# Page 33 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 33 - 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 33 - Reviews of TaxDome ## Showing most helpful reviews Showing 801-825 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NH Nicholas H. VP Accounting Used the software for: 2+ years ### "Always Improving" June 15, 2023 4.0 Pros The TaxDome team is always improving their product by taking customer input into account. Cons The dashboard could be more robust in regards to reporting features. I wish there was an area to track profitability of clients. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Pricing for Canopy was much too high. TaxDome also seemed to be more driven on tax services. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) We were using too many different softwares for workflow, collecting payment, e-signatures, etc. Review Source Response from TaxDome July 5, 2023 Hello Nicholas, Thank you for your review. It is valuable to us! As you mentioned before, we would like you to know that our departments are working on improving the software all the time. 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! Lynnorra P. Senior Partner Accounting Used the software for: I used a free trial ### "One-Stop-Shop for Accountants" January 12, 2022 5.0 I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging Tax Dome. Pros I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place. This has been a huge time saver for me without having to switch between multiple systems just to send a email or request key documents. Cons At this moment, TaxDome doesn't allow for reoccurring payments for monthly clients but this is on their roadmap for implementation. Additionally, just understanding where "FIRM LEVEL" documents can be stored for team use is another place to understand how to be more efficient. I was able to solve for this by making my firm an account and portal to use just like clients! Lastly, I do think it is a huge upfront investment when you have a team of 5 or more, but the annual savings is key here. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing TaxDome Tax Dome has a Accounting Firm Focus and useful templates that assist with workflow management and automation. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/)[Docusign](https://www.capterra.com/p/121506/Docusign/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[Adobe Creative Cloud](https://www.capterra.com/p/48969/Adobe-Creative-Cloud/) I enjoyed that everything was in one place. Review Source Response from TaxDome April 1, 2022 Thank you very much, Lynnorra. Your feedback is much appreciated. You can upload documents to the Private folder since this will be visible to you. But, you already found a great solution, it can be more convenient and organized to have a separate account for your firm documents. Thank you for sharing this with us. JF Jim F. CPA Accounting Used the software for: I used a free trial ### "Very useful depending on your needs" April 15, 2023 3.0 I found a solution my clients like, so i am gambling that the pro version of this platform will not be as disappointing as the lite version. Pros i REALLY love that my clients like the client portal Cons Missing the ability to switch between versions during trial to better gauge which version is best for the practitioner. Review Source Response from TaxDome April 27, 2023 Hello Jim, Thank you for your review. It is valuable to us! We are more than glad to hear that you like our software. We would like you to know that our departments are working on improving the software all the time. 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 of your portal, and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day! KD Kai D. CPA Accounting Used the software for: Less than 6 months ### "TaxDome is a Miracle Software!!" October 28, 2022 5.0 Pros Using features in TaxDome such as pipelines have changed the way we provide Tax Compliance services. Not only has it enabled us to learn more about our processes and inefficiencies, but it has also eliminated almost all of the "downtime" in between steps of the process, such as gathering information from clients or getting a review done on a tax return.TaxDome enables us to stay on top of tax management by automating so much of the processes and administrative work that used to take up so much of our time. Examples include the e-signing function which takes care of the entire process of obtaining signatures as well as the document locking feature which automatically unlocks the tax return once the client's invoice has been paid. Cons The most difficult part was the initial set up process when we integrated TaxDome into our processes. However, even when we had trouble in setting up pipelines or templates the unlimited live help was invaluable and I can say with certainty that we never once felt alone during the entire process. Review Source Response from TaxDome November 17, 2022 Thank you, Kai. We appreciate your kind feedback, it is valuable to us! We are more than glad to hear that you appreciate our software. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day. TH Tyler H. Partner Accounting Used the software for: 6-12 months ### "Great Overall All-In-One Software But Client Communication Needs Improvement" July 8, 2022 4.0 One other thing that can be cleaned up is the Academy. Just having a list of a hundred videos is difficult to find what I am looking for. If this was organized better, I may learn better ways to utilize TD. Pros I like the security and the portal the most. It is one of the most important needs. The workflows can be made as complex or as simple as I would like and they make work more efficient. Cons I would like the ability to edit documents directly in the TD environment. The messaging feature is severely lacking. It would be nice if there was a main messaging page in the left panel. It would bring up a list of all messages, instead of having to go to the client then to their messages. As we do more than just taxes, and we offer bookkeeping services, it would be nice if we could link QBO to TD in a way that when the account Uncategorized Expenses in QBO, TD would send a chat out asking what the transaction was for. The would be able to select from the list of accounts currently in QBO. Alternatives considered [Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/)[Client Hub](https://www.capterra.com/p/180857/Client-Hub/)[Karbon](https://www.capterra.com/p/156181/Karbon/)[Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reason for choosing TaxDome Tax partner had already purchased this when we formed our company, so we decided to stay with it. Review Source Response from TaxDome July 11, 2022 Thank you for your detailed feedback, Tyler. We appreciate the ideas you shared with us. Documents can be edited with our PDF editor, or if you open up a document on the TaxDome drive and make changes, it will be saved to TaxDome as well. As for your other ideas, I would like to refer you to our a Feature Request Board, which is available to our paying subscribers. Firms can submit feature requests and upvote existing ones. The requests with the most votes get prioritized. We would like to inform that we are constantly working on the improvement of our features and software. Please let us know if you have any questions or need assistance with anything. We will be happy to assist you. Have a wonderful day. JJ Joni J. Owner CPA Firm Financial Services Used the software for: I used a free trial ### "Lots of functionality. Looking forward to getting it all setup." January 16, 2022 5.0 Very time consuming setup but hopeful that my work in tax season and later will allow my process be more streamlined, offer more consistent service to clients, and have less room for jobs, tasks etc to be missed or late. Looking forward to reducing work time and enjoying more living. Pros Being able to submit contracts, emails etc. in bulk or to filtered groups of clients. Setting up a consistent practice of communication with clients at each step of the process. I'm using a service - Workflows 4 TaxPros to help set up - very helpful. As a result I have not used the support offered by the product. I like the conditional formatting of the organizer. Cons Lots of setup on the front end. Would like to be able to sort tags (used to filter, track status) by color code since I'm using colors for various types of jobs. Would like to be able to look at the details of 'library templates' (contracts etc) before I add them to my list of elements. Currently you must duplicate them to your own firm list before seeing. I wish it had an integrated calendar program. More templates would be helpful. Reason for choosing TaxDome It had the requisite functions with workflow, emails, engagement letters, private messaging, uploads, invoicing and payments. But, the tipping point was the recommendation from \[SENSITIVE CONTENT\] office (FB Accounting Firm Influencers). My next upgrade will be the Certified Consierge Accountant program offered by \[SENSITIVE CONTENT\]. Review Source Response from TaxDome April 1, 2022 Thank you, Joni. Your feedback is valuable to us. I would like to refer you to our Feature Request Board for the features you would like to be implemented in TaxDome (filtering per color code, template preview). Thank you. JV Jose V. Founder Accounting Used the software for: Less than 6 months ### "Great suite of tools at a great value! " April 2, 2022 5.0 I wish I would have known about this product a few years ago. Great for firms just getting started and will save you a ton of time. The application is robust but still kept in an easy-to-use interface. I'm excited about how this will help me improve the quality of services we deliver to our clients. Zapier integration will be interesting once I really start to leverage that. Pros 1\. The built-in templates are hugely helpful and make it easy to begin rolling out the workflow automation as opposed to having to build everything from scratch. 2. The accounting integrations with Stripe and QuickBooks are perfect! They keep my systems in sync and I save a ton of time from having to do a bunch of manual steps. 3. Customer service/on-boarding was awesome; rep answered all my questions and helped me figure out the Pipelines a lot easier than me having to do it by trial and error. 4. Mapped drive capability is awesome. Another huge time-saver. Cons Modifying organizers can sometimes be a bit quirky. Plus, it closes out the window every time you save and you have to open it again - which is a time-waster. Hopefully, they'll improve this over time. Reason for choosing TaxDome TaxDome incorporated the most important pieces needed to effectively run my business and packaged it at a cost that was reasonable relative to some of the other providers who nickel and dime for modules such as "Workflows" or "QuickBooks integration"... and it has one of the most user-friendly mobile apps I've seen in this space. Review Source Response from TaxDome April 12, 2022 Thank you, Jose. Your feedback is valuable to us. The issue with saving organizers definitely shouldn't be happening. Please reach out to our success team so that they may be able to help you resolve this issue. Thank you! aS antonella S. project manager Apparel & Fashion Used the software for: I used a free trial ### "tranquillità fiscale" February 6, 2023 4.0 Sono soddisfatti delle funzionalità di automatizzazione e collaborazione offerte da TaxDome, la facilità d'uso e la semplicità del software. Però problemi tecnici o problemi di stabilità. Pros Automatizzazione delle attività: TaxDome semplifica molte attività fiscali ripetitive, riducendo il tempo e gli sforzi necessari per svolgere il lavoro manualmente.Accessibilità e collaborazione: TaxDome offre una piattaforma online che permette ai professionisti delle tasse e ai loro clienti di collaborare in tempo reale sui documenti fiscali.Sicurezza dei dati: TaxDome utilizza crittografia e altre misure di sicurezza per garantire che i dati sensibili dei clienti siano protetti.Integrazione con altre piattaforme: TaxDome si integra con altre applicazioni e strumenti come banche, software di contabilità e di gestione della fatturazione, rendendo più efficiente il flusso di lavoro.Prezzi accessibili: TaxDome offre prezzi accessibili per le sue funzionalità e opzioni di abbonamento flessibili per soddisfare le esigenze di diversi tipi di utenti. Cons Dipendenza dalla tecnologia: TaxDome è basato su tecnologia e internet, quindi è necessario avere una buona connessione a internet e un computer affidabile per utilizzare il software in modo efficiente.Apprendimento iniziale: Potrebbe essere necessario un po' di tempo per familiarizzare con l'interfaccia e le funzionalità di TaxDome, che potrebbe richiedere un impegno iniziale.Limitazioni nella personalizzazione: Mentre TaxDome offre molte funzionalità utili, potrebbe esserci una limitazione nella personalizzazione del software per soddisfare le esigenze specifiche dei singoli utenti.Possibilità di errori: Come con qualsiasi software automatizzato, c'è sempre la possibilità di errori e problemi tecnici che potrebbero interrompere il flusso di lavoro.Dipendenza dalla lingua: TaxDome è attualmente disponibile solo in inglese, quindi potrebbe essere difficile per alcuni utenti che non parlano correttamente la lingua di utilizzare il software in modo efficiente.Limitazioni nella funzionalità: TaxDome potrebbe non avere tutte le funzionalità richieste da alcuni utenti, soprattutto se si tratta di esigenze molto specifiche. In questi casi, potrebbe essere necessario considerare altre soluzioni. Alternatives considered [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) Reason for choosing TaxDome TaxDome si concentra sulla collaborazione con i clienti e sull'automatizzazione dei processi fiscali, offrendo funzionalità come la gestione dei clienti, la fatturazione, la contabilità e la documentazione. Review Source Response from TaxDome February 13, 2023 Grazie, Antonella, il tuo feedback è prezioso per noi. Il nostro suggerimento è di prenotare delle sessioni di onboarding con i nostri specialisti, in lingua italiana se preferisci, così potremmo aiutarti a familiarizzare con il software e impostare il tuo account. Il nostro supporto è completamente gratuito e illimitato, e puoi prenotare una sessione di formazione ogni volta che vuoi semplicemente cliccando sull'icona del punto interrogativo nell'angolo in alto a destra del portale. BD Beena D. Accounts Associate Accounting Used the software for: 6-12 months ### "Compatible software for client's data and workflow management" June 29, 2023 4.0 Pros The best thing about tax dome is to keep track of all the client's documents, messages, mails at one place. Also easy to track the workflow and identify at what step we/client are stuck. Cons It takes too much time to load heic docs or larger size documents. Review Source Response from TaxDome July 18, 2023 Hello Beena, Thank you 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. We would like you to know that our departments are working on improving the software all the time. 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! eJ erica J. president Accounting Used the software for: 2+ years ### "There's a lot to like but it isn't perfect" October 20, 2022 4.0 Allows me to have all info in one place, allows me to interact with my clients more efficiently and provide better service Pros they take their users' input to decide what needs to be improved with the producteasy to use Cons customer support is bad - you can only chat with someone - and most things are escalated to the next level of support but it can take several days days/weeks to get things resoved. there is a lot of info on how to set things up and use the software but it can't answer everythingit's been a ton of work setting up process workflow even after signing up for an expensive program to guide me in the process - i hope I can finish the workflows and get them to work righti have two annual licenses and will need 2-4 monthly licenses - which is very pricey Review Source Response from TaxDome November 29, 2022 Thank you, Erica. Your feedback is valuable to us. We apologize for the bad experience you had with our support team. We have two departments for support, the first level does identify the issue and reports it to Support Level 2 which is our development team. SL2 takes over and fixes the issue. Since our software is all-in-one software, sometimes it may take some time for an issue to be resolved. Besides chat support, we also offer screen-sharing sessions. Please feel free to schedule a session whenever you need assistance with the setup. Have a wonderful day. SH Shabbir H. Principal Accounting Used the software for: I used a free trial ### "Mostly great platform that has a lot to offer" February 4, 2022 5.0 Overall, I've had a great experience so far (though it's only been a couple weeks). However, a few frustrating roadblocks have soured things a little. Without a doubt, the platform solves far more problems than it creates or misses the mark on. I think that by next season, with automations properly set up and some procedures fine-tuned based on my experiences this year, it will be a much smoother process, especially after discovering workarounds for the things that TaxDome cannot do as one would expect. Pros The integrated and customizable organizers are pretty great. The logic aspect of them means you can make one master organizer to handle all 1040s instead of having to create different ones for different people or new clients vs existing ones. Within this master organizer, only the relevant questions show based on your clients' answers, so they aren't bombarded with 200 questions irrelevant to their tax situations. The automations also have the potential to save a lot of time and take care of client communication that you wouldn't normally do (eg. status updates) but make the client feel more engaged and seen. Cons The file uploader on the website is frustrating for clients to use. You should be able to choose the folder you want to upload files into instead of them all going to the root directory automatically. If someone is an above-average computer user, they'll be fine figuring out the extra steps to upload files then select and move them to the correct place, but I'd expect TaxDome to have made this more user-friendly with the goal of the platform being simplicity. It would also be nice to be able to change things like an organizer after it has been deployed to clients, but that cannot be done. If you send another organizer to cover the things missed, it sends another notification and email to the clients. In my experience, if you bombard anyone with multiple emails or notifications, they will inevitably block or ignore them, which then detracts heavily from the system. Alternatives considered [Liscio](https://www.capterra.com/p/180297/Liscio/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Review Source Response from TaxDome March 31, 2022 Thank you, Shabbir. Your feedback is valuable to us. The clients can actually upload files to any folder with clients can view and edit privacy level. To do so, they will just have to drag and drop the document from their computer to the folder in TaxDome. However, using the Upload document button will allow them just to upload the documents to the Client's Uploaded Documents folder. There is a request on our Feature Request Board for this, and also for the organizer. Please take a look here: https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need For the email notification, you can turn them off as well. HC Heidi C. CEO Accounting Used the software for: I used a free trial ### "Saving me so much time" April 12, 2023 5.0 TaxDome has eliminated so many of my tracking spreadsheets and freed up so much time for me. The client portal is a serious upgrade from what I was using before as well. Pros I love the task management and pipeline features of Tax dome. Automating tasks is a lifesaver. Cons I would like to see more time tracking features, being able to have my team clock in and out for the day, and then track their time across all tasks and breaks would really be helpful and eliminate another bulky spreadsheet. Also the addition of a budget for each task, so we can track the budgeted time for each task/job and compare to the actual time our employees spent on it. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) I needed to free up the time I was spending each week and month maintaining task trackers, client trackers, tax return trackers, etc in Excel and I needed a new client portal. Review Source Response from TaxDome April 27, 2023 Hello Heidi, Thank you 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. We would like you to know that our departments are working on improving the software all the time. 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! RB Raquel B. OWNER Accounting Used the software for: I used a free trial ### "All in one software " January 14, 2022 4.0 The overall experience with Taxdome was good. I wouldn't say great because its always room for improvement. I like the fact that you can request new features. TaxDome is a great all in one system that can replace a lot of other software which can bring cost down. Pros This software solved 99% of my problems. The automation is the greatest and the best feature. It keeps my client from flooding me with millions of phone calls but the feel secure that I'm working on their project because the automatic emails goes out with every step completed through the process. It eliminate the thousand of emails that come everyday and the process of having to file all the attachments. With the client portal the clients can upload their documents via computer or app. The emails can also come directly in the software into the clients account. How great is that for a filing system. The automation is not that easy to figure out but with all the videos and the on boarding session once you get it it flows very well. The security level is great as well. Cons I didn't like that it was limited payment processing. I use Square and Quickbooks and to have my funds going to through another processor dosen't work for me. I didn't like the fact that your repeat client can't signup on line and you create a workflow for them. I would like more flexibility with making changes on the sign up page. I wish they had a support number where you can call and talk to a live person. I think the software is price low enough for them to add a additional fee to be able to talk to a live person. I think the should have a technical person with the on boarding session. My IT person was on the session and his question couldn't be answered. Review Source Response from TaxDome October 21, 2022 Thank you, Raquel. Your feedback is valuable to us. We'd love to hear more from you. Please book a training session at any time by clicking on the question mark icon in the top right corner of your portal to show you and discuss more on how to manage your invoices, and payments and assist you with any questions that you may want to voice out. Support is completely free and unlimited. ZO Zokpia O. Owner Accounting Used the software for: I used a free trial ### "This will revolutionize my firm" June 30, 2023 5.0 There is a lot of set-up involved, and it can be daunting. However, I am eager for the day when I everything is set up and fine tuned to streamline my whole business. Pros I like the automation capabilities, and the fact that I can put a deliverable behind a paywall. Also, embedded organizers, engagements letters, and signatures...game changer. All at a reasonable price! Cons I wish I could have enable progress billing on an account. I require a 60% deposit from my clients to begin work, so it would nice if I can automate the 1st bill (60% of the total), then the 2nd bill (Remaining 40%). Alternatives considered [Firm360](https://www.capterra.com/p/197013/Firm360/)[Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Very little automations with task statuses, and none for email communication or requests for clients. The tracking process is so manual. Honestly, I could've used excel and only have a minor drop-off. Review Source Response from TaxDome July 18, 2023 Hello Zokpia Thank you 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. We would like you to know that our departments are working on improving the software all the time. 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! SM Sarah M. Owner Accounting Used the software for: I used a free trial ### "Great software" January 11, 2023 5.0 Pros I like that the software has a lot of modules that I needed without me having to pay per user per module. Also, I love the client portal. Easy to use for the clients and looks great on their end. Cons I do think that the time tracking and the workflows could be easier to use. The invoice template is a little clunky and I wish I could have better editing to the actual invoice. However, for the price I am willing to learn the workflow and probably will use zapier to integrate a time clock system. Reason for choosing TaxDome I love the look of the client portal and that you can use one dashboard for everything. I wish the pipielines, jobs and tasks were a bit easier to use but I know that is a learning curve. The tax dome academy to walk you through the process is great. Review Source Response from TaxDome February 22, 2023 Hello Sarah, Thank you for taking the time to share your kind feedback, it is valuable to us! We're glad to hear that you find our software to be feature-rich and appreciate the value of our all-in-one pricing model. We also appreciate your positive feedback on the client portal and are thrilled to hear that it's working well for both you and your clients. We understand that some aspects of our time tracking and workflow modules may not be as intuitive as you would like them to be. Please know that our development team is continuously working to make our software easier to use and more intuitive, so we hope that you will see improvements in the future. Regarding the invoice template and editing capabilities, we will certainly take your feedback into consideration as we work on future updates and improvements to our software. In the meantime, if you have any suggestions on how we can improve our invoice template, 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. We appreciate your willingness to learn to use our software. If you have any questions, please feel free to reach out to us. Have a wonderful day AM Amy M. Owner Accounting Used the software for: I used a free trial ### "Could be the key to growing my business" August 10, 2021 4.0 Tech support is fantastic! It's a little overwhelming to get everything migrated over but I know once that everything is set it will be a time saver! Pros I like that I can handle the day in and day out administration all in one place. So many options. I wish that I had found this software at the start up of my business. Cons I think that the set up of pipelines is more difficult than it needs to be. Alternatives considered [CPA Site Solutions](https://www.capterra.com/p/217035/CPA-Site-Solutions/) Reason for choosing TaxDome More capabilities Switched from [CPA Site Solutions](https://www.capterra.com/p/217035/CPA-Site-Solutions/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/) All in one services but mostly looked at it when looking for a secure client portal option. Review Source Response from TaxDome August 11, 2021 Hi Amy! Thanks for your feedback! We have webinars that you can attend or even watch recordings from regarding Pipelines and workflow https://vimeo.com/498341104/18c8d41a45 Feel free to reach out to our customer success team to schedule a 1:1 Onboarding screen share session with us. We'd be happy to assist. JC Joseph C. CPA Accounting Used the software for: I used a free trial ### "Great product for the cost a must have for all small tax and bookkeeping offices." July 11, 2023 5.0 On a scale of one to ten with ten being the highest. I want to give it a 9 with the reservation once I have it up and fully running it will be a ten. I believe in the product but there is so much to learn I am learning the product so that is why I am currently at level nine. Pros I love the fact my emails will sync with my clients so all emails and there sometimes is a lot of them will show on the client page. The ability to take notes on a client. Cons The set up videos the presenters go way to fast we had to watch several videos numerous times to try to follow what was happening. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome I believe this program is a better fit for my pratice. Review Source Response from TaxDome August 7, 2023 Hello Joseph, Thank you very much for your review. It is valuable to us. We are happy that you like our software, and our email sync feature. We understand that the setup may be a bit overwhelming at the beginning, we try to give our best to assist our users. We offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube, and Facebook and you can check our TaxDome Academy. If there is anything we can do for you, please reach out to us. Have a wonderful day! VY Veronica Y. Firm Owner Accounting Used the software for: 2+ years ### "Great option for Accounting Professionals" November 29, 2024 5.0 Pros Secure client portal, workflows allow for managing of various jobs and deadlines Cons Some features are missing ie notification to team members when a job moves to them in the pipeline. Currently only available for tasks. Reason for choosing TaxDome It was the only product that handled document security, client communications as well as job and workflow management. Review Source VR Verified Reviewer Software engineering Computer Software Used the software for: 1-2 years ### "Tax dome review" February 4, 2023 5.0 Great software for individuals or organizations, personally I think its the best way to handle my accounts Pros The ease of use and the fact that it's highly customizable to my likings Cons It's client service was a little bit shaky but the issue has already been resolved Review Source Response from TaxDome March 6, 2023 Hello There, Thank you for your kind review, it is valuable to us! We're glad to hear that you found it easy to use and highly customizable to your liking. We're sorry to hear that you had an issue with our client service. However, we're happy to know that the issue has already been resolved. We always strive to provide the best possible service to our customers, and we appreciate your feedback as it helps us improve our service and support. If you have any further questions or concerns, please don't hesitate to reach out to us. Have a wonderful day! SB Summer B. Principal Owner Accounting Used the software for: 1-2 years ### "TaxDome brings value to our firm " June 28, 2022 5.0 Pros TaxDome is one of the best options for accounting firms looking for practice management. It’s scalable and reduces overhead expenses since you are able to eliminate so many other third-party apps managing clients. I highly recommend using TaxDome. Cons There’s not anything to dislike. If you try it, you will find value in every part of the system. Alternatives considered [FileCloud](https://www.capterra.com/p/166916/FileCloud/)[Taxaroo](https://www.capterra.com/p/168924/Taxaroo/)[Encyro](https://www.capterra.com/p/183899/Encyro/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)[TitanFile](https://www.capterra.com/p/152195/TitanFile/) Reason for choosing TaxDome Taxdome offers the best value for the cost. Switched from [SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) Not enough features in SuitDash and required me to have too many third-party apps. Review Source Response from TaxDome June 29, 2022 Thank you for the nice feedback Summer. We highly appreciate it. Please feel free to contact us if you need further assistance. Our Support is free and unlimited. JP Jacob P. Owner Accounting Used the software for: I used a free trial ### "Incredible CRM for Accountants" November 13, 2023 5.0 Extremely helpful! The customer experience has been wonderful because I feel like they actually want me to succeed with using their software. Pros All its many features that allows me to have an all in one solution to offer for my client's satisfaction. Cons I wish it had a lead form that could go directly on my website instead of just a link to a signup portal. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing TaxDome Accounting was the sole focus with this software and the questionnaires and all the forms were what stood out for me, along with it doing many of the other features that these softwares offered as well. Switched from [Onboardible](https://www.capterra.com/p/217126/Onboardible/) Onboardible did not meet what I needed in my business, it had way too many issues with it and I was searching for something that would blow me away. Taxdome has done that for me Review Source Response from TaxDome November 21, 2023 Hello Jacob, Thank you for your review. It is valuable to us! We are delighted to hear that you appreciate our many features that allow you to have an all-in-one solution for your client’s satisfaction. We aim to provide the most comprehensive and convenient service for your tax practice, and we value your feedback. We are glad that you found our system useful and effective for your business. We would like you to know that our departments are working on improving the software all the time. 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 using TaxDome, 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, please let us know. Have a wonderful day. KM Karen M. Owner Accounting Used the software for: I used a free trial ### "Meets and exceeds expectations" August 13, 2021 5.0 Just getting started but very happy so far Pros Customer service/support, integrations, true workflow functionality with task dependencies and automation. Cons 1) Organizer function that requires clients to upload specific documents based on answers to org questions -- for instance, if the user checks 1099 income, must upload 1099. Reason for choosing TaxDome Among other things, pricing. I think it's unconscionable to charge twice as much to use the program on a month-to-month basis. That pricing strategy tells me that their customers are unhappy in early days and don't stick with it, either because onboarding is a nightmare or they don't deliver what they promised. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) 1) They do not have true workflows with task dependencies and automation -- every task in a workflow is dumped on the assignee's dashboard at once. 2) They lied/misled me about their functionality 3) 15+ hour outage during tax season and very poor communication with their clients -- the news was on social media for hours before they ever contacted their clients, their "explanation" had huge holes in it. 4) Credit card processing time unbelievably slow -- 10 days to get paid at one point. 5) Required tech support nearly every single day because things didn't work as advertised or the system glitched. Review Source Response from TaxDome August 25, 2021 Thank you for that wonderful feedback, Karen!We appreciate it. Feel free to reach out to our Customer Success if you need assistance.Our support is free and unlimted. PB Patrice B. Enrolled Agent/Owner Accounting Used the software for: I used a free trial ### "Just The Tool Needed to Help My Virtual Firm Scale to that Next Level" November 22, 2021 5.0 I am looking for a streamline process where I can see the flow as to how things move in my virtual accounting and taxation firm and this will allow me to do that while automating workflows. That alone will save me so much time as I put this together. Pros Currently I am only going to be using a few of the options that are in the software and am going to transition my clients into using more of the software over the next year. My primary thing that I am looking for is using the CRM, Email and Automated Workflow Options. Oh yeah the unlimited e-signatures is a plus, because I have been going back and forth in between systems and this has been costing my time. I love the fact that I will be able to just come into one system, and watch the workflows go and clearly be able to know when clients AND prospects have done what I need them to do. I want to know as much about client needs before that initial touch point and I know that this is the tool that my firm needs to be able to do just that as we scale. Cons Honestly I couldn't locate the webinars easily. I am not saying that I wanted to avoid the Demos, but I would love to have know where the webinars were located sooner so that I could watch the videos since I signed up on a weekend. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing TaxDome I am looking to streamline my processes and procedures. I currently use Clientwhys as my website, marketing, and portal, but I need a better clearer view and I need the ability to actually automate workflows all in one location. Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) I am looking to streamline my processes and procedures. I currently use Clientwhys as my website, marketing, and portal, but I need a better clearer view and I need the ability to actually automate workflows all in one location. Review Source Response from TaxDome December 3, 2021 Thank you for that amazing feedback Patrice. You can check our webinars on this link http://taxdome.com/webinars and our Youtube Academy. Please feel free to contact us if you need further assistance. Our support is free and unlimited. ME Marquisha E. Owner Accounting Used the software for: 6-12 months ### "A Must Have for Any Practice" November 27, 2022 5.0 Pros Tax Dome was easy to use and the direct-to-portal print feature has saved us so much time and energy. It has so many features that we were using separately and was costing us a fortune. I would make this a mandatory part of the setup process for any firm. Cons I would like to see more text capabilities. A lot of our clients are on the go and respond to text a lot quicker than emails. Review Source Response from TaxDome December 9, 2022 Thank you, Marquisha. Your feedback is valuable to us. We appreciate your kind review, and are happy that TaxDome saved you time and improved your efficiency, which is one of our main aims. As for the text capabilities, the good news - our development team is currently working on this option, and SMS will be available very soon. If there is anything else that is missing, please make a post to our Feature Request Board, we appreciate each request, and prioritize the ones that have the most votes. If there is anything you need assistance with, please let us know. Have a wonderful day. KG Kristin G. Partner Accounting Used the software for: 6-12 months ### "Saved Our Firm" April 24, 2020 5.0 TaxDome has saved our firm. There is no way we would have survived tax season with out it. I highly recommend this product. It brings everything all into one place. Document storage, portal and work dashboard. Pros This is super easy to use and get set up. Our clients love the portal. We love how status updates can be automatically sent to the client to keep them in the loop of what stage their tax return is in. Customer service is amazing. If you have questions, there is a chat feature and they respond very quickly. Since this is a new product they are always adding new features. We like how there is a to do list & kanban view of tasks. We also love the messages feature where you can send direct messages to the client. Cons This is a new product so there are still a few features missing. They are working on adding e-signature for 8879's which would have been great to have during tax season. They are adding new features all the time so hopefully this will be available soon. It would be nice to be able to put notes on the face of the kanban cards so you can see them by just glancing at them and not having to open them up. There is no way of knowing if documents have already been downloaded. If a client uploads tax documents, there is no way to know if anyone else in the firm has already downloaded them or if new documents have been uploaded there is no way to distinguish them. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome All in one features. It was like both Karbon and Canopy all in one. The cost is great too. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) We felt like we really didn't know what we needed to work on. We were still keeping track of everything in spreadsheets. Review Source Response from TaxDome August 27, 2020 Hi Kristin! Thanks for the review. KBA is available for 8879s - https://help.taxdome.com/article/72-getting-signatures-for-your-documents#7 Check out the recent blog post on the release of Jobs, which will allow you to leave notes on a Job (card in a pipeline) - https://blog.taxdome.com/news/2020/08/13/jobs\_redesign.html Similar Products Featured ## Related categories [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/) ## 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.