# TaxDome Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about TaxDome Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more.

Source: https://www.capterra.com/p/186749/TaxDome

---

# 

 TaxDome Software Review 2026: Features, Integrations, Pros & Cons

Last updated on April 10, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

TaxDome

## What is TaxDome?

All-in-one software for tax preparers, accountants and bookkeepers. Perfect for growing your business: stop paying a dozen tools and run your practice from a single, integrated hub. Automated workflows, user-friendly client portal, customizable CRM, unlimited and secure file storage, e-signatures, messaging & more at the price of one app.

## What is TaxDome used for?

[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Accounting](https://www.capterra.com/accounting-software/)

Top alternative

Featured

Overall rating

Based on 3,588 user reviews

Reviews sentiment

Positive

97%

Neutral

3%

Negative

1%

Pros & cons

Comprehensive accounting practice tools

Highly intuitive user experience

Restrictive payment and billing options

Time-consuming initial configuration

Starting price

$800

Per User, Per Year

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for TaxDome?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.taxdome.com&name=TaxDome)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### TaxDome

4.7 (3,588)

VS.

[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting Price

$800

Per User, Per Year

Starting Price

$22

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (3,588)

Ease Of Use

4.5 (285)

Value For Money

4.6 (2,997)

Value For Money

4.2 (261)

Customer Service

4.6 (2,895)

Customer Service

4.5 (267)

## TaxDome alternatives

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

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

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

Starting price

$159.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.6 (73)](https://www.capterra.com/p/10009476/Basil/reviews/)

Starting price

$30.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (13)](https://www.capterra.com/p/231115/TaxFlow/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

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

## Who uses TaxDome?

Based on Capterra reviews from the past year

Talk to a software expert

to get a free software list  
tailored to your business needs

## Pros and Cons

Comprehensive accounting practice tools

95% positive reviews out of 166

Most reviewers find accounting features simplify tax, bookkeeping, and client communication, streamlining firm workflows and administration.

Tyler N

Tax Manager, 2 - 10 employees.

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

Restrictive payment and billing options

44% negative reviews out of 240

Some users report payment processing lacks flexibility, with limited providers, annual billing, and inconvenient integration choices.

Dor S

Owner, 2 - 10 employees.

"I didn't like the billing as it is very limited with integration to other software. "

Highly intuitive user experience

94% positive reviews out of 108

Most reviewers indicate user interface is straightforward, making navigation and daily tasks easy for all users.

Time-consuming initial configuration

37% negative reviews out of 125

Some users say setup requires significant effort, with complex steps and a steep learning curve for new users.

Rob B

Owner, 2 - 10 employees.

"The only negative for me is the amount of time it takes to get it setup the way you want it. Once you do, it's smooth sailing from there."

Centralized business management platform

97% positive reviews out of 79

Most reviewers describe all-in-one solution as enabling efficient operations by consolidating essential business functions in one place.

Eric K

CEO, 2 - 10 employees.

"I like being able to keep so much of my information and operations in a single spot."

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Document Management

4.7 (1,106)

77.31% of 1106 reviewers that rated this feature as important or highly important

It helps you securely organize, share, and request documents with automation, e-signatures, and version tracking. Reviewers appreciate the streamlined collaboration and time-saving automation, though some say organization can be messy and moving files between folders or portals could be improved.

Client Portal

4.8 (1,099)

78.98% of 1099 reviewers that rated this feature as important or highly important

With this capability, you give clients a secure, centralized space to upload documents, sign forms, pay invoices, and communicate. Reviewers appreciate its user-friendly design, security, and time-saving convenience, though some mention clients want more file upload options and dashboard customization.

Workflow Management

4.5 (1,056)

75.38% of 1056 reviewers that rated this feature as important or highly important

You gain customizable pipelines, task automation, and progress tracking to keep projects on schedule. Some reviewers find it streamlines operations and prevents missed steps, but others say setup is complex and reporting or automation options could be more intuitive.

Client Management

4.7 (1,029)

74.54% of 1029 reviewers that rated this feature as important or highly important

This aspect centralizes client info, communications, and tasks, letting you track progress and automate reminders. Reviewers indicate it’s efficient for collaboration and tracking, though some mention confusion with grouping clients and wish for deeper integrations and more intuitive setup.

Document Storage

4.7 (545)

82.75% of 545 reviewers that rated this feature as important or highly important

TaxDome offers secure, unlimited cloud storage for client documents, making organization and retrieval simple. Users think it’s easy for clients to access files and appreciate folder templates, but some mention folder navigation can be clunky and wish for easier backup options.

Task Management

4.4 (872)

71.22% of 872 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

TaxDome 69 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Track outstanding invoices and the money owed from clients

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Create, manage, and send invoices or bills to customers

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

This aspect centralizes client info, communications, and tasks, letting you track progress and automate reminders. Reviewers indicate it’s efficient for collaboration and tracking, though some mention confusion with grouping clients and wish for deeper integrations and more intuitive setup.

With this capability, you give clients a secure, centralized space to upload documents, sign forms, pay invoices, and communicate. Reviewers appreciate its user-friendly design, security, and time-saving convenience, though some mention clients want more file upload options and dashboard customization.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Accept and process credit card transactions

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

It helps you securely organize, share, and request documents with automation, e-signatures, and version tracking. Reviewers appreciate the streamlined collaboration and time-saving automation, though some say organization can be messy and moving files between folders or portals could be improved.

TaxDome offers secure, unlimited cloud storage for client documents, making organization and retrieval simple. Users think it’s easy for clients to access files and appreciate folder templates, but some mention folder navigation can be clunky and wish for easier backup options.

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Electronically collect payments for goods or services

Manage, store and organize emails within the system or via third-party apps

Reminders sent via email

Track employee schedules, availability, and performance across projects and tasks

Software specialized for accountants and accounting firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Designed for tax practices

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creation, processing, verification, and execution of invoices till the payment is made

Communicate using messages within the system

Access software remotely via mobile devices

Manage and handle various international currencies

Accept and process online payment transactions

Accept, record, and reconcile financial transactions

Manage employee salary processes, data, taxes, and records administration efficiently

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Measure time to completion or hours worked for projects

Integrates with QuickBooks

Receive system updates as soon as any changes are made

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Calculation of consumption tax imposed on the sale of goods/services

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Set up connections to third-party platforms to improve business processes

Measure and track time including hours worked and paid time off (PTO)

Track the amount of time spent on a job or task

Alter the default workflow to meet your organization's needs

You gain customizable pipelines, task automation, and progress tracking to keep projects on schedule. Some reviewers find it streamlines operations and prevents missed steps, but others say setup is complex and reporting or automation options could be more intuitive.

Get Advice

We can help you find the software with the features you need.

Features

4.6 (3,588)

4.6

Based on 3,588 reviews

## Pricing

Value for money

4.6 (2997)

[View pricing plan details](https://www.capterra.com/p/186749/TaxDome/pricing/)

Essentials

$800.00

Per User,Per Year

It includes:

-   Unlimited CRM For Clients And Contacts
-   Award-Winning Web Portal And Mobile App For Clients
-   Unlimited Document Storage And E-Signatures At No Extra Cost
-   Ready-Made Automations For Tax, Bookkeeping, And Accounting Workflows
-   Secure Communication Via Integrated Email, SMS, And Secure Chat
-   Proposals And Payment Collection In One Place
-   Intake Forms For Client Onboarding
-   Unlimited Educational Resources Including Live Bootcamps, Webinars, And TaxDome Academy
-   Essential Email And Chat Support For Solo Practitioners (Average Response Time: 24 Hours)

Pro

$1,000

Per User,Per Year

It includes:

-   All Essentials Features
-   Direct Integrations With Client General Ledgers For Bookkeepers (120 Connections Included, No Per-Client Fees)
-   IRS Integration For Tax Preparers And Resolution Specialists To Download Transcripts
-   AI-Powered Reporting For Firm Performance Insights
-   Real-Time Team Chat And Collaboration Tools (60 Days Chat History)
-   Account Roles For Access And Permission Control
-   30-Day Activity Feed For Team And Client Actions Visibility
-   Custom Firm URL, Branded Emails, And Fully Managed Professional Website
-   Standard Support For Growing Firms (Average Response Time: 12 Hours)

Business

$1,200

Per User,Per Year

It includes:

-   All Pro Features
-   Client Care Support Team Assists Clients Directly
-   Bi-Annual Business Reviews For Firms With 5+ Seats
-   Free Custom-Branded Mobile App In First Year When Purchasing 25+ Seats
-   Unlimited Integrations With Client General Ledgers, No Per-Client Fees
-   Unlimited Team Chat History
-   365-Day Activity Feed
-   Client Import Assistance
-   Premium Support For Large Firms (Average Response Time: 6 Hours)

Value for money

4.6 (2,997)

4.6

Based on 2,997 reviews

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

OneDrive](https://www.capterra.com/p/161304/OneDrive/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)[

Calendly](https://www.capterra.com/p/148036/Calendly/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)

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

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

## Support, customer service and training options

Customer Service

4.6 (2895)

Support

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

Training

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

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (2,895)

4.6

Based on 2,895 reviews

## User reviews

Overall rating

4.7

Based on 3,588 reviews

Filter by rating

5(2718)

4(748)

3(102)

2(11)

1(9)

Mentioned topic

Sorted by most recent

Joaquin S.

Enrolled Agent - Accountant

Accounting

### "Highly recommend TaxDome!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

April 12, 2026

Overall the TaxDome experience has been great. The software is great to use but there is a learning curve. One definitely needs to invest time and resources to get it going properly to make the office more efficient.

Pros

I really like that it automizes a lot of our tasks and communication with our clients. It has made our office much more efficient. I also like that we can charge the client within TaxDome by connecting our Stripe account.

Cons

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. We have continuously been reaching to the TaxDome team about the issue. They keep telling us that the issue will be worked on. However, it still has not been fixed. It would be amazing if they functioned correctly.

Alternatives considered

[Canopy](https://www.capterra.com/p/163304/Know-Your-Company/)

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing TaxDome

I did my research and TaxDome hit all the question marks we had and points we needed to improve.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LY

Laurel Y.

CPA

Accounting

### "TD Overall Review"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

3/10

April 7, 2026

I'd give it a 3-4 stars. Once you get used to it, it isn't so bad. It's just so much to learn to do correctly.

Pros

I like how all encompassing TD is. It really has the capability to house the entire process all in one system. It includes the tax return process, client communication, billing, and more all in one place.

Cons

TD can also be clunky and not user friendly at times. There are too many clicks to do anything. The way it tracks time is also not my favorite.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Amit M.

Partner

Accounting

### "Helps with practice management"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 7, 2026

Clean UI and strong features overall, but slow drive performance and lag can impact efficiency and workflow consistency

Pros

The mobile app stands out for its clean, intuitive interface and overall user-friendly design. the mobile app delivers a polished mobile experience that effectively complements its desktop platform and enhances workflow efficiency for modern tax professionals.

Cons

The drive often feels slow during everyday use, particularly when opening, uploading, or syncing files.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BS

Brandi S.

Enrolled Agent

Accounting

### "A Powerful All-in-One Platform for Tax Professionals"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

April 7, 2026

Overall, my experience with TaxDome has been very positive. Once set up properly, it has improved efficiency, organization, and client communication. It feels like a platform designed specifically for tax professionals and accounting firms, and it continues to improve with updates and support resources. The value it provides outweighs the initial setup time.

Pros

TaxDome is an all-in-one platform that truly streamlines client management. I really appreciate having documents, signatures, payments, workflows, and client communication all in one place. The client portal is clean and professional, making it easy for clients to upload documents and sign forms securely. The automation and workflow tools save a significant amount of time and help keep tasks organized and on track.

Cons

The biggest downside is the learning curve, especially for new users. With so many features available, it can take time to fully understand how to set everything up correctly. Some customization options also feel limited unless you spend extra time adjusting workflows or templates.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KW

Kathleen W.

Bookkeeper

Accounting

### "Good - Would recommend as an option"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

April 7, 2026

Its a decent product. I use it on a weekly basis with the rest of my team all throughout the year. For bookkeeping clients as well as tax only clients.

Pros

I like that everything is all together and you can assign tasks to different people. Not a lot to say

Cons

The extra login code required. That its not necessarily easy to go from one screen to another and that I don't always get emails when clients respond.

Switched from

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

To have everything together. Recommended by my boss

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DS

David S.

Director of Process Development and Training

Accounting

### "Review from a Director of Process Development & Training"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 7, 2026

I am a retired insurance claims adjuster who has worked in and with several types of organize and tracking systems. I have never put one together before. Working with the people in our firm to document the process of working tax returns and working with TD support team has really been the most enjoyable part of my job. Now I feel very confident to create what we need. I still reach out to support when a new situation comes up that I need help with and they continue to go over the top to help.

Pros

The technical support staff really goes overboard to be helpful. In the system itself I have learned TD is very versatile. Creating organizers and pipelines have been challenging but as I have worked with other types of programs I find TD has an ease of use. I created the pipeline we use for taxes and find it is easy to manage the tax jobs with this system.

Cons

When creating organizers having to move questions up and down on the page is a little awkward. Trying to locate videos and articles is daunting. I first reach out to support with questions and for articles/videos to save time.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AL

Alex L.

Tax Preparer

Accounting

### "Efficiency, Clarity, and Control in One Platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 7, 2026

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. Templates, secure messaging, and document management all work together to keep clients moving and reduce bottlenecks. It’s efficient, reliable, and helps me deliver a cleaner, faster, more professional experience.

Pros

I like how TaxDome turns tax season into a streamlined system instead of chaos. The templates are a huge win—messages, organizers, and workflows all stay consistent and fast. Once set up, it’s easy to use and keeps tax management organized, secure, and moving without friction.

Cons

What I liked least was the setup phase. TaxDome is powerful, but dialing in templates, automations, and settings took real time before the system hit its full stride.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CR

Cathy R.

Receptionist

Investment Management

### "Could Be Better"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

5/10

April 7, 2026

While this program seems to have a lot of potential, I feel it has many drawbacks as far as being expedient and easy to use. There is no easy way to get into or to view a client's documents. You have to go through way too many steps to get to where you're trying be. Did you know it takes 14-16 mouse clicks just to run a credit card from start to finish? And you can't pay multiple invoices at one time (some clients pick up and pay for 4 or 5 or more family members tax documents at one time and each is invoiced separately, so the client has to wait while each one is run individually). This is extremely cumbersome especially at tax time! I think, with a few tweaks, this could be a much faster and more efficient program.

Pros

I like the fact that clients can easily register to use the site. It has a lot of features, but that being said, there are many features we will never utilize.

Cons

I find the program to be cumbersome and slow. There are too many steps required to get to documents or to pay a client's invoice.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AT

AUDREY T.

Practice Manager

Accounting

### "Great Software"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 7, 2026

We’ve had a very positive experience with TaxDome. Overall, it has made our tax season run much more smoothly and has helped streamline our workflow, client communication, and document management. The setup process is definitely time-consuming and can feel a bit overwhelming at first. However, the TaxDome support team was consistently friendly, responsive, and helpful throughout the process, which made a big difference. Once everything was up and running, the system became a great asset to our firm. I would absolutely recommend TaxDome to other firms—just be sure to give yourself plenty of time to set it up properly and learn the platform before your busy season begins.

Pros

Streamlines tax season and makes the overall workflow smoother, Improves organization of documents and client information, client and staff communication through one centralized platform, helps keep processes consistent and efficient, Strong support team, helps keep the firm more organized during busy season

Cons

Setup process is time-consuming and can feel overwhelming, steep learning curve, especially at the beginning, requires significant upfront time investment before seeing benefits, takes trial and error to learn, limited reporting

Switched from

[CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/)

Practice CS felt outdated and less efficient for a modern, digital workflow with limited client portal functionality and poor client experience compared to newer tools

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RV

Robyn V.

Accountant

Accounting

### "TD feedback"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

April 7, 2026

We use it all day. When it goes down, we are dead in the water. TD is used for all clients who seem to have no problems using it.

Pros

I am a user and not the owner so many things don't apply to me. I would however like to speak of what I would like to see. Secured documents and storage capacity is great!!!

Cons

1) Would like an easier time of dropping/dragging pdfs to/from TD. 2) We do have some speed issues where the app seems to be taking a long time to catch up.

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