# Page 38 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 38 - 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 38 - Reviews of TaxDome ## Showing most helpful reviews Showing 926-950 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use cB corey B. Owner Accounting Used the software for: I used a free trial ### "First time user" January 11, 2023 5.0 Pros The selling point for me was having a digital organizer with smart questions and being able to have clients upload documents right there. The unlimited storage was also a big key. Cons I would like to see them add a way to import the common data entered into the questionnaire be able to import into my tax software to populate a return instead of having to manually type everything. Also a seperate pipeline for prospects for accounting, bookkeeping, taxes, and marketing would be amazing. Review Source Response from TaxDome February 22, 2023 Hello Corey, Thank you for your kind feedback, it is valuable to us! We're thrilled to hear that the features we offer, such as smart questions, document uploads, and unlimited storage, have been beneficial for you. 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 in 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 you have any questions or need assistance with anything, please let us know. Have a wonderful day. SJ Stephanie J. CPA Accounting Used the software for: Less than 6 months ### "Already recommending to Partners " January 9, 2023 5.0 Bang for your buck experience, they literally thought of everything a firm will need and the example flows are good examples for if your new Pros This is a great software that can take your business from an unorganized job to a full firm ran at your finger tips. I'm already recommending to partners. Cons Work flows, automations, training video walk throughs Switched from [Onboardible](https://www.capterra.com/p/217126/Onboardible/) more automations and processes for a larger firm Review Source Response from TaxDome February 21, 2023 Hello Stephanie, Thank you for your kind feedback. It's great to hear that you find it helpful for organizing your business and that you're already recommending it to others. Regarding your concerns, it sounds like you would like to see more improvements in work flows, automations, and training video walk troughs. These are all important aspects of any software, and we can understand why you would like to see more development in these areas. For this reason, 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. Overall, we are glad to hear that the software is making a positive impact on your business, and I hope that you continue to find it helpful in the future. If you have any questions or need assistance with anything please let us know. Have a wonderful day. MM Marc M. CPA Accounting Used the software for: Less than 6 months ### "Great Way To Automate Tax Prep Processes and Improve Client Experience" December 16, 2021 4.0 Overall, it's a great tool that I have already seen benefit from, and I'm looking forward to using it to save a lot of admin time for my practice. This will be my first tax season using it with my clients. Pros I like how easy the automation customizations are. Once you set up a good template for certain types of jobs and clients, it saves a lot of time having to do repetitive tasks. Very active community and the developers are always making improvements based on realtime feedback from users. I feel confident it will only continue to improve as a software. Cons It does have a learning curve figuring out how to use it to its full capacity, but once you get the logic of it, it's not too bad. I think the client portal could be simplified, there's a lot of things in different locations, like messaging app, to-do lists, contracts, documents. It could be a little more intuitive and easy for clients to navigate. Also the document storage and file folder section is a little bulky. It would be nice to be able to drag and drop files. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) Reason for choosing TaxDome It is one app for both workflow/practice management, document storage, signatures, client portal, etc. It is nice to have everything all in one place rather than having to jump between multiple programs. Review Source Response from TaxDome April 12, 2022 Thank you, Marc. Your feedback is valuable to us. We just wanted to let you know that all of our paid users have the option to request new features to be implemented. If you wish to see something changed or upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal. EL Erika L. Firm Owner Accounting Used the software for: Less than 6 months ### "Powerful Tool for Your Accounting Business" May 28, 2021 5.0 I am going to be using TaxDome as an all in one tool to run my practice. So far, I am amazed by how much time it is helping me save. It will also help me to hire a few employees and staff since I am growing. It makes it easy to track and delegate tasks. Pros I like most that this software is an all-in-one tool. It is packed with useful features and can streamline the way that an accounting professional runs their firm. The support is also excellent, offering white glove, in person onboarding and well organized manuals. I have also heard from my clients that the client interface is easy to use. They have been more responsive to me on this tool than the tool I was using previously. Cons The pros about this tool are almost the cons! There are so many features to unlock and learn about. There are also a few features that need to be added into it (although I see that it is still being devleoped). It needs to have a feature that allows the firm to sign documents as well as the client (rather than using a pasted signature that is easy to forge). It also needs to have more templates for workflows and contracts (or at least better ones). I also think that TaxDome would benefit from a user group in which users can share best practices and templates and tools. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Liscio](https://www.capterra.com/p/180297/Liscio/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing TaxDome TaxDome has more features at a lower cost and was recommended by more of my peers. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[RightSignature](https://www.capterra.com/p/220507/RightSignature/)[Trello](https://www.capterra.com/p/211559/Trello/) The tools I was using required a lot of manual processes and did not have a streamlined interface. I was also just looking for a practice management tool, and then I came across TaxDome, which does more than just practice management. Review Source Response from TaxDome May 31, 2021 Hi Erika, Thanks! We have a facebook group for TaxDome Users, please join! https://www.facebook.com/groups/taxdome We also have a feature request board where you can communicate with our product team directly. NF Nadine F. Accountant Accounting Used the software for: I used a free trial ### "New user to Tax Dome" January 18, 2023 5.0 Overall, I have had a good experience with Tax Dome. I really like how it is layed out and it seems to provide a lot of the functions I need to run my accounting practise. Customer support has been great! Pros There are so many features and it seems like it can really reduce the number of apps needed to run an accounting practise. It is organized in a very functional way and set up very well for accountants. Customer support has been fantastic! Cons There are so many features, it can get overwhelming. There are easy tutorials on everything. The client portal looks great but I worry that it may be too complicated for clients. It may be better to simplify it but I am still waiting to hear back from clients about it. Review Source Response from TaxDome March 9, 2023 Hello Nadine! Thank you for taking the time to leave such a positive review! We are thrilled to hear that our software has been helpful to you and that you find it to be organized in a functional way. We strive to create user-friendly solutions that are tailored to meet the specific needs of our customers, including accountants. We are also glad to hear that our customer support team has been fantastic in providing you with timely and helpful assistance. We will continue to work hard to provide you with the best possible experience and support. 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 have a highly trained team to address your concerns and needs, so you can take advantage of all the functions within the system. We appreciate your feedback and hope that TaxDome continues to meet your needs and exceed your expectations If there is anything we can do for you, please reach out to us. Have a wonderful day! AP Amber P. Owner Accounting Used the software for: I used a free trial ### "New Tax Dome User" June 9, 2022 5.0 I am very pleased overall with Tax Dome. I love that it has the ability to have knowledge based identity verification with the e signatures and the unlimited storage capability. It has taken a few days to transition, but I think I will be very pleased with it. Pros My favorite thing about Tax Dome is the price of the electronic signatures and the ability to have a client portal as only one user. Most companies require 3-5 users and e signatures cost a significant amount on top of that. It was also easy to import my client list to create the accounts and contacts to immediately have all of my clients there and ready to go. Cons The user interface is a lot more complicated than I'm used to in a client portal, but some of that is because of all of its capabilities. In the beginning, it is a little more difficult to figure out how to get documents and signature requests to the clients. Switched from [TitanFile](https://www.capterra.com/p/152195/TitanFile/) Drake Portals was sending the wrong clients other taxpayer's returns and documents. It also was blocking my international clients from logging in. TitanFile doesn't offer knowledge based identity verification on the e signatures. Review Source Response from TaxDome June 14, 2022 Thank you, Amber. Your feedback is valuable to us. We understand that it may take some time to get used to our software, but once done, the time will definitely pay off. We give our best to assist with all questions. We also provide our subscribers with help articles, video tutorials and the TaxDome Academy. If you need assistance with anything, please let us know. Our support is free and unlimited, and we will be more than happy to assist you. We wish you a great day. LC Lauren C. Client Relations Manager Financial Services Used the software for: Less than 6 months ### "TaxDome is a must! " July 8, 2021 5.0 Instead of using multiple applications, we have one central system to use everyday which has become a life saver. We can organize our clients by service and make sure no one falls through the cracks. The Tax Dome team has also been super accommodating and patient as we learn the ins and outs. Pros We've been looking for a program that has it all and we finally stumbled across Tax Dome. Even as a small company, we process over 1,000 tax returns a year, plus offer bookkeeping services, as well as other financial services. We needed a service that had it all in one place with an efficient task manager. We've been able to stay more organized and increase our scale of business. Cons The integration took a little while to be fully completed, and of course there's a learning curve with a new program/software, but we're confident, with practice, Tax Dome will only become easier to use. Alternatives considered [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) Reason for choosing TaxDome Our company focuses on tax services as well as financial/investment/insurance services. The other programs weren't as accommodating to including multiple services. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Redtail really only sufficed as a CRM so we had invoicing through another system, QBO, outlook, a secure client portal through another provider, and so on. Our team found it difficult to keep the CRM updated when we worked through so many different programs. Streamlining was essential for us. Review Source Response from TaxDome July 19, 2021 Thanks for your amazing feedback, Lauren! Feel free to reach out to our Customer Success team anytime if you need any assistance as support is free and unlimited. AJ Allyshia J. Accountant Accounting Used the software for: I used a free trial ### "Build & Grow Experience " April 8, 2023 5.0 So far, so good. Still learning Pros Client Portal is so useful for both the company and the client. Also, the ability to transfer your website over is a plus. We are looking to work with someone to edit the site due to misplacement of site material during export. Cons We had a little trouble with the functionally of the software. Switched from [Wix](https://www.capterra.com/p/169007/Wix/) The cost and the capabilities. Review Source Response from TaxDome April 27, 2023 Hello Allyshia, Thank you very much for your review. It is valuable to us. We are pleased to hear that you find our Client Portal and website transfer feature helpful. Our team is always working to improve the user experience and we appreciate your feedback. 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! LH Libbi H. Team Manager Accounting Used the software for: I used a free trial ### "Implementation is a commitment" November 1, 2022 4.0 Support has been great. Without easy access to support, the implementation learning curve would have me worried. There is lots that is intuitive, but I know the automation would have been harder to get right without the resources provided during set up. Pros Right now, we're using multiple spreadsheets to track projects. These are clunky to upkeep and difficult to get an overview from, especially as we grow. I'm very much looking forward to replacing several spreadsheets with one streamlined workflow that prompts uniform use with all employees. Cons Not having Tasks that will recur indefinitely doesn't really make sense to me. I feel like the pipeline with automation makes sense for tax prep or monthly books, but for biweekly AR/AP workflow, I just need tasks with better recurring options. Review Source Response from TaxDome November 23, 2022 Thank you, Libbi. We appreciate your kind feedback. It is valuable to us! We are more than glad to hear that you like our software. We currently have a way to set recurrent tasks in TaxDome, with all different repeat periods possible, even biweekly. Please take a look at this help article, where we provide all details about how to create recurrent tasks.https://help.taxdome.com/article/110-creating-tasks#2. And if you have any other suggestions to improve your experience with TaxDome. We would love to hear more from you. Please know that you can submit a feature requests, and have other firms upvote for it as the features with the most upvotes get prioritized. Please see more details here - https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day. Michelle S. Enrolled Agent Accounting Used the software for: I used a free trial ### "All in one software" February 16, 2023 5.0 I think it will eventually exceed my expectations. Pros This product is worth the time investment to set up and streamline processes. I like the client portal because it has useful features. Cons I would prefer an easier layout when setting up the pipelines. Review Source Response from TaxDome March 8, 2023 Hello Michelle, Thank you for taking the time to share your feedback with us, it is valuable to us! We are pleased to hear that you found our product worth the investment of your time and that the client portal has useful features. We strive to provide our clients with tools that streamline their processes and enhance their experience. We appreciate your feedback regarding the layout of the pipelines. 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. OC Omayra C. CPA Accounting Used the software for: I used a free trial ### "New to TaxDome, initial thoughts!" August 10, 2021 5.0 Full client and firm management, with taskings and secure data access for all clients. Connected firm website with client portal on our domain is huge for us. Pros The amount of information and demographics that can be captured for each client. The customizable letters (have not seen all areas), but during the trial was able to get a feel for how things may be a lot more easily customized to our firm desires. Cons Migrations from other platforms never are fun, but this con may be different depending on where you are migrating from. Integration with UltraTax is not two-way (not sure any of them are, but would love to have the option to use this over Onvio and have a complete firm management experience with ability to open tax returns directly and track time/project costs). Canopy had a notice management platform, not seeing that in TaxDome. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Support, Costs, limited access for some firm staff to information without costly module add on costs. Review Source Response from TaxDome August 19, 2021 Thank you for the review, Omayra! We appreciate it. Feel free to reach out to our Customer Success team for assistance as our support is free and unlimited. MM Mariana M. Owner Accounting Used the software for: 6-12 months ### "Easy and convenient. " June 26, 2023 5.0 Pros TaxDome is basically a platform where you can have many of your practice matters handled in one place. Cons Sometimes it can be tricky to understand how some features work. Review Source Response from TaxDome August 9, 2023 Hi Mariana! We're delighted to learn that TaxDome is serving as a comprehensive platform where you can conveniently manage various aspects of your practice. Having a centralized hub for practice matters can indeed streamline operations and enhance efficiency. We acknowledge that understanding certain features might sometimes pose a challenge. We appreciate your feedback and understand that the learning curve can be frustrating at times. To address this concern, we want to assure you that our support team is readily available to provide assistance. If you find yourself facing difficulties with any features, our support team is just a message away. We offer free and unlimited chat and email support, and we're also available for screen-sharing sessions to guide you through any confusion you may encounter. Moreover, we've compiled a wealth of informative articles and tutorials within our knowledge database, which can help clarify how different features work. Please don't hesitate to reach out whenever you need help or guidance. Have a wonderful day! RT Randy T. Prinicipal Accounting Used the software for: Less than 6 months ### "Best Tax/Accounting Office Management" September 30, 2021 4.0 Pros Workflow management, task tracking, and ability to manage emails to/from clients across various staff. Cons Lack of ability to backup job data and notes to an external source. I want this to be able to print notes and job progress to a client file, or if TaxDome were to ever go away, or even if we decided to leave for any reason, so that we'd have proper backup. This was the single biggest factor that almost made our company not commit to TaxDome, but we hope they will add this ability in the future. Time tracking has a long way to go to be useful. Invoicing needs more features, such as discounting, etc. Alternatives considered [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome TaxDome had the most features and customer support. Overall, we feel confident TaxDome listens to their customers to continually improve their product. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) Cost and Task Tracking dedicated to the tax and accounting community Review Source Response from TaxDome October 5, 2021 Thank you for the feedback , Randy! We appreciate it. For the features that are still not available with TaxDome, 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 . See link below for more details. https://help.taxdome.com/article/382-feature-request . Feel free to contact us if you need assistance .Our support is free and unlimited. MJ Matthew J. Owner Financial Services Used the software for: 6-12 months ### "OMG - Response is insane!" October 14, 2021 5.0 GREAT. I was up and running with clients in the pipeline within a week. I'm going to get help redoing my website before next tax season gets going. I did it on my own and know they'll do a much better job than me. It's there forte . :-) Pros THEY LISTEN! If a suggestion is posted ALL users can vote on the functionality and discuss. If it's viable and doable - THEY DO IT. Internal PDF editor, Done. Fixed issues with client app. Done. Request for FIRM side app. DONE. Request for updates to PDF editor - DONE. Request for live, secure Chat (with attachments) . DONE. Request for Firm and Client e-signature support. Done. Request for online payment processing. Done. These are all requests we asked for and voted on. What software company does that today? THEY ALL SHOULD!! Also, Unlimited Storage. Free on-boarding service. Free website setup. Support video's for every topic. Chat response (decent automated and live) Quick Response to email support. If your Tax software does a TaxDome export the setup for me was insanely easy. Cons I don't think there's a direct phone support yet. Review Source Response from TaxDome October 18, 2021 Thank you for this amazing review, Matthew! We highly appreciate it. For your convenience, we encourage you to book for a 1:1 screen sharing session in your convenient time. Our Support is free and unlimited. See more details. here. https://taxdome.com/onboarding JV Jennifer V. Manager Accounting Used the software for: I used a free trial ### "highly recommend " October 10, 2023 5.0 TaxDome is great we love the client portal feature along with the clients being able to sign things online without having to exit the client portal and sending the documents through another service. We also love that we can bill our clients using TaxDome. Pros It is user friendly and everything we need is all in one. Cons We are excited to try out the SMS feature that is in the works. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome How user friendly it was Switched from [Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) The features we are looking for are all in one. Review Source Response from TaxDome November 9, 2023 Hello, Jennifer, thanks a lot for the awesome feedback! We're thrilled that you're loving the client portal, e-signing, and billing features—all in one place. It means a lot to us! As for the SMS feature, we're just as excited as you are! We can't wait to hear about your experience once it's ready. If there's anything else you'd like to share or any way we can make your TaxDome experience even better, feel free to let us know. Wishing you a great day! AS Ana S. Tax Preparer Financial Services Used the software for: 6-12 months ### "Taxdome has been a great addition to my tax firm" January 6, 2022 5.0 My overall experience with TaxDome has been great. Found all the account and bookkeeping essentials that I need to thrive as a business. Pros I love the pipeline features and how easy it us to use. I am still earning to use it. As I am expanding the company all the features are great additions to my firm and nothing beats having a piece of mind , because we all know, IRS doesn't play. Cons Id like to have easier access to new contracts/pipelines . Reason for choosing TaxDome If its not broken do not fix it. Taxdome has helped me and for that I am loyal . Review Source Response from TaxDome April 5, 2022 Thank you, Ana. Your feedback is valuable to us. We just wanted to let you know that all of our paid users have the option to request new features to be implemented. If you wish to see something changed or upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal. TB Thomas B. CPA Accounting Used the software for: I used a free trial ### "Tax Dome New User 2021" October 18, 2021 4.0 I wanted to employ a portal that clients find easy to use and offers, as much as possible, a one-stop shop for them. Frankly, I am spending the next year playing with Canopy, Drake, and TaxDome (call it research), to see which one makes most sense to adopt in the end. Pros Nice ability to customize portal access and email notifications, the Z-Drive is handy, and the portal does get regular improvements such as PDF merge and the new Firm App which show they are interested in adding improvements. For a solo shop, it's one of the best values out there. In comparison, I have used Canopy Tax and Drake portals, which is pretty good if you use Drake Tax since it is fully integrated with its own document manager, but it has no app, and I think most portals should have an app these days. Cons As of my trial (mid 2021), the time entry system wasn't very useful. There was no way to even export time, let alone see in-portal reports. I have also used Canopy Tax Portal, and I wish Tax Dome would employ a similar time entry system also-- allow me to punch in to any client (and job preferably) quickly with one or two clicks, including from the app. I think the Canopy app is a bit more elegant and streamlined. It conveniently lists external links the practitioner might wish to use (like external calendars, payment pages or similar). Then again, Canopy is almost ridiculously priced (and it's a bit like negotiating a used car). It seems, though, that giving the practitioner the ability to define some custom external links they want their clients to have access to from the portal would be a simple add-on. Reason for choosing TaxDome Still running a trial for the next year between the three. I think it will be either Tax Dome or Drake Portals (simply because I use Drake Tax and Portals is built for it). Review Source Response from TaxDome October 22, 2021 Thank you so much for the feedback, Thomas! We highly appreciate it. Please be informed that ability to export time entries feature has just released. And for feature request 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 . . Please feel free to contact us if you need assistance. Our Support is free and unlimited. CC Clarence C. President Accounting Used the software for: 2+ years ### "Client Portal" October 3, 2023 4.0 I can share client info in a secure fashion. I can also get documents signed by my clients faster since my clients are mostly remote. Pros Client Portal very user friendly and friendly for my clients as well Cons Hard to navigate the workflow system and it seems very time consuming to impliment Reason for choosing TaxDome What I needed for client data collection and sharing at the time Review Source Response from TaxDome November 9, 2023 Hello, Clarence, thank you for the feedback, we really appreciate it! We're glad to know that your clients are happy with their TaxDome portal and that you found a safe place to exchange documents. We know that it takes some time getting familiar with the workflow but we'll always be glad to assist, please don't hesitate on reaching out! We wish you a great day. JB Jeff B. CEO Accounting Used the software for: Less than 6 months ### "Great product!" July 17, 2023 5.0 It's been awesome so far! Pros TaxDome is a great product with great automation tools and great functionality! Cons I would love to create an external cleint intake questionnaire for leads to fill out that aren't already contacts. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) We needed more automation. Review Source Response from TaxDome August 7, 2023 Hello Jeff, Thank you for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day! GG Gabriela G. Tax Preparer Accounting Used the software for: I used a free trial ### "Best Client Portal" January 20, 2023 5.0 I am loving it! My clients also tell me that it is very easy to create an account and upload documents. Pros I love that I can just click on the client name, and I can instantly see their documents, emails, contact information, messages, etc. Once a client sets up their account, if there are previous emails from past years, they automatically merge with the client account, so I am able to see their old emails, which is a neat feature for documentation purposes. Cons I wish there was a way you guys could also offer scheduling and appointment reminders and do email marketing. That way I would just use TAX DOME for everything. Alternatives considered [Levitate](https://www.capterra.com/p/211147/Levitate/) Reason for choosing TaxDome It seemed easier to navigate for myself and for my clients. Review Source Response from TaxDome April 26, 2023 Hello Gabriela, 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 in using TaxDome, or if there were anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day! AM Alicia M. Tax Specialist Accounting Used the software for: Less than 6 months ### "Automating My Life" May 26, 2022 5.0 So far, I've used the product with just a couple of clients as I'm still setting it up. I walked through it myself from the client-side and it seems very professionally put together and works smoothly. Pros I like that TaxDome is just about all-in-one. It tracks client communications in one place, takes client payments, tracks the stages my different projects are in and automatically communicates with clients. Cons It does take a bit of work to get it set up and customized. There are templates that give you a head start, but many have spelling or grammar mistakes and can't be used blindly. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Trello](https://www.capterra.com/p/211559/Trello/)[Zoho Sign](https://www.capterra.com/p/215876/Zoho-Sign/) TaxDome is made for my profession and all modules seem to work cohesively. Review Source Response from TaxDome May 27, 2022 Thank you for the review, Alicia. Your feedback is valuable to us. Most of the templates were submitted by our subscribers, and it can happen that there are spelling mistakes. We will take this into consideration. For the setup, to make the process easier and faster for our subscribers, we provide free and unlimited support. Please feel free to reach out to us whenever you have questions or need assistance. Have a great day. VR Verified Reviewer CEO/Founder Accounting Used the software for: I used a free trial ### "Great product so far!" August 17, 2022 5.0 Pros I just started my practice about a year ago and started with the Intuit family using Intuit Practice Management (aka Karbon). However, the increased fees this summer led me to explore alternatives. TaxDome does everything that Karbon/IPM does and then some! I've been really pleased with integrations and templates available in TD. Cons I think there is room for improvement with the invoicing process/customization. This is a great improvement if you are doing old-school bills, but not up to snuff to invoice capabilities for most online applications. Alternatives considered [Intuit Practice Management](https://www.capterra.com/p/252597/Intuit-Practice-Management/) Review Source Response from TaxDome September 9, 2022 Thank you for your feedback. It's valuable to us. 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 Micah F. Founder Accounting Used the software for: Less than 6 months ### "Best tax software we've ever used" May 18, 2022 5.0 Could not be more pleased with the software so far. Our firm has a somewhat unique onboarding process and TaxDome has been able to handle all of the modifications. More than anything, the support has been AMAZING! Every onboarding session we've had has been with a different rep and they're all incredibly knowledgeable about the product and the tax process in general. We're just getting started and just on the onboarding process TaxDome is going to save us at least a dozen hours a week. Pros Clearly designed for tax professionals. Other client portal and workflow software were workable, but still could not handle a lot of the processes we need. Cons Some additional customization on contracts (such as both a team member and client signing them) would be nice. Overall, extremely pleased. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Canopy](https://www.capterra.com/p/232316/Canopy/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reason for choosing TaxDome Clearly designed for tax professionals in mind. Review Source Response from TaxDome May 20, 2022 Thank you for the nice feedback Micah! We appreciate it. Please feel free to reach out to us if you need further assistance. Our support is free and unlimited. RB Rosemary B. Owner Accounting Used the software for: 6-12 months ### "My review" July 7, 2022 5.0 Pros The automated workflows have been fabulous for productivity. Cons The task screen needs to allow for more characters. When I look at all of my tasks, I can only see the first few words. I don't use it for task tracking due to this. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) I needed automation. Review Source Response from TaxDome July 8, 2022 Thank you, Rosemary. Your feedback is valuable to us. We already have a feature request for resizing the columns in the Task subtab on our Feature Request Board. Its current status is planned, and there will be an option for this in the future. If you have any questions, or need assistance with anything please let us know. Our support is free and unlimited. Have a great day. CC Christian C. Owner Accounting Used the software for: I used a free trial ### "CA Tax Services - Tax Dome" November 7, 2023 5.0 Fantastic! I have used other programs and TaxDome allows for an easy client management solutions and incorporates all of the necessary integrations to save time. Pros Cutting edge client solutions and great customer support. Cons Jobs & project workflow takes a little time to become accustomed to. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Did not like the other product. Not intuitive and no automations. Also very expensive. Review Source Response from TaxDome November 21, 2023 Hello Christian, Thank you for your review. It is valuable to us! We are delighted to hear that you appreciate our client solutions and our great customer support. We aim to provide the best service and experience for our users, and we value your feedback. We are glad that you found our system useful and effective for your tax practice. We also understand your concern about the jobs and workflow. We know that it can take some time to get used to our system and learn how to use it efficiently and effectively. We want to assure you that we are here to help you and guide you along the way. We offer free chat and email support, 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 out our TaxDome Academy. If there is anything we can do for you, please reach out to us. Have a wonderful day. 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