# Page 32 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 32 - Is TaxDome the right Tax Practice Management solution for you? Explore 3593 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 (3593) [View alternatives](https://www.capterra.com/p/186749/TaxDome/alternatives/) 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 April 10th, 2026 # Page 32 - Reviews of TaxDome ## Showing most helpful reviews Showing 776-800 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use GA Gili A. Manager Accounting Used the software for: I used a free trial ### "Innovative and very responsive tool" August 3, 2021 4.0 I love the concept, I love the delivery. I am crazy about your costumer service. The best I have ever experienced. I really want this to work for me and if it is, I will be sending your ways many of my colleagues that are waiting to hear back from me about it. The cost of adding new users is also too high. I wish there was a consideration of a lower fee for secretary users or other temporary users. Pros I like the most the condition that you can put on opening a file with payment first. The software is very well organized and keeps things clean and reachable. it does all that I need from a document management software and has so many extras that I love and didn't even know about such as client classification, share of documents, sending requests for signatures etc. Cons It's not as fast to respond when I make a choice. I which they used a faster server. The Upload of clients from a previous software is not that easy. When I print a tax return from the tax software, I would love it if I could pick a default folder to drop it in. The Windows implementation is not there yet. I am using a server that hosts my tax software and that server is refusing to allow TD to download there. This might be a deal breaker in the future. I wish I could use Quickbooks as a merchant in the SW but it's only allowing for CPACharge and Stripe. Reason for choosing TaxDome It had more of the features that I was looking for such as the conditional billing Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) DMS was very old and not progressive. It was for multipule users for no additional fee and it was very stable but lacked the necessary advances that TD has. Review Source Response from TaxDome August 11, 2021 Hi Gili! Thanks for your feedback! Kindly reach out to our customer success team for further assistance. Support is free and unlimited. MR Mark R. Owner Accounting Used the software for: Less than 6 months ### "A great all-in one product" October 3, 2021 5.0 It's been a little bit overwhelming setting everything up just because it's a lot of features and workflows that need to be tested. But take your time and figure out what you need and how it works. It'll start to make sense. Pros We built out many programs that did everything we needed (CRM, billing, signatures, client portal, etc). When we added up the cost of all these programs, TaxDome was less expensive. Switching was easy. Cons There should be more shortcodes for emails and contracts. I'd also like to see what it looks like prior to it being sent to the client. There also needs to be more integrations with payment processors. (Although we use CPA Charge anyway). Alternatives considered [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/)[Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/) Reason for choosing TaxDome TaxDome is an all-in-one software that does everything the alternatives do. I imagine a firm could eventually outgrow TaxDome as a complete solution, but we'll deal with that when it comes. Review Source Response from TaxDome October 6, 2021 Thank you for that nice feedback, Mark! We appreciate it. Please be informed that more shotcodes in Email and Contract request has been submitted and currently in review. Feel free to reach out to us if you need assistance. Our Support is free and unlimited. CY Chris Y. Chief Business Officer Accounting Used the software for: Less than 6 months ### "Canadian accounting firm review" July 6, 2023 5.0 Pros Has just the features we needed. Their interface is not overly cluttered like other programs, which can overwhelm new users. TaxDome is straight forward and there is more than enough online videos to walk you through how to use the program. Cons Pricing is not low, but also not out of the norm for practice management software. The requirement to pay one-year up front for the first license is a bit annoying as it makes you feel like you need to be all in, right away. Not saying this is a bad thing, but if you are on a tighter budget, you may want to look at lower cost software to piece together for your practice management needs. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Karbon](https://www.capterra.com/p/156181/Karbon/)[Firm360](https://www.capterra.com/p/197013/Firm360/) Reason for choosing TaxDome The layout and features were easier to digest than Karbon. Financial Cents were missing some integration components and document management features. Review Source Response from TaxDome July 18, 2023 Hello Chris, Thank you for your review. It is valuable to us! We are happy that you like our software, one of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. We want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day! JC Juliette C. VP/Operations Accounting Used the software for: Less than 6 months ### "Tax Dome for our Advisory and Tax Firm" June 26, 2023 5.0 Our overall experience is great. The support team is especially helpful in training us and helping us to set up our pipelines, workflows, organizers, etc. Pros The workflow and pipelines features are going to help us to be much more efficient. We are excited to automate so many of the processes we were accomplishing manually. We also love the client portal: everything the client needs to be aware of is on the portal's homepage for them to see right away. Cons TaxDome is complex, so there is a bit of a learning curve. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[TaxCaddy](https://www.capterra.com/p/197189/TaxCaddy/) Reason for choosing TaxDome Came highly recommended by fellow tax and advisory practitioners, the support is truly great and the TaxDome features and funtionality are very good and work with our way of working. Switched from [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)[Teamwork CRM](https://www.capterra.com/p/195320/Teamwork-CRM/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) We had been using several different products to perform Practice Management. TaxDome combines features from each in one system. Review Source Response from TaxDome August 9, 2023 Hi Juliette! We're thrilled to hear that you're excited about the workflow and pipelines features that TaxDome offers. It's wonderful to know that these tools are poised to enhance your efficiency by automating processes that were previously manual. Additionally, we're glad that you're finding value in the client portal, where important information is readily accessible for your clients. We understand that TaxDome's comprehensive nature can present a learning curve due to its complexity. We appreciate your honesty in highlighting this aspect. Learning a new platform can indeed take some time, but we want to reassure you that we're here to support you every step of the way. Our support team is available to provide assistance via chat and email, and we're also happy to arrange screen-sharing sessions to guide you through any challenges you encounter. We've curated an extensive collection of articles and tutorials in our knowledge database to aid in your understanding of the platform. Please don't hesitate to reach out if you need any assistance o guidance. We're happy to help! Have a wonderful day! BB Braddock B. Owner Financial Services Used the software for: Less than 6 months ### "Great Value for all the Features" December 30, 2021 5.0 TaxDome is still new, but so far the experience has been excellent. We have our first client jobs in the pipelines and we're very happy so far. The workflow setup is a work in progress to be refined and improved as we go along. We found the TaxDome online documentation and videos to be very helpful. Pros We wanted a core platform for virtual tax preparation. The shortest technology stack the better. Our main tax preparation software is great at tax preparation, but were looking for something that could do all the rest. We did trials of a few names, but TaxDome stood out from the beginning. We liked the flexibility and customization available throughout TaxDome, particularly in the templates for almost every customer touch point. We liked the free eSignatures and the reasonably priced KBA. We liked the integrated payments and the ability to link invoices and documents approvals to workflow automation. We liked the ability to create a client self-onboarding environment. We liked the ability to customize a fairly sophisticated initial information intake (ie online tax organizer) through the conditional question building tools provided. Overall, what we liked the most is the value for what you get with TaxDome. Cons There is a learning curve around the automation functions, and getting used to the TaxDome nomenclature around jobs, piplines, and tasks. Setting up your workflow can be time-consuming, especially if you're a perfectionist with your templates, etc. We wish some of the system generated messages were templated/configurable. There is some awkward writing/verbiage here and there within the program. We wish there was a configurable default template for client notification preferences. We didn't like the non-customizable invoice or that there's nothing really to print or save PDF for a client. It's more a payment prompt than an invoice. We like the ability to move/drag/save files outside of TaxDome (ex: from the file structure of our main tax preparation software) into TaxDome, but we wish there was an auto-sync like other local drive to cloud drive services. Alternatives considered [Canopy Enterprise Solution](https://www.capterra.com/p/2285/Canopy-Enterprise-Solution/)[Onboardible](https://www.capterra.com/p/217126/Onboardible/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Value, customization, automation, mobile-friendly development Review Source Response from TaxDome April 4, 2022 Thank you for your detailed feedback, Braddock. We highly appreciate it. The setup can be time-consuming, but to assist you the best we can, and make the learning process faster and smoother, we offer onboarding sessions with screen-sharing and live support via chat and email. As for the modification of the system-generated messages, there already are requests for this on our Feature Request Board. Please feel free to upvote. The opinions of our subscribers are most valuable, and we are trying to improve our software according to the requests. If you have any questions, please reach out. We will be happy to assist you. PG Patricia G. Owner Accounting Used the software for: I used a free trial ### "Great but ready for improvements. " June 10, 2021 5.0 My overall experience has been awesome. Even with my concerns the support and resources have been useful. I love the Facebook group and the responsiveness from all the representatives. I liked being able to just start working on my file and every time I started to feel overwhelmed, I just asked for help and it was there. That's invaluable and hard to explain until you start to experience it. That's exactly what I want to show my clients. If you are overwhelmed by taxes, let me help. I guide you through the process. Pros Customer support, online videos, and all the resources. I'm a jump-in and get started. I don't want to schedule a demo, I don't want to talk to anyone I just want to get my feet wet. I can quickly determine if I'm going to like something or not. I always learn by playing around with things. I LOVE how I could sign up and then start asking questions and scheduling help once I learned my way around the software. Automation of workflow. My reason for actually purchasing the software is the automation. I want to save time (eventually) with setting up my system to keep my clients informed every step of the way. I also love that I can quickly look at my clients and send emails based on where they are in the completion of their projects. I also find the auto-reminders for clients to do something incredibly useful. Cons I don't like the projects. My biggest worry is I'm going to miss a project for a client. That just can't happen. The pipeline is taking me time to get used to and I'm trying to remember the point of it. I do think once I get it down it will be VERY helpful. I'm more concerned that I do the same work every year or month or quarter. I just want a way to easily know that every client will at least get on my to-do list with the jobs I need to complete for them. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing TaxDome Price, signature requests, reviews from customers, and automation. Review Source Response from TaxDome July 19, 2021 Hi Patricia, Thanks for your feedback. This helps us a lot. We have recently released recurring jobs so you no longer have to remind yourself to add jobs for clients as they'll automatically be added for you: https://help.taxdome.com/article/290-adding-recurring-jobs TM Taylor M. Owner Accounting Used the software for: 1-2 years ### "The Software We Knew, Gone" December 10, 2021 5.0 The very first feature that needs to be complimented in this software is their product development teams and their customer service. I was attracted to Taxdome's features like anyone else would be when looking at it from almost two years ago. Once I was a customer of theirs though and could see the effort they put into answering their customers on Facebook and communicating when something is broken, getting community feedback and votes to decide the next project, and using open community testers for new features. THEN you have this beautifully designed and functional while simple to use software that has completely changed my firm into what I was trying to use ClickUp and four or five other software to accomplish what I can do today by simply sitting down and logging in to one software. It gets better, there are community-voted features and requests getting completed almost weekly so it's not even the same software it was when we started. Pros \- Project Management, the way accountants, need it to be. - Phenomenal portal and client management - They have the best pipe designers and pipe layers and just great, great pipes - Document mark-up in the client portal - E-signature and KBA is awesome! Cons \- It's complex, but it's manageable - Invoicing could use some love - Shortcodes --- I could soapbox about why shortcodes are available in some screens and not others, or why the shortcodes are so limited, but I'm not going to.... - Little to no integration with Zapier, it's there, but it's far from developed Reason for choosing TaxDome There is not a single SaaS out there currently that is providing the value that Taxdome is for solo tax preparers or small to medium or even large firms. If set up carefully enough the software itself acts as your first line of communication to the client, and tasks are auto-fed to the people who need them next. Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) I cannot even remember all the systems we used to have to use to get something done. The number of Zaps on Zapier we maintained was outrageous. Review Source Response from TaxDome April 11, 2022 Thank you, Taylor. Your feedback is much appreciated. We are happy to have such detailed feedback because the needs and opinions of our customers are very important to us. We are continuously working on the improvement of our software and its features. We have been working on updating the shortcodes, we also have ongoing plans for the invoice feature and the Zapier integration since there was some feature request. We have a Feature Request Board for our paying subscribers. Please feel free to request the features you would find useful, and you also can upvote already existing requests posted by other firms. CF Christina F. Owner Accounting Used the software for: I used a free trial ### "TaxDome appears to be everything we have been missing in our firm!" May 19, 2022 5.0 We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things. Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed. Pros We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it. We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software. Cons Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing TaxDome TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allows us to combine the two software platforms. This will help with efficiency within our firm. Also, TaxDome allows any team member to view communications that are sent to just my email and act on the requests. This is stress-relieving in itself, as everything was still falling onto just my shoulders to process, regardless of how much I tried to delegate to our team. Switched from [Liscio](https://www.capterra.com/p/180297/Liscio/) The prior software just didn't fit our needs anymore as we were growing too fast in comparison to the features they have. The old software is a great option for those wishing to have a small firm or only have one or two people working within a firm. It just was no longer a fit for our needs as we grew. Review Source Response from TaxDome May 24, 2022 Thank you for the feedback Christina. We appreciate it. As long as you have one annual subscription, you can subscribe to our monthly subscription for your seasonal members. Please see more details here - https://help.taxdome.com/article/187-taxdome-pricing-faq#1 . Please feel free to reach out to us again if you need further assistance. Our support is free and unlimited. RH Ryan H. CPA Accounting Used the software for: I used a free trial ### "The Solution for our Firm" November 9, 2022 5.0 This is very much what I expected. Offering all pieces of a tax practice management software and the custom-nature creates a steep learning curve for effective usage of this tool. That being said, the other options for practice management solutions were not all-inclusive and more expensive! If you are running a small accounting or tax practice and feel like you are always being reactive to projects and deadlines this can be your solution. Be prepared to spend multiple weeks on the setup but its worth it! Pros The inclusion of many different pieces of our practice is an excellent feature of Taxdome. Managing all aspects of our operation from onboarding new clients all the way to the recurring monthly projects and everything in-between has been a nightmare before Taxdome. We are excited about this upcoming tax season and how efficient this software will make everything! Cons The setup process is time consuming. Learning the terminology and how all of the pieces fit together eats up all of the free trial. It is very customizable which means there isn't much in the way of a standard setup. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Additional features for less cost. A very similar look and user interface as well Switched from [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/) The user interface of OfficeTools was clunky and outdated. We were looking for a solution to automate our repetitive tasks and processes and handle everything on one platform. OfficeTools did not do that very well Review Source Response from TaxDome November 25, 2022 Hello Ryan Thank you for your review. It is valuable to us! Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day. Russell B. CEO Accounting Used the software for: I used a free trial ### "The unbelievably affordable Swiss Army knife for my practice" May 26, 2021 4.0 Very positive. It is a great product and getting better every month. Pros Their all in one approach, and their incredible ongoing commitment to future improvements, all for a staggeringly low price. Their pipeline approach to task management is exactly what I’ve been searching for. It does a fantastic job of distilling complex workflows down into a series of tasks that smoothly flow from one stage to the next. They have many, many YouTube videos to demonstrate different features, and, importantly, also a series of videos that instructs CLIENTS on how to use the portal. Cons Some areas are still clunky but still usable. The mechanism for clients to create a subfolder in and/or upload documents to a specific folder is not very intuitive. Clicking links within the site opens up a new tab far too often. Clicking on the + for sub tasks in a pipeline stage opens a new tab for some reason. Responding to an email from the inbox+ section opens a new tab. Clicking a client name while looking at an account opens a new tab. It seems very unnecessary. OTP entry on mobile devices is a pain since did sons reason they decided not to let you paste a code in. The conditional logic for their organizers is extremely limited, although they tell me they are working to expand this in the near future. These are all minor annoyances in an overall outstanding product. Alternatives considered [Liscio](https://www.capterra.com/p/180297/Liscio/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome All in one approach, outstanding value for the price. They are rapidly improving the product and continuing to develop it into an even better product. Simple flat pricing. Switched from [Pascal Workflow](https://www.capterra.com/p/176139/Pascal-Workflow/) Lack of development, slow server speed, clunky portal that is inefficient to navigate, lack of a local workstation interface for portal files (web only, unlike TaxDome), lack of task management that works for my office. Developer is friendly and tells me all the time that improvements are coming but they never materialize. All for only $5 less per month than TaxDome. Review Source Response from TaxDome July 19, 2021 Hi Russell, we appreciate your feedback, thank you for letting us know. We are constantly improving the software and releasing new features, many of which we take from our user's feedback on our feature request board. We have an existing feature request (available to paid subscribers) to open new tab vs new page. You can also read more about our Organizers here: https://help.taxdome.com/article/114-custom-organizer-templates You can reach us through chat or through email (success@taxdome.com) if you have other questions. AG Abbey G. Owner Accounting Used the software for: Less than 6 months ### "Best All In One Software - I've tried them all" September 3, 2021 5.0 TaxDome support is incredibly responsive and useful. The implementation time was minimal for this software. I got my workflows set up in a day and was working in the software pretty efficiently within 3 days. My clients LOVE the portal and it sets me apart as an accounting firm because our communication is consistent, timely, and they know where to find me. Pros I love that it has all of the features I really wanted for a great client experience and workflow management. The client portal is phenomenal. The Workflows are easy to setup and the templates are a great starting point. Not too complex and not too simplistic Cons I wish that recurring tasks customized to a specific client could be built into a recurring pipeline job instead of having to link recurring tasks when they're created. I can tell this feature is missing because of the way the software was designed to streamline the workflow management experience which is otherwise phenomenal. The minor inconvenience of linking a task to a job after the fact is minimal compared to the rest of the benefits I have from this software. Alternatives considered [Client Hub](https://www.capterra.com/p/180857/Client-Hub/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome All three of the softwares I had been evaluating prior to finding TaxDome each had some of the features I wanted but none of them had them all. Ultimately Karbon was too complex and time consuming to setup for my small accounting firm, Client Hub was too simplistic and not secure enough, and Canopy was geared more toward Tax only rather than both tax and accounting/bookkeeping. Switched from [Client Hub](https://www.capterra.com/p/180857/Client-Hub/)[Karbon](https://www.capterra.com/p/156181/Karbon/) I mostly used ClientHub prior to switching and I switched mostly because it was too simplistic and not as secure. The client portal was decent in ClientHub but this one is better. Workflows were great in ClientHub but TaxDome has the potential to be even better. Review Source Response from TaxDome September 9, 2021 Thank you for the feedback, Abbey! we appreciate it. We aim to continuously improve our product. If there's still missing feature that you would like to add in TaxDome especially related Task and Pipeline, we have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized . Feel free to reach out to our team. Our support is free and unlimited. FD Felipe D. Contador Accounting Used the software for: 6-12 months ### "Avaliação TaxDome" July 16, 2023 5.0 Minha experiência geral tem sido muito positiva, tenho gostado muito do programa. Pros Os pontos que mais gosto são a interface intuitiva, a integração com diversas ferramentas, a personalização do sistema e o armazenamento seguro de documentos são características inovadoras e simplificadas. Cons Não há nada de crítico, mas gostaria de ressaltar que um suporte mais rápido e eficiente seria uma melhoria bem-vinda. Review Source Response from TaxDome August 7, 2023 Hello Felipe, Thank you very much for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. I'm sorry to hear the concern about our support. We would like to know what happened. Could you please send us more details of your case? If there is anything we can do for you, please reach out to us. Have a wonderful day! MF Marc F. Principal / Owner Accounting Used the software for: I used a free trial ### "Tax Dome Document Management" October 30, 2022 4.0 Setup is pretty easy, but it would be nice to have a file transfer system that could handle multiple folder to folder transfer setup so that everything from your old portal could be transferred to the tax dome portal in one fell swoop versus transferring everything manually from folder to folder via the tax dome drive. Pros The document management system seems quite robust, and the security and encryption features built into the software seem top notch. Cons The ability to have nested folders that are assigned a different privacy / security level versus the parent folder is a negative feature that must be worked around by creating a separate file folder chain.The ability to print from your tax software and have the files go directly into the proper account and file folder (Like SmartVault has) is a negative that I'm hopeful that will be developed quickly, as navigating to the correct folder every time a different client needs to be uploaded to the secure portal will be a royal pain in the \*\*\*. Alternatives considered [Onehub](https://www.capterra.com/p/152879/Onehub/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)[TitanFile](https://www.capterra.com/p/152195/TitanFile/) Reason for choosing TaxDome Tax Dome presence and support in the tax community and affiliation with NAEA and NATP were the main reasons I went with Tax Dome. Review Source Response from TaxDome November 29, 2022 Thank you, Marc. Your feedback is valuable to us. As of now, the privacy level of the top-level folder will be applied to all subfolders, and can't be changed individually. However, we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests upvoted. We already have an existing request for changing the privacy level here: https://taxdome.canny.io/feature-requests/p/subfolder-permissions-not-just-top-level-permissions Please feel free to upvote, and submit a new request regarding the transfer process, so that other firms can upvote. If you have any questions, or need assistance with anything, please let us know. Have a wonderful day. Jeffrey S. Accounting Operations Lead Accounting Used the software for: 1-2 years ### "Tax Dome helped us handle enough business to get our own office" October 3, 2022 4.0 Our overall experience with TD has been fantastic. We were able to triple our business within the first year of us using it. Pros There were three accountants (partners) when we first started this business and we were working out of bedrooms and coffee shops. The only reason that was happening was because we spent 70% of our time just tracking our servicing progress for each client under each different partner. Once we found Tax Dome and moved our client success processes from Trello, Clickup, excel, and other management softwares, we were able to handle significantly more clients with this time. Our absolute favorite feature is pipeline's and being able to automate engagement letters, send invoices, and organizers to collect data. Cons Features I least like that are within TaxDome is the inbox+ and template (& tag) management. Inbox+ won't show the correct preview text for a notification- meaning a notification would pop up saying a client messaged us, however, the notification was triggered because I myself sent a response message. And for notifications that are actually from clients messaging us will never be properly previewed in inbox+. Template (& tag) management can be greatly improved. When I first started using TD, I created templates for EVERYTHING. Now I use perhaps half of them yet I have not deleted the ones that are not in use simply because I do not know what templates are actually being used in a pipeline. Externally from TaxDome, my least favorite part of it is its inability to integrate with other software such as Zapier, google sheets, and more. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/)[Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[Trello](https://www.capterra.com/p/211559/Trello/)[Stripe](https://www.capterra.com/p/123889/Stripe/)[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) TaxDome is an all in one platform. Less steps for us and less steps for our clients Review Source Response from TaxDome October 4, 2022 Thank you, Jeffrey. Your feedback is valuable to us. We are happy that TaxDome made the whole process easier for you and your partners. The pipelines save a lot of time and effort so that you can focus on new clients. As for the notifications, you should receive notifications only for new messages and replies from clients, and the team members will get notifications for replies from the firm owner, but there should be no notifications for your own replies. Please reach out to our support team so that they can check on this. For the other parts you dislike, I would like to refer you to the Feature Request Board that we have for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We would appreciate if you could share your ideas on how to improve. If there is anything that we can assist you with, please let us know. We will be happy to do so. Have a wonderful day. VR Verified Reviewer Enrolled Agent Accounting Used the software for: Less than 6 months ### "Tax Practice Management & Client Portal" May 2, 2022 4.0 Overall experience has been great, looking forward to growing the practice by providing this ease of use resource to clients. Pros The client portal is the most impactful feature with using TaxDome. We were able to take our existing processes and build them out to have visual representation and assignments easily identifiable. Cons Document completion for client through a document function that allows for more than electronic signature. We want to integrate document completion on our forms, rather than building out organizers to capture the requested information. Alternatives considered [Canopy](https://www.capterra.com/p/205679/Canopy/)[ATOM](https://www.capterra.com/p/176137/ATOM/)[Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Switched from [ATOM](https://www.capterra.com/p/176137/ATOM/) The functionality and client portal with modernized look and features. Review Source Response from TaxDome May 17, 2022 Thank you very much. Your feedback is valuable to us. We are more than happy that you set up TaxDome according to your firm's needs. As for the document completion, we are working on the improvement of our features, and keep them updating on a regular basis. We also have a Feature Request Board for our paying subscribers. You can submit feature requests, and other firms can upvote. The most upvoted requests get prioritized and eventually developed. If you need assistance with anything, please let us know. We will be happy to help. Have a great day. CG Carolina G. Owner Accounting Used the software for: Less than 6 months ### "Sole Practice with Pro Version" March 21, 2023 4.0 It had been improving, initially my white-glove onboarding didn't help me the way I should had been helped, realizing this has I learned more the system and persistently asked questions as many of the information and responses were conflicting I need to invest a lot of my time to clarify and streamline that process. It is getting better as I expressed my concerns and dissatisfaction with the approach.The platform is well thought and design with exception of the conditional features, but the communication and onboarding needs to be consistent, transparent and effective, after all TD it is target to accountants and we care about these. Pros Despite of being a sole practitioner I thought initially many of the functionalities won't be of use to me, although I realized the Pro version emphasizes in automation with workflows and many templates in particular intuit organizer that could save you and your client time as it streamline the communication and organization process. There are other features that are well thought, but conditionally implemented, which lead me to the Cons Cons I learned sadly that in TD I can't receive payments without joining the Stripe or CPACharge providers, for an ACH transaction you have to pay a percentage, even if you don't take credit cards. In top of that you can't use the feature to lock the documents to an unpaid invoice for the same reason, you need to join and pay a percentage to a 3rd party payment processor in order to activate this feature. From my view an indirectly way of forcing the user to join and pay a percentage in order to use the functionality.Clearly this defeats the platform's objective since it is marketed and designed for automation to minimize the admin work and some of these cool features are conditional, thus you can't automate these unless you comply. Review Source Response from TaxDome April 5, 2023 Hello Carolina, Thank you for your kind review, it is valuable to us! It's great to hear that you found many useful functionalities in the Pro version, particularly the automation with workflows and templates. We are glad that TaxDome has helped you streamline communication and organization with your clients. We understand that you are disappointed with the payment options available and the associated fees for ACH transactions. Please be advised that while TaxDome offers free and unlimited payments, payment processing fees are charged by the payment processors, not by TaxDome. Our team is continuously working to enhance our software and services to better meet our clients' needs. We value your suggestions and ideas to improve your experience with TaxDome. If you have any feedback or would like to share your thoughts with us, please submit a feature request by clicking on the Blue Question Mark icon located in the top right corner of our platform and selecting Feature Requests. If you have any questions or require assistance with anything, please do not hesitate to let us know. Our support team is always available to provide help and guidance. Have a great day. JP Javier P. Asesor Accounting Used the software for: 6-12 months ### "Control total del despacho" March 26, 2023 4.0 La experiencia general es mu buena a que no he encontrado un programa que me ofrezca lo mismo. Pros Un unico lugar donde tener toda la documentación guardada y controlada. Puedo compartir con mis clientes (y de forma externa) los documentos que quiera teniendo siempre el control. De esta forma los cliente siempre tiene a su disposición la documentación de sus impuestos, contabilidad, laboral, etc. También los caliente pueden subir de forma mensual sus facturas de ingresos y gastos, otros documentos, etc. Cons A pesar de tener todo perfectamente organizado con instrucciones, videos, etc., aún les quedan secciones por traducir al español. Reason for choosing TaxDome Al verlo vi que tenía muchas funcionalidades que otra no las tienen. De esta forma puedo controlar prácticamente todo el despacho Review Source Response from TaxDome March 29, 2023 Hola Javier, Gracias por compartir tus sugerencias, es muy valioso para nosotros. Nos complace saber que está satisfecho/a con nuestro software y que ha encontrado útil la excelente gestión de documentos y la facilidad para compartirlos con sus clientes. Agradecemos su opinión y nos complace ver que nuestro producto ha sido de gran ayuda para usted y su empresa. En cuanto a su sugerencia, nos complace informarle que estamos trabajando arduamente en mejorar todas las características de nuestro software, incluyendo la funcionalidad de los idiomas para los hablantes de español. Estamos comprometidos en ofrecer un producto de calidad que satisfaga las necesidades de nuestros clientes, y su sugerencia nos ayuda a mejorar nuestro servicio. Si tiene alguna otra sugerencia o comentario, no dude en comunicárnoslo. Su opinión es muy importante para nosotros y nos ayuda a seguir mejorando nuestro software. Gracias por confiar en nosotros. Saludos! AD Aurielle D. Tax Specialist Financial Services Used the software for: 6-12 months ### "TaxDome Review" July 11, 2022 3.0 TaxDome has improved our overall client communication and organization. However, I believe we could further refine our processes and procedures with my previous suggestions. Pros I like the customizable pipelines and email templates and client management options. Cons All of the notifications during tax season produced too much clutter. I would like to be able to customize whether I see only emails to me in notifications or if I see emails to all colleagues. I would like to be able to pull a list of contacts AND households all in one list with email addresses included. I would like to be able to set up multiple cadences of tasks/automations within one pipleline. I would like to have sections of pipelines so that we can filter down by Tax pipelines/bookkeeping pipelines. I would like to be able to send recurring emails without having to set up an entire pipeline to do so. I would like to be able to customize invoice cadences on the invoice screen instead of having to stick to a particular date in the pipelines. I would like contracts to be more customizable similar to docusign. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Intuit Practice Management](https://www.capterra.com/p/252597/Intuit-Practice-Management/) Reason for choosing TaxDome Pricing, ability to include multiple signatures on one contract, ability to send contracts to all clients at once. Switched from [Intuit Practice Management](https://www.capterra.com/p/252597/Intuit-Practice-Management/) I was not with the company when Intuit Practice Management was used, but I recall complaints of too much clutter in the software and it not being useful enough to warrant paying for the service. Review Source Response from TaxDome July 14, 2022 Thank you, Aurielle. Your feedback is valuable to us. Please know that our development team is constantly working on the improvement of our software. Your suggestions are precious to us, and we would like to inform that we have a board for sharing ideas and requesting features for our paying subscribers. Please submit your requests to our Feature Request Board, and let them be upvoted. There are already some existing requests regarding the suggestions you made. If you have any questions, or need assistance with anything else, please let us know. Our support is free and unlimited. Have a wonderful day. VR Verified Reviewer Firm Administrator Accounting Used the software for: 6-12 months ### "Great in theory; not in practice" October 28, 2023 3.0 Would not recommend it. In concept, I think TaxDome could be a great product, but it seems like they don't get the user experience and the workflow of actual accountants. I wish as they were developing their features they would jump on calls with clients and observe how they expected the feature to work and make the according changes. I am very tech saavy, but so many of their features are just so unnecessarily cumbersome or don't do what we need them to. Pros They are constantly making updates. The client portal is a much cleaner experience then the software we moved from. Customer service is responsive (even if not always helpful; see cons). I like being able to send clients messages and task lists - that is very helpful. Cons Customer service is VERY responsive, but they often seem to misunderstand what we are asking. They will propose solutions and workarounds that don't solve the problem we are describing. There is a very active feedback board that seldom gets comments and updates about where certain features are in the pipeline. As soon as you suggest a feature it's put in the "under review" category but some features have hundreds of votes and have been "under review" for over a year with no comment from TD. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) SmartVault was difficult for clients to navigate; their "Request Docs" had a lot of bugs. Review Source Response from TaxDome November 3, 2023 Hi there! Thank you very much for your review. Our product team would love to hop on the phone with you and see how we can make the platform work better for you and understand your pain points. Your name isn't visible on the review so can you please send an email to success@taxdome.com? We'll make sure it's handled right away. Thank you! MR Melissa R. President Accounting Used the software for: I used a free trial ### "Affordable all-encompassing CRM/practice mgmt software that aims to please" March 2, 2021 4.0 There are a few things that would be nice that I've seen in other softwares, such as progress bars for jobs, larger icons/colors for ease of viewability, sorting and filtering by various columns, on certain screens, auto-archive and/or auto-job create for a different pipeline when something reaches the end of one pipeline (such as prospects), but I think most of my requests/recommendations are already in their development pipeline, and if not, they've told me that I have good ideas & should request them in the customer feature request database. I have seen several features in there that already were just recently implemented, so they definitely aim to please & be the best in the biz. For now, I'm giving up a few "smoothness" or "viewability" or "nice to haves" for a very affordable all-around software that is going to make my life SO much easier, and if I end up hiring staff down the road, it should be pretty easy to roll them into the workflow. I also love that there is a client-side app, and that is one thing that made me choose them over a competitor Pros I like that it has incorporated e-sign with KBA available for a low price per signature. Also like that I can use one software to host my website, provide unlimited virtual drive storage, communicate with clients, make requests, assign staff and client tasks, and manage workflow. Customer Service is super friendly and really wants to please. I even heard from a CS rep in their chat AFTER HOURS when I wasn't expecting to hear back until the next day, just because he noticed the message was there. Overall, this is providing the things that were MUSTS for me (including a client app where they can communicate & upload requested docs). I can wait for the "like to haves." Cons Customer service hours are a bit short, but they are planning to increase them. A few features need improvement (but their programmers are adding things CONSTANTLY, usually based on user requests/upvotes). One frustrating thing (which I'm not sure ANY practice mgmt software can do at this point) is that you cannot integrate the in-system organizers with outside tax software, as needs to be done so clients can see their prior year data, so I'm having to create orgs from my tax software and upload them to Taxdome, and then notify clients to download & re-upload it. Not ideal, but not the worst thing, given that everything else functions pretty smoothly. The immediate programming they need to do in this regard is to allow on-screen pdf editing (which it does, for the client) and allow their system to create and save a new pdf directly from that, so the client doesn't have to manually download/save/upload it. Would also like a function so that when you send a client a task to do, and that task involves uploading a doc, then when they upload the doc in direct response to that message, it checks off their task as complete. Currently you can just set a task that they manually check off after uploading the requested doc. No firm-side app yet--but it's in development. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[CPA Site Solutions](https://www.capterra.com/p/217035/CPA-Site-Solutions/)[PracticePro 365](https://www.capterra.com/p/199214/PracticePro-365/) Reason for choosing TaxDome Affordability, CS responsiveness, Full-featured, In-app e-signatures w/low-cost KBA option, Client app, Works well for tax & accounting firms, Firm app coming soon. All inclusive. Review Source Response from TaxDome July 19, 2021 Hi Melissa, Thanks for your feedback. We recently released our Built-in PDF Editor. You may read more about it here: https://help.taxdome.com/article/397-built-in-pdf-editor DS Deanna S. Tax Preparer Accounting Used the software for: I used a free trial ### "Great product, Great Customer Service, and still finding hidden gems" June 27, 2021 5.0 My partner and I came from a tax firm that used a dated practice management workflow consisting of various disjointed software tools, spreadsheets, and humans. There were terrible inefficiencies resulting in considerable operating overhead (labor costs, software licenses, real estate, etc.) and a tremendous amount of stress during the tax season. Thanks for COVID, we decided that our new tax firm was going completely virtual with client appointments and we would leverage a practice management suite that helped us achieve efficiency, accuracy, and scale. We are leveraging a hosted version of our tax software eliminating the need for an IT person on-staff and TaxDome will allow us to streamline our workflow so we have no need for seasonal admin staffing. It's only been two weeks since we started working with TaxDome, but so far we are ecstatic and we see it helping us to fulfill our goals for the firm. Pros Coming from a quagmire of administrative staff, spreadsheets, and various software to manage our practice, TaxDome is an absolute godsend. We've only had the opportunity to work with it for a couple of weeks during the trial period, but we have been impressed with it beyond our expectations. We really like the variety of tools that made the import of contacts/docs expedient and reliable. The email sync feature is just amazing as it eliminates the noise of a junked-up inbox. The mobile app with built-in document scanner is so incredibly neat that I think our clients will easily get on-board with these changes in how we interact with them. I would be remiss if I didn't give the customer service team some love as well. I must've bugged them everyday about something. They were prompt, courteous, and helpful with each and every correspondence. Lastly, as we continue to learn the TaxDome platform, we're discovering new functionality we didn't expect but will help immensely. For example, one feature we just found was the ability to edit PDF documents within the TaxDome platform itself. Amazing! Cons Honestly, there hasn't been anything that I've experienced in the past 2 weeks that would warrant a complaint of any sort. We would've really liked to have a scheduling module in TaxDome where we can organize and schedule our reviews with clients, but not a deal breaker and as I understand it is in the works anyway. Alternatives considered [Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Reason for choosing TaxDome Night and day difference. TaxDome is like bringing a gun to a knife fight and Taxaroo is like bringing a dull butter knife to a gun fight. Taxaroo showed promise, but the lack of some features and lack of support made the decision easy. Review Source Response from TaxDome July 19, 2021 Hi Deanna, Thank you for your feedback. We currently have the scheduling module planned in our feature request board. I have upvoted your firm to this request, feel free to add any comments or suggestions here- https://taxdome.canny.io/feature-requests/p/company-appointment-scheduling-with-popular-online-calendar-integration KA Kathy A. CEO Accounting Used the software for: 1-2 years ### "If you don't have Carpal Tunnel, you will" February 10, 2022 3.0 The system has everything you need; just badly placed and organized, creating more work than necessary. That is why onboarding is so confusing. The Dashboard has NOTHING I need to see when I open the software up; nor is there an option to customize it. The ONLY problem solved was the ability to work remote...BUT the irritation of having a system that will randomly slow down and requires 7 clicks to get to where you need to be is a slow drip of torture. The price is okay if you have a team of 1 or 2. But because this actually is a system that created more work it is an expense vs an investment. Its okay for someone with 50 files in a year. I have over 500. So it is NOT built to save time and money. It's built to just have everything in there. Pros The features are all there except for scheduling; Contact, communication, document management with client portal - but poorly organized. Cons The design of this platform is not thought out, to say you have all features- then throw it all in there with no real thought on how to be efficient doesn't build value. For example, the journey to go from a contact comment back to the document that was being reviewed takes over 7 clicks. SEVEN CLICKS. Working one file can take over 100 clicks, multiply that by 8-10 files in a day... my hand is in pain by the end of the day from all the clicking... and scrolling. Every activity takes over 5 clicks from one thing to the next. The goal of software is to build efficiency. It is easier for me to open a paper file and review and makes notes by hand then it is to use this software. The actual functionality of this system was not done by a software designer who didn't understands how to build an efficient system. It's like a house with the all the appliances and furniture that go in a house shoved into the living room; its all there you just have to sort through a lot to get what you need when you need it. Without an organized design you are creating too many moves and means wasted time, which means wasted money. The purpose of software is to cut time and in return save money, this system in the 2yrs I've used it, has added time to my workload. To say the least I am shopping to get out of it, or i'll end up needing surgery for carpal tunnel. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing TaxDome The list of features; unfortunately the presentation of the features gave the impression of organization... Review Source Response from TaxDome March 31, 2022 Hello Kathy. We are sorry to hear that your experience with our software is not that great and that you are not satisfied. We are in a constant search for solutions that would cut down the actions you have to perform, or let us say, the number of clicks one has to make in order to get something done. We are trying to make the software as easy as possible. Since the software is complex, and contains plenty of features, it may take much time to get everything to work and be available just in a few clicks. We assure you that we are doing our best to improve the system and the layout. Thank you again for your feedback! TK Tim K. Principal Accounting Used the software for: I used a free trial ### "New to TaxDome" November 3, 2023 5.0 Pros We researched a number of practice management packages but ultimately decided to go with TaxDome due to the number of features it contains, and all its functionality is available to the Pro subscription with unlimited clients, unlike others that increase pricing for certain functionality or when you exceed a certain number of clients. We have not fully implemented yet, so our opinions are based on our experience so far and the research we have done, but we like the portal functionality, the fact that clients can use their mobile devices to upload documents to or view the portal, the integrated e-signatures, and the ability to lock drafts until payment is received. Cons During our research, the most-often cited con with TaxDome was the complexity in implementing the system. I would have to agree with this. I think part of the complexity is because of the extreme flexibility and customability of the program. There are numerous videos and help topics available, far more than the other programs we researched. We wish that some of the best practices in setting up things like accounts and contacts were more available, as when you are setting up the program you don't always understand the downstream implications until you get to that part. I think once we work through the heavy lifting of setting up and customizing the program to meet our needs, it will be invaluable to improving the efficiency and technology our firm employs, especially with respect to automation. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Firm360](https://www.capterra.com/p/197013/Firm360/) Reason for choosing TaxDome We felt it had the best feature set and pricing structure. Switched from [Fixed Assets CS](https://www.capterra.com/p/80494/Fixed-Assets-CS/) The Thomson Reuters CS Suite (Practice CS practice management, NetClient CS portals, FileCabinet CS document management) are clearly legacy products and not where Thomson Reuters is focusing their R&D and future roadmap. However their new offerings are not ready for prime time, and their legacy products lack modern technology (like robust mobile apps and automation). This forced us to look outside the TR ecosystem, and we also wanted to be free to switch tax programs in the future if we chose to do so (we are currently using UltraTax CS, another legacy program). Review Source Response from TaxDome November 21, 2023 Hello Tim, Thank you for your review. It is valuable to us! We are delighted to hear that you like TaxDome because of our number of features, functionality, and pricing. We are glad that you like our portal functionality, mobile device compatibility, integrated e-signatures, and payment locking features. We hope that these features will help you provide better service to your clients and improve your processes. We understand that it can be overwhelming to set up and customize a program that has so many options and possibilities. We want to assure you that we are constantly working to improve our user experience and provide more guidance and support for our users. We offer free and unlimited chat and email support, screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also check out our TaxDome Academy. If you have any questions or need assistance with anything, please let us know. Have a wonderful day. Erica L B. CFO Management Consulting Used the software for: I used a free trial ### "Best Bang For Your Buck" November 15, 2022 5.0 So far, this has been a great investment. The pricing for what you get is very doable, and the fact that I don't have to keep up with a million things anymore is definitely worth the price tag of the software! Pros It has all of the management tools you need to keep up with not only your tax clients but also your bookkeeping clients in one place. Before, I was using multiple systems and tools for each, but now I can pretty much use just TaxDome. It has all of the features, including messaging, a client portal, emails, and tasks, and automates just about all of it. You can get very detailed in all of the things you need to do within your practice all inside this software. Cons The setup process is very time-consuming, and getting the workflow automations into the system is a bit challenging. Also, clients have to sign up for an account which means that there is another username and password they must remember, which can also be challenging. Reason for choosing TaxDome It's super user-friendly, and customer service is so helpful when you have issues. Also, they offer onboarding help so you don't have to do it alone. Also, there are programs out there that teach you how to use the software and offer very specific templates that are used within current practices. I signed up for one of them and couldn't be happier with my decision. Review Source Response from TaxDome December 9, 2022 Thank you very much for your detailed feedback, Erica. We truly appreciate it. We are happy to hear that TaxDome replaced a bunch of other applications. This is one of our main aims - to have everything in one place and be able to use only TaxDome along with your tax preparation software. As you already mentioned, since TaxDome is an all-in-one software with many features, it may be a bit overwhelming at the beginning. We are happy to hear that you like our customer support team since we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. As for the clients, they can download the mobile app to their phones, and they can do all the necessary things from there as well. They would have to set up a 4-digit code and can log in without typing in the credentials every time. If there is anything that you need assistance with, please let us know - we are always just a click away. Have a wonderful day. RH Ron H. Technology & Operations Manager Accounting Used the software for: Less than 6 months ### "TaxDome is a must have management solution for any accounting and tax business." October 23, 2023 5.0 Thus far, TaxDome is a great product. I have only scratched the surface of all the features, but it is obviously a very thorough and well thought out product. It is easy for both office staff and clients (via the portal) to use. The TaxDome help and academy are a huge help with setting up and navigating the product. I have an IT background and have worked with and implemented many software applications. TaxDome is one of the best. Pros I think our favorite feature is the workflow / pipelines and automation. Those go hand-in-hand and really help us manage and prioritize projects. Also, having the ability for not only our staff, but clients via the portal, to see the status of a return is great. Cons The only thing I can think of is showing complete company / account info such as phone, email, address and any custom fields on the Client Info page would be helpful. Especially as we attempt to update current contact information. Review Source Response from TaxDome November 10, 2023 Hello, Ron, thank you so much for taking the time to share your feedback! We're thrilled to hear that it has been easy for both your office staff and clients to use. Your positive comments on our help resources and academy are truly appreciated. We understand the importance of displaying complete company/account information. We'll definitely take this into consideration as we work on future updates to enhance the user experience. Have a nice day! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.