# Page 13 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 13 - Is TaxDome the right Tax Practice Management solution for you? Explore 3578 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186749/TaxDome/reviews --- TaxDome 4.7 (3578) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 13 - Reviews of TaxDome ## Showing most helpful reviews Showing 301-325 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JS Jake S. Owner Accounting Used the software for: 1-2 years ### "Taxdome is a must for small CPA practices" February 19, 2025 5.0 Pros Taxdome has been a game changer for me as a solo CPA practice and someone who has multiple other responsibilities. I've barely even scratched the surface of all the features here, but all the client management and document management has been massive for me. Cons I would like to see more integration features with Drake Tax and potentially some document reading and data input into Drake automatically. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Use of an organizer and better client management Review Source RS Rosemary S. CEO Accounting Used the software for: 1-2 years ### "Best Tax Management Software!" December 5, 2024 5.0 Great! I love using it to coordinate across multiple team members and manage workflows, emails, and KBA signatures, does everything from start to finish and has really helped in our communications with clients. Pros I love the automated workflows, automatically sending updates and reminders to clients, and the responsive client questionnaires! Cons None really, it's just very robust and can be a lot to learn Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing TaxDome Drake's internal portal feature seemed less versatile, had fewer features, and in case of switching to other tax software could have been a problem Switched from [Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/) The do not have most of the features TaxDome has, no responsive surveys and surveys where very glitchy and difficult to create Review Source Response from TaxDome December 28, 2024 Thank you for sharing your fantastic feedback! We're delighted to hear that TaxDome has been a game-changer for managing your team workflows, client communications, and end-to-end processes. It’s great to know that automated workflows and responsive client questionnaires have streamlined your operations and improved client interactions! Be sure to check out our TaxDome Academy, webinars, and other training resources to get the most out of the platform: (https://help.taxdome.com/category/554-taxdome-academy). Thank you for choosing TaxDome to support your growing practice. We’re thrilled to be part of your journey and always here to help! 😊 SC SHEILA C. Owner Accounting Used the software for: 1-2 years ### "Great if you A LOT of time to set it up" February 19, 2025 4.0 Feel like it was a bait and switch. Sales people hype this white glove onboarding. I saw none of that and have had to spend countless hours and thousands of dollars to make the program work for my small practice. AND it still isn't completely right....work in progress for almost 2 years now. Pros Multifaceted ability to manage client data and workflows. The features almost outweigh the frustration. Product is great if you are tech savvy! Cons Lack of real time customer support. Troubleshooting can be extremely difficult. Inability to talk to a person and needing to go back and forth with tech support via email is an inefficient methodology. Complexity of the program makes it very difficult to set up without an IT dept or paid consults. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Thought the onboarding and support was going to be better for the cost Review Source TV Tiffany V. Certified public accountant Accounting Used the software for: 2+ years ### "Highly recommend " February 6, 2025 5.0 It has been a great experience. Like I said, I’ve been a user over three years and the ease, automation, and user friendliness for my client has been top-notch. Pros I’ve been a user over three years and I highly recommend this platform. The organization, automation, and ease for my clients to use an upload documents has been amazing. Cons I would say, if there’s an opportunity to have more affordable plans, given the fact that I am a one user client, that would be great. Review Source Response from TaxDome February 14, 2025 Thank you for your review and for being a loyal TaxDome user for over three years! We're so happy to hear that the automation, organization, and ease of use have been top-notch for both you and your clients. Helping firms streamline their workflows while making things simple for clients is exactly what we aim for! We understand that every firm has different needs, and we’re always evaluating ways to provide the best value. I’ll be sharing your input with our team for consideration. If you ever have any questions or suggestions, feel free to reach out at success@taxdome.com. Thanks for being part of the TaxDome community! Carmine Beatrice L. Virtual Assistant Accounting Used the software for: 1-2 years ### "Reliable Taxdome " January 7, 2025 5.0 I've always had a reliable experience with TaxDome. I appreciate that it offers workshops and keeps up with timely updates. The platform is safe and secure for clients, and it's easy to navigate. I also like the user-friendly interface, which is not intimidating. TaxDome fosters efficient client relationships by promoting seamless communication Pros Secure, reliable, user friendly for both tax preparer, admin and client Cons I suggest to put AI in chats to check grammar, spelling and make overall communication efficient Review Source Response from TaxDome January 15, 2025 Thank you for your thoughtful review! It’s wonderful to hear that you’ve found TaxDome to be reliable, secure, and user-friendly for both your team and your clients. We’re thrilled to know that features like seamless communication and timely updates are helping foster efficient client relationships. Your suggestion to incorporate AI in chats to improve grammar and spelling is fantastic! I’ve shared this feedback with our product team, as we’re always looking for ways to enhance the user experience. If you’d like to share more details or have additional ideas, feel free to reach out to us at success@taxdome.com. We’re always here to listen and support you! LS Latonda S. Managing Director Accounting Used the software for: 2+ years ### "Game-Changer for Streamlining My Tax and Bookkeeping Business" November 21, 2024 5.0 TaxDome has completely transformed the way I manage my tax and bookkeeping business. From the moment I started using it, I noticed an immediate improvement in my workflow, organization, and client communication. The platform is a powerhouse for automation, allowing me to streamline everything from client onboarding to document collection and e-signatures. What sets TaxDome apart is its intuitive design and all-in-one functionality. I can manage my entire practice from one dashboard—no need to juggle multiple tools anymore! The client portal is user-friendly and professional, making my clients feel confident and engaged in the process. The support team deserves special recognition for their responsiveness and expertise. Anytime I’ve had a question, they’ve gone above and beyond to ensure I had the resources I needed. As a growing business owner, TaxDome has been a game-changer. It saves me hours each week and gives me the confidence to scale my business without the chaos. I highly recommend it to any tax or accounting professional looking to simplify their operations and elevate their client experience. Pros The most impressive feature of TaxDome is its ability to centralize all aspects of my practice in one platform. The seamless integration of client portals, automated workflows, and e-signature capabilities saves me hours of administrative work every week. I also love how intuitive and user-friendly it is for both my team and clients, which makes collaboration effortless. The level of automation it provides has truly elevated my efficiency and client experience. Cons While TaxDome is incredibly powerful, the initial setup and learning curve can be a bit overwhelming. Configuring workflows and fully understanding all the features takes some time and effort. However, once everything is set up, the system runs smoothly and is well worth the investment. Alternatives considered [Hubdoc](https://www.capterra.com/p/165724/Hubdoc/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Each offered similar features, but TaxDome stood out for its all-in-one platform, affordability, and ease of use for streamlining client communication and document management. Review Source Response from TaxDome December 6, 2024 Thank you so much for sharing your amazing feedback! We're thrilled to hear that TaxDome has been a game-changer for your tax and bookkeeping business. It’s fantastic to know that our platform has helped improve your workflow, organization, and client communication while saving you hours each week. We're especially glad to hear how much you value the all-in-one functionality and intuitive design—providing seamless automation and enhancing your client experience is exactly what we strive for! We also deeply appreciate your shout-out to our support team! It’s wonderful to know they’ve been able to provide the resources and assistance you needed to succeed. If you have any additional ideas or feedback, we’d love to hear them! Please feel free to reach out at success@taxdome.com. Your insights help us ensure TaxDome continues to grow with you and your business. 😊 SA Shawna A. Office Manager Accounting Used the software for: 6-12 months ### "Very Pleased" February 19, 2025 4.0 Tax Dome has been an excellent change to our Tax and bookkeeping office. We tried many other platforms and in each platform there was always something that we still needed that another platform had and we were paying for several different platforms at once. Tax Dome has provided everything we need with one platform subscription. Pros Tax Dome essentially has everything you need in one platform for bookkeeping and tax businesses. It is user friendly, and you can do so many things with Tax Dome. Cons There are some time out issues and you have to refresh the application. Switched from [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)[Basil](https://www.capterra.com/p/10009476/Basil/) The platform was always glitching and we couldn't track our time clock accurately. Review Source DH Delisa H. CEO Accounting Used the software for: 2+ years ### "Almost perfect" November 30, 2024 4.0 Overall I'm satisfied with the product. The support, innovation, automations and tutorials help my be more productive and spend less time working that I am able to give back to my family. Pros The innovation of the system is absolutely phenomenal. I also appreciate the online support and chat options to work out issues in real time. LOVE the video tutorials as I a visual learners; make it super easy to understand. Cons Making system changes during peak tax season was definitely not a good idea. Making changing during the season to workflows can change the process someone has in place, especially with automations. Strongly suggest holding off on those until May timeframe. Switched from [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) taxdome streamlines my process and allows for virtual office Review Source Response from TaxDome December 11, 2024 Thank you for sharing your experience with TaxDome! We're thrilled to hear how our innovation, automations, and tutorials have helped you boost productivity and free up more time for your family—there’s nothing more important than that. It’s wonderful to know you’re enjoying the video tutorials and real-time support; we’re here to make sure your experience remains smooth and stress-free. We value your feedback, and I’ll make sure to pass it along to our team. If you’d like to share more details or need any assistance, feel free to reach out to us at success@taxdome.com. Thank you for being a part of the TaxDome community—we’re here to support you every step of the way! 🚀 NM Nelson M. Tax preparer Accounting Used the software for: 2+ years ### "Business owner review" November 25, 2024 4.0 Taxdome is a great tool for automation and flow and for tracking clients in the workflow. It provides a lot of features that don't relate to my business so I don't find full use of the product for the price. Pros I like the features and customization that tax dome offers. I also like the website builder and custom url feature. Cons I don't like that the automated messages that tax dome sends. There is not much flexibility in the automated emails that are sent to clients. This really should allow for html. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing TaxDome I liked the website builder integration. Review Source Response from TaxDome December 6, 2024 Thank you for your thoughtful review! We're so glad to hear that you're enjoying TaxDome’s automation, workflow tracking, and customization features, as well as the website builder and custom URL options. It’s great to know these tools are helping your business. We’d love to hear more details about your experience and suggestions for automated messages—please feel free to reach out to us at success@taxdome.com. Your insights help us improve, and we’re excited to keep making TaxDome even better for you! AL Andrea L. President, Accountant Accounting Used the software for: 2+ years ### "Convenient but costly." December 5, 2024 5.0 My experience has been very positive so far other than the significant price increase. Pros The ability to offer clients a secure option to transmit confidential information. Cons How / where to download documents can be confusing for clients. The cost increase was staggering, especially since I only use limited options. Review Source Response from TaxDome December 31, 2024 Thank you for sharing your thoughts and experience with TaxDome! We're so glad to hear that the platform provides a secure and convenient way to manage confidential information for your clients. It's wonderful to know that it's been a positive part of your business. We’re constantly adding value to our features to ensure that every user gets the most out of TaxDome, regardless of how many tools they use. If your clients ever need help navigating the platform, feel free to reach out—we're happy to assist and ensure they have a seamless experience. As always, if you have additional feedback or suggestions, we’d love to hear from you at success@taxdome.com. 🚀 WO William O. Owner Accounting Used the software for: 1-2 years ### "More than a portal, a practice management system" January 30, 2025 5.0 Love it, it has helped me improve my practice's operations and communications with clients! Pros Constant improvements, knowledgeable support, clients find it easy to use, and there is great functionality. Cons Inability to mass edit/remove unsigned proposals from the portal. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) It was costly had no project management capability at the time. Review Source Response from TaxDome February 3, 2025 Thank you for sharing your experience with TaxDome! We're thrilled to hear how it has helped improve your practice’s operations and client communications. It’s great to know that both you and your clients find it easy to use and that our continuous improvements and support have made a positive impact. I’ve shared your feedback regarding the mass edit/remove functionality for unsigned proposals with our product team. We truly value insights like yours as they help us enhance the platform. If you’d like to share more details or suggestions, feel free to reach out at success@taxdome.com—we’d love to hear from you! BO Brandi O. Admin, Office Manager, Bookkeeper Accounting Used the software for: 1-2 years ### "Great system with so many versatile features" February 7, 2025 5.0 It's been great! From day one to about a year and a half later, everything has been going smoothly. Pros Everything! Super user-friendly with so many diverse features and always new ones and improvements being added all the time! Cons Still waiting on "Packages" in billing to clients to be released after waiting over a year or so. Review Source Response from TaxDome March 11, 2025 Thank you for your wonderful review! We’re so glad to hear that TaxDome has been a smooth experience for you from day one and that you’re enjoying its versatility and continuous improvements. It’s great to know that the platform has been user-friendly and valuable to your firm! We appreciate your patience regarding the Packages feature in billing. Be sure to check out our feature roadmap (https://feedback.taxdome.com/roadmap) for updates on its progress. If you ever have more suggestions or need assistance, feel free to reach out to us at success@taxdome.com! jB janaya B. Accountant Accounting Used the software for: 2+ years ### "love tax dome" February 14, 2025 5.0 Pros I love how all of my clients' files/docs are in one secure place. clients can upload, review, sign docs and pay their invoices. This CRM offers so many tools to keep us organize and secure while offering convivence to our clients Cons pricing has increased over the years, but the efficiency is worth it. Review Source OW Olivia W. Founder, CEO Accounting Used the software for: 1-2 years ### "Great software" January 30, 2025 5.0 Overall I've had a great experience with TaxDome. The initial learning curve was tough and took me hoursssss to set up my pipeline, organizers, chat templates, etc lol BUT it was completely worth it! I can easily make updates and I save so much time on back and forth with clients due to the automations. Pros How it allows me to stay organized and efficient with workflows. Cons It can have bugs at times that are frustrating and take a bit longer than I prefer to resolve. But any issue I've had always gets resolved. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome beter affordability (at the time), needs, better overall product and Review Source Response from TaxDome February 3, 2025 Thank you for sharing your experience with TaxDome! 🚀 We're thrilled to hear how it's helped you stay organized and efficient with your workflows. It’s great to know that the time you invested in setting up has paid off with time-saving automations! I’ve shared your feedback with our product team to help us improve. If you ever experience issues again or want to share more details, please don’t hesitate to reach out to us at success@taxdome.com—we’re always here to help CD Christina D. Office Manager Accounting Used the software for: 6-12 months ### "Why didn't we get Taxdome sooner?" February 11, 2025 5.0 We had been looking at TaxDome for a few years but kept pushing it off since we had another program that did just secure document storage and ... we didn't want to upset our clients with moving to another program after they got used to the one we had. So after a lot of back and forth with the sales team at TaxDome, we decided to just go with it. In the beginning, it was very overwhelming. The pipeline can look very daunting but with a little help, it gets easier to figure out. eventually, you will wonder what you did without it. We use it every day during the tax season. Pros The program is very user-friendly. Everything is in one place from client information to notes to documents. The cellphone app makes the process even easier for our clients. Cons When tagging a client in tasks, the system does not tag the client's account. This makes it difficult to tag a client in a task and then go to the pipeline and tag them again. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) TaxDome has everything in one place. No more searching through different programs to find things. Review Source CZ Chloe Z. CPA Accounting Used the software for: 1-2 years ### "Tax Dome is a Game Changer" February 6, 2025 5.0 Fantastic - I love it. It simplifies so much for my business and makes the whole process of engaging with a client, providing tax organizers, e-signing returns, and client invoicing so streamlined. Pros My clients think the process of completing their questionnaire and e-signing and paying invoices is very easy. Cons Sometimes it's not intuitive to figure out how to do things in the software. But, the support is excellent and there are a lot of helpful articles on the internet as well. Review Source Response from TaxDome February 14, 2025 Thank you for your fantastic review! We’re so happy that TaxDome has been a game-changer for your business and has streamlined everything from client engagement to invoicing. Making things easier for both firms and clients is precisely what we strive for! It’s great to know that your clients find the process smooth and easy—that’s a huge win! We’re always working to enhance usability, and in the meantime, we’re glad you’ve found our support team and resources helpful. If you ever need guidance, feel free to check out TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy) or reach out to us at success@taxdome.com—we’re here to help! Thanks for being a part of the TaxDome community! VU Valerie U. Enrolled Agent - Owner Accounting Used the software for: 2+ years ### "TaxDome helped me to organize " November 20, 2024 5.0 It has really helped organize my clients. Pros I like how everything is available to the client in the portal. Also, the pipelines are great, it is very customizable! Cons Little bit of a learning curve, but that is the same with any software. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) Reason for choosing TaxDome Because it was made specifically for tax practices, and seemed a little bit more developed than the alternatives. Also, the price was right. Review Source Response from TaxDome December 6, 2024 Thank you for your review and for sharing how TaxDome has helped you organize your clients! We're so glad the client portal and customizable pipelines have been valuable tools for you. It's wonderful that TaxDome’s focus on tax practices aligns well with your needs and provides the features you were looking for at the right price. 😊 We also offer various resources to help you make the most of TaxDome, including webinars, tutorials, and our TaxDome Academy. You can explore them here (https://help.taxdome.com/category/554-taxdome-academy). If you ever have questions or need assistance, email us at success@taxdome.com. Thanks again for your feedback; we’re excited to continue supporting your practice! AI Attiyya I. Tax Preparer Accounting Used the software for: 2+ years ### "TaxDome Review" November 20, 2024 5.0 Great experience overall and saves me a lot of time. Pros The pipeline and the ability to connect clients forms to it. Cons I would like to change the email message that goes to clients to say "I" and not "We." Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) I needed a product geared toward tax professionals. Review Source Response from TaxDome December 6, 2024 Thank you for your review! We're thrilled to hear that TaxDome has been a time-saver for you and that you’re enjoying features like the pipelines and the ability to connect client forms seamlessly. These tools are designed to make your workflow as efficient and organized as possible, and it’s great to know they’re making a difference for your business. I’ve shared your feedback about customizing email messages with our Product Team. We always appreciate insights like yours as they help us improve and tailor the platform to better meet your needs. Thank you for choosing TaxDome, and we look forward to continuing to support your success! 😊 LB Leanne B. Owner Accounting Used the software for: 1-2 years ### "It ticked all my boxes and reduced my app stack" February 7, 2025 5.0 I very happy with TaxDome! It's great to have a secure portal I know I can trust, along with so many other features Pros One stop shopping, so to speak! It has so many great modules, I was able to get rid of a bunch of different apps Cons I wish they had a version customized for Canadians, as there are a lot of differences in various regulations and terms (ie SIN vs SSN) Review Source Response from TaxDome March 11, 2025 Thank you for your review! We're so glad to hear that TaxDome has helped streamline your workflow and reduce the number of apps you need—having everything in one secure and reliable platform is exactly what we aim for! We appreciate your feedback on Canada-specific regulations and want you to know that this is on our radar. Our team is constantly working to enhance the platform to better serve all users, and we truly value your insights. If you have any specific suggestions on how we can further improve TaxDome for Canadian firms, we’d love to hear from you! Feel free to reach out at success@taxdome.com. Thanks for being a part of the TaxDome community—we appreciate your support! RL Regina L. CPA Financial Services Used the software for: 2+ years ### "Best Tax Prep Management tool ever!" December 9, 2024 5.0 Makes my job easier - much less time is spent following up with clients. Documents get signed faster. Pros How responsive they are to suggestions and bugs Cons nothing! We have had a wonderful experience with TD. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) More suitable for my practice - easier for clients Review Source Response from TaxDome January 2, 2025 Thank you for your amazing review! We’re thrilled to hear how much TaxDome has streamlined your client interactions and made document management faster and easier. It’s wonderful that you’ve found our responsiveness to feedback and bug fixes helpful—your experience matters to us! We’re so glad you made the switch to TaxDome and found it a better fit for your practice. If you ever have additional suggestions or need support, don’t hesitate to reach out to us at success@taxdome.com. We’re always here to ensure your experience remains top-notch! 🚀 DW Dustin W. Tax Manager Accounting Used the software for: 1-2 years ### "Quite Satisfied and Would Recommend" December 6, 2024 5.0 It took a bit of learning, but just like most things that once you get going it all starts to become easier to use. Pros I love how much customization is possible. Cons I'm totally comparing TaxDome with another software we use in another department, but we also use another similar software subscription, and they have a lot of dedication to user suggestions. It would be great to see TaxDome to be engaged like that. Review Source Response from TaxDome January 2, 2025 Thank you for sharing your experience! We’re thrilled to hear that you appreciate the customization options TaxDome offers—it’s wonderful to know it’s adding value to your practice as you’ve become more familiar with the platform. We also want you to know that user feedback is at the heart of what we do. We’re continuously engaged with our community to improve and enhance TaxDome based on your input. If you’d like to share more ideas, feel free to submit them to our Idea suggestion board (https://help.taxdome.com/article/203-how-to-suggest-an-idea). You can also verify the status of future releases by checking out our roadmap (https://feedback.taxdome.com/roadmap). Your voice matters to us, and we’re always looking for ways to better serve you! Thanks again for recommending TaxDome! 😊 KS Kenya S. CEO Accounting Used the software for: 2+ years ### "Onboarding clients is a breeze." December 5, 2024 5.0 I use TaxDome for everything in my firm - onboarding, offboarding, tracking leads, and even my administrative tasks. I loke that it's tool that can be implemented for more than just tax work. Pros I love how much time it saves me. Once I implemented my workflows I was surprised at how fast i was completing my client onboarding. It took a while for me to get used to feeling like I was forgetting to do something because it literally took me only a couple minutes. Cons It can take a while to set up your templates. And if you want to use the ones that other people have shared in the library they are not organized in an intuitive way so it's kind of hard to search for them. Review Source Response from TaxDome December 28, 2024 Thank you for sharing your experience with TaxDome! It’s fantastic to hear how it’s become such an integral tool for your firm, helping with everything from onboarding to administrative tasks. Saving time and streamlining workflows is what it’s all about, and we’re thrilled to know it’s making such a positive impact on your client onboarding process! Your feedback is incredibly valuable, and I’ve shared it with our team. If you’d like to discuss this further or need help setting up your templates, feel free to reach out to us at success@taxdome.com—we’re here to help! For updates on feature improvements and upcoming changes, don’t forget to check our roadmap (https://feedback.taxdome.com/roadmap). We’re excited to continue supporting you and your firm’s success—thank you for being part of the TaxDome community! 😊 AM Ashley M. Owner, CEO Accounting Used the software for: 1-2 years ### "Happy Customer" May 15, 2025 4.0 Overall, it was positive—efficient client management once fully set up, but onboarding took some time. Pros The all-in-one platform made managing client documents and communication seamless. It syncs well with my other platforms. Cons The learning curve was a bit steep, especially for customization features. The support I received initially was great, but now it takes forever to get help. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Price and other accountants recommended it. Review Source MB Mary B. President and CEO Accounting Used the software for: 1-2 years ### "Equitable Accounting Solutions" February 6, 2025 5.0 Our overall experience was good, will continue to use it in the future. Pros We liked its intuitive client portal, which simplifies document sharing and e-signatures, enhancing efficiency. The ability to send and schedule group texts to clients through the app and to group them using hashtags is really nice as well. Cons It's costly and sometimes it takes awhile for team members to grasp certain features. Review Source Response from TaxDome February 18, 2025 Thank you for your review! We're so glad to hear that you’re enjoying TaxDome’s intuitive client portal, document sharing, e-signatures, and group texting features. Making client communication and workflow management more efficient is exactly what we aim for! If your team ever needs help getting up to speed, we offer resources like TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, Bootcamp training sessions, and our Help Center to make the process smoother. And of course, if you have any specific concerns or need support, feel free to reach out at success@taxdome.com—we’re happy to help! Thanks for choosing TaxDome—we look forward to continuing to support your firm! AM ANGEL M. TAX PRACTITIONER Financial Services Used the software for: 1-2 years ### "THIS THE TRUTH" February 19, 2025 3.0 I FEEL LIKE I ONLY USE 5% OF THE FEATURES DUE TO NO LIVE ASSISTANCE Pros CLIENT & OFFICE DOC UPLOAD. SUPPOSED TO BE SECURED. Cons NO GOOD SUPPORT AND HARD TO NAVIGATE AND CREATE PIPELINES Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome PORTAL ACCESS AND IT WAS THE FIRST ONE I SAW Review Source Response from TaxDome March 17, 2025 Thank you for sharing your honest feedback. We hear you, and we’re sorry that navigating the platform and setting up pipelines has been challenging. We understand how important live assistance is when learning a new system, and we don’t want you to feel like you’re only using a small portion of what TaxDome has to offer. We offer a variety of resources, including help articles, webinars, and video tutorials to make learning TaxDome easier at your own pace (https://help.taxdome.com/category/554-taxdome-academy). Our Customer Care team is here to help you get the most out of TaxDome—whether it’s guiding you through pipelines, answering questions, or helping with setup. Please don’t hesitate to reach out at success@taxdome.com, and we’ll be happy to assist! Talk to a Capterra advisor for free and get results within 15 minutes.