# Page 39 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 39 - 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 39 - Reviews of TaxDome ## Showing most helpful reviews Showing 951-975 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use IW Irene W. Owner Accounting Used the software for: I used a free trial ### "Tax Dome Review" January 6, 2022 5.0 Overall my experience with TaxDome has been good. The folks on the online chat have been very responsive. When they can't resolve an issue or suggest a feasible workaround, they have escalated my issue - and again, the senior support person has helped me with a workaround to solve my issue. Pros I started using this product to create automated jobs (pipelines) that I can easily see a client's job status on a visual basis. I've been using this product for about a week and so far, it's been working out well. Ask me again after tax season is over. Cons IMHO The product lacks some basic features such as assigning a job (pipeline) to an individual contact as opposed to an account (which may have multiple contacts). That said, I feel that Tax Dome is robust enough that so far, there are workarounds for these challenges. Also, while it may be intuitive to use, I feel that having some skills in programming/software engineering is extremely helpful. Also there is a lack of integration with my billing system - BizPayO. Reason for choosing TaxDome (1) Pricing and (2) TaxDome contacted me right away and answered my questions. Review Source Response from TaxDome April 5, 2022 Thank you, Irene. 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. MC Mauricio C. Tax Manager Accounting Used the software for: Less than 6 months ### "Easy Management of Tax Practice " January 23, 2023 5.0 Experience has been pretty good. If I have questions the Tax dome team is very easy to schedule a training meeting with me. Pros The secure portal, The way i c an send and have unlimited signatures. The way i can create Forms for clients to fill out is amazing and how clients can contact me through their own account. Cons It can get confusing at first when creating forms and templates for clients. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Better customer support and did have many more integrations and ways to facilitate the customer's experience and service. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Did not have very many options or ways to create fillable organizers Review Source Response from TaxDome April 26, 2023 Hello Mauricio, Thank you very much for your review. it is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. We understand that the setup may be a bit overwhelming at the beginning, but we give our best to assist our clients during the setup. We offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube, and Facebook and you can check our TaxDome Academy. If there is anything we can do for you, please reach out to us. Have a wonderful day! VR Victoria R. Tax professional Accounting Used the software for: Less than 6 months ### "Tax Professional Must Have" January 20, 2023 5.0 My overall experience has been great. It is very user friendly and makes my practice run smoothly. Pros I love the ease of use and how it simplifies the amount of apps to keep up with my tax practice. Taxdome is amazing! Cons I like the ease of use but I would like to be able to add my signature easier to the email. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome I like the ease of use and pricing. Review Source Response from TaxDome April 26, 2023 Hello Victoria, Thank you for your kind feedback. 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. JA Jennifer A. Accountant Accounting Used the software for: Less than 6 months ### "pretty good" March 27, 2023 4.0 Pros e-signature is great, this was the only reason I am using the software Cons All the constant e-mails, just started using it this month because my tax software e-signature wasn't working. I got taxdome just for the e-signature and every day I get another e-mail. The other features may be nice but quite frankly during the height of tax season I don't have time to do anything else nor read daily e-mails. I also don't like how I'm charged $1 everytime a client tries to do kba and fails. My other software only charge me if they were able to verify. When a client is having trouble getting it to verify my charges rack up quickly. Review Source Response from TaxDome April 3, 2023 Hello Jennifer, Thank you for taking the time to share your feedback regarding our software. We are thrilled to hear that you have found the signature features to be valuable and useful for your business needs. We understand that during the height of tax season, time is of the essence and we apologize for any inconvenience caused by the daily emails. We appreciate your feedback on this matter and will certainly take it into consideration as we work on improving our communication methods. Regarding the $1 charge for failed KBA attempts, we apologize for any confusion or frustration caused. We would like to assure you that this charge is not meant to penalize you or your clients, but rather to cover the cost incurred by our system for each verification attempt. However, we understand your concern and will look into ways to make this fee structure more transparent and user-friendly. We are always looking for ways to improve our software and customer experience, and we greatly value your input. If you have any further suggestions or concerns, please don't hesitate to contact us at any time. Our team is dedicated to providing you with the best possible service. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day. RW Rachel W. President Accounting Used the software for: Less than 6 months ### "Best decision of 2020" April 29, 2021 5.0 TD solved my immediate portal need, the old system was really just a document exchange, this allows for so much more, the e-signature feature alone was worth the price to me for ease of interactions with my clients and to have all the documents in one place that I can access from my office or home office. Pros I love the ease of use for my clients, most have found it very easy to use with no hand-holding and adopted and loved it very quickly. They can upload almost any format of documentation and backups to me with a few clicks. I get notifications how I want to see them and then all emails linked are saved in their history, so it's much easier to look back and find what I need without searching my endless emails in Outlook. Secure message is an easy way for many to communicate and I have saved records of those exchanges. Cons I did not yet have time to implement any of the task and automation processes, I started in Dec 2020 right before tax season, so those features are still waiting because I was a little overwhelmed with that setup process. It will be my summer project to figure out and test the process to make the whole system work better for me and improve my manual processes for tracking. Alternatives considered [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[Liscio](https://www.capterra.com/p/180297/Liscio/) Reason for choosing TaxDome I liked the ease of use of TD over the others, the price was better for me as a solo and the recommendations were stronger. Review Source Response from TaxDome July 21, 2021 Thank you Rachel, your feedback is valuable to us. We are happy to know that TaxDome was able to serve your immediate needs for your practice. Our support is free and unlimited, feel free to reach us through chat, email or schedule an onboarding. If you need any assistance with setting up your tasks and automations you can schedule a 45-minute-onboarding using this link: http://taxdome.com/45 we are happy to help. PM Patrick M. Owner Accounting Used the software for: I used a free trial ### "Taxdome - Great Help with Large # of Clients" August 22, 2023 5.0 Pros Tracking due dates is extremely helpful as our tax software does not provide that. We have missed several due dates with fiscal year ends because we have no good tracking mechanism. Cons Learning - training myself on a new program is time consuming. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Firm360](https://www.capterra.com/p/197013/Firm360/) Reason for choosing TaxDome Better pricing, better reviews on the tracking Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) With a $1 million+ firm, we should be able to afford a better data management system than excel Review Source Response from TaxDome November 22, 2023 Hello, Patrick. We appreciate your feedback and are thrilled to hear that TaxDome's due date tracking has been helpful for your team. We understand the importance of staying on top of deadlines, especially when dealing with fiscal year ends. Regarding the learning curve, If you ever need assistance or have specific questions, please feel free to reach out to our support team. We're here to help make your experience as smooth as possible. Have a great day! SS Sean S. owner Financial Services Used the software for: I used a free trial ### "Best Product around" September 7, 2023 5.0 that this is the first time using this program. Pros that this is a very easy problem to solve and a great program to use Cons I love it all and that it was very to understand and use. Review Source Response from TaxDome November 23, 2023 Hi Sean, Thank you for your review. It is valuable to us! We are delighted to hear that you find our product easy to solve and use. We appreciate your feedback, and we are always working to improve our product and meet your needs. Please let us know whenever you have questions or need assistance. Have a wonderful day. SC Salmane C. Président Consumer Goods Used the software for: Less than 6 months ### "TaxDome le vrai utile de comptabilité !" February 28, 2023 5.0 Ce logiciel il est vraiment extraordinaire pour la gestion de la comptabilité de votre entreprise, il permet une vrai gestion et un vrai suivi des dossiers clients ainsi que fournisseur, je le recommande fortement Pros Ce logiciels est juste formidable , pour les pme comme moi il permet de gagner énormément de temps en nous permettant d’avancer notre comptabilité et gérer nos dossier clients , facturation, fournisseur et suivi des dettes etc… Cons Parfois j’ai eu des difficultés à engistre certains fichier , dû à leur taille . Review Source Response from TaxDome March 8, 2023 Bonjour Salmane, Merci d'avoir pris le temps de partager votre expérience avec nous. Nous sommes ravis d'apprendre que vous trouvez notre logiciel génial et qu'il vous a aidé à gagner beaucoup de temps dans la gestion de votre comptabilité, de vos fichiers clients, de la facturation, des fournisseurs et du suivi des dettes. Nous apprécions votre soutien et vos commentaires, car ils sont essentiels à nos efforts continus pour améliorer et offrir un meilleur service à nos clients. En ce qui concerne le problème que vous avez rencontré lors de l'enregistrement de certains fichiers en raison de leur taille, nous comprenons la frustration que cela peut causer. Nous vous suggérons d'essayer de compresser le fichier ou de le diviser en plusieurs parties pour faciliter son enregistrement. Nous allons prendre en considération vos commentaires dans nos futures mises à jour. Si vous avez d'autres questions ou suggestions, n'hésitez pas à nous contacter. On vous souhaite une agréable journée. NA NANCY A. Partner Accounting Used the software for: I used a free trial ### "Exactly what I've been looking for" February 5, 2021 5.0 I am going to save SO MUCH TIME. TaxDome has centralized all that I do. Before TaxDome I needed my portal, DocuSign, Google Forms, Excel, Word, Notepad, etc. The amount of time I spent just in the administrative side was crushing. The process of getting an 8879 uploaded to the portal, off to the client for secure signature and back took 45 minutes to an hour. Now it's 5 minutes or less. I've gone from having so many different windows and apps open to needing only TaxDome and my tax prep software. What a relief! Pros It seems to be written by people who actually know how an accounting firm works. User documentation is fantastic as are the numerous tutorials. I was easily able to answer most of my questions and get instructions on how to do what I needed without needing to contact a live person. In fact, I was able to get set up and operational without any help from support. The interface is very intuitive. Cons In the beginning, TaxDome is a little overwhelming. I'm still getting used to the product terminology regarding clients and engagement letters which they label contacts and contracts. Those two words looks so much alike that it caused me a bit of confusion sometimes. Alternatives considered [Taxaroo](https://www.capterra.com/p/168924/Taxaroo/)[TaxCaddy](https://www.capterra.com/p/197189/TaxCaddy/) Reason for choosing TaxDome Better price, more features and it just felt right. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) SmartVault did not dovetail well with my other processes. It worked okay to exchange client documents but it lacked greatly in efficiency. I had hoped it would streamline processes much more than it did. It was clumsy to use and really only helped with secure exchange of documents. It did nothing for workflow management. TaxDome was only slightly more expensive but provides so many more features all in one place. Review Source Response from TaxDome July 21, 2021 Hi Nancy, Thank you for your feedback! CG Carlos G. Business Consultant Professional Training & Coaching Used the software for: Less than 6 months ### "The best all in one accounting practice management CRM in the market, Period!" January 26, 2022 5.0 Excellent, from a workflow consultant POV - I've been able to help other accountants maximize it's use and strategize how to get all the features out of it. Pros This eliminates multiple applications and features and is the most complete software in the market for the money Cons Some features still need upgrading: - It takes a while for bulk edit to process. - If you complete a task from the job card inside the pipeline it automoves in same page, but if you do it in new tab you have to refresh the original pipeline tab to see the job card automove - When you delete jobs the tasks are still active - There's no way to see deleted tasks (in case they were deleted by accident) - There's no way to undo a function in case it was done in error Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome They still are missing integration, doc storage, e sign and CRM features Review Source Response from TaxDome March 31, 2022 Thank you, Carlos. Your feedback is very valuable to us. For some actions to be applied, refreshing the tabs is required. We pay attention to our customer's needs and wishes, and always are open to suggestions. I would like to refer you to our Feature Request Board, kindly make a request for the things you would like to have. Once posted, other firms can upvote your feature request. KF Kimberly F. Accountant / CEO Accounting Used the software for: Less than 6 months ### "Switching to TaxDome from Canopy" November 5, 2021 5.0 Pros Communicating with clients without requests (chat), a secure portal, the ability to use e-sign to fill out forms (not just sign them), an integrated website, and the ability to share documents with outside vendors securely are the primary things I liked about this software compared to others. Cons There are two things that I wish were included or slightly different within this software, but neither are deal-breakers in any way, shape or form. First, I wish there was a way to communicate directly with my team members through some form of messaging. Second, I wish the pipeline process was a bit easier. Fortunately, there are people and a lot of videos to help with this set-up, and you really only have to do it once. So, it's not a "big" thing. Review Source Response from TaxDome November 17, 2021 Hi Kimberly, thank you for the review. We appreciate it a lot. Chat with team member feature is currently in Dev Plan and for the pipeline, you can always schedule for unlimited screen sharing sessions if you need further assistance. https://taxdome.com/onboarding MS Mark S. CPA Accounting Used the software for: Less than 6 months ### "geat product and support" October 27, 2022 5.0 experience has been great. Key is great support. Pros key issue was proper support and training. Cons it is alot to set up, however, the videos and support is excellent. Reason for choosing TaxDome Price, functionality and support Switched from [TaxWorkFlow](https://www.capterra.com/p/163771/TaxWorkFlow/) We could not get all the functionality from taxworkflow. Documentation was old and support was bad. Review Source Response from TaxDome November 17, 2022 Hello Mark, Thank you for your review. It is valuable to us. We are more than glad to hear that you like our software! Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. 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. FD Florin D. CPA Accounting Used the software for: Less than 6 months ### "A professional accounting and tax practice management platform that meets the needs of an accountant" January 9, 2023 5.0 Good choice, one of the best on the market, if not, even the best! Pros Customizable, automatic reminders, client portal Cons Long learning curve and complexity of the set up. Switched from [Senta](https://www.capterra.com/p/206605/Senta/) Senta did not have the signature feature available (actually they had a signature feature, but it was the old style, by issuing a certificate of electronic signing. Also, Senta is located in UK, while I am located in Canada, which means potential problems with the security of the data stored in it. Review Source Response from TaxDome February 6, 2023 Hello Florin, Thank you for taking the time to leave your kind review, it is valuable to us! We're glad to hear that you find the customization options and automatic reminders useful. 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 you need any assistance with the setup or have any further feedback, please don't hesitate to reach out to our support team. Have a wonderful day! MW Mary W. Owner Accounting Used the software for: I used a free trial ### "Owner" July 30, 2021 5.0 Overall it's been great so far. I've going through some training and onboarding with TaxDome. They have been super helpful making the transition very easy! Pros The main features I was looking for was having one place to do everything for my tax business. I love that all the client information is there for sending out mass emails, talking directly to clients through the system, and having all their prior returns & files in a cloud system. Cons I wish a calendar was available for scheduling, but I know the CSR I spoke with said they are wanting to implement one soon. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome I essentially chose it because of the price to see how I would like a system set up like this. I've never used anything like this before, and the price was a major pro to trying out TaxDome. The reviews also helped, reading what other businesses thought about the product. Review Source Response from TaxDome August 11, 2021 Hi Mary! Thanks for your review! Calendar scheduler is in our development plans. IN the mean time you can integrate any calendar on your website. See https://help.taxdome.com/article/269-adding-custom-integrations-to-your-site-calendly-google-and-more#1 CP Cheryl P. Owner Accounting Used the software for: Less than 6 months ### "Makes My Life Easier" January 18, 2023 5.0 I love it. I am excited to use it when things really get busy this season Pros The way clients can sign and upload docs. I love that ability. I paid a similar amount last year for a subpar product. Electronic signatures with KBA is what sold me. Cons I wish two different people could more easily share emails. Many of my married clients do. Reason for choosing TaxDome Price and features. There is no better alternative. Review Source Response from TaxDome February 13, 2023 Hello Cheryl, Thank you for your review and feedback, it is valuable to us! We are so glad to hear that our product is a better value than the one you paid for last year. We understand your desire to have two people be able to easily share emails. Please know that requiring distinct email addresses for each signer is a standard practice in electronic signature systems to maintain the integrity and security of the signature process and ensure the accuracy of the signature records. We appreciate your input as it helps us make sure that our clients receive the best experience possible with our product. If there is anything else we can do, please don't hesitate to reach out at any time. Have a wonderful day! RI Rich I. Enrolled Agent Accounting Used the software for: 1-2 years ### "TaxDome is a game changer" July 19, 2022 5.0 TaxDome has been a game changer! I would not be able to maintain the volume of work that I do without it. Pros This software allows me to view my business with just a few keystrokes. I can see where all clients jobs are quickly. It keeps tasks from falling through the cracks. I can see my current revenue, easily communicate with clients, etc. Cons Notifications and due dates need some work. On the positive, TaxDome is extremely customer focus and is constantly making improvements to the software Review Source Response from TaxDome July 26, 2022 Thank you Rich. Your feedback is valuable to us. For the notifications and due dates feature, you can share your ideas in our feature request board for paid subscriber. Please see details here :https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need Feel free to reach out to us if you need further assistance. Our support is free and unlimited. CB Clay B. CPA Accounting Used the software for: I used a free trial ### "Happy with TaxDome, Eager to get it fully integrated for managing our tax practice." July 5, 2022 5.0 Very professional and we look forward to the full onboarding process. Pros The software is easy to understand and implement. Utilizing the software during the demo period has convinced us to select TaxDome as our client management software. Cons I'm still learning the client billing capabilities. Review Source Response from TaxDome July 8, 2022 Thank you, Clay. Your feedback is valuable to us. If you have any questions, or need assistance with anything, please let us know, we will be happy to assist you. Have a wonderful day. SN Sonia N. CPA Accounting Used the software for: I used a free trial ### "CPA Advisory, Accounting & Tax Services " May 26, 2023 5.0 So far so good, based on what I have seen it will make our office much more efficient and we will be removing other applications and systems to bring it all together on one. Pros Easy, flexible, we are able to easily move around and is self explanatory. Not a lot of training to be done. Cons Bringing over the files from my previous software Reason for choosing TaxDome It has both the tax functionality for tax clients and the bookkeeping/management functionality for other clients. Review Source Response from TaxDome June 15, 2023 Hello Sonia, Thank you for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day. AG Anthony G. President, CEO Accounting Used the software for: I used a free trial ### "Review Title" October 13, 2023 5.0 Pros I like how user-friendly the entire ux is. From support content (love your use of Simpsons characters) to the ui of both client and admin portal, it screams accessible and I really like that, especially as we are building our firm to be as accessible as possible for our new and old clients. Cons Setup will take time, and it can be a little confusing, but ultimately there are tons of videos to help support the process, so it's not a deal breaker. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Taxdome seemed friendlier, honestly. Review Source Response from TaxDome November 9, 2023 Hi Anthony, big thanks for the awesome feedback! We're thrilled to hear you enjoy the user-friendly vibe—Simpsons characters included! It's fantastic to know TaxDome aligns with your vision of being accessible for all clients. We understand that mastering all tools is a journey, but we're right there with you! Super glad the videos are helping smooth things out. If there's anything else you need or more insights to share, we're all ears! MJ Monica J. CFO Financial Services Used the software for: I used a free trial ### "Impressed and Optimistic" January 27, 2023 4.0 So far the communication with tax clients have been much easier, I'm looking forward to implement other areas of service Pros I like that all the features are available and I don't feel like I've been sold the moon, only to be nickel-and-dimed with the gizmos that attracted me to the software in the first place. So far, it's been everything that it's sold to be. I like the client portal function and that it's app based.. I hope this allows for more secure and streamlined communication versus email and text.... Cons It's not entirely intuitive. The self-paced onboarding seems a bit clunky... there is a lot of information available, but the flow from start to "BAM...ready to go" wasn't good for me. (but, I reached out for help, talked to an awesome dude the next day and I'm off to the races now) Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome The price of TaxDome was attractive, and the features included made the difference Review Source Response from TaxDome March 31, 2023 Hello Monica, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you are enjoying our software and finding it to be everything it was sold to be. We also appreciate your feedback regarding the onboarding process. We understand that there is a lot of information to digest and that the self-paced approach may not be suitable for everyone. However, we are glad to hear that you were able to receive assistance from our support team and that you are now up and running. We take your feedback seriously and will continue to work on improving the onboarding process to make it more intuitive and seamless for our users. As for the client portal function, we are delighted to hear that it's helping you communicate with your clients more securely and efficiently. If you have any further suggestions or feedback, please don't hesitate to reach out to us. Have a wonderful day! GM Gianna M. Owner Accounting Used the software for: I used a free trial ### "My customer review" October 17, 2023 5.0 Pros I like that everything can be automatised. I like the clientel service. Very good. Cons That we can not put two taxes and i live in quebec where we have two taxes Alternatives considered [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing TaxDome For all the options avalaible Switched from [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) For two have everything at the same place and automatisation Review Source Response from TaxDome November 9, 2023 Hello Gianna! We're thrilled you're enjoying the automation and the customer service— We understand your concern about the taxes. It's a valuable insight, and we appreciate you bringing it up. If you ever have more thoughts or questions, don't hesitate to reach out. Thanks a lot for your feedback! JM James M. Owner Accounting Used the software for: Less than 6 months ### "Integrated Tax Solutions" October 30, 2023 5.0 Pros The signing capability and integration with CPA Charge for payments. Very easy to add users and jump in and figure things out. Cons Annual payment instead of monthly payment options. Cannot use KBA signing during the free trial. Switched from [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) It was an effort to consolidate my systems in place and save money. Review Source Response from TaxDome November 10, 2023 James, thank you for sharing your thoughts! We're delighted that you appreciate our signing capability, seamless integration with CPA Charge, and the user-friendly experience. Your positive feedback encourages us to keep delivering a top-notch service. We've appreciate your feedback on the annual payment structure. We value your insights, and we're actively exploring options to enhance our payment plans and improve the trial experience. If you have more suggestions, we're all ears! Have a fantastic day! RT Remington T. President Accounting Used the software for: Less than 6 months ### "Excellent Organizational Software" March 31, 2022 5.0 My preparers and clients have all been very happy with the software! Pros It took our variety of softwares (digital signature, practice tracking, and email) and put them all into one. Added some great features like messaging that allows all preparers to see the conversation, works great when a co-worker needs some help or for manager reviews. The workflow is a great way to see where your clients stand at any minute. I do like the automation portion as well. Cons Quickbooks integration wasn't showing my full client list, so I abandoned that integration and booked all the income to sales. App is helpful for messaging, but that's about all you can do with it. The email notifications that come through are sometimes timed strangely. For example, I get emails to complete tasks that were already completed. Review Source Response from TaxDome April 12, 2022 Thank you, Remington. 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 the QuickBooks integration upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal. Also, if you need any help with setting anything up you can book a training session any time by clicking on the question mark icon in the top right corner of your portal. Support is completely free and unlimited. Wray R. PRESIDENT Accounting Used the software for: 6-12 months ### "TaxDome brought a lot of practice managment function together for me into one place" May 18, 2021 5.0 Nothing we do with TaxDome is something we were not already doing in our practice, but the software brought all the separate processes into one interface which eventually made us much more efficient because we were not having to jump from one application to another. Pros I love that the software brought about 5 different unrelated apps together for me by offering the same functionality into one place and interface. Cons It takes some time living with and using the software to know how best to integrate it into your practice. None of the functions were new to our process, but they were all in different platforms. We initially tried to have TaxDome fit with our already existing processes, but eventually learned that we needed to bend our process to make best use of the abilities offered by the software. While the software is fairly easy to set up and start using, there is a much steeper learning curve to using it for best practices. Review Source Response from TaxDome July 19, 2021 Hello Wray, thank you for your feedback, we appreciate it. With changes, comes adjustments but you can always contact us for assistance though chat or email (success@taxdome.com) or you can also book screen sharing sessions with us, support is unlimited. KW Kristen W. Accountant Accounting Used the software for: Less than 6 months ### "Great product that is always upgrading and evolving" August 3, 2021 5.0 The hand holding during onboarding was so amazing. you won't get service like that anywhere else Pros They are continuously trying to meet the needs of their clients by upgrading and asking for feature requests to make the software more robust Cons Only thing we are waiting for to be upgraded is an internal messaging system. but it isn't make or break Review Source Response from TaxDome August 10, 2021 Thank you Kristen, your feedback is valuable to us. We are happy to know that you find our software great! We just recently released a new feature which is @Mentions it allows you to tag another team member in messages, tasks, account notes, etc., and send them a notification. @mentions are great when you want to collaborate with your colleague on a problem, ask them a specific question, or discuss something with them without having to assign tasks to them. To learn more about this you can refer to this link: https://help.taxdome.com/article/412-mentions 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.