# Compare TaxDome vs Firm360 2026 | Capterra > Unsure of what to choose? Check Capterra to compare TaxDome and Firm360 based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/186749-197013/TaxDome-vs-Firm360 --- # TaxDome vs Firm360 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: TaxDomeFirm3602/4 selected [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,592)](https://www.capterra.com/p/186749/TaxDome/reviews/) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) [## 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 [## Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) Starting Price $49.00/month Value-for-Money 4.6 Functionality 4.5 Ease of Use 4.6 Customer Service 4.8 Reviews Sentiment BB Based on [159 reviews](#user-reviews) Positive 151 Neutral 6 Negative 2 ## Not a match? 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What’s your intended use case? ## Summary * * * Features in Tax Practice Management Software Best performer 35 / 39 Only TaxDome - API - Communication Management - Compliance Management 27 / 39 User satisfaction 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 User satisfaction 4.7 User reviews[159](https://www.capterra.com/p/197013/Firm360/reviews/) Ease of use 4.6 Functionality 4.5 Value for money 4.6 Customer support 4.8 Price starts from Price starts from $800Per User, Per Year - Free version - Free trial Price starts from $49Per User, Per Month - Free version - Free trial Best for Best for Accountants, Bookkeepers and Tax Professionals Best for Accounting firms, CPAs, and accounting professionals. ## User reviews Pros & cons 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/) BB Benjamin B. CFO > "The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) TB Tempi B. Certified Public Accountant > "The small things we dislike are not deal breakers and the efficiency, data security and workflow support the software..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964) BB Benjamin B. CFO > "The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) TB Tempi B. Certified Public Accountant > "Our clients struggle with using a mobile device for document upload." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964) Ashleigh L. Audit Manager > "From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744) KY Kelly Y. Staff Accountant > "I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861) MR Monica R. Enrolled Agent and President > "Now, everything is streamlined in one place—client management, document storage, task tracking, and communication." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) CT Christine T. Payroll Specialist > "not being able to set up reoccurring projects in multiple clients at once" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6400009) KR Krunal R. Senior Tax Accountant > "This consolidation helps firms streamline workflows and eliminate the chaos of using disconnected systems." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923) TO TAMMY O. Administration > "Search bar in printing to file is small and hard to click on." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6382436) BB Benjamin B. CFO > "Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) AC Alessandro C. Chief Operating Officer > "There are many issues that were a step back for us as a firm." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6403393) MR Monica R. Enrolled Agent and President > "The software is also very intuitive; onboarding was smooth, and the customer support team is fantastic—responsive,..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) SB Shayla B. Staff Accountant > "It's not as visually organized as I'd prefer" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6618020) MR Monica R. Enrolled Agent and President > "My team knows exactly what needs to be done and when, which has improved both productivity and client satisfaction." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) DB David B. Owner > "Hard to find a support telephone phone #" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6425882) SM Shauna M. Project Coordinator, Executive Assistant > "With Firm360, the documents are immediately and reliably delivered to a client when we want." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6351687) TM Tracy M. CPA > "I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514705) MJ Melissa J. Admin > "I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003912) JP Julie P. Senior Administrative Assistant > "The only thing I didn't like is the constant emails when a client uploads a document. But I think they are working on..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514450) KG Kelli G. Accountant > "The client portal eliminates the need to pass paperwork or clutter up email inboxes." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236) TA Tyler A. Owner > "There isn't much that isn't available that my firm needs." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4948216) MR Monica R. Enrolled Agent and President > "What I love most is the workflow automation—nothing falls through the cracks anymore." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) CM Cynthia M. Administrative Manager > "I don't like that I can't run a better time entered report to calculate payroll hours to be paid. " [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514250) KR Krunal R. Senior Tax Accountant > "The overall experience with Firm360 is positive, especially for small and medium-sized accounting firms." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923) JT Julie T. Admin assistant > "Not being able to complete a task and record my time after it's completed" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4188929) MD Meghann D. Receptionist > "Firm360 does a great job of keeping all of our client's files at our fingertips." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6360402) JP Janice P. Office Manager > "The search/filter functions aren't available on all input fields." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815) ME Michelle E. Firm Administrator > "This saves so much time not having to save to your computer and then upload the PDF." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425) HK Hannah K. Staff Accountant > "It was difficult to create a due date list for projects that were assigned to me." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4254560) JA Jodi A. Partner > "Timekeeping and reporting functions are easy to use and Dashboard is a great way to track your "To do" list." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577) VS Virginia S. Office Administrator > "I don't like going "out of a client" and then have to search for another one that was tied to the first one." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235) Ashleigh L. Audit Manager > "The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744) MB Meghan B. Owner > "The onboarding process has felt clunky, and it seems that the Firm360 person doesn't understand my questions a lot of the..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4195698) SR Stephanie R. Ownner > "I have found productivity increasing and billing to be easier once I got started with it." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6538397) DR Daniel R. President > "Their customer service and bad business tactics are the worst i have ever experienced in my 40 years of running a CPA firm)..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4230198) ME Michelle E. Firm Administrator > "I am fairly new to Firm360 but it seems to be very user friendly and has good searching capabilities." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425) VS Virginia S. Office Administrator > "Asking the client to email us saying there is a document uploaded doesn't seem right. " [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235) JS Joshua S. Partner > "Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___5068107) ZJ Zanette J. Office Manager > "It’s just a lot to learn." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6171549) AN Alan N. Owner > "We also like that Firm360 is very active and dynamic and changing with new technology, and not in a way that is trying to..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6157003) JP Janice P. Office Manager > "There is no true integration with Outlook." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815) MM Mario M. Quality Control > "It made it so easy to look for a project and assigned tasks." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330) GC Gabriela C. Accounting Associate > "I did not like that you can't edit the task only the project." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3536108) Kentall S. Sales And Marketing Associate > "Furthermore, the program provides configurable branding choices, allowing businesses to tailor the platform with their own..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4745652) BW Ben W. Senior Accountant > "I think there are some repetitive features within the software." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3516461) JA Jodi A. Partner > "Overall the product was exactly what we needed to organize our practice." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577) SP Sonja P. Owner > "One thing that I find I'm missing is the email function to be able to send and reply to emails." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2953755) KG Kelli G. Accountant > "Project collaboration across a team is easier than ever." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236) CA Christopher A. Manager > "Staff seems resistant to change........." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4224511) DM Dawn M. Partner > "They were always available. As I use the program more, I am finding it easy to navigate." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6543458) LA Leigh A. Communications Director > "Any struggle you have with the software is either misusing it or the staff can add it as a feature pretty quickly." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2931290) MM Mario M. Quality Control > "It's supper easy to use and helpful to keep your files organized." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330) MP Melinda P. Staff Accountant > "Lack of training." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4217436) KY Kelly Y. Staff Accountant > "Overall the application is great and we're learning new ways to use it every day." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861) CH Cyndi H. Owner > "The one feature I don't especially like about Firm 360 is that all clients must have a client number and that is how your..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2470565) [View Reviews](https://www.capterra.com/p/197013/Firm360/reviews/) ## User interface [TaxDome](https://www.capterra.com/p/186749/TaxDome/) 4.72 (3,592) [Firm360](https://www.capterra.com/p/197013/Firm360/) 4.69 (159) ### 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) Firm360 27/39 - 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/197013/Firm360/#features) ### Recognition TaxDome Best Value Tax Practice ManagementSoftware (2022)  Firm360 Best Value Time TrackingSoftware (2023)  ### Deployment & support 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 Firm360 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 TaxDome - By TaxDome - Located in United States - Founded in 2017 Firm360 - By Firm Software - Located in United States - Founded in 2019 ## 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