# Page 40 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 40 - 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 40 - Reviews of TaxDome ## Showing most helpful reviews Showing 976-1000 of 3593 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use tG tina G. Manager Accounting Used the software for: Less than 6 months ### "TaxDome Review" July 3, 2023 5.0 The on boarding was amazing with no pressure. Pros Love everything is in one place. So great not to have to pay for each client uploaded and the customer service is amazing! Cons I have not found any negatives at this time. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Customer service, price and onboarding as well as the ease of the software. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Needed a software that helped automate all of our manual processes as well as help with workflow and document storage. Review Source Response from TaxDome July 18, 2023 Hello Tina, Thank you for your kind feedback. It is valuable to us! We are more than glad to hear that you like our software, and the diversity of features we have to offer. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day! AD Andrea D. Owner Accounting Used the software for: I used a free trial ### "Tax Dome new user" June 2, 2023 5.0 My husband was floored when he received a call the other evening from someone who noticed that we had converted our trial to a membership and they just wanted to check in and see if we had any questions or needed assistance with the import from our current CRM. The customer service so far has been fantastic. Pros We are brand new, just converted from our trial. I have loved all of the videos they have available along with the videos they update regularly. I also love the support on FB. There are a ton of resources out there to help you make sure this is right for your firm prior to you making the jump. Cons It is a lot more expensive than what we are currently using, and I wish there was a discount for having so many employees on it. I feel like for small firms this is very affordable but for a firm our size (15 employees) it becomes quite costly. We are able to cancel some other things we are paying for, but it was still a big bite to chew on to move forward. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome We loved the automation that was included and all of the support that is available Switched from [Atom](https://www.capterra.com/p/202763/Atom/) There was not enough automation in atom- too much of a risk of error if someone forgot to check a box, and too much time for administrative stuff and "clicks". Review Source DA Daniel A. Office Manager Accounting Used the software for: Less than 6 months ### "TaxDome for Small Practice" September 6, 2022 5.0 Overall my experience has been great. Customer support has been helpful and checked in with me several times in the first couple of weeks. Constantly encouraged me to call with any questions or concerns with the product. Pros The task tracking and automations involved in that are saving us a lot of time from our admins seat. It helps those processing returns to see what is exactly in your Cons The learning curve for taxdome can be steep. Once you start working with it and learn now it can help you that's all sorted out. But sitting down to use and set up can be a daunting task. Review Source Response from TaxDome September 16, 2022 Thank you, Daniel. Your feedback is valuable to us. We agree that the setup needs some time, but it will definitely pay off. Since TaxDome is an all-in-one software with hundreds of features, it may take some time to learn about all of them, but our team gives their best to help our subscribers, and make the learning process as easy and fast as possible. We have free and unlimited support, and highly recommend scheduling at least one screen-sharing session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. If you have any questions, or need assistance, please let us know. We will be happy to assist you. Have a great day. JP Jason P. Partner Accounting Used the software for: Less than 6 months ### "Tax Dome Review" September 2, 2021 5.0 Pros I like the automation feature and the ability to connect with clients in their portal and through email all in one place. Cons I do not like the invoicing feature. It can be more robust. If I am sending all clients an invoice, no matter if they are on the portal or not, they should be able to make payments on the invoice. As it stands, I still have to send invoices via QBO for clients who do not use the portal. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome I prefer to message clients within the portal first. Karbon only allows you to communicate via email. Review Source Response from TaxDome September 9, 2021 Thank you for the review, Jason! We appreciate it. With regards to your concern about invoicing, We have a feature request board for paying subscribers to submit requests and upvote request from other firms. the features with the most upvotes get prioritized. Feel free to reach out to our support team if you need further assistance. Our support is free and unlimited. MV Miata V. CEO Accounting Used the software for: I used a free trial ### "Best Practice Management for Accountants" May 27, 2022 5.0 Pros The in-app document management, file storage, and client portal features make client collaboration simple. Cons I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record. Alternatives considered [Liscio](https://www.capterra.com/p/180297/Liscio/) Reason for choosing TaxDome We have tested a few other platforms but each lacked a key feature we were seeking. We also were not interested in running two platforms at the same time. Switched from [Kantata](https://www.capterra.com/p/110832/kantata/)[Intuit Practice Management](https://www.capterra.com/p/252597/Intuit-Practice-Management/)[Method CRM](https://www.capterra.com/p/130389/Method-CRM/) We needed a solution that provided a client portal, had excellent project and task management for internal users, and allowed us to add custom fields for contact and account records unique to our business. Review Source Response from TaxDome June 1, 2022 Thank you for the review, Miata. Your feedback is valuable to us. Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized. If you have any questions or need assistance with anything please let us know. Have a great day. MM Michael M. VP Accounting Used the software for: I used a free trial ### "Great value practice management software" August 20, 2021 4.0 So far so good. The customer support has been over the top good. Any software is going to have a learning curve. Whether you have the patience to get through that and gain the real value of any software has a lot to do with how much help you receive. A big part of the reason we signed with TaxDome was that support. It's constant and patient. Pros Our most pressing need was a way to standardize and institutionalize our workflows to gain efficiency and save hours - we were just getting too busy to take on new clients. Tax Dome provided a comprehensive solution to this problem at great value. It, as well, allowed us to eliminate other APPs in our stack and gain efficiencies in those areas too, as well as cost savings. Cons To nit pick, I'd love it if organizers could be integrated with the Account info so that Organizer answers (at least contact biographical data) could flow directly to the Account info, eliminating the need to make manual entries. Reason for choosing TaxDome Ease of use, and funcationality. Review Source Response from TaxDome August 24, 2021 Thank you for the great review, Michael! We highly appreciate it. And with regards to the organizer, 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 our Customer Success Team for assistance. Our support is free and unlimited. AM Angele M. Senior Tax & Business Strategist Accounting Used the software for: 6-12 months ### "TaxDome outshines the competition for this public accounting firm" September 4, 2021 5.0 We replaced our client portal, electronic signature requests and tax workflow management software with TaxDome. TaxDome's creators are continually adding exciting features. Customer service is extremely responsive and helpful. Pros Easily customizable to our processes. Scalability. Meets most of our needs with one product making our use of multiple software products obsolete. Cons Would like to see a sheet type entry option for entering time entries. Would like to have time budgeting capability for projects and jobs; and see better reporting analytics for time budgets and billable productivity per job and per employee. Review Source Response from TaxDome September 9, 2021 Thank you for the nice feedback , Angele! We appreciate it. If you have some request to add more features in 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 . Feel free to contact us as well, our support is free and unlimited. SK Saskia K. Steuerberaterin Accounting Used the software for: I used a free trial ### "I adore taxdome" September 24, 2023 5.0 Pros it is very easy for clients to handle with. The support to use taxdome is perfect. I adore getting signature so easily. Cons I'm missing little features:1. Dokuments for clients: Sometimes we want to show documents, but only for a while. It should be possible to set a time at the document and after that the client doesn't have a glance at it any more. Or it is possible to see it but you can't download it. 2. clients can't add an additional access himself. Its should be possible that he can add it (for example he want to give access to an employee) and we only get an information to unlock it or we can intervere. And he should be able to lock the access or restrict the access himself too. I want to have as little effort managing it as possible. 3. I'm missing only the function qulifizierte elektronische Signaturen (QES). But it should come soon Review Source DS Dana S. Manager Financial Services Used the software for: I used a free trial ### "Once, you Learn It.. You, will Love It!" January 21, 2023 5.0 I wanted to stay engaged with clients. I'm still learning the automation part, but I can see how it work lovely once I get it set up just right. Pros I love the mobile app. Client's can sign up on the go and upload their documents, They receive emails to keep them updated . Cons I didn't plan to spend so much to get started. I really only need the product for Tax Season, but since I like it so much, I'm going to use it for my Bookkeeping business as well. Once your signed up, there are perks to help bring down the cost. I'm still new. However, I can say compare to other software, this one is my favorite. Review Source Response from TaxDome April 26, 2023 Hello Dana, Thank you for your kind feedback. It is valuable to us! We are glad to hear that you like our mobile app 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 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 Verified Reviewer Founder & CEO Accounting Used the software for: 6-12 months ### "Easy Transition" November 2, 2022 5.0 Pros Easy to import account and contact details Cons The import was easy. However, there was some confusion when importing and mapping the csv file. Here's what happened. I exported all contact and account info from another TaxDome account and thought I could take that same file and import it into TD without a problem. After some changes, I was able to get the mapping correct. Nothing too bad, a little inconvenient is all. It's also possible I was confused and didn't do this correctly. Review Source Response from TaxDome November 23, 2022 Hello, Thank you for your review. It is valuable to us! We understand that the import process can seem difficult for some clients, for this reason, we provide an import assistance service to take care of the import for yo. In addition, We give our best to help our subscribers and assist them in every step of setting up their accounts and preparing their clients list CSV file before the import. 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. CL Caitlin L. VP of Finance Accounting Used the software for: Less than 6 months ### "Everything I need in one place" January 27, 2020 4.0 I have only been using TaxDome for a couple of months but am already noticing a change in the workflow. The setup is a bit difficult, as with any new software, but I am anticipating great things to come. So far I am enjoying the software and would recommend to any tax professionals. Pros I love the organization that this software brings to my firm. I can create tasks, assign tasks, communicate with clients, record billing amounts and track receivables, and keep track of what tasks are outstanding and to which staff member tasks are assigned to. This software allows me to keep a live and easily accessible audit trail of work to be completed, work in progress, and completed work so I no longer have to search individual client files for notes. This is the hub for all firm tasks and is a program my staff and I will use daily. Cons Some of the functions are difficult to navigate and time consuming to implement. There was also a little confusion upon set up of what I needed to do, specifically regarding the task/pipeline area. I also found the pipeline/task/tag area difficult to find as it is located under the settings tab which I would typically attribute to account settings and not task setup. Alternatives considered [Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/) Reason for choosing TaxDome TaxDome has everything I was looking for in one product; project management, e-signatures, and file sharing with clients. I also like that TaxDome was designed specifically for tax professionals so the builders are familiar with my needs. Review Source Response from TaxDome August 2, 2021 Thank you, Caitlin. Your feedback is valuable to us. You can schedule an onboarding session with us by going here: \[ https://taxdome.com/15\] for us to assist you with setting up your pipelines and discuss the functionality of the software. Also, 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. JT Jacqui T. Operations Management Consulting Used the software for: 6-12 months ### "Constantly Upgrading" January 12, 2023 5.0 Everything is all in one place - CRM is great. Pros Highly customizable - there are so many different ways to make the system work for your business. Cons Better bookkeeping workflows - specifically to incorporate categorizing transactions and reconciling the different bank accounts and cc's that may be assigned to one account. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Review Source Response from TaxDome February 24, 2023 Hello Jacqui, Thank you for your kind review, it is valuable to us! We are glad to hear that you find our software highly customizable, with so many options to tailor it to your business needs. Regarding your concern about bookkeeping workflows, 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. DS Dennis S. ACCOUNTANT Accounting Used the software for: 6-12 months ### "Accountant" October 4, 2022 3.0 The overall experience is good so far Pros Document management was excellent I really like how easy it is. Cons Software needs to integrate with calendars such as outlook Reason for choosing TaxDome Tax dome was considerably cheaper than Canopy Review Source Response from TaxDome October 12, 2022 Thank you, Dennis. We appreciate your feedback. We have an integration where you can actually embed your Calendly, Bookmeknow, Schedulista, or Acuity calendar. At the moment we do not integrate with Outlook. However, we would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. Please have a look here: https://taxdome.canny.io/feature-requests/p/sync-to-personal-calendars-google-outlook-yahoo-etc and feel free to upvote. Since your rating was not that well, we would appreciate if you could share with us what we can improve on, so that you would be happier with the software. If there is anything that we can assist you with, please let us know. Have a wonderful day. TS Tamara S. Director Accounting Used the software for: Less than 6 months ### "A one stop shop!" May 30, 2023 5.0 Pros The amount of features available in the one program is great! Cons The terminology is a bit difficult to get used to when not in the US Review Source Response from TaxDome June 15, 2023 Hello Tamara, 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! KB KYMBIRLEY B. ENROLLED AGENT Accounting Used the software for: Less than 6 months ### "Tax Dome to the Rescue!" November 3, 2023 5.0 Pros I love that TaxDome is easy to use and the portal is easy to navigate. I also love all the workflow features. Cons It takes a little bit getting used to, especially after using the same portal for the last 10 years. Once you get the hang of it, it is pretty awesome. Review Source Response from TaxDome November 21, 2023 Hello Kymbirley, Thank you for your review. It is valuable to us! We are thrilled to hear that you love TaxDome’s ease of use and portal navigation. We also love that you enjoy our workflow features, which help you streamline your tax preparation process and manage your clients more efficiently. We appreciate your patience and adaptability as you transition from your previous portal to ours. We know that it can be challenging to learn a new system, but we are glad that you found it awesome once you got the hang of it. Please let us know if you have any questions or concerns. We will be glad to assist you. Have wonderful day, RM Rodney M. Owner Accounting Used the software for: Less than 6 months ### "Review of TaxDome" November 12, 2022 5.0 Pros The set-up part is difficult, but after that it works real good. All of the features it offers for a good valuable price. Cons The part that was difficult to me was the set up part. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) The pricing and features Review Source Response from TaxDome December 2, 2022 Thank you, Rodney. Your feedback is valuable to us. Since TaxDome is an all-in-one software, we understand that 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 highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. Please reach out whenever you have questions, or need assistance with anything. Have a wonderful day. GD Gregory D. President Financial Services Used the software for: I used a free trial ### "Feature rich" January 20, 2021 4.0 So far, very impressed. Loved the layout and look and feel of Canopy, but they are far behind TaxDome in features, plus they are more expensive. TaxDome has much more power. I feel the company is super dedicated to making this program easier to use, more powerful and productive tool for the user and firm. It shows in the constant weekly enhancements, fixes and updates. Pros Loved the thought that the company put into this software. They are definitely focused on the user and adding day-to-day practical features. I feel that they are in overdrive adding enhancements and new features several times a week now. Love the Kanban look and feel along with the features of the Pipeline with Automove. This is super powerful. Cons The GUI is a bit flat and dated. It could benefit from a fresher look, crisper fonts and some depth to screen. Also, the CRM is OK, but could be better laid out with more usable fields. I.E. it just has generic text fields for date of birth and does not calculate the age of the contact. This is super important as advisors need to know the age of clients as major financial events happen at age 18, 21, 59.5, 65, 72. I feel that they will circle back to this and improve it over time. BTW - TaxDome name needs to go because imho, it is too limiting, this program is so much more than just a tax industry/CPA program! It is great for any type of consulting, financial planning, wealth management and almost any other service related company. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Needed a real workflow program, portal, document storage, client tracking and better client communication . Review Source Response from TaxDome July 26, 2021 Thank you Gregory, your feedback is valuable to us. We are happy you are impressed with TaxDome. 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. Nate M. Owner Accounting Used the software for: I used a free trial ### "New Practice" May 25, 2023 5.0 Great, love the how to help. Pros User friendly and intuitive. Love the automaiton. Cons There is a lot to learn, but give it time and watch the videos. Reason for choosing TaxDome TD is much more advanced and easier than onvio Review Source Response from TaxDome June 22, 2023 Hi Nate! Thank you for sharing your feedback on TaxDome. We appreciate your input and are glad to hear that you find TaxDome user-friendly and intuitive. Our goal is to provide a seamless experience for our users, and we're thrilled that you're enjoying the automation features. 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. If you have any further questions or need additional assistance, please don't hesitate to reach out to our support team Have a wonderful day! LB Lisa B. Owner Accounting Used the software for: 6-12 months ### "Such a great tool for a small firm" August 16, 2023 5.0 Workflow is great Pros Easy to use for both myself and clients. Cons Wish it was more customizable. Also having to pay for a full year at once is hard for a smaller business just getting started. Review Source Response from TaxDome October 13, 2023 Hello Lisa, 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 are sorry to learn that cost is a concern for you, and we want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. The cost per user may seem high at first glance, but when you consider the amount of time and money that can be saved by using our software, it becomes a cost-effective solution for your business. If there is anything we can do for you, please reach out to us. Have a wonderful day. KJ King J. Graphic Designer Design Used the software for: 2+ years ### "Tax Management" April 4, 2023 4.0 Gets things done Pros TaxDome is a game-changer for tax professionals, providing a streamlined platform for client management, document exchange, and billing. Cons TaxDome's pricing structure can be expensive for small tax firms, with additional charges for certain features. Review Source Response from TaxDome April 27, 2023 Hello King, 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 want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. The cost per user may seem high at first glance, but when you consider the amount of time and money that can be saved by using our software, it becomes a cost-effective solution for your business. If there is anything we can do for you, please reach out to us. Have a wonderful day! LB Lindsey B. Tax Accountant Accounting Used the software for: Less than 6 months ### "Automation at it's finest!" March 23, 2022 5.0 Pros There are so many things about TaxDome that I love and have helped my practice. It does so much work FOR me in terms of walking clients through documents, organizers, etc. This allows me to spend more time doing things that are income producing. Having all sorts of templates are so nice too. That saves me valuable time. One of my favorite things is being able to look at my pipeline and see exactly where everyone is in the flow all in one spot! It definitely keeps me more organized and less frazzled during a hectic time. Cons This could be my misunderstanding, but I don't think I can accept payment through TaxDome unless I use their payment methods. My goal was to continue billing through Quickbooks and I was hoping a paid invoice in QB would sync into TD but that has not worked for me yet. This makes me unable to use a key feature of locking documents until clients paid. I was really looking forward to that. Switched from [FileInvite](https://www.capterra.com/p/138728/FileInvite/) More features that were specific to my industry Review Source Response from TaxDome March 30, 2022 Thank you, Lindsey, your feedback is valuable to us. At the moment the integration with Quick Books Online is just a one-way street. Changes made in TaxDome will be reflected in QBO, but not the other way around. Our suggestion would be to check out our Feature Request board where you will be able to request a change regarding this to be implemented. You will also have the ability to upvote feature requests made by other customers, and the ones with the most votes get prioritized. You can access our Feature Request board by clicking on the question mark icon in the top right corner of your portal. DK Daniela K. Translator and Copywriter Translation and Localization Used the software for: 2+ years ### "Convenient reminders" March 28, 2024 5.0 Pros As someone who handles their own taxes, TaxDome has been an absolute lifesaver. Having everything organized in one place makes the whole process so much smoother. I can easily upload all my documents, communicate securely with my tax preparer, and track the progress of my returns. The automated reminders ensure I never miss a deadline. TaxDome has simplified the entire tax-filing process for me. Highly recommend it to anyone looking for a stress-free way to manage their taxes. Cons There is definitely a learning curve. I'm still figuring out some of the features. If you have an accounting background, you'll probably find your way around pretty quick. The rest of us would benefit from some simple tutorials. Review Source Response from TaxDome April 18, 2024 Hi Daniela, We're thrilled to hear that our platform has made tax management smoother and less stressful for you. It's wonderful that the organization of documents, secure communication, and automated reminders have been particularly beneficial. We understand that there's a learning curve, and we appreciate your suggestion for more tutorials. We are committed to making our platform user-friendly for everyone, regardless of their accounting background. please remember that our support team is just a message away. We’re committed to making sure your journey with TaxDome is as smooth and beneficial as possible. If you have any questions or need assistance, our support team is here for you. Have a great day! VW Vicki W. PRESIDENT Accounting Used the software for: I used a free trial ### "Penn York Accounting Services Inc" January 11, 2023 5.0 we are just setting it up. Pros Ease of transferring data to documents to tax dome, and the portal Cons We are just setting up the program, and importing data. Everything seems ok at this point. Reason for choosing TaxDome It was recommended by \[SENSITIVE CONTENT\] at BigMarker classes. Review Source Response from TaxDome February 22, 2023 Hello Vicki, Thank you for your kind review, it is valuable to us! We are glad to hear that you find the process of transferring documents and data to TaxDome easy. It's great to see that the program is meeting your needs in terms of data management. If you have any questions or concerns as you use the program, please don't hesitate to reach out to the support team for assistance. They may be able to provide further guidance on how to make the most of the software's features or address any issues that may arise. Have a wonderful day! AF Alvin F. Enrolled Agent, President Accounting Used the software for: I used a free trial ### "Challenging to Navigate" August 17, 2023 3.0 I think it has a great potential and I am willing to try it for the next tax season to really make an informed decision to see if its a good fit for our firm. Pros The billing functionality appears to be a good tool, however, due to trail basis, I wasn't able to full make use of it or test the functionality fully. Cons I only had the trial version and it appears that certain functionalities, I wasn't able to test. Additionally, I tried going through the video to see if it can help me configure my setup, it was a bit of a challenge to understand and follow through. Reason for choosing TaxDome Was recommended by another firm. Switched from [ATOM](https://www.capterra.com/p/176137/ATOM/) I am looking for something that has more functionalities and not as clunky on the look and feel. Review Source Response from TaxDome November 22, 2023 Hi, Alvin. Thank you so much for sharing your thoughts with us! We're delighted to hear that you found the billing functionality to be a valuable tool. We understand that trial limitations can be a bit restrictive, and we appreciate your acknowledgment of that aspect. Your feedback about the video tutorial is also noted, and we're committed to improving our guidance to make it more user-friendly. If you decide to explore further or have any questions, please feel free to reach out! DD Douglas D. CEO Accounting Used the software for: I used a free trial ### "This is going to be a time saver!" September 12, 2022 4.0 I've only used it for a brief time during a trial, but I can see huge benefits. Pros I like the power of the templates. This will make my life easier, and my clients' lives as well. During the testing I had one client agree to be a guinea pig for the app and she found it so much easier than the other software I was using for document uploads. I'm also certain that the organizer will have a huge impact on my productivity. Cons The app allows users to take a jpg if they click the "add more" button that appears after the first document. I really don't want clients uploading jpgs. I did speak to a support staff who said this was a bug and he would put in a ticket to have it fixed. If it gets fixed my review would be higher. Review Source Response from TaxDome September 26, 2022 Thank you for the feedback Douglas. We appreciate it. We'd love to hear more from you. Please know that you can submit requests for features you think might improve TaxDome like uploading documents and have other firms upvote for it as the features with the most upvotes get prioritized . See link 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 suport is free and unlimited. 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