# Page 34 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 34 - 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 34 - Reviews of TaxDome ## Showing most helpful reviews Showing 826-850 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PG Peter G. President Accounting Used the software for: I used a free trial ### "New User Impressions" July 14, 2023 4.0 Very good so far. Just moving from Free Trial. All the support I need to set up automation appears to be there with the ability to schedule 45 minute sessions with staff to help me get my automation built out. Pros Portal Management seems easy to use. No issues to date. Cons No complaints so far. Getting my head around setting up all of the automation feels a bit daunting, at least initially. Should be ok as I gain more experience, use the Academy to learn more, and work with support staff. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Cost to add features to Canopy, beyond basic portal management. Automation functionality offered by TaxDome should make my practice much more efficient. Review Source Response from TaxDome August 7, 2023 Hello Peter, 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. We understand that the setup may be a bit overwhelming at the beginning, but we 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. We will be glad to assist you. Have a wonderful day! TK Tanya K. Owner Accounting Used the software for: 1-2 years ### "Awsome Software" June 23, 2023 5.0 I have great experience with TaxDome. Using it for all remote clients Pros I could keep all the documents in one place. Can see all the communications with client in one place. Cons Second signature without creating additional account Review Source Response from TaxDome August 9, 2023 Hi Tanya! Thank you for your valuable feedback regarding your experience with our platform. We're pleased to hear that you're finding our document organization and communication features beneficial. However, we understand your concern regarding the process of obtaining a second signature without creating an additional account. We appreciate your patience and would like to offer a helpful solution to address this issue. As a workaround for obtaining multiple signatures within a single account, we recommend utilizing the following steps: Drag and Drop Signature Fields: When preparing a document that requires multiple signatures, you can conveniently drag and drop as many signature fields as needed within the document. Client Instructions: If your client account has only one contact, you can advise your client to double-click on the signature field to edit their signature. This will enable them to add their signature as required for the document. By following these steps, you can effectively gather multiple signatures using a single account without the need for creating additional accounts. We believe this solution will streamline the signature process for your clients and enhance your overall experience with our platform. Feel free to reach out to us again if you need any other further assistance Have a wonderful day! MY Mark Y. Principal Accounting Used the software for: Less than 6 months ### "Excellent practice management solution" July 10, 2023 5.0 Very happy. Has exceeded my expectations. Pros still new to the software, but love the ease of use and ease of on-boarding, we have a dedicated agent to help with getting everything set up, and he is very generous with his time at no extra charge, workflow and task management is excellent although a little complicated to learn at the outset, love that the client portal, document management, and client email retention are all integrated Cons I like the smart organizer, but it does not have the ability to import data from Lacerte. Therefore we have to send the organizer to clients in two pieces, the questionnaire through Tax Dome and the data/document checklist portion by a separate pdf via email. Would like to see Tax Dome have the ability to pull this data from Lacerte and send a checklist and fillable worksheets (such as Sch E and Sch C) as part of the organizer. Reason for choosing TaxDome More full featured and more intuitive to use Review Source Response from TaxDome July 26, 2023 Hello Mark, 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! LI Lloyd I. Principal Accounting Used the software for: I used a free trial ### "Reasonably Priced and Tremendous Power" July 14, 2022 5.0 Pros The workflow management tools are far superior to other software we used and the customer support team is excellent. Cons I consider myself well-versed in software and found that TaxDome was a bit overwhelming at first due to some nomenclature barriers: e.g. contacts vs. accounts; pipelines vs. jobs vs. tasks and the related templates. The UI is also a bit clunky and a bit dated. Reason for choosing TaxDome TaxDome has better workflow management and offers kanban style views of a workflow to have a good visual sense of a workflow and being able to segregate jobs based on which pipeline they're in(sometimes I want to look at just the bookkeeping work without seeing every single tax return and vice-versa). The automation features in TaxDome appear very promising. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Canopy had some issues of data-loss since it used a clumsy download/upload process in the background for editing files in the document management. I've lost a lot of work during tax season that didn't get uploaded back. TaxDome's files appear as a virtual Z: network drive that interface with any Windows application in a traditional manner. Canopy also is two expensive and double-dips on price by charging firms both on # of employees and # of clients Review Source Response from TaxDome July 19, 2022 Thank you, Lloyd. Your feedback is valuable to us. We understand that, due to the numerous features we have, our software can be overwhelming at the beginning. To make it as easy as possible for our subscribers, we have free and unlimited support. If you need assistance with anything, you can reach us via chat and email or schedule screen-sharing sessions so that we can walk you through the setup and features. We also have a database with help articles, a TaxDome Youtube channel with tutorials, and TaxDome Academy with different courses. As for the document loss in Canopy, we have no such issues in TaxDome. The TaxDome drive is virtual, and you can access all the documents as long as you are logged to the desktop app and have a connection. You also can access the documents directly from the drive and edit them, without going through the download-edit-upload process. Please let us know if you have any questions. Have a great day. Kurt G. CEO Accounting Used the software for: I used a free trial ### "After Careful Review..." November 14, 2023 5.0 Pros We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients. Cons I wish there were more AI integrations for email and more APIs for tax organizer customization Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome We preferred the workflows and automation Switched from [Karbon](https://www.capterra.com/p/156181/Karbon/) User experience, broader feature set, and cost Review Source Response from TaxDome November 21, 2023 Hello Kurt, Thank you for your review. It is valuable to us! We are thrilled that you loved the ease of setting up in our portal. We are always aiming to provide you with the best user experience. We are sorry to hear that you wish there were more AI integrations for email and more APIs for tax organizer customization. We are always working to improve our features and functionality. 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, 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 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. PA Peter A. Owner Accounting Used the software for: I used a free trial ### "Tax Dome saved my life." December 10, 2022 5.0 Blow away. I fell in love with this software the first day of the trialCustomer support was awesome, friendly and patient. Pros I have been searching for years for a solution to everything that Tax Dome is capable of.The money you spend here you save on no longer needing Dropbox, Docusign and other software.It's all here in one place and much more secure!! Cons I know it is on it's way. I am a QuickBooks Live Senior Analyst who works for Inuit as well as my own practice. It would be great if we had the QBOA sync of live data. Review Source Response from TaxDome December 23, 2022 Thank you, Peter. We are happy to get all this great feedback from you. One of our main goals is exactly what you mentioned - to have everything in one place and improve efficiency by cutting the time you would need to switch between different apps and programs. We are working on improvements, and new features all the time, and also have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. If you wish, you can have a look. If there is anything we can do for you, or you need assistance with anything, please let us know. We will be happy to assist you. Have a wonderful day. DW Deb W. Tax pro Accounting Used the software for: 2+ years ### "I'm very happy with Taxdome" June 28, 2023 4.0 Pros I really like the Client portal with the chat feature. Cons I don't know how to move a document that I uploaded to the wrong client Review Source Response from TaxDome July 21, 2023 Hello Deb, 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. Currently, it's not possible to move documents from one account to another, but a workaround is to copy and paste the document from one account to another using the Z Drive and delete the document in the wrong account. We would like you to know that our departments are working on improving the software all the time. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome. 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! DH Demarcus H. Owner Accounting Used the software for: Less than 6 months ### "Hewitt Services Software Review" January 24, 2023 5.0 In the past, virtual tax preparation was handled manually. If one person didn't do their job it would mess up the entire process. The client's experience was horrible. They would just sit by the phone and wait for a call. The workflow management updates the client every step of the way. Onboarding used to take 30 to 45 minutes. It now takes seconds then the software does the rest. Pros It would have to be workflow management along with the fact that the whole tax preparation process can be handled within one software. It is done by either the computer or the mobile app. Cons Right now he integrates with calendar really and other calendars. I would like to see it have its own calendar. Alternatives considered [Client Hub](https://www.capterra.com/p/180857/Client-Hub/)[Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Reason for choosing TaxDome Pricing, customizable workflow, print to the portal, etc. Review Source Response from TaxDome April 26, 2023 Hello Demarcus, Thank you very much for your review. We appreciate it! We are pleased to hear that you found the workflow helpful in tracking the tax process. Our team has worked hard to create a comprehensive and user-friendly platform that meets the needs of our clients. 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 were 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! JB Jamie B. Owner|Accountant Accounting Used the software for: I used a free trial ### "Trial to subscribe" September 2, 2020 5.0 I watched the pre-recorded demo, attended the live demo - which was so great to be able to speak with voice (vs chat is an option) live with humans at the end of the demo! So helpful! Then speaking to \[SENSITIVE CONTENT HIDDEN\] in tech support when I had more questions throughout the trial, especially questions that weren't answered on the site. I just subscribed and took advantage of the option to review for an additional free month to my account. At first I was hesitant about the cost, but once I realized all that was included and the money I won't need to spend next year (secure portal elsewhere), and to have the website hosting included - that brings the costs to very reasonable!! I'm hoping that doesn't change drastically once I'm all set up! Pros I really like that this seems to be an all-in-one product! I looked at many firm management products and TaxDome seems to have everything I was looking for plus several additional options that I never expected to be taken care of by a firm management software. Such as the website - I don't need a complex site right now. I'm super excited for this next tax season to have the portal and all client aspects in one spot! The KBA e-signature authorization is perfect too! Cons There is a pause when moving between screens. That gets frustrating. But I'm noticing that with more cloud-based software (QBO, Gusto). Some tasks seem cumbersome - there could be short cuts on the current screen to go back to enter another of the same, such as manual time entry. Once one is entered, to go back to enter more takes MANY clicks and screen waits. Alternatives considered [Zoho One](https://www.capterra.com/p/166175/Zoho-One/)[Dubsado](https://www.capterra.com/p/206389/Dubsado/)[17hats](https://www.capterra.com/p/144328/17hats/)[Canopy](https://www.capterra.com/p/205679/Canopy/)[Pascal Workflow](https://www.capterra.com/p/176139/Pascal-Workflow/) Reason for choosing TaxDome Everything I was looking for PLUS MORE - is included in TaxDome! I really like the daily live demo, that was huge. Plus, so far, customer service has been responsive and wonderful! \[SENSITIVE CONTENT HIDDEN\] has been super helpful and pleasant to work with! I am hoping the changes/updates coming really add better functionality in the software. I'm really hoping the experience with TaxDome only grows in the upward and positive direction for years to come! Review Source Response from TaxDome August 9, 2021 Thank you, Jamie! Your feedback is valuable to us. To request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board TA Tanishia A. Accountant Accounting Used the software for: I used a free trial ### "Enhancing Efficiency with Tax Dome" May 30, 2023 5.0 I find the system to be highly favorable due to its time-saving capabilities. The true value lies in its automation features, which significantly expedite and enhance manual processes, resulting in improved efficiency. Pros The utilization of Tax Dome has proven to be immensely beneficial in terms of streamlining my workflows and automating various processes. Prior to its implementation, I was manually handling all aspects of my business, which consumed a considerable amount of my time. The time saved as a result of Tax Dome's functionalities has proven to be highly advantageous. Cons While I am currently in the process of familiarizing myself with Tax Dome, I have observed that there is a specific manual step required for accurate automation of the invoicing process. Additionally, I have found that investing sufficient time in engaging with the representatives is crucial in order to acquire the necessary knowledge. However, once these essential steps are undertaken, the resulting benefits are undoubtedly worth the effort. Review Source Response from TaxDome June 15, 2023 Hello Tanishia, 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. We understand that the setup may be a bit overwhelming at the beginning, but we give our best to assist our clients during the setup. 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! EW Erica W. Owner Accounting Used the software for: Less than 6 months ### "Best Product Yet! Highly Impressed!" February 25, 2023 5.0 Pros The product is easy to navigate, with much more fluids craters than it’s competitors. Everything I need is at my fingertips and clients are adjusting well. Cons It’s more difficult to learn the automotive workflows, but that is mostly due to me learning during peak season. I just don’t have the time to dedicate to learning as I need to right now. Reason for choosing TaxDome Taxdome offers so much more. Once you factor in that a website and domain are included, customer service is fantastic, the help videos are amazing, and it’s so user friendly once you learn the basics- it was a no brainer. Switched from [Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Taxaroo is a great idea and has some useful tools, but there are lots of restriction such as limits on exporting dating, glitches in the organizers, doesn’t track certain aspects that managing a tax business require. I tried working with the support team but it took days to get a response vi chat and no one ever answered the customer service number - not one single time I was a user. Review Source Response from TaxDome March 8, 2023 Hello Erica, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you find our product easy to navigate and that it provides you with everything you need at your fingertips. We are also glad to hear that your clients are adjusting well to the platform. Regarding your feedback on the difficulty of learning the automotive workflows, we understand that it can be challenging to learn new things during peak season when time is of the essence. However, we want you to know that our team is always available to provide support and assistance whenever you need it. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please do not hesitate to reach out to us if you have any questions or need any assistance with learning the workflows. Have a wonderful day! Christopher M. C. Founding Bookkeeping Maestro Accounting Used the software for: I used a free trial ### "I will put all my eggs in this basket" November 15, 2023 5.0 Pros Right when I think that they haven't thought about something I want, I discover it. Their support is ready and available when I need it -- and even late at night when they're offline! I am very pleased and it takes a lot to make me want to make the move. Cons There is not much to complain about coming from Canopy. What I would say is that I wished the "onboarding" was a more hands-on approach -- however, I respect their process because it has helped me learn the program so much more! Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Functionality, in-app messaging, and a focus more on the functions of my practice vs a focus on tax resolution. Review Source Response from TaxDome November 21, 2023 Hi Christopher, Thank you for your review. It is valuable to us! We are happy that you find our software satisfying and that you discover new features that you want. We are always trying to provide you with the best service and support. We are glad that you respect our process and that it has helped you learn the program so much more. We are always working to improve our onboarding process and make it easier and more enjoyable for you. 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, 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 need assistance with anything, please let us know. Have a wonderful day. BR Bolduc R. CEO Accounting Used the software for: 2+ years ### "Taxdome Makes Your Life Easy!" June 5, 2023 5.0 Saving a considerable amount of money since Taxdome replaces so many other apps and software platforms. Pros Ease of use, one-stop shop to manage the firm. Eliminates the need for multiple software platforms. Cons Integration and the porting over of client data and source docs from Box and Liscio is a nightmare. Review Source Response from TaxDome June 15, 2023 Hi Bolduc! Thank you for your review of TaxDome. We're glad to hear that you find it easy to use and appreciate its all-in-one approach to managing your firm. However, we understand that the process of integrating and transferring client data may have been challenging for you. We apologize for any inconvenience or frustration this may have caused. To address this concern, we want to let you know that we offer free assistance to help make the transition as smooth as possible. If you still require assistance with importing your data or transferring files, we recommend visiting the following links: For import assistance: https://help.taxdome.com/article/796-assistance-clients-import For file transfer assistance: https://help.taxdome.com/article/799-assistance-file-transfer-from-existing-system These resources provide step-by-step guidance and support to ensure that your data and documents are successfully migrated to TaxDome. Have a great day! CH Cristina H. CEO Accounting Used the software for: 2+ years ### "it is a good product but has too many bugs" January 4, 2024 3.0 It is a good product for managing tasks and integrating with Drake software, but they raise the price to $800 for each user if you buy only one year. It has so many bugs that I cannot count them. You have a new one almost every week, and they do not fix it quickly. Pros It helps manage the tasks and has some integration with Drake software. It has support to at least listen to you. Cons OMG, it has too many bugs. I cannot count how many bugs we had in 2023. It is really difficult to rely on the software. It takes some time so they can fix the issue (if you are lucky, a week). Review Source Response from TaxDome March 21, 2024 Hello Cristina, Thank you for your review. It is valuable to us! We're glad to hear that you appreciate its task management features and integration with Drake software, as well as the support available to address your concerns. However, we understand your frustrations regarding the bugs you encountered. We apologize for any inconvenience this has caused. Ensuring a seamless user experience is our priority, and we're continuously working to address and resolve any issues that arise. We appreciate your patience and understanding as we work to improve our platform. If you have any specific bugs or issues you'd like to report or if there's anything else we can assist you with, please don't hesitate to reach out to our support team. We're committed to providing you with a reliable and effective solution for your needs. Have a wonderful day. GaB Gabriel ange B. Diffuseur Broadcast Media Used the software for: Less than 6 months ### "Avis sur mon usage personnel de taxdome" June 23, 2023 4.0 Je me suis plu à utilisé taxdome et en faire un outil utile en suivant le processus des calculs fiscales Pros La fiabilité de cette plateforme, la sécurité sur les données et le stockage illimité Cons Taxdome est une plateforme tellement fiable mais un peu complexe sans formation Review Source Response from TaxDome August 9, 2023 Hi Gabriel! We're delighted to hear that you've recognized the reliability of our platform, along with its strong emphasis on data security and the convenience of unlimited storage. Your trust in our commitment to safeguarding your data and providing a seamless experience is greatly appreciated. We understand that navigating our platform might appear complex, particularly without prior training. We acknowledge that the setup process can be a bit overwhelming at times. However, we're here to provide the support you need to make the most out of TaxDome. To address the complexity concern, we want to assure you that our support team is readily available to assist you. We offer free and unlimited chat and email support, and we're also available for screen-sharing sessions to guide you step-by-step through any challenges you may encounter. Furthermore, our comprehensive knowledge database is packed with informative articles and tutorials designed to help you navigate the platform effectively. For visual learners, you can find us on YouTube and Facebook, where we share helpful tips and guides. And for those looking for a more structured learning experience, our TaxDome Academy is a valuable resource. If you need any other assistance, don't hesitate to reach out to us! Have a wonderful day! KH Krista H. Owner Accounting Used the software for: Less than 6 months ### "Tax Dome is helping us save money and have peace of mind. " August 11, 2023 4.0 So far it's great! We believe this will be a game changer when it comes to managing our workload this next busy season. Pros We like the fact we now have a all in one portal, document storage, workflow management, and CRM in one place. Cons I wish I could open all the client files at once to see everything. I wish is was a little easier to move files between related accounts - If someone uploads a document to there entity account, that should be in their individual account, it's a little cumbersome to move it to the correct account.Printing from Drake when using Right Networks. It can be done, but it costs quite a bit more. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome We felt this was a little easier to use, and an associate of mine is using it, so I thought it would be easier to collaborate on best practices. Review Source Response from TaxDome October 10, 2023 Hello Krista, 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. 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! CV Christopher V. Co-founder Accounting Used the software for: 6-12 months ### "TaxDome Review by Gemta" February 6, 2023 5.0 I refer this system to all my friends. Pros TaxDome has helped us service over 300 clients. We were able to send them engagement letters, collect signatures, communicate, and easily oversee multiple jobs/tasks. Building the workflows took some time but once they were up and running, it was a smooth process.The biggest pro for us was seeing the system consistently improve. Every few weeks we'd see changes and it made us feel like the team really cares about building a better system. It feels like we're growing with TaxDome. Cons It can be pretty expensive but I guess you get what you pay for! Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Jira](https://www.capterra.com/p/19319/JIRA/)[Podio](https://www.capterra.com/p/128631/Podio/) Review Source Response from TaxDome March 1, 2023 Hello Christopher! Thank you very much for your review. it is valuable to us. We are glad to hear that you have found it useful for creating workflows and automating email communication with your clients. We are also glad to hear that it has helped you to keep track of requests and receive faster replies from your clients We are sorry to learn that cost is a concern for you, and 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. The cost per user may seem high at first glance, but when you consider the amount of time and money that can be saved by using our software, it becomes a cost-effective solution for your business. We are proud to know that as we grow, you grow too. There is nothing more important to us than being able to meet all your needs through multiple functions within the system. If there is anything we can do for you, please reach out to us. Have a wonderful day. BF Brandon F. Owner/Preparer Accounting Used the software for: 2+ years ### "Automation, Billing, Communications, Invoicing and Docs under one roof! " September 13, 2022 4.0 Pros Working with automations has relieved a lot of work in our practice. Cons When we review docs to work, we rename them. We previously used the browser but it was taking too long to rename, click save and move forward to the next. Alternatives considered [Liscio](https://www.capterra.com/p/180297/Liscio/) Reason for choosing TaxDome I switched with TD because of the onboarding feature to pull clients off my website. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Liscio](https://www.capterra.com/p/180297/Liscio/) It was a new product and my business partner chose it. Review Source Response from TaxDome September 28, 2022 Hi Brandon, thank you for your feedback! It's valuable to us. You have the ability to preview docs and by clicking the three dots in the upper right corner to access the pop-up menu that allows you to edit them. To learn more about managing your documents, go here: https://help.taxdome.com/article/233-how-to-edit-download-print-filter-documents#2 JR Jasmine R. Owner/CEO Accounting Used the software for: I used a free trial ### "Great Practice Management Software for Accounting/Bookkeeping Businesses" March 20, 2023 5.0 Pros I loved that it encompasses so many of the different types of software into one, even to include a website creation at no extra costs. This streamlines a business and cuts down on costs. I was looking for this since I started my business and glad I gave Tax Dome a chance. Cons I don't like the fact that you have to pay for a year subscription up front. I wish there was an option to pay monthly. Reason for choosing TaxDome It solved the problem of being cost efficient for having all of the practice management software that I needed in one. Switched from [Liscio](https://www.capterra.com/p/180297/Liscio/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) I wanted to use one system/software to handle all of my practice management. Review Source Response from TaxDome March 27, 2023 Hi Jasmine, Thank you for your feedback! It's valuable to us. The primary user (the first) must be on an annual subscription. However, your additional users at the firm (TaxDome Pro only) can be on either an annual or monthly subscription plan. To learn more, go here: https://help.taxdome.com/article/187-taxdome-pricing-faq#1 We'd love to hear from you! We have a feature request board for paying subscribers to submit requests and upvote requests from other firms. The features with the most upvotes get prioritized. Feel free to submit a request here: https://feedback.taxdome.com/b/feature-requests CH Christian H. Owner Accounting Used the software for: I used a free trial ### "Another company doubled my price right before year-end and priced me out! Tax Dome saved me!" January 21, 2022 5.0 Pros Easy to set up! Streamlines a lot of work! Cons Love everything! Wish there was two way communication with QuickBooks, but that's nothing to complain about. Reason for choosing TaxDome Came highly recommended by tax professionals. Review Source Response from TaxDome March 31, 2022 Thank you, Christian. Your feedback is valuable to us. TG Tanisha G. CEO Financial Services Used the software for: 2+ years ### "Great CRM for tax professionals. It is a must have for TNT." July 30, 2023 5.0 My experience has been great. Works well for my firm. Pros I like that clients documents can be stored here and be accessed at any time. I also like the invoice feature. Cons I least like that isn't compatible with my scheduling app Review Source Response from TaxDome August 8, 2023 Hello Tanisha, Thank you very much for your review. We appreciate it! 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! Mayrell A. teacher/business owner Education Management Used the software for: 2+ years ### "Amazing Tax Dome" March 16, 2023 5.0 My over all experience with tax dome is really amazing and recommendable. Pros What I like the most this application Tax Dome is that all the feature are there except for scheduling. But over all it is a user friendly app and easy to navigate and a really helpful for my business task. It is highly recommendable. Cons The only cons that I found out is that a quite expensive for me. but over all it is highly recommendable. Review Source EF Emily F. OWNER Accounting Used the software for: I used a free trial ### "TaxDome is Awesome " December 9, 2022 5.0 I am currently using SmartVault and am not completely satisfied with its capabilities. So, I decided to give TaxDome Trial a try. I have to say it's the best decision I have made this year. TaxDome's capabilities exceed SmartVault's by far. I will no longer be using SmartVault, I am now a TaxDome user. Pros I love the variety of features.The Tax Academy Email SyncingInformation in one place for both me and my clients to access.Customizations Cons Invoicing needs improvements. I would like to be able to receive payments through QuickBooks, Venmo and PayPal and it come through automatically. More templates would be nice. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/) Reason for choosing TaxDome More features, less expensive Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) Lack of features, expensive Review Source Response from TaxDome December 14, 2022 Hello Emily, Thank you very much for your review. it is valuable to us! We are happy to learn that you like the diversity of the features we offer and the software as an all-in one tool, which is one of our main aims 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. As for the invoices, 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, or if there is anything you would like to share with us that you think might improve your experience with 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 with anything, please let us know. Have a wonderful day. Brytwauna T. Ceo Accounting Used the software for: 6-12 months ### "leveling up your tax business" April 6, 2024 5.0 I love it I feel like it’s my tax business. It gives me more time to do other things and back and things and as we all know, time is money. Pros What I like most about Tax is the CRM system and also the document management enable to give and store clients documents or they’re able to get instant access to their things without asking me for consistently Cons what I like least about Tax it’s not just user-friendly. You have to go to some trainings to figure out the automation or pay someone to do it so you’re not just gonna jump in and have it already set up as soon as you pay the cost so it’s an additional fee to have someone out automated but luckily, I found Carmen from Elite notary to for an affordable price Alternatives considered [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Review Source Response from TaxDome June 20, 2024 Thank you for sharing your thoughts on TaxDome! I'm glad to hear that you find our CRM system and document management helpful for your tax business, making it easy for clients to access their documents. I understand your feedback about the learning curve for automation features. We're always working to improve usability to make it more intuitive for all users. Your experience shows the value of investing in training or outsourcing for optimizing these features effectively. I'm delighted that TaxDome has given you more time to focus on other aspects of your business. Your time is valuable, and we're here to support you in making the most of it. If you have any more suggestions or feedback on how we can improve, please let us know. Thank you for choosing TaxDome for your business! JD Jon D. Partner Accounting Used the software for: Less than 6 months ### "I love the All-In-One option" March 27, 2023 5.0 Good Pros All in one features that eliminates the need to use multiple other applications. Clients staying on your website, increase SEO and brand recognition. Cons Clients can not see the status of engagements. Financial Dashboard integration with QuickBooks. Not great with providing quotes or tracking CRM Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing TaxDome All-in-One Review Source Response from TaxDome April 3, 2023 Hello Jon D, Thank you for taking the time to share your positive feedback regarding our software. We are thrilled to hear that you find our all-in-one features to be valuable and convenient, and that they have helped eliminate the need for multiple other applications. We agree that this can lead to increased SEO and brand recognition, and we are proud to have been able to provide you with a solution that meets your business needs. We understand the importance of continuously improving our software's functionalities to meet the ever-changing needs of our clients. Our team is dedicated to working on enhancing our features and user experience to ensure we are providing the best possible solution for your business needs. We are always open to hearing new suggestions and feedback from our clients, and we encourage you to reach out to us at any time with any ideas or concerns you may have. Your feedback is essential in helping us to improve and enhance our software. If you would like to contribute suggestions or ideas you can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. Thank you again for choosing our software and for your continued support. We look forward to serving you in the future. Best, 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.