# Page 35 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 35 - 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 35 - Reviews of TaxDome ## Showing most helpful reviews Showing 851-875 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BK Basira K. Accountant/Member Accounting Used the software for: 6-12 months ### "Not yet a year of use" October 27, 2022 4.0 Pros I like the client portal. I appreciate the customer service and continual improvements. Cons Still trying to figure out best ways to engage pipelines and tasks, I think I am having to take many extra steps because I don't completely understand something. Reason for choosing TaxDome reviews Review Source Response from TaxDome November 17, 2022 Hello Basira, 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 setting up of your workflow. Please let us know whenever you have questions or need assistance. Have a wonderful day. VR Verified Reviewer Scientist | Accountant Financial Services Used the software for: Less than 6 months ### "My Perspective on TaxDome so far as a Scientist/ Entrepreneur" September 10, 2021 4.0 Overall the experience has been great and we signed up for it annually so hopefully I can revisit this review after a full year of use. Pros The fact that everything in by business can be done on this platform makes our lives as entrepreneurs much easier. As they mention on the front page, why make your clients download all of the software you have in order for you to provide your service? Now, I have clients only downloading TaxDome for document upload and QBO for bookkeeping. Before they had to download different apps to upload their sensitive identification information through a separate app, communicate with us through another app and more. We don't use other apps as much either because of TaxDome (i.e. Trello, Clickup, and google drive). Cons There are a few page tutorials on TaxDome that appear in another language which makes learning the software that much harder, however, this occurs seldomly. Besides that, the project pipeline can be improved. The pipeline right now only allows to create a pipeline after tasks are made, rather than letting us create the tasks as we create the pipelines. Reason for choosing TaxDome Pricing Review Source Response from TaxDome September 14, 2021 Hi, thank you for the feedback, we appreciate it. And with regards to the pipeline creation, you can always create it even without the task template or you can also create the task template as you create the pipelines. , those templates are used for automation. Feel free to reach out to our team for further assistance . Our support is free and unlimited including 1:1 onboarding and screen sharing sessions. LP Lisa P. Owner Accounting Used the software for: I used a free trial ### "Finally! A Product for Our Firm That Replaces Several Apps and Allows Us To Grow" March 15, 2022 5.0 Pros TaxDome has a ton of features that are simply not available in similar products, or have to be added onto a subscription at a crazy cost. I love that everything is here, all in one place. No more clicking from one app to another during our crazy tax season. Cons I haven't come across anything in TaxDome that I would consider to be problematic or in need of improvement. Alternatives considered [Liscio](https://www.capterra.com/p/180297/Liscio/) Reason for choosing TaxDome Liscio was twice the money and had less features. The salesman also didn't tell me till we almost signed up that e-signatures would cost an additional dollar PER signature! That would have skyrocketed our cost of doing business with Liscio as we have close to 600 clients, some of whom sign more than 1 document each year. Review Source Response from TaxDome March 30, 2022 Thank you, Lisa, your feedback is valuable to us. PN Piotr N. Accountant Accounting Used the software for: I used a free trial ### "Best CRM software for any Accountant" February 25, 2023 5.0 I am one person shop, this software is my personal assistant that I pay only once a year. All my repetitive messages, emails are sent to the clients without me moving a finger, Invoices and ELs sent the same way.Requests for drafts approvals, and invoice attachments are super critical to my cashflow. Pros The ease of use, the workflow that allows me to automate numerous respective tasks, saving me huge amount of time Cons Time tracking/billing function - very basis Review Source Response from TaxDome March 8, 2023 Hello Piotr, Thank you for your kind review, it is valuable to us! We're glad to hear that you find our software easy to use and that it has helped you automate numerous tasks, saving you a significant amount of time. Regarding your feedback on the time tracking and billing function, we appreciate your input and understand that it may not meet your needs to the fullest extent. 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. Thank you again for your valuable feedback and for choosing our software to help you with your daily tasks. Have a wonderful day! AC Andrew C. Owner Accounting Used the software for: Less than 6 months ### "Not perfect, still the best for a small firm" July 30, 2021 4.0 Pros Probably the best thing about TD is that it does so many things adequately. But the strongest feature is the workflow management and the way that it harmonizes with client communication---the synergy there is market-beating. Cons I am disappointed in the timekeeping function, especially the reporting. It seems like a very simple function compared to their sophisticated workflow functions. It is downright primitive. I also can't figure out whether it will really be usable as a CRM. They advertise that, but I'm not sure it can really replace even the most basic CRM. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome The transparent pricing was probably #1. But also TD is just more powerful, if a little less slick and shiny. I feel like no one understands what Tax firms need quite like TaxDome does. Switched from [Client Hub](https://www.capterra.com/p/180857/Client-Hub/)[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) The benefits of having Organizers, Secure Messaging, File Transfer, Job Tracking, and Automated Communication all exist within one integrated system. We were losing so much time transferring data between systems. Review Source Response from TaxDome August 11, 2021 Hi Andrew! Thanks for your valuable feedback! I understand that our time tracker feature is not as robust just yet but we will be releasing additional functionalities soon, such as hourly rate per staff and create invoice from the time entry - that is currently in development. YF Yulia F. CEO Accounting Used the software for: 1-2 years ### "Great and convenient Client Portal" August 13, 2023 5.0 Overall great product. But their pricing policy changed significantly. I don't think it's fair to raise prices by 1/3 for both types of packages - Lite and Pro. Now they want you to pay $800 instead of $600 a year ago for a Pro package or lock into the 3-year contract with the one-off prepayment of $1,800. That's not a fair business model. Pros The Client Portal is very convenient. My favorite functionality is digital signing of the documents - no need to send the e-mails back and forth, scan signed documents and so on. Cons The integration with TaxAct Professional which I thought would be beneficial for my business, didn't work at all. Review Source Response from TaxDome October 10, 2023 Hello Yulia, 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 including e-signatures. 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! MA Martin A. Business Manager Accounting Used the software for: I used a free trial ### "Good Start!" September 19, 2023 5.0 Pros Almost every thing you can do on Taxdome is custoimisable making it easy for you to build your taxdome portal according to your firm needs. Cons Scroll bars are missing on pages where you will have to scroll down to be able to see more options. Review Source Response from TaxDome December 22, 2023 Hi Martin, 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 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, 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. MH Mike H. CEO Financial Services Used the software for: Less than 6 months ### "We are just getting started, but feel so EMPOWERED!" September 22, 2022 4.0 The support team has made our overall experience so far very good! Pros As we have just imported our clients into this program, I have to say that customer support provided by TaxDome is TOP NOTCH! The onboarding 1:1 sessions are SO HELPFUL and every team member has been so knowledgable, helpful and friendly! We are most excited about being able to eliminate multiple programs into one and to use the automated features. Cons We are still very new to the program, but I don't like that the notes don't automatically save. I've lost several notes already. In addition, it would be nice if some windows (notes, for example) could open in a small sub-window while tasks are being created from said notes on the same page. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Cost, automation, better customer support Review Source Response from TaxDome October 3, 2022 Thank you, Mike. Your feedback is valuable to us. We are more than happy to hear that you love our support team. We would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We have an existing request for autosaving notes. Please have a look here: https://taxdome.canny.io/feature-requests/p/autosave-screens-notes-screen-especially For opening notes in a pop-up or slide-out, please feel free to submit a request. Please let us know if there is anything we can do for you, or you need assistance with anything. We will be happy to assist you. Have a wonderful day. AM Austin M. Principal Accounting Used the software for: I used a free trial ### "Great features, great price" August 6, 2022 5.0 The interface is a little confusing for me, but I think that will not be the case when I have everything up and running the way I want. I also think if you get permissions set up right for your staff, their interface would be simpler Pros Before I got licensed, I was using Canopy. When I rebranded my business, I decided to rebuild my tech stack from the ground up. TaxDome comes in at about 1/3 of the price of Canopy for me (I didn't even have all their features), and it has more functionality. The workflow interface is a Kanban-style board that lets you visualize where products are, and I find it much easier to review that Canopy, where they are just all lumped together as "tasks". Cons TaxDome takes a LONG time to get setup . . . but that's because there are so many great features, and it is to your advantage to use them all together. Be prepared to invest significant time crafting your templates, building your organizers, and planning your workflows ("pipelines" in TaxDome). However, if you do take the time to set these up (there is an online course that walks you through it, and they offer a video-conference onboarding session) I think you'll be thrilled with the results. Reason for choosing TaxDome Automations. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Canopy was about 3x the price, and didn't integrate with my tax software. Also, I found tracking workflows and tasks in Canopy a little confusing. TaxDome's "automations" allow me to move tasks along in my process when certain criteria are met (i.e., returns don't go into the preparation step until the client has completed their organizer). Review Source Response from TaxDome August 19, 2022 Thank you, Austin, your feedback is valuable to us. Feel free to reach out to us through chat, email or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited. AC Abby C. Owner Accounting Used the software for: 1-2 years ### "Awesome Product" May 30, 2023 5.0 I love it once I learned how to use it properly. Pros I love the pipelines and customized organizers! Cons The learning curve. It took me quite a while to learn how to use it. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/)[Google Drive](https://www.capterra.com/p/161425/Drive/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) My current tech stack just wasn’t working for me Review Source Response from TaxDome June 16, 2023 Hello Abby! 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. We are happy to help. Have a wonderful day! ET Erica T. Owner/CoFounder Accounting Used the software for: I used a free trial ### "Tax Dome Customer Service" October 18, 2023 5.0 So far TaxDome has been great. There are lots of articles, tools and lessons online. I had an issue with my profile while trying to purchase my license and the support I received was fantastic. Not only was support helpful, they cared and followed up with me until it was resolved. Pros I really like that tax dome has everything all in one spot. We can invoice, email, store documents all in one location within a client profile Cons Honestly, the price structure. I'd be happy to commit to paying the $600 for three years, but for cash flow, it is a big ask to outlay that amount of cash for several users. Switched from [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Wanted a better tool Review Source Response from TaxDome November 9, 2023 Hello, Erica! 🌟 Thanks a lot for sharing your experience with TaxDome! We're happy to hear you've found it great so far, and that our support team came through for you when you needed assistance. Your feedback on the pricing structure is super valuable—we totally understand the consideration for cash flow. We're always looking for ways to make TaxDome work seamlessly for you. If you ever have more thoughts or questions, or if there's anything else we can do to make your experience even better, don't hesitate to reach out. Have a great day! MP Melissa P. Owner Accounting Used the software for: I used a free trial ### "TaxDome comes in first place on many critical points" October 18, 2023 5.0 Pros The interface includes many necessary and helpful features but remains intuitive and easy to use for both staff and clients. Cons I would have liked to have a longer free trial. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Price, quality and ease of UI/UX Review Source Response from TaxDome November 9, 2023 Hi Melissa, thank you for sharing your thoughts on TaxDome! We're thrilled to hear you're loving the interface with its necessary and helpful features. As for the trial your feedback is super valuable and we appreciate you letting us know your thoughts. We'll definitely keep it in mind. If you have more suggestions, feel free to reach out. Have a nice day! FM Fukekila M. Enrolled Agent Financial Services Used the software for: 1-2 years ### "Hats off to Taxdome!" April 20, 2022 5.0 I appreciate the customer service. I have been helped via online chat and this really does make a difference when I am stuck on something. The white-glove training is wonderful. Pros The lay out is user-friendly, and that fact that the desktop and cell/phone feature are the same is very good. Cons I cannot think of one thing at this time what I dislike. I may need to get training when I know more about ALL of the features. Switched from [FileInvite](https://www.capterra.com/p/138728/FileInvite/) Taxdome has much better feature and is more user-friendly. Review Source Response from TaxDome May 2, 2022 Thank you for this nice review Fukekila! We highly appreciate it. Please feel free to contact us if you need further assistance. Our support is free and unlimited. IF Inés F. Administrativa contable Accounting Used the software for: I used a free trial ### "Empresa taxdome en tiempos de pandemia" June 3, 2023 5.0 Muy buena porque pude trabajar desde la comodidad de mi hogar, pensando en los tiempos que se vivían en esa actividad Pros Lo que mas me ha gustado de taxdome es que es una página muy buena para tener acceso a contenido contable. Cons No podría decir que algo no me guste, puesto que en ella se ven todos los contenidos contables y en la pandemia se pudo trabajar desde la casa Switched from [Nominax](https://www.capterra.com/p/216958/Nominax/) Porque esta aplicación es mejor Review Source Response from TaxDome June 15, 2023 HI Inés! Thank you for sharing your positive feedback about TaxDome. We're thrilled to hear that you found it to be an excellent platform for accessing accounting content. Having a centralized location for all your accounting needs can be incredibly convenient and time-saving. It's also great to hear that TaxDome allowed you to work from home during the pandemic. Remote work has become increasingly important, and platforms like TaxDome that enable seamless access to essential resources from anywhere can be a significant advantage. We appreciate your review and are glad that TaxDome has met your expectations. If you ever come across any suggestions or if there's anything we can do to improve your experience further, please don't hesitate to let us know. Have a wonderful day! PG Pamela G. Owner Accounting Used the software for: 2+ years ### "Tax Dome is a good option for safe quality document storage" January 20, 2023 4.0 Pros I really like the security knowing that clients documents and information is secure in TaxDome. My clients feel comfortable using TaxDome. Cons I do not like the separate client account and contact set-up. It should be a way to populate all the field for both at the same time in one window. Review Source Response from TaxDome April 26, 2023 Hello Pamela Thank you for your review. It is valuable to us! We are glad to hear that you have found it useful for document storage. 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 constantly striving to enhance the software and values all input from our subscribers. If you have any suggestions or ideas that can improve your experience with TaxDome, we encourage you to share them by submitting a feature request. You can do so by clicking on the Blue Question Mark icon located at the top right corner of the page and selecting the "Feature Requests" option. We appreciate your contributions and are always eager to listen to our users. If there is anything we can do for you, please reach out to us. Have a wonderful day. AL Amy L. Owner Accounting Used the software for: 6-12 months ### "TaxDome - CRM-Practice management for all" November 16, 2023 5.0 Positive so far. I need to work on the processes so I can build my pipelines and my workflows. Pros Easier for clients to access and upload documents Cons I have only had one complaint, about uploading documents in the desktop upload folder. The dev team jumped right on it and should have it fixed soon! Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Rever](https://www.capterra.com/p/179177/Rever/) Reason for choosing TaxDome Cost and ease of use by clients. Tax Dome gave me more for my money! Switched from [Rever](https://www.capterra.com/p/179177/Rever/) Easier to use, better interface for clients. Easier for the client to use. Review Source AC Anthony C. Owner Accounting Used the software for: 6-12 months ### "Tax Dome" January 16, 2023 5.0 Pros The client portal and document management are the most important features for my company. I can organize my clients' documents easily, by year and category. For example, I created a folder for all of their current and previous years' tax returns. Every document is secure all fully accessible 24 hours a day. Cons I think obtaining electronic signatures can be improved, but the current way it's done isn't bad. Reason for choosing TaxDome Not applicable Review Source Response from TaxDome February 28, 2023 Hello Anthony! Thank you very much for your review, it is valuable to us. We are more than glad to learn that you like our software and that you found everything that you need available in TaxDome. 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 constantly striving to enhance the software and value all input from our subscribers. If you would like to contribute suggestions 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. Saeko O. Market Researcher Market Research Used the software for: 2+ years ### "A tool for accounting processes necessary for the organization" September 22, 2022 4.0 I like it because I can manage each process and perform billing or reporting functions in one place and I can share reports with clients or partners in a faster and more functional way Pros This is a tool that is generally used by professionals in accounting areas or for purposes, but it has functions that can be established for fiscal or even administrative sectors if you wish, this tool has functions that are easy to visualize and it has a version for desktop or mobile something that increases efficiency and adaptability Cons There are no features that I do not like. It is necessary to understand the functions and for whom this program is directed so that the functions are more adapted to the labor sector. Review Source Response from TaxDome October 11, 2022 Thank you, Saeko. Your feedback is valuable to us. We are happy that you love our software. If there is anything we can do to improve your TaxDome experience, please let us know. You can reach us via chat and email, and schedule screen-sharing sessions. Have a wonderful day. EW Elizabeth W. Office Manager Accounting Used the software for: Less than 6 months ### "Still learning and looking forward to upcoming features" February 20, 2023 3.0 So far, we are enjoying the software. We started to close to tax season, so we aren't implementing a lot of the features yet. Our biggest goal is to have a centralized location for everything instead of having multiple spreadsheets for practice management. Pros Tax Dome seems to have most of the features we were looking for and if they didn't have the feature it appears to be in the roadmap to add to the software. I really like the workflows, even though we have not implemented them yet. Cons It is not as customizable as I would like. I am hoping that this will improve as new features are added and updated. My biggest complaint is that the virtual drive cannot be synced in real time to a local drive, which does conflict with our ISP (Information Security Plan); we are copying and pasting into the local drive for now, but during tax season, especially, we have a lot of data that is changed constantly. Alternatives considered [Intuit Practice Management](https://www.capterra.com/p/252597/Intuit-Practice-Management/) Reason for choosing TaxDome The cost was high with Intuit Practice Manager and the features we wanted were add-ons and would have been an additional cost. Switched from [Caseware](https://www.capterra.com/p/129838/IDEA/) Costly and archaic. Working Papers also had more features than we were using so the cost did not make sense for our practice. Review Source Response from TaxDome March 1, 2023 Hello Elizabeth, Thank you for taking the time to share your kind review, it is valuable to us. It's great to hear that TaxDome has been able to provide you with many of the features you were looking for, and that the workflows are a useful feature for your practice. Regarding the customization, we understand our users' desire for more flexibility, 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. MA Marinett A. Owner Accounting Used the software for: I used a free trial ### "Tools for moving to your next level" June 19, 2023 5.0 I'm saving time at the onboarding process Pros I can onboard tons of clients at the same time with: Security, document storage, workflow, auto-task. Cons I would like to have Quickbooks payment integration Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Taxdome was very clear and open about price and features. You tube videos showed me in deep the product. Whit others, all was about general 3 minutes videos and asked me to pay more and more and more for adding more features. Taxdome is all included, no hidden prices, no hidden features Switched from [Zapier](https://www.capterra.com/p/130182/Zapier/)[Trello](https://www.capterra.com/p/211559/Trello/)[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) My business grows and I need a tool to support it. Review Source Response from TaxDome July 5, 2023 Hello Marinett, 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! VR Verified Reviewer CEO Accounting Used the software for: Less than 6 months ### "Change was needed" December 29, 2021 5.0 My overall experience with TaxDome has been GREAT! This is because of there support team. I just simply open a chat communication when I have a quick question and they are normally able to point me in the right direction. Pros I came to this software because we can use zapier so that it can communicate with some of the other software that we use. I also like the fact that it has an app for our clients to use. Cons The software is expensive because you are paying per user. The more employees you have the more you are going to pay. Most software includes a certain amount of employees per price tier. This software does not integrate with the tax software to show the client there tax return status. Alternatives considered [Deputy](https://www.capterra.com/p/167811/Deputy/)[CCH Tagetik](https://www.capterra.com/p/62308/CCH-Tagetik/) Reason for choosing TaxDome I chose TaxDome because all of there features were included in the price. Review Source Response from TaxDome April 5, 2022 Thank you for your feedback. It is valuable to us. TaxDome is an all-in-one software, with a long list of features. Some of the main features we provide are: -unlimited cloud-based storage -free E-signatures -built-in PDF editor -a free website inside of TaxDome -free and unlimited customer support -free desktop ve mobile app TaxDome works as a printer and scanner for all tax software. The aforementioned desktop app is there to make the integrating process easier. By using TaxDome you already have everything you need at your fingertips. Once you subscribe to TaxDome, you can cancel a list of applications that you had to pay for, like the storage app, the app you use for signatures, your website host, etc. TaxDome has just one annual subscription fee, and everything is included in the price. The subscriptions for the team members do not have to be annual, they can be paid monthly as well. LZ Laura Z. Segreteria Investment Management Used the software for: 2+ years ### "Ottimo per la gestione della fiscalità " March 31, 2023 4.0 Pros TaxDome viene da noi utilizzata per la gestione fiscale online e ci consente di gestire la contabilità dei nostri clienti e di collaborar è con loro in modalità più efficace. Mi devo dire soddisfatta di questo software, in primo luogo la piattaforma intuitiva e facile da utilizzare, è ben progettata e permette di accedere rapidamente le funzioni principali. Quello che ho apprezzato di più è la sua capacità di semplificare la comunicazione tra professionisti della contabilità e clienti cosa che spesso è resa molto difficile da software diversi. Cons Non tutti i clienti si trovano bene con questo software e molti, preferiscono utilizzare altro. Qualora invece accettano l’utilizzo di questo, diventa davvero indispensabile. Nel complesso non ho grandi critiche da fare e mi sento di consigliarlo. Review Source Response from TaxDome April 27, 2023 Hello Laura Z, 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! JW JENNIFER W. Owner Accounting Used the software for: 1-2 years ### "Wonderful Practice Management and Customer Management Tool" December 18, 2023 5.0 Pros I liked how easy it was once I got everything set up. I love being able to see at a glance how many jobs I have in each pipeline, then what stage they are at. Much better than an Excel spreadsheet. My clients love the document upload feature and the chat feature. Customer service is excellent!!!!! Cons It isn't superintuitive to set up the pipelines. It did take some trial and error, and working with it through one season to get the pipelines set up exactly how I wanted them. Review Source Response from TaxDome July 10, 2024 Hi Jennifer, Thank you for your wonderful review! We're delighted to hear that TaxDome has significantly improved your practice and customer management. It’s great to know that once set up, our platform allows you to easily track jobs in each pipeline and see their stages at a glance, providing a clear advantage over spreadsheets. We're also pleased that your clients appreciate the document upload and chat features. We acknowledge that setting up the pipelines initially required some trial and error. Your feedback is valuable as we aim to make this process more intuitive in the future. We're thrilled to hear that our customer service has been excellent and supportive throughout. Thank you for sharing your experience and for being a valued member of the TaxDome community! SD Susie D. Owner - Enrolled Agent Accounting Used the software for: 6-12 months ### "Amazing Software for Tax Professionals" July 5, 2022 5.0 This program saved me a ton of time during the tax season and I was able to make a lot more money based on the workflows and the ease of getting a return done - from start to finish. Pros The item I like most is the workflows - this gives me the options to set each client up based on their needs and how my office processes returns. Cons I had a very hard time setting up the templates for the workflows/pipelines - this is ALOT of work - thankfully I was able to hire someone to help me with this process. Reason for choosing TaxDome I chose TaxDome based on what I needed for my office - it offers several different type of workflows that can be set up to meet the individuals clients needs - therefore it helped my create workflows in my office that I desperately needed to manage my client load. Review Source Response from TaxDome July 8, 2022 Thank you, Susie. Your feedback is valuable to us. We are happy that TaxDome saved you a lot of time, and that you were able to manage your processes and clients easier. To make the life of our subscribers easier, we already have some templates in our library, and the templates are fully editable. 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. AK Arleatha K. Owner Accounting Used the software for: I used a free trial ### "So Far So Good" February 19, 2022 4.0 So far, I am happy. I just imported my \[SENSITIVE CONTENT\] clients and it was fairly easy. Pros I love the ease of the client portal. It is not clunky. Also, my clients like apps. This is new, but I am happy so far. Cons I'm on day 2 of my trial period. Haven't had enough use of the product to say what is my least favorable feature. Reason for choosing TaxDome Did not consider an alternate product because tax season had already begun. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) My clients were having a difficult time finding files and uploading documents. I so this free trial and thought I would give it a try. Review Source Response from TaxDome March 30, 2022 Thank you, Arleatha, your feedback is valuable to us. If you need any help in using the software please feel free to book a training session. You can do that by clicking on the question mark icon in the top right corner of your screen. 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