY TO USE."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6805791)

JM

Jocelyn M.

Occupational Therapist

> "The software is challenging if you do not have an accounting background."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6229135)

JK

Jesse K.

Owner

> "It's a simple accounting platform perfect for small businesses with low needs and needing a low budget solution. If..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3444477)

LV

Laura V.

Treasurer

> "You get what you pay for when choosing an inferior cost point."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6191832)

NS

Nick S.

Doctor

> "Well designed, clean user interface, highly intuitive"

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6547815)

JK

Jesse K.

Owner

> "Since I'm not an accountant, I don't understand double-entry accounting. When it came time to enter transactions, I..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3444477)

JK

Jesse K.

Owner

> "For my small service business I just needed invoices and transaction tracking, and Patriot provides those at a low..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3444477)

TV

Tiana V.

Owner

> "Reporting is very poor for year end sales and I can't pull out sales by each product (and we only have four)."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3988664)

PS

Pat S.

Office Manager

> "As you can see, there are things that I feel need improvement, but all in all, I do like the program."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6272498)

ST

Scott T.

Owner

> "Inability to make changes to entries that have errors creates more unnecessary work for bookkeeping."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3985029)

ME

Megan E.

Owner

> "Specifically, having the ability to export my monthly GL to compare month to month, qtr to qtr, is incredibly..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4023617)

MJ

Matthew J.

Owner

> "The company that did it for Patriot, was hard to deal with. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4747186)

BR

Bethany R.

CEO

> "I use it for all my clients and I highly recommend it to anyone doing their own books."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6628169)

WG

William G.

Owner

> "Invoice layout needs work, and some updates took away features that were useful."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3943769)

RW

Ron W.

Founder

> "I do love the support I got when started."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6743817)

JC

Jason C.

Owner

> "My biggest gripe would be the lack of support for 3rd party payment processors that are 2A friendly."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3939787)

BS

Ben S.

President

> "Several calls to customer service were answered or returned right away, and the staff was always helpful, patient,..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___5039002)

LV

Laura V.

Treasurer

> "In this regard, the site is not user friendly."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6191832)

PG

Patrick G.

CEO

> "They have live support and it’s really easy to use"

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6520495)

MF

Matthew F.

VP/Treasurer

> "Connected accounts are automatically disconnected after 45 days without a reminder."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3985258)

SH

Scott H.

Owner

> "Onboarding was easy."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6678862)

CC

Camille C.

Bookkeeper

> "It often gives weird error messages upon signing in for no reason."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3940113)

AA

Angie A.

Practice Manager

> "I liked the price. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6404806)

DR

Dixie R.

Owner

> "easy breazy"

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___5021871)

LH

Luiza H.

Owner

> "A lot of features at the basic plan but the good ones at the Premium one."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6223657)

HK

Heather K.

Owner

> "When my accountant called and said I don't know who you have doing your book keeping, but stop using them."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4011635)

RR

Robert R.

Co Managing Partner

> "I have worked with some of the most complex accounting systems out there so it was nice to try Patriot and discover..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3986173)

CG

Cathie G.

Physical Therapist

> "I now have to manual import those past amounts that I didn't save."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4039992)

LH

Luiza H.

Owner

> "Everything works great without any issues, if issues appear support will deal with them."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6223657)

CW

Calvin W.

Managing Partner

> "Banking connectivity is not working for me."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3985395)

PC

Paul C.

CEO

> "I am able to add multiple bank accounts so I can track my transfers easily. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4053136)

CH

Cody H.

Founder

> "It works as should but software won’t link to my account"

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3979769)

MM

Melissa M.

Bookkeeper

> "Patriot is easy to use and doesn't have all the what I call "noise" that other accounting softwares have. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6222916)

MH

Mora H.

Business Office Manager

> "Some of the features do not work for me."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3734106)

PTCH

Princess Terana Caram H.

Freelancer

> "The design gives me access to my account anywhere and there is no hassle in downloading and updating."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4636439)

CM

Christopher M.

Artist

> "I do not wish to communicate projects to my clients in this way."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3941706)

TS

Thomas S.

Owner

> "Bonus is it allows me to make invoices quickly."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4025335)

SS

Scott S.

Principal

> "I'm sorry Patriot, but that is way to much money for a small business just starting out."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4024170)

JJ

Justin J.

Accountant

> "Their customer service is good and the software is pretty easy to use."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6222964)

CC

Camille C.

Bookkeeper

> "Just a lot of bugs and quirks."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3940113)

[View Reviews](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

Landon R.

Managing Partner

> "The client portal improves collaboration and professionalism, and having documents, billing, and messaging in one place saves a lot of time. While there is a small learning..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7066648)

BU

Brandon U.

CEO

> "I'd like to be able to determine if I'm generating a profit after paying my contractors, but given that I bill in a variety of ways it's been difficult to create a report that..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7082502)

BH

Brianna H.

Tax Manager

> "The organizers are easily reviewed and edited, the pipelines when set up properly allow the workflow to go over easy, and the tax return delivery amongst the abilities to tick..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7106147)

Anastasia A.

CEO

> "I also have issues with the reporting for invoices, its just really hard to see what the incoming recurring revenue is and also the value of the proposals prior to them being..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7071567)

Michelle I.

Software Implementation and Interim Management Consultant

> "That recovered time can then be reinvested into expanding service offerings, deepening client relationships, and developing higher-value services such as advisory and tax..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7072463)

Landon R.

Managing Partner

> "One con of TaxDome is that the learning curve can feel a bit steep at first—especially for teams switching from multiple separate tools or less structured systems."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7066648)

VR

Verified Reviewer

CPA

> "Tax Return Delivery has been a game changer for my practice and how I deliver tax returns and inform clients about upcoming payment deadlines."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7115615)

JE

John E.

President

> "The payments and QBO link is difficult, the lack of the ability to work on documents in Tax Dome and the inability to copy files to a new folder is a little kludgy. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7000304)

RB

Rebecca B.

Tax Accountant

> "It's just me and my boss here, and we were able to accept new clients this year, because of how much extra time TaxDome freed up, with more people uploading than face to face..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032721)

SA

Stetson A.

Tax Pro

> "For example, when a client signs an engagement letter and sets up recurring billing, it doesn’t clearly show on the client’s account."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187)

BH

Brianna H.

Tax Manager

> "The automations save so much time, the communication features allow for a seamless interaction with clients, the integrated website is invaluable!"

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7106147)

SL

Sofia L.

Head Administrative Assistant

> "Also, we are unable to change the amount placed on a credit card, only a client can make a partial payment."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032892)

RH

Rachael H.

Owner

> "They made billing and taking payments so simple and more than 2 thirds of my clients were able to easily use the software, higher than any other platform."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7047327)

FD

Flor D.

Owner

> "Like the worklflows - still not in place because I do not have the time to learn about it- even spent money hiring someone to do it but every time but when something minimal..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7038141)

RB

Rebecca B.

Tax Accountant

> "Wish we would have found this program sooner, it definitely helped decrease the overall general stress of tax season, decreased the amount of back and forth phone calls chasing..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032721)

RA

Robert A.

Tax Preparer

> "Also, it's a bit annoying to sign in that requires 2-step verification everyday even i click "remember for 30-Day..""

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7049176)

YD

Yulia D.

President

> "I love that everything: clients, documents, billing, and tasks is in one system, which saves me time and helps me focus on higher-value work."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7020544)

SO

Sam O.

Operations Manager

> "Having features that we would greatly benefit our tax season but not coming out until the end of Q1 \[end of tax season\] isn't helpful to us."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067759)

Sheree W.

President - Chief Solutions Officer

> "With the use of pipelines, I can automate much of my communication with my clients, and I can easily request payments through the integrated system with Stripe."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6877534)

SJ

Susan J.

Director of Accounting

> "This was extremely disheartening when I lost a few spreadsheets, Notes, and other documents that IT said could not be retrieved."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067921)

SA

Stetson A.

Tax Pro

> "Clients can securely upload documents, sign engagement letters, and communicate with us all in one place."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187)

JG

Jordan G.

Owner

> "The client might not like the idea that they have this open invoice that says it's due now, when you don't need them to pay until months later."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7102310)

NA

Nancy A.

CPA, Founder

> "I especially appreciate the Gmail synchronization and the ability to use email templates throughout every step of my workflow — it saves a lot of time and keeps communication..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6849466)

SW

SHAWN W.

Firm owner

> "This means, in theory, you would have to add each seasonal user to each client file each new year.....unbelievable. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___7051539)

ZS

Zach S.

Senior Tax Accountant

> "It’s also great that clients are able to make payments through the portal and easily send a chat or a text with all of their questions."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032716)

SW

SHAWN W.

Firm owner

> "As a former manufacturing and process engineer, this was awful and a giant RED FLAG. When we questioned them again, we were told it was a "big misunderstanding," and that the..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___7051539)

SA

Stetson A.

Tax Pro

> "It has made our processes much smoother and more professional. If you run a tax or accounting firm and want to streamline operations, improve organization, and create a better..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187)

Michelle I.

Software Implementation and Interim Management Consultant

> "Many practices are looking for a simple, quick setup and are discouraged by the upfront time and effort required to implement new systems."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7072463)

EF

Erin F.

President, CEO

> "The ability to customize and automate workflows gives me back time needed to manage other company concerns."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7054540)

Anastasia A.

CEO

> "I dont like how the proposals cant have a draft form and you cant really duplicate it for the next year. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7071567)

MH

Michelle H.

Owner and CPA

> "I like that you can pull IRS tax transcripts straight from there. And once you do get all the way of setting it up, the automations are great if they do what you need them to do."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7108515)

JK

Joe K.

Staff Accountant

> "Of the top of my head I can't think of something I don't like about TaxDome, If I had to be picky it would perhaps be the desktop app isn't to my liking. But I use the browser..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032666)

Jill A.

President - Owner

> "The pipeline makes it easier to keep up with clients and for us to know where each client is in the tax preparation process."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7072178)

MP

Maggie P.

Supervisor

> "Lacks a good time tracking feature, lacks easy to produce management reports, hard to follow terminology."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7070518)

VR

Verified Reviewer

Tax Preparer

> "Tax dome is a lifesaver when it comes to organization. If it werent for taxdome, it would be hard to manage storing and managing my clients documents."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7019486)

RH

Raul H.

Administrative Assistant

> "Pretty frustrating when you cannot allocate too much time to one document/client and need to keep moving."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7027888)

AKL

Annie Kate L.

Bookkeeper

> "It makes my workflow easier and more thorough, makes me look more professional to my clients, and hosts my website."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7035445)

MM

Moe M.

Owner

> "Pipeline is a bit hard to figure out - tad hard to use the document area when you are reviewing a tax return - often when you click the back button or close document it brings..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696858)

Laura O.

President

> "It’s a solid long-term solution for practitioners who want to streamline their tech stack and deliver a more professional client experience."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7086057)

SW

SHAWN W.

Firm owner

> "Even if we had successfully onboarded, the learning curve for the staff, and even the seasonal staff, would have been very steep and costly."

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___7051539)

LH

Lisa H.

Office Manager

> "For example, it would be very helpful to have short codes for account-level fields like client name and address, which are currently not available or are skipped."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067775)

SP

Sheila P.

Client

> "Then I showed them an email notification for a chat that no longer existed and all of a sudden preparers can delete things that were mistakes."

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___6819269)

RM

Raul M.

Accounting

> "It’s an excellent way to track the time dedicated to the client, as well as to request approvals and share documentation."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7036657)

JD

JIll D.

Owner

> "I also do not like the workflow I currently have and there are lots of other CRM softwares for bookkeeping that integrate the client questions with the CRM for ease of use. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7000000)

RA

Robert A.

Tax Preparer

> "My favorite parts are Pipeline, communication, and time entries. And client loves the chat feature as well."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7049176)

RW

Robert W.

Tax Manager

> "I can't enter item charges before creating an invoice, I have to enter 1 hr time entries."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6849443)

LT

Liberty T.

Tax Practitioner

> "It's the best tool to monitor the task that needs to be done, and the status of each client/job."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7027924)

SA

Stetson A.

Tax Pro

> "I did an invoice and it didnt show up for me or the cleint tried it liek 5 times"

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187)

VM

Virginia M.

Administrative Assistant

> "Tax Dome helped streamline and make the whole experience for our firm and clients a much better and easier flow from start to finish."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032664)

HH

Holly H.

Managing Partner

> "Not sure how I am going to get this resolved by tax season since I wanted to collect fees before filing to avoid AR."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7052658)

AW

Ashley W.

CPA

> "We have increased efficiency with receiving documents and communication with clients using the chat feature."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7036745)

RH

Raul H.

Administrative Assistant

> "I do not trust document edits until after 5-6 minutes."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7027888)

Landon R.

Managing Partner

> "Overall, TaxDome helps streamline processes, reduce back-and-forth, and makes managing a growing practice much more manageable."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7066648)

LV

Luis V.

CPA

> "I believe the learning curve is a challenge, at the time of implementation I got changed my implementations over and over and they missed over and over their appointments due to..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6679061)

Laura O.

President

> "There is an upfront learning curve during setup, but once workflows are configured, the day-to-day operations run noticeably smoother."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7086057)

AKL

Annie Kate L.

Bookkeeper

> "It was hard to learn how to build pipelines, and I'm still experimenting with best use of tags."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7035445)

DL

Dmitriy L.

CEO

> "easy to manage all clients in one place, access to all documents, electronic signature, payments and reminders"

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067874)

LW

Lakisha W.

Enrolled Agent

> "The pricing is high to add additional users and there are constant issues going on."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7088592)

MB

Michael B.

Consultant

> "Overall it's been a positive experience - would just like more ability to control client functions for them like paying invoices/inputting data if they're not overly..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7034860)

Louis G.

Founder

> "The process system and sharing with clients is extremely confusing and concluded."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7082275)

RH

Rachael H.

Owner

> "It is saving me multiple different platform fees and ensures everything is in one place and streamlined."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7047327)

DZ

David Z.

Administrative assistant

> "Also syncing data to accounts with more than one contact is challenging, i really wish it was possible to sync data from the organizer easier."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697211)

JC

Jacob C.

CEO

> "It has saved my bacon more time than I can count because it manages projects and keeps 95% of client communications in the platform, allowing the team to see and access each..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6602790)

AM

Alondra M.

Insurance Agent

> "I dislike how I am unable to rename documents after they have been uploaded but its not bothering me to an extent that I would stop using this app."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6869707)

JS

Jonathan S.

Owner

> "It assists me in tracking workflows, communicating with clients and staff, and obtaining signatures, payments, and engagement letters."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696553)

LV

Luis V.

CPA

> "The lack of fully integration with Drake, QBO and that you cant CC when do it an email or that you can forward an email."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6679061)

SJ

Susan J.

Director of Accounting

> "I do like the fact that the clients can upload their data and that we can also put information in as providers."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067921)

DM

Danielle M.

Owner

> "I also don't care for their proposal system, and last I checked, I can only setup recurring payments through Stripe and not with CPA Charge."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6681527)

AW

AUSTIN W.

CEO

> "I like the program has the capacity to allow our tax firm to create pipelines/jobs that work with our office flow, and we are not stuck with a generic platform."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697286)

Doug J.

Owner

> "The automations don't allow for as much customization as I'd like."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6860540)

JA

Joana A.

Disc jockey

> "It offers robust workflow management tools that allows to create customized workflows, automate tasks, and track progress efficiently."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6352801)

BF

Barbara F.

Owner

> "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..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___6320129)

TN

Tyler N.

Tax Manager

> "This program is everything a boutique accounting firm needs if you do tax preparation, sales tax, payroll, 1099-filings, bookkeeping, and so much more."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6680015)

VR

Verified Reviewer

CPA

> "It also has been really buggy recently with all of the new features they are rolling out."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7115615)

EG

Emelie G.

Owner

> "It was a slow process for me to get started and that is not on Tax Dome but now it has increased my customer service tremendously with my clients and well as helped my staff..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6673391)

MS

Mel S.

President

> "We feel that the technical support is lacking in terms of the turnaround time on resolution of issues."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6784344)

DD

Deanna D.

Tax Preparer and Bookkeeper

> "I also love that there is an app making it easy for clients to submit documents and initiate chats using their phones."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7085445)

AW

Ashley W.

CPA

> "Many features are overwhelming to learn to use, and we haven't had/made the time to try to use them within our firm."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7036745)

JM

Jessie M.

Sr Tax Advisor

> "I also like being able to switch to the client view so I can walk clients through and see exactly what they see."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7040392)

MW

Michelle W.

Owner and Tax Advisor

> "Not being able to do a bulk back up and having some of the features not work properly worries me."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6810795)

[View Reviews](https://www.capterra.com/p/186749/TaxDome/reviews/)

## User interface

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)

4.68 (420)

4.72 (3,578)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Accounts Payable

150

Important

Accounts Receivable

120

Important

Patriot Accounting

Top features

31/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/141644/Patriot-Accounting/#features)

TaxDome

23/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/186749/TaxDome/#features)

### Recognition

No recognitions have been awarded to Patriot Accounting

No recognitions have been awarded to TaxDome

### Deployment & support

Patriot Accounting

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

TaxDome

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Patriot Accounting

-   By Patriot Software
-   Located in United States
-   Founded in 2002

TaxDome

-   By TaxDome
-   Located in United States
-   Founded in 2017

## Popular Comparisons

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.68 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

vs

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,385)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

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4.6

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[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

vs

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[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.68 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

vs

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[4.51 (20,610)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/)

$20/month

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4.4

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4.6

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[View full comparison](https://www.capterra.com/compare/141644-174984/Patriot-Accounting-vs-QuickBooks-Enterprise)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

vs

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$800/year

Price

$2.9

4.6

Features

4.4

4.5

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/178110-186749/Tax1099-com-vs-TaxDome)

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.68 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

vs

[Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/)

$20/month

Price

$25/month

4.4

Features

4.3

4.6

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/120109-141644/Xero-vs-Patriot-Accounting)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

vs

[MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/)[4.54 (227)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/)

$800/year

Price

$695/year

4.6

Features

4.5

4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/179883-186749/my-TAXprep-office-vs-TaxDome)

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.68 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

vs

[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[4.37 (2,547)](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/reviews/)

$20/month

Price

$1922/year

4.4

Features

4.3

4.6

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/141644-212058/Patriot-Accounting-vs-QuickBooks-Desktop-Pro)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

vs

[Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[4.81 (260)](https://www.capterra.com/p/186837/Financial-Cents/reviews/)

$800/year

Price

$19/month

4.6

Features

4.7

4.5

Ease of Use

4.9

[View full comparison](https://www.capterra.com/compare/186749-186837/TaxDome-vs-Financial-Cents)

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.68 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

vs

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.22 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

$20/month

Price

Contact vendor for pricing

4.4

Features

4.2

4.6

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/135757-141644/NetSuite-vs-Patriot-Accounting)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

vs

[IRS Solutions Software](https://www.capterra.com/p/176134/IRS-Solutions-Software/)[4.81 (99)](https://www.capterra.com/p/176134/IRS-Solutions-Software/reviews/)

$800/year

Price

$159/month

4.6

Features

4.8

4.5

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/176134-186749/IRS-Solutions-Software-vs-TaxDome)

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.68 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

vs

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,037)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

$20/month

Price

$235/month

4.4

Features

4.4

4.6

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/141644-189398/Patriot-Accounting-vs-QuickBooks-Online)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

vs

[Truss](https://www.capterra.com/p/10005148/Truss/)[4.89 (28)](https://www.capterra.com/p/10005148/Truss/#reviews)

$800/year

Price

Contact vendor for pricing

4.6

Features

4.7

4.5

Ease of Use

4.9

[View full comparison](https://www.capterra.com/compare/186749-10005148/TaxDome-vs-Truss)