# Compare Drake Tax vs TaxDome 2026 | Capterra

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

Source: https://www.capterra.com/compare/176133-186749/Drake-Tax-vs-TaxDome

---

# Drake Tax vs TaxDome Features and Cost Comparison

Last updated April 10th, 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:

Drake TaxTaxDome2/4 selected

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[3.8 (115)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,592)](https://www.capterra.com/p/186749/TaxDome/reviews/)

[## Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[3.8 (115)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

Starting Price

$349.99one time

Value-for-Money

4

Functionality

3.7

Ease of Use

3.8

Customer Service

3.9

Reviews Sentiment

Based on [115 reviews](#user-reviews)

Positive

77

Neutral

13

Negative

25

[## 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

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## Summary

* * *

Features in Tax Practice Management Software

10 / 39

Only Drake Tax

-   Tax Forms

Best performer

35 / 39

Only TaxDome

-   ACH Payment Processing
-   Activity Dashboard
-   API

User satisfaction

User satisfaction

3.8

User reviews[115](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

Ease of use

3.8

Functionality

3.7

Value for money

4.0

Customer support

3.9

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

$349.99Flat Rate, One Time

-   Free version
-   Free trial

Price starts from

$800Per User, Per Year

-   Free version
-   Free trial

Best for

Best for

Tax professionals looking to file returns for clients.

Best for

Accountants, Bookkeepers and Tax Professionals

## User reviews

Pros & cons

JD

Joy D.

Tax Preparer

> "The software is reliable and they have several options available so it’s affordable for the solo practitioner or a..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___7013739)

RD

Rena D.

Payroll Manager Tax

> "Needing to attach certain forms with the return does not work."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___7127331)

MS

Mitchell S.

Owner

> "Definitely recommended as a cost saving alternative to the bigger products, although you probably need a little..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6857597)

RD

Rena D.

Payroll Manager Tax

> "The option to import assets did not work well for me. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___7127331)

MS

Mitchell S.

Owner

> "Customer service has been helpful and the team is willing to work to find the solution, product delivers on what..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6857597)

PN

Paul N.

Tax Director

> "The online self help features were very poor making it difficult to know how to fix certain instances without many..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6697829)

IT

Ion T.

CEO

> "It can be an efficient platform if used properly."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___7135268)

Michael H.

Accounting and Tax Manager

> "I couldn't always find answers in their knowledge base articles."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___7091351)

BC

Bernie C.

CEO

> "We have been using this software for over a decade and it has worked flawlessly. When we have issues, we contact..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6754477)

IT

Ion T.

CEO

> "No company should ever increase their prices 23%+ year-over-year."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___7135268)

Michael H.

Accounting and Tax Manager

> "I was always impressed with the ease of use and the customer support call-ins. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___7091351)

KK

Kevin K.

Admin

> "Poor customer service, policies that keep you waiting for phone calls that never come."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6678279)

BC

Bernie C.

CEO

> "Our overall experience with Drake Tax has been wonderful. Once you get past the huge learning curve of the many..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6754477)

RK

Rayid K.

Accountant

> "This year is the worst, by far."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___7088086)

MP

Marie P.

Tax Preparer

> "Customer service does pick up and can generally answer questions."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6847153)

DT

Devon T.

Enrolled agent

> "Too labor intensive to transfer over from another provider."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6722146)

JJ

Julia J.

Accounting Director

> "sometimes customer service is actually good after you call 4 times and take time to give review."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6688135)

MB

Michael B.

Owner

> "The acknowledgments fail 1:20 times."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6681932)

JD

Joy D.

Tax Preparer

> "Customer service is always helpful and the software is accurate and reliable."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___7013739)

RB

Richard B.

Owner

> "However, customer service has gone downhill since \[sensitive content hidden\] sold the company."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6597574)

MJ

Maribeth J.

Income Tax Return Preparation Coordinator

> "The Gruntworx feature is a game changer, allowing us to minimize data entry needs."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6243333)

FJ

Frank J.

Resident

> "Drake software folk cannot understand why, when a new user to their product, questions why Drake doesn’t flow..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6254144)

MB

Michael B.

Owner

> "Cost is good, integrates with a lot of things."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6681932)

RB

Robert B.

Preparer

> "Program has not had any major improvements for decades."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6604064)

RK

Rivka K.

Data Entry

> "Easy to navigate from one form to another"

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6477794)

JJ

Justin J.

Owner

> "There can also be difficulty with determining how taxes are being calculated in the program."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6222910)

Brytwauna T.

Ceo

> "Drake is the best option when you’re trying to be the Elma secure in your tax practice when I attended an IRS..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6245188)

FJ

Frank J.

Resident

> "I have been in calls w support for over an hour until I say “ u don’t know this do u?” When they answer in the..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6254144)

MJ

Maribeth J.

Income Tax Return Preparation Coordinator

> "With its built in error messages and data validation features it is a great program."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6243333)

TD

Taylor D.

Owner

> "I've spoke to customer service about 5 times total and every single time, I am faced with an incompetent rep and..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4900204)

BC

Bernie C.

CEO

> "Great customer service"

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6754477)

GD

Greg D.

Partner

> "The worst experience / product I’ve ever used."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6687903)

TB

Thomas B.

Owner

> "It's certainly not the worst. If you can't afford a more robust solution like Ultratax, Prosystem, or Lacerte, and..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3577017)

RB

Robert B.

Preparer

> "Absolutely horrible. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___6604064)

KK

Kevin K.

Owner

> "Great customer service, fairly easy to use and administer, diagnostic feedback and information is very helpful."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___5063290)

RR

Romaine R.

CPA

> "People answering the phone have no experience doing returns nor experience with the software. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4884429)

PC

Patricia C.

OWNER

> "I like the fact that the information rolls over from prior year. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___5050921)

MJ

Maribeth J.

Income Tax Return Preparation Coordinator

> "My only issue is with the updates process. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6243333)

RR

Romaine R.

CPA

> "Had very good technical with quick answers in customer service. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4884429)

GT

Gavin T.

CPA

> "The system is not user friendly and many of our clients had difficulty completing the process or didn't receive..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4377371)

CP

Cheri P.

Accountant Assistant

> "It leads you to ask more questions and be very detailed and accurate with your clients."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4303436)

JE

John E.

Owner

> "Forms disappear, constant calculation loops, and entire missing tax returns."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4540899)

JE

John E.

Owner

> "Drake continues to have an easy to use interface and low system stress, allowing for computers that don't break..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4540899)

JE

John E.

Owner

> "I'm literally afraid to transmit returns EVERY SINGLE DAY, because EVERY SINGLE DAY I catch something that the..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4540899)

JJ

Justin J.

Owner

> "Drake Tax is easy to use and is generally very accurate."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6222910)

AG

Angela G.

owner

> "this caused some of the returns to be late and such clients incurred penalties which we had to reimburse them for."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3541814)

CL

CHORY L.

CPA

> "Its price is unbeatable."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___6095990)

DC

Debra C.

CPA

> "When a file is NOT closed, the timer should shut down after five minutes. And why are you not open on Sunday?"

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#SoftwareAdvice___4737187)

SH

Sam H.

Owner

> "I admit I had to call them a couple of times this busy season (since it was my first time to use it) and every call..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3489880)

CT

Carolyn T.

Owner

> "I lost 7 years of tax docs for client who uploaded directly in the portal."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4693723)

AG

Angela G.

owner

> "It is User Friendly and customer service is available with little or no hold time."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3541814)

TB

Thomas B.

Owner

> "Certain things do not flow correctly to the return without substantial preparer oversight or adjustment."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3577017)

DL

David L.

President

> "The depth of the tax product was super"

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4177235)

BP

Brent P.

President

> "It sold to a company in England, and ownership customer service sales are not good"

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4586912)

TM

Thomas M.

EA

> "This is my first tax season with Drake, so I cannot say too much yet but after going through many practice returns,..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3301276)

KK

Kevin K.

Owner

> "That is ridiculous and mind-numbingly stupid."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___5063290)

SH

Sarah H.

Owner

> "The software is inexpensive and a great value for the price."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4389179)

Kimberly W.

President

> "Some of the functionality is clunky. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3709773)

TW

Travet W.

Tax Accountant

> "Drake works really well for individual and small business tax returns."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3039846)

JH

Joel H.

Owner

> "I have shopped for software but everything else is so expensive. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3879948)

AT

Ashia T.

Owner

> "The low cost is amazing."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3763870)

JE

John E.

Owner

> "had a few issues, but 2022 is a nightmare to use."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4540899)

TM

Thomas M.

EA

> "Most of all, their price is extremely affordable compared to other professional tax softwares out there (literally,..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3301276)

GN

Greg N.

Manager

> "It was good before the recent release of SecureFilePro but the company has miserably failed in their commitment to..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___2634758)

CT

Carolyn T.

Owner

> "The customer service and ease of use of software. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___4693723)

Wray R.

PRESIDENT

> "Drake does not however offer the same level of diagnostics and guidance for input as the other software. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___2855874)

CH

Cristina H.

Ceo

> "It is easy to use."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3538611)

MD

Matteo D.

Managing Director

> "Difficult interface to understand; took me a few weeks to get used to it, and to figure out how to do even a basic..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3495309)

JP

Jeanie P.

President

> "Drake is very user-friendly & easy to learn"

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3536709)

ST

Susan T.

Owner

> "Basically I was stuck paying for a cheap, inefficient program I won't use that would have cost me much more time to..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3400556)

JH

Joel H.

Owner

> "Drake is easy to learn and use. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3879948)

Wray R.

PRESIDENT

> "The software is not designed for inexperienced tax preparers. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___2855874)

KO

KENNETH O.

PRINCIPAL

> "There are multi prepared, billing, and client management functionality I don't need and can't comment on. Once..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___2610268)

SH

Sam H.

Owner

> "I have to worry that my laptop could be stolen and then I would be in terrible shape..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3489880)

SH

Sam H.

Owner

> "This is one of the most all encompassing tax programs out there. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3489880)

MAB

Marie Alana B.

CPA

> "I'll be very sad if I need to leave them to find a better cloud-based tax software."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3417916)

ST

Susan T.

Owner

> "Cost is the only pro for the program."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___3400556)

GN

Greg N.

Manager

> "The time-out settings are absurd and make it impossible to use the product as a tool to prepare tax returns. "

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___2634758)

LJ

LeAnn J.

President

> "We have been able to be much more efficient with Drake Tax and have been happy to get our profits up by reducing..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___2722599)

GN

Greg N.

Manager

> "Their SecureFilePro release just prior to tax season is a complete disaster and company is not taking steps to fix..."

[See full review](https://www.capterra.com/p/176133/Drake-Tax/#Capterra___2634758)

[View Reviews](https://www.capterra.com/p/176133/Drake-Tax/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

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

3.79 (115)

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

4.72 (3,592)

### Features

Drake Tax

10/39

-   Access Controls/Permissions
-   Accounting
-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Management
-   Bank Reconciliation
-   Billing & Invoicing
-   Cash Management
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Configurable Workflow
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Document Storage
-   Document Templates
-   Due Date Tracking
-   Email Reminders
-   Employee Management
-   For Tax Practices
-   Generative AI
-   Mobile Access
-   Project Management
-   Real-Time Updates
-   Reporting & Statistics
-   Status Tracking
-   Task Management
-   Tax Filing
-   Tax Forms
-   Third-Party Integrations
-   Timesheet Management
-   Time Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/176133/Drake-Tax/#features)

TaxDome

Top features

35/39

-   Access Controls/Permissions
-   Accounting
-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Management
-   Bank Reconciliation
-   Billing & Invoicing
-   Cash Management
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Configurable Workflow
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Document Storage
-   Document Templates
-   Due Date Tracking
-   Email Reminders
-   Employee Management
-   For Tax Practices
-   Generative AI
-   Mobile Access
-   Project Management
-   Real-Time Updates
-   Reporting & Statistics
-   Status Tracking
-   Task Management
-   Tax Filing
-   Tax Forms
-   Third-Party Integrations
-   Timesheet Management
-   Time Tracking
-   Workflow Management

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

### Recognition

No recognitions have been awarded to Drake Tax

TaxDome

Best Value Tax Practice ManagementSoftware (2022) 

### Deployment & support

Drake Tax

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

Drake Tax

-   By Drake Software
-   Located in United States
-   Founded in 1977

TaxDome

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

## Popular Comparisons

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[3.79 (115)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

vs

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Contact vendor for pricing

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[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[3.79 (115)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

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Features

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Ease of Use

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[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[3.79 (115)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

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[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,592)](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)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,592)](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)

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,592)](https://www.capterra.com/p/186749/TaxDome/reviews/)

vs

[Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/)

$800/year

Price

$49/month

4.6

Features

4.5

4.5

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/186749-197013/TaxDome-vs-Firm360)