# Compare Dext vs TaxDome 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Dext and TaxDome based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/160189-186749/Dext-vs-TaxDome --- # Dext vs TaxDome Features and Cost Comparison Last updated April 17th, 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: DextTaxDome2/4 selected [Dext](https://www.capterra.com/p/160189/Dext/)[4.3 (173)](https://www.capterra.com/p/160189/Dext/reviews/) [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,592)](https://www.capterra.com/p/186749/TaxDome/reviews/) [## Dext](https://www.capterra.com/p/160189/Dext/)[4.3 (173)](https://www.capterra.com/p/160189/Dext/reviews/) Starting Price $31.50/month Value-for-Money 3.9 Functionality 4.2 Ease of Use 4.3 Customer Service 3.8 Reviews Sentiment Based on [173 reviews](#user-reviews) Positive 146 Neutral 13 Negative 14 [## TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,592)](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 [3,592 reviews](#user-reviews) Positive 3,470 Neutral 102 Negative 20 ## Not a match? 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What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 7,739 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 \--%Fit Missing features Not enough reviews Feature ratings Income & Balance Sheet NA Chart of Accounts NA Document Management 4.7 Data Security 5.0 Financial Reporting NA \--%Fit Missing features Feature ratings Income & Balance Sheet NA Chart of Accounts NA Document Management 4.7 Data Security NA Financial Reporting NA User satisfaction User satisfaction 4.3 User reviews[173](https://www.capterra.com/p/160189/Dext/reviews/) Ease of use 4.3 Functionality 4.2 Value for money 3.9 Customer support 3.8 User satisfaction 4.7 User reviews[3,592](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 $31.50Per User, Per Month - Free version - Free trial Price starts from $800Per User, Per Year - Free version - Free trial Best for Best for Ideal for accountants, bookkeepers, and small to medium-sized businesses in retail, construction, hospitality, and services looking to automate bookkeeping from data capture to publish. Best for Accountants, Bookkeepers and Tax Professionals ## User reviews Pros & cons Nathan H. Owner > "This program allows me to not only upload receipts and have its vendor, cost and account extracted then published to my..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7106648) TJ Talisa J. Chief Compliance Officer > "The main practice being excluded from reporting means we can't create month-end bookkeeping dashboards as easily to track our..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087765) CD Charlie D. Accountant > "Dext allows me to integrate many of my clients with Xero and for them to upload invoices seamlessly." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087727) ZL Zach L. FPA Manager > "As there are a lot of settings available, you can't limit certain fields to be hidden for non-finance users, making it more..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7124544) ID Isabelle D. Apprentice Accountant > "The platform allows me to easily take photographs of invoices, receipts and import email documents." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121949) ID Isabelle D. Apprentice Accountant > "Even when the supplier is on the invoice or receipt it sometimes codes the supplier to 'unknown' which can sometimes be time..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121949) ZL Zach L. FPA Manager > "Dext makes it quick and easy to capture, extract, and streamline purchase invoices and receipts, significantly reducing..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7124544) HN Hallye N. Operations Manager > "I don't like that sometimes the emailing in feature does not work and sometimes it cannot read the text on the receipt" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6864525) TJ Talisa J. Chief Compliance Officer > "Product updates, changes and new features are communicated to us by our account manager making it easy to implement..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087765) TH Tom H. Research Manager > "I found it difficult to submit a petrol claim with the manual entry element." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6822402) ID Isabelle D. Apprentice Accountant > "I particularly like the extracting lines function it offers when I have long receipts, this makes my tasks much more time..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121949) SS Susie S. Accounting Manager > "The dashboard is a little busy and I don't like the matching feature. " [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6833043) CR Charly R. Operations Manager > "Since I started using Dext with Xero , my overall experience has been great , it makes things easier to be able to combine..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7122783) SS Sunayana S. AVP > "sometimes figures do not populate correctly from accounting software" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6474559) HM Hannah M. Client Success Manager > "Overall, Dext is a highly effective bookkeeping solution that aligns well with cloud-based accounting practices." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121936) SP Sean P. Owner > "I guess our one issue is that Dext uses an authentication service to link our bank account but it doesn’t seem to work for..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4967379) TJ Talisa J. Chief Compliance Officer > "We love how user friendly it is, all of our clients have Dext subscriptions and it makes both our lives and theirs easier..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087765) KM Kaylee M. Managing Director > "It is totally unusable for every single one of our clients, and customer service never seemed to care about the fact we are..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6203309) HM Hannah M. Client Success Manager > "This ease of setup significantly reduces onboarding time and helps clients adopt the software quickly, which is crucial from..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121936) WD Wendy D. Finance Manager > "Nothing I do not like about the software, it has so many features that are useful." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6545179) EG Emily G. Bookkeeper > "The AI and rule setup for suppliers is very clever too" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7123625) MB Marilynn B. Accountant > "My overall experience with dext was horrible, customer service was nonexistent, there is no phone number to call a person and..." [See full review](https://www.capterra.com/p/160189/Dext/#GetApp___3723139) CD Charlie D. Accountant > "The value for money per client is amazing for the features that are offered too." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087727) DA Daniel A. Owner > "I'm honestly unsure that I have come across something I don't like." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6458678) AD Abegail D. Finance Assistant > "The automation reduces manual entry errors and saves us valuable time, allowaing us to focus on more strategic tasks." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6416337) VR Verified Reviewer Owner > "Canceling your subscription with Dext is nearly impossible. " [See full review](https://www.capterra.com/p/160189/Dext/#GetApp___4970498) DA Daniel A. Owner > "Dext makes scanning receipts 10 times quicker and even reads the info manually in super fast time." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6458678) SS Shelby S. Owner > "I’ve been emailing support for almost 2 months to close the account due to their unethical practices and have gotten nowhere." [See full review](https://www.capterra.com/p/160189/Dext/#GetApp___4888544) FP Faheem P. Manager > "Invoicing can be easily transmitted to bookkeeping software so you don’t miss any transaction for tax purposes" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6312156) AW Andrew W. Administration Assistant > "Really poor customer support options, don't expect a reply for up to a week." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6023790) DH Daniel H. Vice President > "Dext saves my business a lot of time by setting up automatic rules for suppliers, bank accounts, etc. to directly integrate..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4841304) AW Andrew W. Administration Assistant > "Not good when you have to pay your workers and nothing functioning." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6023790) CF Cody F. Finance Director > "Few to no issues with receiving documents from outside the org, the OCR is fairly capable, and the platform learns quickly &..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4973031) KM Kaylee M. Managing Director > "There are a lot of features we were promised that do not work at all." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6203309) EG Emily G. Bookkeeper > "Would definitely recommend it and we always try get new clients set up on Dext." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7123625) PS Pete S. Director > "It does not always link with emails forwarded with attached invoices, which in turn does not link to Xero" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3767241) JP Joy P. Office Manager > "Overall this system makes uploading and processing our supplier invoices much quicker and easier." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6739837) SH Sherry H. President > "Customer service is terrible and the businesses practices are appalling." [See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___6150645) CF Cody F. Finance Director > "Big process improvement! When I started, we had multiple individual accounts set up instead of a single account housing each..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4973031) SH Sherry H. President > "I've been paying $276 a month for a year and never used it." [See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___6150645) AW Andrew W. Administration Assistant > "Our staff used the software with ease and were able to confirm 90% of the time, to the required use of the software making it..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6023790) SE Sian E. Owner/manager > "I can't access all features through the app and have to use the desktop version" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4615839) JF James F. Co-founder > "Overall easy to use software, with snap receipt feature that is slightly better than other software (including user..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6657531) SJ Shanel J. Owner > "You can’t reach a customer service if needed one" [See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___4670989) CF Cody F. Finance Director > "There is a wide array of features on this platform, but everything is labeled & explained well, so while there is..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4973031) Russell B. CEO > "Receipt matching to existing QBO transactions is inconsistent and only looks back 3 months so it is not ideal for clean up..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3264517) EG Emily G. Bookkeeper > "So easy to use as a bookkeeper and also for the client." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7123625) SJ Shanel J. Owner > "It’s been aiight at least my frustration comes from their having lack of customer service support" [See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___4670989) MN Mbali N. Accountant > "It has helped streamline work and audits." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6758576) HQ Howard Q. Executive Chef > "Currently, I can only search by supplier." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4522128) AC Allie C. Proprietor > "Simplicity of recording invoices which is excellent for ease of yearly accounting when you are too busy for filing" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___5069806) Darcy W. Marketing Assistant > "Sometimes it doesn't autopopulate the amount and taxes properly like some other software like Receipt Bank." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3477086) CB Christal B. CEO > "Overall, Dext Prepare is a great app to add to your tech stack when it comes to organizing your sales and expense receipts." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4901766) SJ Shanel J. Owner > "Customer service is not their top priority." [See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___4670989) SS Susie S. Accounting Manager > "Onboarding was easy, and so are the other features. " [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6833043) LB Lynda B. Interpreter > "Non existent support or customer service" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4005097) JF Jack F. Finance Manager > "This saves us countless hours of manual data entry and ensures consistent entries" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4834587) CM Christie M. Bookkeeper > "In the end, Dext offered to cancel my current subscription (but I wouldn’t get a refund) and then they’d give me 20% off a..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3381520) CB Christal B. CEO > "Dext Prepare is easy to setup and use whether you're a small business or an accountant looking to help your clients keep up..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4901766) TT Tomas T. CEO > "The tool itself sometimes has issues reading excel files. " [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3249322) AM Alexandra M. Operational Services Manager > "Dext ensures all of our invoices are connected to Quickbooks so we can keep track, and pay bills on time." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3845564) VY Veronica Y. Accountant > "I don't like the pricing scheme" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3979580) SD Simon D. MD > "We already liked Dext, then recently found out about a new integration feature where it links with and fetches data directly..." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3964005) AA Andy A. owner > "support is awful" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3798482) VR Verified Reviewer Owner > "It integrates with our bookkeeping system Quickbooks." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6087346) RA Rubina A. Director > "does not have major utility companies on board to fetch invoices" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3228773) SP Sean P. Owner > "I feel like this will make us very organized and ease the life of our bookkeeper and accountant as a result." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4967379) TG Theresa G. Program manager > "For employees, some of the features are confusing." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___2948743) EA Emily A. Office Administrator > "Easy to use & simple." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6767069) HM Hellen M. Auditor general > "Its subminimal to small accounts as small account holders cannot much benefit from it" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___2583102) MN Mbali N. Accountant > "Easy to use and accurate extractions, app always functional" [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6758576) Russell B. CEO > "It would be so simple to correct this that it is extremely annoying that they won't do it." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3264517) DJ Daniel J. Accountant > "The data extraction worked great and the ability to also automatically mark payments to bills is also a timesaver." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3988390) VR Verified Reviewer Accountant > "The lack of approval levels to segregate groups of employees." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___2577225) SP Sean P. Owner > "I have already recommended it to others to help with their bookkeeping and general records." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4967379) AT Alex T. Accounts Assistant > "These are daily mistakes, possibly every other day." [See full review](https://www.capterra.com/p/160189/Dext/#Capterra___2671825) [View Reviews](https://www.capterra.com/p/160189/Dext/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 curve at..." [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 mark..." [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 signed." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7071567) AT AUDREY T. Practice Manager > "Streamlines tax season and makes the overall workflow smoother, Improves organization of documents and client information, client and staff communication through one centralized..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126350) 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) Amit M. Partner > "the mobile app delivers a polished mobile experience that effectively complements its desktop platform and enhances workflow efficiency for modern tax professionals." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126414) 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) 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) 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) 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) BS Brandi S. Enrolled Agent > "Some customization options also feel limited unless you spend extra time adjusting workflows or templates." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126405) 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) 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) 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) 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) VR Verified Reviewer Firm Administrator > "The specific components of the program that are used most by our firm, workflow/pipelines and time/billing have become easy to navigate and we are always finding new ways to customize..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7140353) 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) 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) 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) 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) 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) 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 > "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 client..." [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) AL Alex L. Tax Preparer > "Templates, secure messaging, and document management all work together to keep clients moving and reduce bottlenecks." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126363) 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) 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) 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) 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) 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 you..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696858) 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) 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) BS Brandi S. Enrolled Agent > "The client portal is clean and professional, making it easy for clients to upload documents and sign forms securely." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126405) VR Verified Reviewer Tax Consultant > "The interface can feel a bit overwhelming first and it takes some time to learn all the features." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7133067) 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) 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) NY Nikea Y. Office manager > "I like Taxdome very much, I use to to follow up with our hundreds of T1 clients, and all the status are clear, no need to check with clients back and forth" [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126334) 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) 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) 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) 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) 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) AL Alex L. Tax Preparer > "My overall experience with TaxDome has been strong. Once the system is set up, it turns tax season into a streamlined, organized workflow instead of a scramble." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126363) 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 changes I..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7038141) 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) 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) 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) DS David S. Director of Process Development and Training > "Trying to locate videos and articles is daunting. " [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126366) 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) 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) 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) Joaquin S. Enrolled Agent - Accountant > "I do not like the fact that digital boards have not been working since we started using TaxDome about a year and a half ago." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7129223) 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) 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) 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) 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) 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) 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 client's..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6602790) 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) 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) 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) 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) 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) 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) 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) 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) 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 version..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032666) 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) 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) 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 eliminate..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6673391) 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 feeling..." [See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___6320129) 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) 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) 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) 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) SS Sheanice S. Staff Accountant > "The program simplifies all of out firm processes from data collection and storage, client communication, and workflow and task management." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6633583) 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 [Dext](https://www.capterra.com/p/160189/Dext/) 4.29 (173) [TaxDome](https://www.capterra.com/p/186749/TaxDome/) 4.72 (3,592) ## 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 Dext 17/45 - 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/160189/Dext/#features) TaxDome Top features 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 Dext TaxDome Best Value Tax Practice ManagementSoftware (2022)  ### Deployment & support Dext 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 Dext - By Dext - Located in United Kingdom - Founded in 2010 TaxDome - By TaxDome - Located in United States - Founded in 2017 ## Popular Comparisons [Dext](https://www.capterra.com/p/160189/Dext/)[4.29 (173)](https://www.capterra.com/p/160189/Dext/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,439)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $31.5/month Price $38/month 4.2 Features 4.3 4.3 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/160189-190778/Dext-vs-QuickBooks-Online) [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,592)](https://www.capterra.com/p/186749/TaxDome/reviews/) vs [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) $800/year Price $22/month 4.6 Features 4.3 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/150647-186749/Canopy-Tax-vs-TaxDome) [Dext](https://www.capterra.com/p/160189/Dext/)[4.29 (173)](https://www.capterra.com/p/160189/Dext/reviews/) vs [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[4.51 (20,637)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) $31.5/month Price $2210/year 4.2 Features 4.4 4.3 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/160189-174984/Dext-vs-QuickBooks-Enterprise) [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,592)](https://www.capterra.com/p/186749/TaxDome/reviews/) vs [Tax1099.com](https://www.capterra.com/p/178110/Tax1099-com/)[4.53 (252)](https://www.capterra.com/p/178110/Tax1099-com/reviews/) $800/year Price $2.9 4.6 Features 4.4 4.5 Ease of Use 4.4 [View full 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