# Page 37 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 37 - 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 37 - Reviews of TaxDome ## Showing most helpful reviews Showing 901-925 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RE Robert E. Founder & Owner Accounting Used the software for: I used a free trial ### "True Feedback" January 28, 2022 2.0 Its been very rough. The company hides behind support and Customer Service. Either they have the perception that the software is so simple to administer you need no support. The pricing plans are misleading and confusing at best. I am shock at the price to add and extra user or users - which is the same annual price as the standard license cost of \[SENISTIVE CONTENT\]. All other software I buy gives you extra licenses (power users and standard users) without an extra fee. Hoping support is better with the Pro version. Never got a chance to try and the Pro version on the trial as there was a risk of losing all of my data and starting again. Doesn't the company understand that this is major reputational risk with my clients if I lose data and inconvenince them. I am a Top 100 CPA in my circles - guess that doesn't matter to Tax Dome as I feel like I'm a nobody after giving some very detailed feedback to the Sales Office. I rarely write bad reviews - I normally stick to keeping my mouth shut - however, this has me so upset, I decided to break my rule. Buyer beware if you jump into the pool. Pros I liked how the software claimed to streamline the process and eliminate a lot of administration and steps to deploy legacy and new clients. Cons The support is not there. The pricing is very confusing and misleading. I reached out to Sales and got little remedy for my concerns. My current software group (TaxAct) had no knowledge of this software and integration. Its terrible. There are a lot of kinks to be worked out. This is stressing me out and making me as an owner super frustrated. I am a premiere client of TaxAct - get the Enterprise bundle. Spend a lot of money with them, but I get great service and attention. Here I had to update to the Pro version, just to apparently get better service and support. We will see. Reason for choosing TaxDome n/a Review Source Response from TaxDome February 2, 2022 Hi Robert, Sorry you are not having a great experience. We'll address your concerns point by point. 1. Pricing is clearly stated on our webpage - www.taxdome.com/pricing 2. The same page also outlines the differences between the two plans (Pro & Lite). It sounds like you registered for a Lite plan (1 onboarding session included). TaxDome Pro includes unlimited support and training sessions. You are able to choose which best fits your needs. 3. Your commentary doesn't address the quality of support - it sounds like you just want more of it, which as mentioned is fully unlimited in the Pro plan. We take all reviews seriously and look to improve - thanks for your feedback! JF Jolene F. Owner Accounting Used the software for: I used a free trial ### "Review" February 17, 2023 5.0 So far so good! Pros This software product is an excellent choice for anyone looking for a fast, reliable, and user-friendly solution to their needs. Its speed is particularly impressive, as it is able to handle large amounts of data quickly and efficiently, without slowing down or crashing. In addition, the product is extremely reliable, with few if any bugs or issues that might cause frustration or problems for users. Finally, the user interface is well-designed and easy to navigate, making it a pleasure to use for both novice and experienced users alike. Overall, this software product is a top-notch choice for anyone in need of a high-quality software solution. Cons no schedule send of client notifications (tasks, auto emails etc) Review Source Response from TaxDome March 8, 2023 Hello Jolene, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you find our product to be fast, reliable, and user-friendly. We take great pride in providing a high-quality solution that meets the needs of our users, and it is always gratifying to hear that we have succeeded in doing so. Please 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. CB Cheston B. Chief Financial Officer Accounting Used the software for: I used a free trial ### "Great overall practice management solution!" May 6, 2022 5.0 Pros The client portal, document management, and workflows are the things I like most about the software. Cons The per user licensing fee is a turnoff. Alternatives considered [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/)[Pixie](https://www.capterra.com/p/200797/Pixie/) Reason for choosing TaxDome Pixie wasn't as good a fit as TaxDome even though it was less expensive. It seemed like it would take a lot more to configure it to our practice. Switched from [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/)[Pixie](https://www.capterra.com/p/200797/Pixie/) I made the switch because TaxDome implements all of these processes more effectively. It's one place where we can do it all. Review Source Response from TaxDome May 17, 2022 Thank you, Cheston. Your feedback is valuable to us. When using TaxDome, you can cancel the most programs you were using, like Adobe, Docusign, Dropbox, etc. Everything is integrated, and included in the subscription. This is why we can not include additional licences into the already reasonable subscription fee. The good thing is that you can purchase a monthly license for a team member, and pay as long as you need. If there is anything we can do to make your TaxDome experience better, please let us know. Have a great day. RF Ryan F. Director Of Operations Accounting Used the software for: 6-12 months ### "Finally Someone Gets It! " November 14, 2022 5.0 Pros The Simple Simplicity Of The GUI & Product Design, Endless Intuitive Customizations. Cons Need more dashboard features to complete preparer payroll & commission; card vault Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing TaxDome Price Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Docusign](https://www.capterra.com/p/121506/Docusign/)[Microsoft Lists](https://www.capterra.com/p/251418/Microsoft-Lists/)[Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) I wrote a custom solution for our firm in Power Automate; and realized that the upkeep there was untenable. I found TaxDome to be the same solution that I had created in my own imagination! Review Source Response from TaxDome December 9, 2022 Thank you, Ryan. Your feedback is very valuable to us. We are happy to hear that you like the possibility to customize almost everything in TaxDome. We would like you to know that our development departments are working all the time on improving the software. The Dashboard has been recently changed to Insights, and now you have different options. User feedback is incredibly important to us, and we love to get feedback and ideas from our customers. We would appreciate it if you would share your thoughts on what can be added to the dashboard features that would improve your efficiency. You can share your ideas by submitting requests to our Feature Request Board, or by sending a reply to this response. Please let us know if there is anything we can assist you with. Have a wonderful day. bN belvisha N. chief executive operator Accounting Used the software for: Less than 6 months ### "Best Service Ever" April 28, 2023 5.0 Task management and follow up is very important when dealing with clients financial life and this helps tremendously Pros Its a process that runs your tax business without you running your tax business if you do not have proper team management Cons It should come with its own tax software indefinitely with all the features offered Review Source Response from TaxDome May 15, 2023 Hello Belvisha, Thank you for your review. It is valuable to us! We are more than glad to hear that you like our software. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day! mS myles S. Managing Partner Accounting Used the software for: Less than 6 months ### "From HORRIBLE OfficeTools to TaxDome" June 21, 2022 5.0 Pros TaxDome has an incredible client portal and consolidated multiple pieces of software into one. We used OfficeTools prior and that program is a diseaster \*\*STAY AWAY FROM OFFICETOOLS\*\*. Clients HATED our OfficeTools portal and it created MORE work for us when consolidated source documents. The eSig function of OfficeTools never worked correctly. Lastly, OfficeTools ended up being my worst business decision. I stupidly got into a long term contract to get better pricings and I am not abandoning the program and will be paying for it for 2 more years. Checking with my attorney because we tested one version of the client portal and then they released new version a month after we signed up and the new version is HORRIBLE. Cons No cons. Would be nice if the client portal was more customizable or had dashboards to upload financial information for clients. Switched from [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[Abacus Private Cloud](https://www.capterra.com/p/183454/Abacus-Private-Cloud/) We switched from OffieTools because OfficeTools is basically useless as a client portal. OfficeTools is server based and SLOW and always freezes. STAY AWAY FROM OFFICETOOLS. Review Source Response from TaxDome June 27, 2022 Hello Myles. Thank you very much for your detailed feedback. We appreciate it. Our departments are constantly working on the improvement of our software, creating and implementing new features, and making everything as user-friendly as possible. We have a Feature Request Board for our paying subscribers where new feature requests can be submitted and existing requests upvoted. Though we can not provide a time frame, I would like to inform that we do have plans for making the interface more customizable in the future. If you have any questions, or need assistance with anything please let us know. Our support is free and unlimited. We wish you a great day. VR Verified Reviewer treasury administrative officer Accounting Used the software for: 6-12 months ### "I love it & how i used it more & more" August 11, 2023 4.0 I’m easying it all the time for learning and knowledge more important Pros IT’s very easy for using & important things for what you want to learn about Cons I like it so much , i want to développer my knowledge in this application more. It’s so amazing Review Source Response from TaxDome October 10, 2023 Hello There! Thank you for your kind feedback. It is valuable to us! We are more than glad to hear that you like our software. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day! Ronald D. Professional Tax Practitioner Accounting Used the software for: I used a free trial ### "Trial Period - Helped 411-Tax Services LLC Choose TaxDome" April 7, 2023 5.0 I have entrusted my tax practice to TaxDome. Pros TaxDome is easy to use and the process of letting clients Sign-Up themselves is great for small tax practices. The secure scanning of documents from younger clients phone is invaluable as most only use smartphones. Cons Still trying to get the most out of what I have learned during the trail period about "Importing". Review Source Response from TaxDome April 27, 2023 Hello Ronald, 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! Jennifer B. Owner/Bookkeeper Accounting Used the software for: I used a free trial ### "Worth the learning curve" March 29, 2022 5.0 TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it. Pros Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list. Cons There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive. I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times) Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing TaxDome I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signatures Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Dubsado does not have a secure signature feature and no audit trail. I am not convinced that a contract signed there would hold up in a court if something went wrong. Review Source Response from TaxDome March 30, 2022 Thank you, Jennifer, your feedback is valuable to us. Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process. Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal. SK Slava K. Owner Accounting Used the software for: 1-2 years ### "Good value for start up company" June 21, 2023 5.0 We like TaxDome and would recommend Pros Very easy to launch, and easy to set up accounts Cons Setting up projects and tasks can be burdensome Reason for choosing TaxDome Inexpensive solution for start up company Review Source Response from TaxDome July 14, 2023 Hi Slava! Thank you for your review! We appreciate your positive comments regarding the ease of launching and setting up accounts. We understand that setting up projects and tasks can sometimes be burdensome, and we value your input in highlighting this aspect. 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 helpful articles and tutorials. At our company, we continuously strive to improve our software and user experience. We take your feedback seriously, and we will assess how we can streamline the process of setting up projects and tasks to make it more efficient and user-friendly. If you have any specific suggestions or further details on how we can enhance this aspect of our software, please don't hesitate to share them in our Feature Request Board. Have a wonderful day! IT Isaac T. Finance Manager Utilities Used the software for: 1-2 years ### "The Creative and Accurate Accounting Solution " April 9, 2024 5.0 TaxDome has dynamic accounting solutions, that makes the computation of tax suitable. Pros TaxDome includes all the taxation management features that helps companies comply. Cons TaxDome has appropriate tax and accounting assistance. Review Source Response from TaxDome June 20, 2024 Thank you for sharing your thoughts on TaxDome! We're glad to hear that you find our platform to be a creative and accurate solution. Your feedback about the dynamic accounting solutions and suitability in tax computation is greatly appreciated. We strive to provide comprehensive tax and accounting assistance, and we're always working to improve our services. Thank you again for your review and for choosing TaxDome! VR Verified Reviewer Business Strategist Accounting Used the software for: Less than 6 months ### "The Solution that brings order to your business" July 28, 2022 5.0 It is my everything. It took the place of all the other software's that I was using for Workflow in my business. I absolutely love the flow. Pros I love the workflow and the capability of integrating everything in one place Cons Time Tracking needs to be integrated with another software for billing and payroll Reason for choosing TaxDome Because of organization, simplicity and overall experience. Review Source Response from TaxDome August 4, 2022 Thank you for your feedback. It's valuable to us. To learn more about how our Time Tracker Feature works, go here: https://help.taxdome.com/article/182-time-tracker We'd also love to hear more from you regarding your request to integrate Time Tracker with your billing and payroll software. 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 EK Erika K. Supervisor Accounting Used the software for: I used a free trial ### "A great product but needs ample help at initial launch" May 31, 2023 5.0 Pros TaxDome has the potential to streamline activities from document drop off, missing items, client communication follow ups, to signatures and payments. The automation and customization is helpful and attractive for the team and clients. Cons The setup of TaxDome takes many many hours to learn and implement. If you do not have a designated member of your team that can spend the hundred hours of time to learning, implementing and teaching the pipelines and workflows, then you are in quite a pickle. We have had the trial for 2 weeks and honestly have not been able to use any of its features due to the amount of time it has taken to even learn how to utilize it in our business. We have had to hire out help to just get our feet wet in the pipeline workflow, as such that costs more money. TaxDome could help itself by having more user friendly automations and descriptive videos for various practices, but more specifically tax practices, hence the name "TaxDome". Review Source Response from TaxDome June 16, 2023 Hello Erika, 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 there is anything we can do for you, please reach out to us. Have a wonderful day! GA Gary A. CEO Financial Services Used the software for: I used a free trial ### "Money Tree Advisors" October 7, 2021 5.0 Pros Flexibility and Automation are important features im looking for while being organized. Cons IRS Form Auto Population features and also Dashboard is missing Calendar Overview. Instead, its responsibility of tracking appointments is placed on task dates. Also would like to see weekly, monthly or quarterly growth based on added new contacts or project reflected as a report. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Review Source Response from TaxDome October 12, 2021 Thank you for this nice feedback, Gary! We appreciate it a lot. For your desired features, 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 contact us if you need assistance. Our support is free and unlimited. FD Flor D. Tax Strategist Accounting Used the software for: I used a free trial ### "Best all in one solution for my accounting firm" April 22, 2022 5.0 I am very satisfied with the service and the customer service has been incredible. Pros The client portal was the main reason I signed up. Just the best way to communicate with clients without having to clutter their emails. But the workflow automation has been a nice surprise to have as well. It just such a time saver. Cons So far I haven't had the need to use the time tracking since I bill by the value provided not the time invested. But I am guessing it would be a good feature to use for metrics. Reason for choosing TaxDome The app feature to communicate with my clients through their phones and not email. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Pipeline.io was complicated to used and it was all based through emails.... it was just cluttering my emails and the clients. and I find I don't need Dubsado anymore since I can do the same thing and more through taxdome. Review Source Response from TaxDome May 17, 2022 Hi Flor, thank you very much. Your feedback is very valuable to us. We have a time tracker feature, that can always be used when needed. If it happens that you need to track your time, just hit the +New button and then click Time Entries, you can either start the time tracker or manually add a time entry. If you need assistance with anything, please reach out to us. We will be happy to assist you. AT Angie T. Office Assistant Accounting Used the software for: I used a free trial ### "Trial review of Tax Dome" August 3, 2023 4.0 Our overall experience is very good. Customer support is very responsive and helpful. Pros The number of features available are a big reason that we decided to purchase. Cons The implementation is a little confusing as the videos are older than the version we are using. Some of the features in the video do not match up with the software. Review Source Response from TaxDome August 9, 2023 Hi Angie! We're delighted to hear that the wide range of features available played a significant role in your decision to choose our platform. Providing a comprehensive suite of tools is essential for us to support your needs effectively. Thank you for raising this concern regarding the implementation process. We apologize for any confusion you've experienced due to the disparity between the videos and the current version of our software. Your feedback is invaluable in helping us identify areas that need improvement. Rest assured, we take your feedback seriously. To address this issue, we're committed to reviewing our help articles and videos to ensure they are up-to-date and accurately reflect the features of the current version of TaxDome. This way, you'll have the most accurate and relevant resources at your disposal. If you encounter any further difficulties or have questions, please don't hesitate to reach out. Have a wonderful day! AG Adrian G. Owner Financial Services Used the software for: Less than 6 months ### "TAXDOME gave my firm the EDGE and AUTOMATION needed to take the next level!" January 10, 2023 5.0 As promised, TaxDome helped me combine multiple services in one, including invoice payment and document signature. Pros The user-friendly TaxDome Client Portal makes this so much better. It allows us to connect with our clients even if they are not here in person. Cons For me it was kind of tideous to start off, but TaxDome offers so much support, videos and tutorials that once you get the hang of it it becomes so natural to work with. Alternatives considered [Moxo](https://www.capterra.com/p/133812/Moxo/) Reason for choosing TaxDome The user friendly Client Portal. Review Source Response from TaxDome February 22, 2023 Hello Adrian, Thank you for taking the time to provide feedback on TaxDome's Client Portal. We're thrilled to hear that you find the portal user-friendly and appreciate its ability to connect with your clients remotely. We understand that starting with a new tool can be challenging, but we're glad to hear that our support resources, including videos and tutorials, were helpful in getting you up and running with the platform. Our team is always working to improve the user experience, so if you have any additional feedback or suggestions, please don't hesitate to reach out to us. Have a wonderful day ! Koko F. Owner Financial Services Used the software for: Less than 6 months ### "Great Software! Great Price!" November 28, 2022 5.0 Overall I really like it! I wish I had purchased sooner! Pros I really like the automations and workflows that you are able to put in place! Cons It does take some time to customize the software but once it's done it's great! Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Reason for choosing TaxDome Price and automation Switched from [Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Taxaroo lacked automations and client/task management Review Source Response from TaxDome December 16, 2022 Hello Koko, Thank you for your review. We are more than happy to learn that you like our software. We understand that the setup may be a bit overwhelming at the beginning, since TaxDome is an all-in-one software that has hundreds of features, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. Not only that, but we also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day. TC Tammy C. Owner Accounting Used the software for: Less than 6 months ### "TaxDome is what I needed!" February 9, 2023 5.0 So far I am liking TaxDome. I feel that once I truly get the setup completed with the task, pipelines, etc that I will be liking it more! Pros Incorporating TaxDome into my firm, has helped me manage my clients, documents, workflow and time alot better than before. Cons I feel that learning the set up of the tasks, jobs, workflow, etc is a bit cumbersome but I am learning! Reason for choosing TaxDome I choose TaxDome because another colleague recommended to me in order to help me with organization and time management. Review Source Response from TaxDome March 17, 2023 Hello Tammy, Thank you for your kind review, it is valuable to us! We're glad to hear that incorporating TaxDome into your firm has helped you manage your clients, documents, workflow, and time more efficiently. Since TaxDome is an all-in-one tool, the setup can seem overwhelming at the beginning, 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. RR Ray R. Owner Accounting Used the software for: I used a free trial ### "Great Product at a Good Price!" December 30, 2022 5.0 It's been great so far, but still learning so much! Looking forward to seeing how things go this tax year. Pros The system integrates the multiple products we're using. I love that we can do everything from the one system. Cons The system works great and the company is looking to make improvements too. The set-up may seem a little intimidating, but there's a lot of help online and in person. I would have liked the white glove onboarding to be longer. I feel like I needed an hour. I can always ask for another onboarding session, but would have been nice to extend the initial session. Reason for choosing TaxDome Software looks great! Can't wait to fully dive into it. Review Source Response from TaxDome March 9, 2023 Hi Ray, we appreciate your feedback. It's valuable to us. Feel free to contact us if you need assistance with anything. We are here to help! Best, HH Heidi H. Owner Accounting Used the software for: I used a free trial ### "Impressed with automations for Tax and Accounting Offices" August 11, 2022 5.0 I love having a lot of functions integrated, and TaxDome allows for this to happen. Pros Basic portal works similar to others - easy interface. Once you set up pipelines/jobs/tasks and automations, I believe a large amount of time can be saved. You can see where you are with certain clients at a glance, and there is a count of clients in that phase of the process. This is truly helpful with deadlines approaching. Esignature works great, automated email templates etc are also helpful. Highly recommend! Cons No ability to pull IRS transcripts. Initial setup took longer than I anticipated, but you can schedule for help sessions to ensure you are getting it set up correctly. Review Source Response from TaxDome September 1, 2022 Thank you, Heida! Your feedback is valuable. 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. " RC Rachael C. Director of Operations Accounting Used the software for: I used a free trial ### "Amazing First Impression!" November 29, 2022 5.0 I am very pleased thus far and really looking forward to rolling out the client portal in the coming weeks! Pros TaxDome is the most bang-for-your-buck solution that we've tried thus far! We are a newer CPA firm about to enter our 4th tax season, and have grown from a team of 3 to a team of 12 in the last year - Implementing a more robust software was crucial to our growth. So far I like the ease of set-up the most! Implementation has been very easy so far, especially when compared to various methods we've tried in the past! Cons The time-tracking and invoicing is a little bare-bones for our needs. Switched from [Corvee Tax Planning](https://www.capterra.com/p/215146/Corvee-Tax-Planning/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) As much as we loved Corvee for the tax planning, we were mostly using it for the client portal and e-signing capabilities. We had tried JetPack in the past for Workflow management, but it's time tracking was sub=-par and absence of a client portal was a big deal-breaker. Tax Dome is able to replace all of these things! Review Source Response from TaxDome December 9, 2022 Hello Rachael, Thank you very much for your review. We appreciate it. We are more than gad to learn that you like our software. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas, 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. MB Mayra B. Manager Accounting Used the software for: I used a free trial ### "Good Overall System" May 29, 2021 5.0 I was hoping to retire my share file, webhosting and marketing email accounts with Tax-dome but I have yet to see if the website will be useful. Share file allows me to share folders with more than one client but tax-dome does not. You will have to load the file to each client and update each client. And though I will be able to use tax-dome to mass email there is no birthday or holiday email function so I may have to keep the other software's for certain things. But Tax-dome does have many features the other's do not, like file locking to invoices, organizers and pipelines. But it does not completely replace all the other software. Pros All the features make it a great deal for the money Cons The software does a lot of great things once you get the hang of it. However, it is not as intuitive as promised and it is slow to move from screen to screen. You need to have a lot of time available to view lots of webinars for every feature to learn how to use it then a lot of time to customize it. Not all customizations are available. The bulk upload app is glichy and shuts down every time you put lots of files with multiple destinations. Then you have to start all over and upload file by file. The chat help is frustrating to initiate, they ask several questions and try to direct you to self help and webinars instead of chatting. You have to ask your question 3 times to get an actual person to help. The onboarding call is a bit rushed and is directed by the client so be prepared. It isn't so much an onboarding as much as an opportunity to ask your questions. They won't help you customize your website until you are a paying customer so you don't know if you the website hosting is a benefit until after you pay for the year. Reason for choosing TaxDome KBA cost, total cost, file locking to invoice Switched from [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)[GoDaddy Website Builder](https://www.capterra.com/p/182500/GoDaddy-Website-Builder/) I was looking for an all in one system and cost savings but I may now just have another software to add to them Review Source Response from TaxDome July 19, 2021 Hi Mayra, Thank you for your feedback. Support is free and unlimited. You can schedule more onboardings to ask more questions. Our chat system uses the auto bot which helps find the root of your concern/question so we can provide a better service. JB Jennifer B. Tax Preparer Accounting Used the software for: Less than 6 months ### "My clients and I love it!" January 15, 2021 5.0 The weekly webinars have been helpful. The onboarding of our clients was very easy. I still have a few questions but have an appointment this afternoon and am hoping to get those answered. I have, in the first week, sent out at least a dozen signature requests already and have gotten great results. We were almost completely virtual during 2020, but all our solutions (e-signatures, storage, payments) were all in different places. Now they are all in one place. Thank you! Pros Even my most technologically challenged clients have been able to implement the software, upload docs, sign forms, and employ the app. All my clients love having an app of their phone so they are not tied to their desks. I like being able to print to the taxdome directly. I love the unlimited electronic signatures. We have researched a good solution for our small but not tiny business and there is no good, affordable electronic signature solution for a firm our size. Until now! I can, as a small business, have my own app, something I would not be able to afford without your product. Cons The different folders (public, private, clients) is confusing and cumbersome, but I understand that is changing soon. I am one of those people who would like to talk to a real person and I know that is time consuming and expensive for you all but I feel better resolution happens that way. I made an appointment but it was three days out for a 15-minute appt. Still made the appointment, though. That having been said, I like the low $50 monthly fee, so I'm good. I am a visual person and this is just my opinion (you asked) but I don't like the look of the Overview page. Reason for choosing TaxDome If I chose TaxDome over other products, it was because they were all scattered in different places-limited e-signatures out of my software (we still needed to have additional e-signature capability), document transfer and storage, payments somewhere else. TaxDome put it all in one place for me and gave me an app for my clients to use to access these things. Review Source Response from TaxDome July 26, 2021 Thank you for the amazing feedback, Jennifer! Feel free to reach out to our Customer Success team anytime you need any assistance as support is free and unlimited. We now have a lot of available schedule for the 1:1 onboarding or screen sharing session. EZ Elena Z. Owner Accounting Used the software for: I used a free trial ### "First Time User!" February 16, 2023 5.0 My biggest concern as a virtual tax preparer was obtaining the necessary tax documents securely and effectively. Tax Dome also offers the portal in different languages which really helps the customer onboard with no issues. This was a top priority for me in order to serve my customers profesionally. Pros There are so many options to customize and templates to help you get started Cons I don't see a scheduler. Maybe I haven't fully explored the software. It would be great to have a scheduler to set up appointments vi phone call/zoom/google meet to get started with leads. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) I heard many many great things about Tax Dome and knew I needed this in order for me to grow. Review Source Response from TaxDome March 8, 2023 Hello Elena, Thank you for taking the time to share your thoughts and experience as a first-time user of TaxDome. We're thrilled to hear that you found the platform's options for customization and templates helpful in getting started. Regarding your concern about not finding a scheduler, we'd like to assure you that TaxDome does offer a scheduling feature for setting up appointments with your clients. We apologize if this feature wasn't immediately apparent to you during your initial exploration of the software. Our team is always available to help guide you through the platform and answer any questions you may have. We're also delighted to hear that TaxDome was able to address your biggest concern as a virtual tax preparer - securely and effectively obtaining necessary tax documents - and that the platform's multilingual portal helped you serve your customers professionally. Feel free to reach out to us if you need further assistance. Our Support is free and unlimited. Have a great day! Similar Products Featured ## Related categories [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.