--- title: "Compare TaxDome vs Firm360 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare TaxDome and Firm360 based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/186749-197013/TaxDome-vs-Firm360" page_type: "comparison" language: "en" --- # TaxDome vs Firm360 Features and Cost Comparison Last updated September 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: TaxDomeFirm3602/4 selected [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,622)](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 (3,622)](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 [3,622 reviews](#user-reviews) Positive 3,498 Neutral 104 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 Based on [159 reviews](#user-reviews) Positive 151 Neutral 6 Negative 2 What’s your intended use case? ## Summary * * * Features in Tax Practice Management Software Best performer 36 / 48 Only TaxDome - API - Communication Management - Compliance Management 27 / 48 User satisfaction User satisfaction 4.7 User reviews[3,622](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 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126350) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7082502) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7071567) LJ LaChey J. Owner > "It has replaced several disjointed tools, saving me time and keeping my client communications and tax documents organized in one secure location." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7193981) Landon R. Managing Partner > "One con of TaxDome is that the learning curve can feel a bit steep at first—especially for teams switching from multiple separate tools or less structured systems." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7066648) VR Verified Reviewer 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7140353) 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) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7066648) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696858) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7106147) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032721) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7038141) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) TS Travis S. CPA > "I think this is the best tax return preparation platform on the market and highly recommend to those considering how best to manage their client engagements on a..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7204909) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6679061) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032721) 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) 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) 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) NW Natalie W. President > "I really enjoyed having a safe and secure portal to send documents and allow clients to upload their documents." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7204997) 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) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6602790) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___7051539) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6673391) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032666) 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) 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) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6849466) 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) ZS Zach S. Senior Tax Accountant > "It’s also great that clients are able to make payments through the portal and easily send a chat or a text with all of their questions." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032716) SW SHAWN W. Firm owner > "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) 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) 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) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187) 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) VR Verified Reviewer Firm Administrator > "It has been user-friendly for both employees and clients, and we appreciate the customizable features and the customer service." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7140353) LP Layla P. CEO > "they have a huge delay when send a agreements, also sometimes they create a task but dont send/create the invoice" [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697601) PM Paul M. President > "What I like: The portal is a secure way to share files with your clients and gives them a separate account from their personal and business accounts with one log in, the..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6680983) 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..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7000000) CH Christie H. Owner and Enrolled Agent > "My clients love the user friendly portal and I am able to provide them with status update and tasks automatically, reducing the time I have to spend on admin work adn..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6598311) SR Shelly R. Owner > "The emails confuse me because it shows as unread, when in fact they've been read. When we purchased it, we were under the premise that back and forth migration with..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6517191) CW Corey W. Founder and COO > "Pipelines streamline all the work we do, making our processes much more efficient, while also enhancing the customer experience by ensuring everything runs smoothly and..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6533461) 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) MS Michael S. President and Owner > "The way it assists us to think through the details of each step of the tax preparation process, create automations that make our people more productive, keeps the clients..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696950) EH Erik H. Owner > "Invoicing is clunky. If a client pays several months up front, I can't log that into the system." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6673465) ST Steve T. Founder > "The ability to track all of our clients' demographic information, the workflow automation, and organizers are making our life so much easier." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6587449) AB Austen B. Owner > "raising of prices, no integration with zoom scheduler, lack of auto payment options" [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6673199) AZ Adrian Z. President > "Also the software, through the customization of pipelines, helps you manage your workflow like a pro since the most simple task through the most complex one." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6610161) 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) 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) GS Gregory S. Owner > "Also, the firm owner's app sometimes freezes when I go to view documents uploaded by clients." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696606) JN Jill N. Owner > "It provided a format that I was comfortable with for personal tax workflow and although it will be useful for other workflows (i.e. corporate, estate and bookkeeping)..." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6681030) 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) ED Eric D. Managing Member > "All of the features that it offers, document sharing, communication, project tracking, document signing, etc., all work great and I use them often." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697144) ST Sherri T. CEO > "Small firms don't have the money to be dishing out, then have to spend 40 hours learning, 40 hours spending time to set up and then hope it works. " [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696911) AU Ali U. Owner > "Easy user friendly." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6596629) WS Wayne S. Principal > "It's not so user friendly." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___3878236) CD Christina D. Office Manager > "The program is very user-friendly." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6686111) VL Vanessa L. Enrolled Agent > "Not as user friendly as I'd like it to be." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___3253459) JV Jennifer V. Manager > "It is user friendly and everything we need is all in one." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___5070231) JO Jose O. President > "This makes it hard for us to integrate at times." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6600310) MM Matt M. Owner > "So far, seems user-friendly." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6023358) Jeffrey S. Accounting Operations Lead > "Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___3907742) RT Rhett T. Partner > "The integration with windows and rightworks is a must." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7078539) KW Kam W. CPA > "Hard to set up and integrate with all the different features." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___4219431) Erin S. CPA and Owner > "It made software integration and transition so smooth." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7063055) KB Kelly B. Office Manager > "Integrations are always painful to implement" [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___4297824) JK Jon K. Owner > "They are constantly adding new features - I'm excited to see the QBO integrations to come out shortly." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6681181) 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) AM Amber M. Owner > "The fact that it integrates wtih quickbooks online" [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___4977166) NP Nancy P. Owner > "I really want to use it but I have not have the chance to use all the capabilities but I get confuse" [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7055359) Amit M. Partner > "The mobile app stands out for its clean, intuitive interface and overall user-friendly design." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126414) BH Brianna H. Tax Manager > "It is a bit difficult to get acclimated to." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7106147) RM Rich M. OWNER > "I spent quite a bit of time the first month figuring out how I was going to use it, but since it has been easy peasy." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7148586) JH Julie H. Owner > "It is taking me a long time to take full advantage of the available functionality." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696666) JS James S. President > "Constant improvement, and user-friendly interfaces have made the transition to Taxdome easy for everyone." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7040644) MS Mel S. President > "We feel that the technical support is lacking in terms of the turnaround time on resolution of issues." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6784344) PR Peter R. Owner > "The platform has so much to offer, and it gets easier over time as I get more familiar with all of the moving parts." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6610389) NF Nadine F. principal > "There are too many glitches which we don't know about. Since we don't know about them, we can't mitigate them." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6597468) AH Andrew H. Overlord > "That not only it offers solutions to most my problems, it updates so rapidly that the areas I wish it had solutions for are often addressed within a year or two." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697229) WG Wenxi G. Tax Preparer > "There are glitches sometimes which makes it slow to open the app." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697242) ES Emily S. Director of Legal Solutions > "Tax dome has proven to be a responsive and efficient platform, with a customer service team that has been quick to address inquiries and issues." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6854388) RM Raul M. Accounting > "I’m not familiar with the customer service or other aspects, as I don’t work in that area." [See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7036657) [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) 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) 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) 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) 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) 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) 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) 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) 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) 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) DB David B. Owner > "Hard to find a support telephone phone #" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6425882) 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) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4230198) 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) ZJ Zanette J. Office Manager > "It’s just a lot to learn." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6171549) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) CA Christopher A. Manager > "Staff seems resistant to change........." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4224511) 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) 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) 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) MP Melinda P. Staff Accountant > "Lack of training." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4217436) 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) 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) 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) 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) 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) JP Janice P. Office Manager > "There is no true integration with Outlook." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815) 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) 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) 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) 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) 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) 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) JS Joshua S. Partner > "In my 25 years in this industry I have used many different products all claiming to save me time, money and be the best..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___5068107) 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) AN Alan N. Owner > "They seem to recognize that other clients may have the same issues and work to make changes and improve the product every..." [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) 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) DB David B. Owner > "Hard to find a support telephone phone #" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6425882) VA Vicki A. Staff Accountant > "It's full of tools that are going to streamline our tasks and make collaboration easier." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___5031743) 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..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4230198) [View Reviews](https://www.capterra.com/p/197013/Firm360/reviews/) ## User interface 4.72 (3,622) [Firm360](https://www.capterra.com/p/197013/Firm360/) 4.69 (159) ### Features TaxDome Top features 36/48 - Access Controls/Permissions - Accounting - ACH Payment Processing - Activity Dashboard - Adaptive Learning - AI Copilot - Alerts/Notifications - API - Approval Process Control - Audit Management - Automation - Autonomous Task Execution - Bank Reconciliation - Billing & Invoicing - Cash Management - Client Management - Client Portal - Cloud - Communication Management - Compliance Management - Configurable Workflow - Customizable Templates - Data Import/Export - Decision Making - Document Management - Document Storage - Document Templates - Due Date Tracking - Email Reminders - Employee Management - For Tax Practices - Generative AI - Messaging - Mobile Access - Natural Language Interaction - Payment - Proactive Assistance - 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 27/48 - Access Controls/Permissions - Accounting - ACH Payment Processing - Activity Dashboard - Adaptive Learning - AI Copilot - Alerts/Notifications - API - Approval Process Control - Audit Management - Automation - Autonomous Task Execution - Bank Reconciliation - Billing & Invoicing - Cash Management - Client Management - Client Portal - Cloud - Communication Management - Compliance Management - Configurable Workflow - Customizable Templates - Data Import/Export - Decision Making - Document Management - Document Storage - Document Templates - Due Date Tracking - Email Reminders - Employee Management - For Tax Practices - Generative AI - Messaging - Mobile Access - Natural Language Interaction - Payment - Proactive Assistance - 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 Management Software (2022)  Firm360 Best Value Time Tracking Software (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 ## Popular Comparisons [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,622)](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) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Clockify](https://www.capterra.com/p/169607/Clockify/)[4.76 (9,268)](https://www.capterra.com/p/169607/Clockify/reviews/) $49/month Price $4.99/month 4.5 Features 4.6 4.6 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/169607-197013/Clockify-vs-Firm360) [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,622)](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 comparison](https://www.capterra.com/compare/178110-186749/Tax1099-com-vs-TaxDome) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Jira](https://www.capterra.com/p/19319/JIRA/)[4.45 (15,489)](https://www.capterra.com/p/19319/JIRA/reviews/) $49/month Price $7.91/month 4.5 Features 4.4 4.6 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/19319-197013/JIRA-vs-Firm360) [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,622)](https://www.capterra.com/p/186749/TaxDome/reviews/) vs [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/)[4.55 (241)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/) $800/year Price $895/year 4.6 Features 4.5 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/179883-186749/my-TAXprep-office-vs-TaxDome) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Asana](https://www.capterra.com/p/184581/Asana-PM/)[4.49 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/) $49/month Price $10.99/month 4.5 Features 4.4 4.6 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/184581-197013/Asana-PM-vs-Firm360) [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,622)](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 $189/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) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Trello](https://www.capterra.com/p/211559/Trello/)[4.53 (23,619)](https://www.capterra.com/p/211559/Trello/reviews/) $49/month Price $5/month 4.5 Features 4.3 4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/197013-211559/Firm360-vs-Trello) [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,622)](https://www.capterra.com/p/186749/TaxDome/reviews/) vs [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[4.80 (270)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) $800/year Price $19/month 4.6 Features 4.6 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/186749-186837/TaxDome-vs-Financial-Cents) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) $49/month Price $9/month 4.5 Features 4.5 4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/147657-197013/monday-com-vs-Firm360) [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,622)](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) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,631)](https://www.capterra.com/p/158833/ClickUp/reviews/) $49/month Price $10/month 4.5 Features 4.6 4.6 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/158833-197013/ClickUp-vs-Firm360)