# Page 36 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 36 - 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 36 - Reviews of TaxDome ## Showing most helpful reviews Showing 876-900 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SS Sofia S. Legal Document Assitant Legal Services Used the software for: 1-2 years ### "Best Management Software I have used thusfar" February 17, 2023 5.0 Tax Dome has been a great program so far and it has assisted my office go paperless and maintain more organized. Pros Tax Dome is easy to use and set up. They have great instructional videos and if you need help with set up they have the support you need. The program offers a wide variety of features that are crucial in helping a business keep organized and in contact with clients. Cons The only feature I would love Tax Dome to incorporate would be the ability to send, receive and store client's text messages. Reason for choosing TaxDome I have tested many other programs and Tax Dome always had the upper hand. Review Source Response from TaxDome March 6, 2023 Hello Sofia, Thank you for taking the time to share your experience with TaxDome, it's great to hear that you found our software easy to use and that our instructional videos were helpful. We are pleased to hear that you appreciate the variety of features that TaxDome offers, which we believe are essential for any business to stay organized and maintain communication with clients. Regarding your suggestion of incorporating the ability to send, receive and store client's text messages, we appreciate your feedback and understand the importance of this feature. We would like to inform you that this feature is in our feature road map, and it's under development and will be available in TaxDome soon. Please do not hesitate to contact our support team if you need any further assistance with Tax Dome, we are always here to help. Have a wonderful day! VR Verified Reviewer CPA Accountant Accounting Used the software for: Less than 6 months ### "I Like Taxdome" November 13, 2023 4.0 I'm happy with the TaxDome CRM. Easy and friendly user. Pros Easy to use, i have access to a lot of feature that i need for my company. Cons The tax section with QBO don't have two tax and i'm in Québec City. Switched from [Convoflo](https://www.capterra.com/p/216711/Convoflo/) I need more intégration that i have not with convoflo and more expensive. Review Source Response from TaxDome November 21, 2023 Hello there, Thank you for your review. It is valuable to us! We are happy to hear that you find our system easy to use and that you have access to a lot of features that you need for your company. We value your feedback, and we appreciate your support. We also understand your concern about the tax section with QBO integration. 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. TJ Tracy J. President Accounting Used the software for: 6-12 months ### "Great Accounting Firm Management Tool" December 9, 2021 5.0 Overall, it was an excellent decision to move. TaxDome does many things better and they are constantly improving it with feature updates. Pros I love that it is becoming an all-in-one solution. We've been able to replace an expensive portal, another document management tool and another workflow management tool. Cons It does not have robust time tracking and invoicing. I would love to be able to replace QB Time. I wish the integration to QuikBooks was better. We used Pandadoc for contracts but still need it for certain forms (like ACH form). TaxDome does not have a forms feature or options on a contract for clients to opt in or out. Review Source Response from TaxDome April 11, 2022 Thank you, Tracy. Your feedback is valuable to us. We are continuously working on the improvement of our software and its features. Since we have a load of features the development and implementation can take some time. We have plans for updating the invoice and time tracker features and improving the existing integrations. Though we can not give any estimated release time, our teams are doing their best to make it as soon as possible. PM Peter M. President Accounting Used the software for: Less than 6 months ### "TD Overview" February 1, 2023 5.0 We're very pleased. Pros Being able to lock the returns and e-file signatures until payment is made will be huge. There is a lot of setup that goes into getting TD where we needed it, but it was worth the time spent. Cons Not being able to pull information from our tax software and needing to create accounts and contact info for the same client. Review Source Response from TaxDome March 6, 2023 Hello Peter, Thank you for your kind review, it is valuable to us! We're thrilled to hear that you found locking documents to invoices feature helpful in your tax preparation process, and we understand the value that it can bring to your workflow. 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. BF Barbara F. Owner Accounting Used the software for: Less than 6 months ### "They make you pay a year in advance for a reason" May 27, 2024 3.0 I am nearing my 3rd month since paying for the full year license and still do not feel confident in trusting TD to keep my practice on schedule. Finding email messages as "unsent" when I look at them in outlook (but had no indication of an issue when I "sent" them via TaxDome) was my final straw this week and I am now feeling absolutely defeated by TaxDome. Pros I was impressed with the client portal and paid for the 1 year license based on that ... Cons Everything else ... (besides the portal) Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome The client portal looked great but I have major buyers remorse at this point Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) I thought taxdome would be more professional Review Source Response from TaxDome June 20, 2024 Thank you for sharing your experience with TaxDome. We're sorry to hear about the challenges you've encountered and understand your frustration. Your feedback about the client portal and your concerns about other aspects of the platform are important to us. We apologize for any issues you've experienced with email messages and understand the impact this has had on your confidence in TaxDome. Please know that we take your feedback seriously and are constantly working to improve our platform and user experience. If you haven't already, we encourage you to reach out to our support team for assistance with any unresolved issues. We value your business and want to ensure we address your concerns to regain your trust. Thank you again for sharing your feedback and for considering TaxDome. We appreciate the opportunity to improve and better serve you in the future. LE Louisa E. Tax Practice Leader Accounting Used the software for: 6-12 months ### "Very Impactful to Streamline Processes" December 21, 2022 5.0 We moved from manually creating project trackers and checklists for our tax returns process into TaxDome. The automation and ease of use that we've gotten with TaxDome this past season was a huge improvement in our internal processes and in time spent per return. We were able to leverage the tools TaxDome provides but still keep a personal touch on our communications and interaction with our clients. Pros Once set up, the automations and pipelines work very smoothly to keep each tax job moving through the process.Customer account team is great and knowledgeable - they respond quickly and have helped us think through some of our unique situations to find workarounds to automate as many processes as possible.Once you are used to the navigation, it is easy to move from one area to another.Collecting all signatures from clients within the portal is a HUGE time saver. Cons We have found that our users who are not using it daily are less comfortable and find the navigation confusing.Would like to be able to cc additional email addresses when sending emails directly from TaxDome. Review Source Response from TaxDome March 10, 2023 Hi Louisa, thanks for your feedback. It's valuable to us. We don't currently have a way to add CC when sending emails from TaxDome but as long as your team members are following the accounts, they will get a notification on their Inbox+ and they can view the email thread from there. To learn more about Account Followers, go here: https://help.taxdome.com/article/401-account-followers On the other hand, this sounds like a great idea. 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. See the link for more details https://help.taxdome.com/article/83-how-to-request-new-feature-i-need DS Danica S. CPA Accounting Used the software for: I used a free trial ### "Such a great tool" July 15, 2021 5.0 Being able to quickly communicate with a client the status of their tax return without having to stop and find the physical file is the biggest life saver for us. Pros This software enables us to get rid of 3 other software subscriptions that did not integrate. Having one product, one login, to do so many things in one place is a phenomenal time saver. We really love the email integration with client records. The firm has been using a manual work around for this kind of feature for years that is time intensive. Cons An in-office chat feature would be nice and for total client management the ability for clients to schedule, confirm, and/or cancel appointments would be great. However, these are not deal breakers for us. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing TaxDome Jetpack didn't answer as many needs as we had and Onvio is just a slightly better online version of other Thomson Reuters products, which I can only describe as clunky and awkward. Review Source Response from TaxDome July 19, 2021 Hi Danica, Thank you for your feedback. This feature is in our development plans. I would highly recommend that you upvote through this link here https://taxdome.canny.io/admin/feedback/feature-requests/p/chat-with-team-within-taxdome?boards=feature-requests&search=chat. JC John C. Owner Accounting Used the software for: Less than 6 months ### "Love it!" August 14, 2023 5.0 TaxDome replaced my document storage, password, pdf editor apps. Pros TaxDome is more robust then most of the other software like this Cons For the full version you must pay for the full year upfront, no monthly pricing. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Canva](https://www.capterra.com/p/168956/Canva/) Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) More robust features all in one place Review Source Response from TaxDome October 10, 2023 Hello John, 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 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. If there is anything we can do for you, please reach out to us. Have a wonderful day! NB Nahla B. Bookkeeping Manager Accounting Used the software for: 1-2 years ### "TaxDome is worth every $$$. It allows great client interfacing. " October 6, 2023 5.0 With TaxDome we were able diversify our accounting services and add subscription base services. TaxDome features allowed us to diversify our products and services and increase revenue streams. Pros We love that our clients love it! It's secure, easy to exchange information, documents and connect us with them. Also the ability to build customizable workflows and delegate tasks to our internal staff is so amazing. Cons Setting up workflows and automation can take sometime. However, once the workflows and automation are up and running, you'll fall in love with the seamless process. Review Source Response from TaxDome November 9, 2023 Hello, Nahla, thank you so much for taking the time to provide feedback, it's very valuable for us. We love to hear that TaxDome helped to diversify your services and that your clients are happy with their TaxDome portal! We know there is a lot of features to learn and that setting your first pipelines may seem challenging but please don't hesitate on reaching out when you need help, we'll always be happy to assist. Have a great day! JP Jason P. President Accounting Used the software for: I used a free trial ### "New user to TaxDome" December 29, 2022 4.0 Overall, my experience has been great, and I am sure that I will like it even more as I get more proficient with using all the tools that TaxDome offers. Pros The software is user friendly, and TaxDome customer support goes above and beyond to help you get setup and learn more features about the software. The white glove onboarding sessions are AWESOME!!! Cons The online training videos in TaxDome Academy go way to fast and are hard to follow when you are first starting out. Reason for choosing TaxDome TaxDome offered more of what I was looking for as a complete package for document management and Client Resource Management. The item that put you over the top is the unlimited portals and storage. Review Source Response from TaxDome March 9, 2023 Hi Jason, thank you for your feedback! It's valuable to us. If you need assistance with anything, please feel free to contact us 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. CD Chris D. Owner Accounting Used the software for: I used a free trial ### "TaxDome CRM Review" June 9, 2023 5.0 Pros I was looking for several different features for managing my practice in order to get it ready for growth - with a few of the other CRM tools I was looking at, it was going to require heavy configuration and hefty consulting rates. When I found tax dome I found that many of the features I needed were already built in. Excited to see how the program ultimately functions in a live setting - but it certainly looks like it will meet my needs. Cons So far so good - a little disappointed in support for now. I had a 45 minute call with a representative on a Thursday and was promised a follow-up message by the next day. It's been a week and I've sent two emails to them and still no response. Even if my issues aren't resolved yet - it would be nice to have at least received an acknowledgement. Alternatives considered [Atom](https://www.capterra.com/p/202763/Atom/)[Method CRM](https://www.capterra.com/p/130389/Method-CRM/) Reason for choosing TaxDome More of what I needed was native to TaxDome. Switched from [Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/) Tool wasn't designed for accounting and I've outgrown what it can do for me. Review Source Response from TaxDome July 5, 2023 Hello Chris, Thank you very much for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. I really apologize for the inconvenience you mention about your report, if the problem persists, please contact us at our email: success@taxdome.com we'll do our best to help you. If there is anything we can do for you, please reach out to us. Have a wonderful day! AO Angie O. CEO Accounting Used the software for: Less than 6 months ### "TaxDome Review from the CEO Accountant " June 7, 2023 5.0 Customer service is awesome. Pros Taxdome has definately been a game changer for our firm. It has helped us to keep everything organized, it has automated a lot of our process and procedures, and client communication and engagement is a breeze. Cons It will take time to set everything up to work the way you want your workflows to work. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome I chose TaxDome due to the automation process Review Source Response from TaxDome June 16, 2023 Hi Angie! Thank you for sharing your feedback about TaxDome. We are thrilled to hear that TaxDome has had a significant impact on your firm, revolutionizing your processes, automation, and client communication. We understand that one of the challenges you encountered was the setup process, especially when it comes to aligning the workflows to your specific needs. We acknowledge that this can be overwhelming initially. However, we are committed to providing our clients with the necessary support throughout the setup phase. To assist you during the setup, we offer free and unlimited chat and email support, ensuring that we are readily available to address any questions or concerns you may have. Additionally, we provide free screen-sharing sessions, where our team can guide you step by step through the setup process. Please let us know whenever you have questions or need assistance. Have a wonderful day. MS Mandy S. Founder Accounting Used the software for: Less than 6 months ### "Good Value with A Couple Workarounds" August 21, 2021 4.0 I looked far and wide for a tech stack that will work for me. I wanted to get rid of my file sharing software because uploads were disabled by default and I got tired of changing it every single time. I also needed a workflow solution. I haven't worked much with the workflow side of it but looking forward to having a good tool. This replaces sync.com, jotform, asana, my CRM, and any time tracking apps. Pros I like the desktop integrated client files function, client file requests, client messaging, mobile app availability, the organizers, and look/feel of the custom branded portal. I also needed a legit KBA solution that wasn't DocuSign. I like that you can integrate with Zapier (mostly for Calendar bookings). I like that this integrated with CPA Charge, although I was disappointed that I wasn't able to make it work with my monthly billing. I also like that they partnered with TaxAct, which I was thinking about switching to for next year (from Drake). Cons It's definitely a jack-of-all trades type software, which is both good and bad. I didn't like that I couldn't set up monthly recurring subscriptions, and that there was no text entry option when requesting e-signatures, so no way to fill and sign a form in the same page. I ended up tag teaming this with Practice Ignition and Adobe Pro/Adobe Sign. I still use KBAs for tax forms. Overall, this was still the best solution for me, and customer service is ACTIVELY working on making some of the improvements that I mentioned so I may be able to drop some of the other things later, but this isn't a deal breaker as my tech stack is still way smaller than before. I wish they had a native calendar booking function. Reason for choosing TaxDome I am still using Practice Ignition in combination with TaxDome, but liked the user friendliness and customer service of TaxDome more than any other platform I tried. Review Source Response from TaxDome September 10, 2021 Thank you so much for the review, Mandy! We highly appreciate it. For non existing features that you would like to add in our software, We have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized . Feel free to reach to our team as well, our support is free and unlimited. mM michelle M. Owner Accounting Used the software for: I used a free trial ### "I Finally Found it!!!" September 15, 2022 5.0 I have been very pleased during the trial period and have already upgraded. This software will enchance my work flow management and I am very excited. Pros I extremely like the fact that you can get a complete overview of your client. This helps with the ease of client management, billing and task. The clients are able to accept the invite and very easily and quickly start using their client portal. I have had no complaints thus far. Cons When setting up a new contact - that process was a little difficult to do initially. You have to start typing before the option to "add new contact" is visible. Reason for choosing TaxDome Ease of use and all in one solution. Review Source Response from TaxDome September 28, 2022 Hi Michelle. thank you for your feedback! It's valuable to us. Please make sure to add your new contacts by clicking on the + NEW button in the left sidebar menu, then select Contact from the pull-down, you can then easily link this to an active account or create new account. For more details, go here: https://help.taxdome.com/article/504-adding-contacts If you need help with setting up you client list, please reach out via 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. KM Kathryne M. Accountant Accounting Used the software for: Less than 6 months ### "TaxDome is changing the way our office runs" December 8, 2021 4.0 Pros What I like most about TaxDome is that it keeps track of every single job and task that our firm needs to complete. Everyone is on the same page when using TaxDome and there is no need to micromanage, because TaxDome does it for you (In a good way)! Cons The thing I like least is the lack of small features that go a long way. However, If you submit feature requests, the lack of small features can potentially be improved. But at the moment, that is my least favorite thing about TaxDome. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I did not think Drake was user friendly and barely any of my clients used it. Review Source Response from TaxDome March 8, 2022 Thank you for the review, Kathryne! We appreciate it. We constantly improving the software and releasing new features from our user's feedback on our feature request board for paid subscribers. Please feel free to contact us if you need further assistance AG Akram G. Chargé de développement commercial Retail Used the software for: I used a free trial ### "Facilité d'utilisation et support client appréciés" March 21, 2023 5.0 Pros J'apprécie particulièrement la facilité d'utilisation de la plateforme et son interface conviviale, ainsi que ses fonctionnalités automatisées telles que la collecte de signatures électroniques et le suivi des tâches. le support client réactif et efficace de l'équipe de TaxDome. Cons la fonctionnalité de recherche de documents pourrait être améliorée pour faciliter la recherche et la récupération de documents. le coût de la plateforme pourrait être élevé pour les petites entreprises avec des budgets limités. Review Source Response from TaxDome March 28, 2023 Bonjour Akram, Nous vous remercions d'avoir pris le temps de partager votre avis sur la TaxDome. Nous sommes ravis d'apprendre que vous trouvez notre plateforme facile à utiliser, avec une interface conviviale et des fonctionnalités automatisées telles que la collecte de signatures électroniques et le suivi des tâches. Nous sommes également heureux de savoir que notre équipe de support client est réactive et efficace pour vous aider. Nous apprécions également vos commentaires concernant notre fonctionnalité de recherche de documents et comprenons que celle-ci pourrait être améliorée pour faciliter la recherche et la récupération de vos documents. Notre équipe travaille constamment à améliorer les capacités de notre plateforme, et nous apprécions toutes les idées et essayons d'écouter autant que possible toutes les suggestions provenant de nos abonnés. Si vous souhaitez contribuer des suggestions ou des idées que vous pensez vont améliorer votre expérience, veuillez le faire en soumettant une demande de fonctionnalité. Vous pouvez soumettre une demande en cliquant sur l'icône du point d'interrogation bleu dans le coin supérieur droit et en sélectionnant « Demandes de fonctionnalités ». En ce qui concerne le coût de notre plateforme, nous comprenons que cela peut être une préoccupation pour les petites entreprises avec des budgets limités, et nous tenons à vous assurer que nous nous efforçons de fournir à nos clients la meilleure valeur pour leur investissement en améliorant continuellement notre logiciel pour augmenter votre productivité et votre efficacité. Le coût par utilisateur peut sembler élevé à première vue, mais lorsque vous considérez la quantité de temps et d'argent qui peut être économisée en utilisant notre logiciel, cela devient une solution rentable pour votre entreprise. N'hésitez surtout pas à nous contacter si vous avez besoin d'assistance. On vous souhaite une agréable journée. DM Davie M. Tax Strategiest Accounting Used the software for: I used a free trial ### "Feature Rich But Not Intuitive" May 17, 2023 4.0 Confusing and time consuming to get setup, but great afterwards. Pros All of the features a tax practice would need in one system. Cons It is very confusing and requires too much time to get setup and running. Reason for choosing TaxDome TaxDome has the most features. Review Source Response from TaxDome May 29, 2023 Hi Davie! Thank you for sharing your feedback regarding your experience with TaxDome. We appreciate your positive mention of our platform's comprehensive features, specifically designed to cater to the needs of tax practices. However, we understand your concerns about the setup process being confusing and time-consuming. At TaxDome, we strive to provide a smooth onboarding experience and ensure that our users can quickly set up and start utilizing our platform. To address these challenges, we offer dedicated support from our experienced team. Our support team is readily available to assist you throughout the setup process. Whether you have questions, need guidance, or require personalized assistance, our team is here to help you navigate through any confusion and streamline the setup. Additionally, we provide comprehensive training support to ensure that you are equipped with the knowledge and skills to make the most of TaxDome. Our training resources, including tutorials, guides, and webinars, are designed to empower you and your team to leverage our platform effectively. We understand that every tax practice is unique, and we continuously work to assist you in setting up your workflows based on your specific needs. We appreciate your feedback, as it helps us improve our platform and services. Please don't hesitate to reach out to us at any time, we're happy to help! Best, NR Nicholas R. Enrolled Agent Accounting Used the software for: I used a free trial ### "Finally an all in one solution!" February 6, 2020 5.0 TaxDome is a really great all in one solution for taxpractices. It looks good, its easy for clients to use, they have had nothing but good things to say about it. It needs e-signature improvements to truly replace docusign or signnow but it works well for most things. They added multiple features just during my trial period so I know more updates are coming. Pros I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place. I have been using a number of solutions that don't integrate thoroughly to achieve these things and finally i can have all these features in one place at a fair price. I am very happy with it. It does have shortcomings in some areas but they are constantly improving it and adding features. Support is also very responsive. They also have a really great email integration which collects files sent to your email and saves correspondence with clients in the client file, no more dragging and dropping correspondence from outlook into the client folders or saving attachments and dragging and dropping where to go. If the email is linked with a Taxdome client account it goes through your inbox and adds all client communications automatically. Cons There are some features that could be improved. Some of pipeline and workflow tools I haven't quite implemented. These could be improved with some sample templates that could be customized. Designing a workflow from scratch is difficult and I feel like i might be leaving things out, templates would give a baseline of common practices that would guide new users on how to take advantage of these features. Signature implementation could use some work, getting signatures from two spouses isnt well done, there should be an option for them to physically sign on their phone instead of using the signature font for the printed signature, and it has to have knowledge based e-signature (this would come at an additional cost to us users but it is required for certain document electronic signatures). I'm not concerned about these shortcomings because they are constantly adding updates and im sure improvements are on the way. Reason for choosing TaxDome Canopy was more expensive and had less features. I do like the canopy tax transcripts tool which I still use. I would like to get their full suite but its cost prohibitive for my practice. Review Source Response from TaxDome August 12, 2020 Thanks, Nicholas! We have added a template library to pipelines, so you no longer have to start from scratch. We've also added KBA to e-signatures as an option. Thank you for your feedback - more updates and improvements on the way! AC Almudena C. Especialista comercial Insurance Used the software for: 6-12 months ### "Todavía estoy aprendiendo y espero con ansias las próximas funciones." March 22, 2023 4.0 TaxDome ha salvado nuestra empresa. No hay forma de que hubiéramos sobrevivido a la temporada de impuestos sin ella. Recomiendo encarecidamente este producto. Reúne todo en un solo lugar. Almacén de documentos, portal y panel de trabajo Pros ¡Realmente me gusta que este parece ser un producto todo en uno! Examiné muchos productos de administración de empresas y TaxDome parece tener todo lo que estaba buscando, además de varias opciones adicionales que nunca esperé que un software de administración de empresas se hiciera cargo. Cons Es más difícil aprender los flujos de trabajo automotrices, pero eso se debe principalmente a que aprendí durante la temporada alta. Simplemente no tengo el tiempo para dedicarme a aprender como lo necesito en este momento. Review Source Response from TaxDome March 29, 2023 Hola Alumedena, Gracias por su comentario sobre nuestro software. Nos alegra saber que ha encontrado todo lo que necesita en un solo lugar. Entendemos que, a veces, la automatización y los flujos de trabajo pueden resultar complicados al principio, pero estamos aquí para ayudarlo/a en todo momento. Tenemos un equipo altamente capacitado que está a su disposición para responder a cualquier pregunta o inquietud que pueda tener y para guiarlo/a a través de todas las características del sistema. Nos esforzamos por ofrecer un servicio al cliente excepcional y estamos comprometidos en asegurarnos de que nuestros usuarios se sientan cómodos y seguros al utilizar nuestro software. Además, nos complace informarle que nuestros clientes pueden programar tantas sesiones como necesiten para asegurarse de que estén completamente satisfechos con nuestro software. Agradecemos sus sugerencias y estamos abiertos a cualquier otra que pueda tener. Si tiene alguna otra inquietud o sugerencia, no dude en ponerse en contacto con nosotros en cualquier momento. Gracias por confiar en nosotros y esperamos seguir siendo su socio tecnológico a largo plazo. Saludos! DE Darin E. Marketing Manager Accounting Used the software for: Less than 6 months ### "A life saver!" January 23, 2023 5.0 I wish there was a pipeline for 990, 1041, 706 clients Pros The CRM functionality as well as the client management and task management features allow us to visually see and communicate with automation making our time more efficient. Cons It's pretty entailed, but their support is amazing. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[Simple CRM](https://www.capterra.com/p/180601/Simple-CRM/) Reason for choosing TaxDome Seemed the most streamline for our Tax and accounting company. Switched from [Taxaroo](https://www.capterra.com/p/168924/Taxaroo/)[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) We have been growing as a company so fast, we were in need of a better system to streamline our every day. Review Source Response from TaxDome April 26, 2023 Hello Darin, Thank you for your kind feedback. 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! Shannon T. President Financial Services Used the software for: Less than 6 months ### "Simplifying Your Practice" July 26, 2022 5.0 Very good overall experience. Definitely is useful to have the CRM, electronic storage, task / organizer reminders, signatures and more in one place. Pros I like that it's fairly easy to use but does have extensive training libraries when needed. Very easy for clients to see what they need to do and love how it organizes communications. The versatile filing system and other organizers make onboarding much smoother. Cons Would be helpful if it allowed more delineation with folders. So, for a client, it would be great if one contact could have access to folders A-Z, while other contacts would have more limited access. In some cases I have to create multiple client files because of the inability to fine tune sharing. Also would be nice if the portal allowed some custom i-frames so that for a given client and its contacts, I could share, say, a project plan, slide show, or even Google spreadsheet through it so they didn't have to keep a bunch of URLs in their records. Reason for choosing TaxDome Taxdome had more features and was less expensive. JoinPortal though did have better file sharing delineation and the ability to create custom portal pages for clients or specific contacts and incorporate i-frames. Review Source Response from TaxDome August 4, 2022 Hi Shannon, thank you for your feedback. It's valuable to us. We'd love to hear from you regarding your request about allowing delineation with your client folders. 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. See the link for more details https://help.taxdome.com/article/83-how-to-request-new-feature-i-need Also, please know that we are here to help! You can easily reach us through email, chat, 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. RD Rose D. Enrolled Agent/Owner Accounting Used the software for: I used a free trial ### "Hard to Implement But I'm Optimistic" December 9, 2022 5.0 My hope is to cut back on the administrative time that's crept up on me over the years. When my practice was tiny, I didn't mind. But now that my client base has grown, so has the amount of time I spend on petty admin tasks (e.g. reminder emails, follow ups, task tracking, etc.) No more constructing and reconstructing lists and idle threats! If clients don't follow the next step, they'll be responsible for their own stalls. Pros I like the task tracking capabilities and integration with my scheduling and bookkeeping software. Though it's proving difficult for me to learn, TaxDome's support is very generous. This means I'll get out of it what I put in, because anything I run into will be readily addressed by a specialist for free. Cons I'd like to see a videoconferencing feature and scheduling built in. But this is only because I could cancel another two subscriptions. Reason for choosing TaxDome The other two I looked at (don't recall the names) were free so I assumed features and support would be limited. Plus, the interface wasn't as friendly as TaxDome. But honestly the biggest reason I chose TaxDome (like way bigger than any other reason) is because \[SENSITIVE CONTENT\] highly recommends it and I follow him closely on social media. Review Source Response from TaxDome December 14, 2022 Hello Rose, Thank you very much for your review. It is valuable to us! We are happy to learn that you like our software, and the support services we provide. As for the videoconferencing feature and scheduling built in, sounds like a great idea. We would like you to know that 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. JA John A. Owner Accounting Used the software for: Less than 6 months ### "Tax Dome Working Great" January 8, 2020 4.0 I have realized the benefit of a CRM system related to tax preparation. In the workflow / pipeline process, knowing when clients dropped their stuff off or how long you have had their returns as been a huge improvement on efficiency on our end and the client receiving a faster return time. If tax dome updates the issues I listed about this is the best software for the price hands down. Pros I like the ease and functionally of tax dome the best. It is very user friend, a lot of my clients have been able to use it as well with very little questions on their end. I love the client portal aspect allowing clients to upload and download documents in a safe and secure manner. We use the signature function as well, not having to go out to a third part software has increased the return time and timing requesting the signatures. The customer service is great schedule a time to help on board or asking questions is very easy. \[SENSITIVE CONTENT HIDDEN\] is great!!! Cons The cons are are feel a few and far between and all things that I have been asking about and are supposed to be fixed or updated by the end of the month. For instance e-signature you have to send the document out two for a husband and wife to sign unlike other software you send it one to both email address. The notification may be a little too much but I guess I would rather know what is going on with all my clients than not and reminders to follow up on emails, or documents they have provided. Lastly moving the files from public (client view) to private (firm view) currently is not allowed so you have to delete the file and than upload again which takes additional time, but they assured me this was an update fix at the end of the month as well. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Review Source Response from TaxDome August 6, 2021 Thank you John, your feedback is valuable to us. We are glad that you find TaxDome software user-friendly. We have made a lot of improvements in requesting for electronic signature in TaxDome and we already have that function that you need. To learn more about requesting e-signature see this link: https://help.taxdome.com/article/146-electronic-signatures#6 With regards to moving documents inside a client account from different folders in TaxDome can be done. Here is the link that you can refer to: https://help.taxdome.com/article/145-how-to-move-documents#1 TM Tamara M. Owner Financial Services Used the software for: 2+ years ### "Great use of time and money " December 26, 2023 5.0 Pros I enjoy being able to work with the pipelines and have one system setup for multiple types of tax returns. Cons The set up does take time, but once set up, it is easy it use Switched from [Encyro](https://www.capterra.com/p/183899/Encyro/) More capacity and ability to add tags for clients, sending and receiving lots of different info Review Source Response from TaxDome March 21, 2024 Hello Tamara, It’s wonderful to know that the pipeline features are proving to be a valuable asset in managing different types of tax returns for your practice. We understand that initial setup can take some time, and we appreciate your patience through this process. We're glad to hear that once completed, the ease of use meets your expectations. We offer a range of resources and support to help navigate the setup more comfortably. If you have any suggestions or need assistance, please contact us. Have a great day! OR Oscar R. CEO Accounting Used the software for: 6-12 months ### "So far it appear to be a great practices management software. " November 1, 2023 5.0 Great. Highly recommended to any tax practice looking for a practice management software. Pros The feature and exceptional customer support. Cons So far none, great experience while trying to fully implement all of its features. Review Source Response from TaxDome November 20, 2023 Hi Oscar, Thank you for your kind words and positive feedback. It is really valuable to us! We are glad to hear that you are enjoying our features and our exceptional customer service. We strive to provide the best experience for our users, and we appreciate your support. We hope you continue to explore and benefit from all of our features. If you have any questions or suggestions, please feel free to contact us anytime. Have a wonderful day! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.