# Page 47 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 47 - Is TaxDome the right Tax Practice Management solution for you? Explore 3578 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 (3578) 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 March 13th, 2026 # Page 47 - Reviews of TaxDome ## Showing most helpful reviews Showing 1151-1175 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Owner Accounting Used the software for: Less than 6 months ### "An excellent and easy to use tool with step-by-step transitions to simplify everything" November 11, 2022 5.0 I am able to combine my CRM and my customer portal into one single useful and easy to use tool. Pros I always worry that changing from one set of software to another is going to be a stressful and painful experience. That wasn't the case with TaxDome. The guided tours through the videos made everything simple. Cons I wish PayPal payments could be accepted. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) I was convinced by a number of online reviews. Review Source Response from TaxDome December 2, 2022 Thank you, Chris. Your feedback is valuable to us. We are happy to hear that everything went smoothly. Our dedicated team works on updating the tutorials and videos every day. We are glad that it was helpful. As for the PayPal request, we have a Feature Request Board for our paying subscribers where new requests can be submitted and existing requests upvoted. Please have a look here: https://taxdome.canny.io/feature-requests/p/integrate-with-other-payment-processor-paypal-and-square If there is anything you need assistance with, or have questions, please let us know. We will be happy to assist you. Have a wonderful day. HB Hugo B. CEO Accounting Used the software for: I used a free trial ### "Just completed trial period and signed up" August 23, 2023 5.0 Expectation is that we will benefit from the efficiencies that Tax Dome has over our prior Tech Stack of ProConnect, Karbon, SmartVault, QBO. TaxDome will eliminate Karbon (too difficult to use) and SmartVault (too expensive). Pros Client communications; All client details in one software; ability to send out targeted emails to client groups for organizers/engagement letters. TaxDome is very responsive to suggestions for improvements or problems. Cons Haven't yet completed implementation. Some concerns with transferring documents from prior DMS. Review Source Response from TaxDome November 22, 2023 Hi Hugo, thank you for taking the time to share your experience with TaxDome! We're delighted that our platform has positively impacted your client communications. We understand the challenges that come with implementation, and we're here to support you through the process. If you have any concerns, our support team is ready to assist. Thanks for choosing TaxDome, and have a wonderful day! JH Jennifer H. owner Accounting Used the software for: I used a free trial ### "Free trial user's opinion" December 19, 2022 5.0 Pros This is an all-in-one solution. The workflows can be automated. It does appear that the set up process will require thought and time but will be worth it. Cons With any all-in-one solution I expect aspects of the program to be less than perfect. I have not yet identified those areas. Alternatives considered [Firm360](https://www.capterra.com/p/197013/Firm360/) Reason for choosing TaxDome I chose TaxDome over Firm360 mainly due to price. TaxDome also includes esignatures. Taxdome's connection with cpacharge is a plus. Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) I was using ClickUp and had designed my own project management/workflow solution. I wanted to integrate billing so I'm moving to Taxdome. Review Source Response from TaxDome March 13, 2023 Hi Jennifer, thanks for your feedback. It's valuable to us. If you need assistance with anything, please feel free to contact us or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited. GC Gia C. Owner/Founder Accounting Used the software for: I used a free trial ### "Best value for all of the features offered" May 30, 2023 5.0 Pros everything in one place. Automations and workflows. Client portal. Website integration and more. This software has everything that I was looking for in a practice management app. Cons the learning curve can be a little difficult. But the white glove service can help a lot. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Taxdome had everything I needed Review Source Response from TaxDome June 15, 2023 Hello Gia, 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 understand that the setup may be a bit overwhelming at the beginning, but we give our best to assist our clients during the setup. If there is anything we can do for you, please reach out to us by chat, email, or schedule a session by clicking the "Blue Help Mark" button at the top-right corner of your TaxDome Portal, selecting "Schedule 1:1 Training," and choosing the date and time. Remember that our support is unlimited and free. Have a wonderful day! SC Sterling C. Owner Accounting Used the software for: Less than 6 months ### "New User Review" January 11, 2023 5.0 To be determined... too early to say. Pros I like that they give you a two week free trial to see if their software is a good fit for your business. Overall seems like pretty comprehensive software and good value for the $. I was hoping to be able to speak with someone to help with migrating client data from ProSeries but have to rely on help articles until the first available onboarding appointment opening two weeks out. They don't have a phone number you can call. You have to get on their calendar or use chat, email, or articles/video tutorials. Cons Migrating data might be a challenge, if you are missing some data or need to clean up your spreadsheet. I wish you could speak with someone via zoom or phone right away but that's not the case. Review Source Response from TaxDome February 22, 2023 Hello Sterling, Thank you for taking the time to share your experience using our software. We're glad to hear that you find our software comprehensive and a good value for your business. We also appreciate your feedback on our free trial, and we're pleased to offer it to our potential customers to ensure that our software is the right fit for their business needs. Regarding your concerns about migrating data from ProSeries, we apologize for any confusion, here is our phone number : +18338293663. We understand that transitioning to new software can be challenging, and we strive to make this process as seamless as possible for our customers. In addition to phone support, we offer various resources, such as help articles, video tutorials, and chat support, to assist our customers in importing data to our software. We also offer onboarding appointments to help guide customers through the migration process. Please reach out to us, if there is anything we can do for you. Have a wonderful day. CD Crystal D. President Accounting Used the software for: I used a free trial ### "Lots to offer" February 1, 2022 4.0 Overall I like the product. I'm only a week in, but I appreciate what all it has to offer me as I grow. Pros I like the document locking feature the best. Often clients pay, but every so often you have to chase a client for payment, and those clients eat up too much time. This document locking feature helps eliminate that. Cons The onboarding up front takes a lot of time, as does figuring out each step of my own processes to physically type out. Once it is done though, I know it will save me loads of time! Alternatives considered [Zapier](https://www.capterra.com/p/130182/Zapier/)[Slack](https://www.capterra.com/p/135003/Slack/) Reason for choosing TaxDome While tax dome does not offer a website marketing package, it offers a really good suite of client management solutions, and that is what we needed. I feel it does the process best compared to other products I've looked at. Review Source Response from TaxDome March 31, 2022 Thank you, Crystal, your feedback is valuable to us. AW Adebayo W. Owner/President Financial Services Used the software for: Less than 6 months ### "Awesome Client Management Tool" July 3, 2022 5.0 Spend less time doing repetitive tasks using automation. Pros Ease of use, document sharing with clients and of course the automation. Cons It would be nice if there is a manual with screen shots Reason for choosing TaxDome Ease of use. The ability to do 1 on 1 consultation with the experts Review Source Response from TaxDome July 5, 2022 Hello Adebayo, thank you for your feedback. We have a help center with articles about all the features we provide. The help articles contain screenshots, GIFs and short video tutorials. Please have a look here, and click on the topic you would like to know more about: https://help.taxdome.com/category/71-getting-started If you need assistance with anything, or have any questions, please let us know. Our support is free and unlimited. Have a great day. JA Jeffrey A. Owner Accounting Used the software for: Less than 6 months ### "Easy to use! " December 14, 2022 5.0 Pros The main features that I'm excited about are the client portals, integrations with CPACharge, and e-signatures. Cons There was a small learning curve of the terminology used on the software, but the short videos and 1-on-1 are great! Alternatives considered [TitanFile](https://www.capterra.com/p/152195/TitanFile/) Reason for choosing TaxDome We chose TaxDome over TitanFile because of the extra features (e-signature, account management, billing integrations, etc). Review Source Response from TaxDome December 23, 2022 Thank you, Jeffrey. Your feedback is valuable to us. We are more than happy that you are excited about our features. Since TaxDome is an all-in-one software that has many different 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 as you already mentioned, we offer screen-sharing sessions so that our representatives can walk you through, and assist with the setup. Except for the videos, we also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. Please let us know if there is anything we can do for you. Have a wonderful day. EP Ergedine P. President Accounting Used the software for: Less than 6 months ### "Practice Management Software-TaxDome" March 16, 2022 5.0 This is a very good investment. They are always making improvements. Pros Everything is in one place. I can be on the phone with a client and guiding them through the process for instances uploading a document and automatically see the document uploaded. Cons You need to invest some time to learn. Review Source Response from TaxDome March 30, 2022 Thank you, Ergedine, your feedback is valuable to us. We just wanted to let you know our support is completely free and unlimited, and you can always schedule a training session if you need any help with speeding up the learning process. You can schedule a session by clicking on the question mark icon in the top right corner of your screen. JM Johavan M. Disponible Warehousing Used the software for: I used a free trial ### "Reconociendo " June 26, 2023 5.0 No tengo mucha pero es buena Pros Que puedes tener una buena oportunidad si Cons El precio es algo elevado de lo inusual Review Source Response from TaxDome August 9, 2023 Hi Johavan! Thank you for your feedback! We're glad to hear that you're considering the potential benefits our platform could bring. We understand that the pricing might appear somewhat higher than expected. We want to assure you that while the price might seem unusual at first glance, we're dedicated to providing you with a product that delivers exceptional value in return for your investment. It's important to consider the comprehensive advantages our platform offers, which can ultimately lead to increased efficiency and productivity for your business. The features, reliability, and support we provide contribute to an overall cost-effective solution that can positively impact your operations. If you have any questions or would like further information about our pricing structure, please feel free to reach out. Have a wonderful day! MC Michelle C. Partner Accounting Used the software for: Less than 6 months ### "TaxDome has changed our tax season" February 6, 2021 5.0 I've been able to streamline all our systems from client onboarding, bookkeeping, and tax returns. It was fine keeping track of these things in a spreadsheet when it was just me, but now that I have a team, TaxDome is a must. I also love that TaxDome is constantly offering new features based on customer requests. The product keeps getting better and better. Pros I love the automations and automatic reminders. Now that everything is set up, client onboarding is so easy. I'm also better able to communicate with my clients because of the message templates that get sent when they have their documents turned into us. I'm also able to easily see where every single client is in our pipeline line at any given time. I could go on and on. I love that organizers and engagement letter contracts are in TaxDome as well. Clients have mentioned how much they love having everything in one place. Cons It took me a few weeks to get our pipelines and templates set up. Would have been nice if there were pipeline templates or more examples of what others have done. But now that everything is set up, it runs very smoothly. Completely worth the time. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Taxaroo](https://www.capterra.com/p/168924/Taxaroo/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome I love that TaxDome is an all in one solution. CRM, project management, contracts, organizers, and billing. I also love that their pricing is all inclusive instead of piecemeal. It's easy to know exactly what I'll be paying and that the price only grows if my team grows, not my client base. Review Source Response from TaxDome July 21, 2021 Hi Michelle, Thank you for your feedback! KC Katie C. Accountant Accounting Used the software for: I used a free trial ### "Unique set up" January 15, 2021 4.0 I like the basics of Taxdome, however, I feel there could be alot of improvement. Overall, it has the features needed to get the job done for a reasonable price. I could save alot of time, if the internal controls had more options. Pros I like being able to have clients upload. I also like that they can sign up without an invite Cons I wish there were more specific controls for where the clients documents land when they upload. I also wish I could control which clients see what organizers. I don't like that you have to make an appointment to speak to customer service. I waited a week to speak to the first person and it was limited to 15 minutes. That's not enough time to get enough info on the product I also do not like that the e-signature only allows clients to type not sign. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reason for choosing TaxDome I liked SmartVault's integration with my tax software but the e-signature prices were high. Canopy was great but too expensive. Sharefile was a great document storage system, but Taxdome was the same price and I got more features. I was under the impression Taxdome was more customizable than what it is, but I was running out of time to implement a system. So far, my clients say it is easy to use, so that's a big plus for me. Review Source Response from TaxDome July 26, 2021 Thanks for your review, Katie! We aim to continuously improve our product. We still have a lot of upcoming features. Please see more details on this link to request and upvote. https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need SS Sadeq S. Vice President Accounting Used the software for: I used a free trial ### "Tax Dome Review" May 11, 2023 5.0 My overall experience with TaxDome has been positive. TaxDome solves a lot of communication and organization obstacles that our firm experiences on a daily basis. Pros The ability to organize client's accounting and tax data within client portals. Integration with other applications. Automated Pipelines. Cons Using the client organizers was somewhat difficult and not as user friendly as I would like. Review Source Response from TaxDome May 16, 2023 Hello Sadeq, 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! MR Michael R. Owner Accounting Used the software for: Less than 6 months ### "Effieiency" June 26, 2023 5.0 My overall experience with TaxDome has been exceptional, as it has significantly improved the efficiency and organization of my tax workflow, while providing excellent client collaboration features. Pros What I love most about TaxDome is its seamless integration of client communication, document management, and invoicing, streamlining my entire tax workflow. Cons The only drawback I've encountered with TaxDome is the occasional lag in response time when navigating between different sections of the platform. Review Source Response from TaxDome August 9, 2023 Hi Michael! We're thrilled to hear that you've found TaxDome's integration of client communication, document management, and invoicing to be a valuable asset for your tax workflow. Streamlining these essential aspects of your work is a cornerstone of our platform's design. We appreciate your honest feedback regarding the occasional lag in response time while navigating between different sections of the platform. Ensuring a smooth and responsive experience is of utmost importance to us, and we're actively working to optimize performance across all areas of TaxDome. We apologize for any inconvenience you've experienced. Rest assured that we're actively addressing this issue to provide a more seamless experience. Your input helps us identify areas for improvement, and we're committed to ensuring that your interactions with the platform are as efficient and frustration-free as possible If you have any further concerns or questions, please don't hesitate to reach out. Have a great day! IT Ion T. CEO Financial Services Used the software for: I used a free trial ### "Good product, but needs better customer support" February 19, 2021 3.0 Overall the software has good features, it is a bit pricey, and no monthly payment flexibility (forces one year contract). There is a software support gap at the moment, which is a big deal. Once that is fixed and payment options become more flexible I will be able to recommend it to others. Pros This product has good features such as tracking communication with customers, an integrated signature for engagement contracts, fee collection, and templates. It is nice to have several features in one place. I liked the ability to customize the portal login page. Cons There is a significant gap in customer support. This is the first time a software company has asked me to submit videos of issues or print screens to customer support. Generally, the support team can log behind the scenes and support you with any issues via a quick account review. There was a company-wide issue over the long weekend and there were no notifications about software having bugs, or when they were fixed. None of the automation worked, which left my customer hanging and confused, as none of the things I mentioned they will see actually happened. Also, it is on the pricier side and does not allow flexibility for monthly billing, only annual payments. There are videos on how to get started which are great, however, there is a bit of a learning curve as functions are set up in a very specific way so you'll have to learn that. Reason for choosing TaxDome It has customer portals where payments and signatures can be collected. Review Source Response from TaxDome July 20, 2021 Hi Ion, Thank you for your feedback. Ion on the potential bug you can always schedule a 15 quick assist so we can record the meeting- http://taxdome.com/15 The reason we ask for this information is if we cannot replicate the bug on our end. CE Chris E. Owner Accounting Used the software for: I used a free trial ### "Moving away from dumb luck!" December 27, 2021 5.0 Overall, the experience has been good! I can see the benefits TaxDome will provide my practice in time, process and communication efficiency. Pros As a small but growing firm we have cobbled together several software platforms that have a single use or, maybe, a couple of uses. We could not find a software, designed for the accounting and tax industry, that was user-friendly, affordable, scalable, comprehensive in its abilities that had good customer service. I like that we can consolidate a great many of our software platforms and day-to-day practice management needs into one platform. I also like that the opportunity for clients to "fall through the cracks" on follow-up, and consistent communication and resolving the process they might be in is greatly reduced. Cons As I am writing this at the end of my free trial, I can say that I would like the billing system to be such that I can use monthly, repeating charges for regular clients. Right now, it does not. I was disappointed that I could not get a lot of one-on-one help over the phone during the trial as I had to schedule each phone session 3-5 days out. The help was excellent when I did get on the phone and the chat function is helpful as well. When you get stuck on an aspect of implementation and you cannot talk with someone for a few days..it is deflating and really breaks your momentum! Review Source Response from TaxDome April 8, 2022 Thank you, Chris. Your feedback is valuable to us. We're sorry to hear that you weren't able to get in touch with our support when needed. We would ask you to kindly reach out to us if there's anything we can do to help. JP Jenny P. Owner Accounting Used the software for: I used a free trial ### "Easy to use, everything in one place" March 22, 2021 5.0 Amazing, despite the cons I listed above I think it's a fantastic product, much better than what I was using before. It's also a great price. Pros Extremely intuitive software, I love that I have so many different types of functionality in one place rather than needing different apps. Clients love the organisers and checklists! I love the pipelines and automations. Cons I wish the integration with Quickbooks was two-way rather than one-way. I don't like having to mark invoices as paid twice (I don't use the credit card payment system because the fees are extremely high for UK users). I also wish there was more choice in automations – such as to move clients to a new pipeline, or to mark an invoice as paid without me having to raise an invoice. I also wish the client onboarding allowed for extra questions, rather than just one. Alternatives considered [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[Canopy](https://www.capterra.com/p/205679/Canopy/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/)[Xero](https://www.capterra.com/p/120109/Xero/) Reason for choosing TaxDome TaxDome and Jetpack seemed to best fit my needs, but TaxDome offered a wider range of services, and was already geared towards tax professionals. I tried the free trial and never looked back! Review Source Response from TaxDome July 19, 2021 Hi Jenny, Thank you for your feedback. We are currently working to have the QBO integration 2-way- https://taxdome.canny.io/feature-requests/p/qbo-2-way-sync-for-client-name-address-or-phone-updates-with-audit-trail Feel free to add a comment or a suggestion. FA Felix A. Owner Professional Training & Coaching Used the software for: I used a free trial ### "Very Impressed - Looking Forward To Implementing All Its Features" January 10, 2023 5.0 I didn't complete the trial. I was sold on the software by day 3 and made my purchase. I am looking forward to using all the features. I am convinced it is going to make the management of my business easier and contact with repeat and new customers satisfactory and focused. Pros I found the software to be very user friendly. I also found the links to other software and banks to be a plus. Cons I did run into a few problems trying to set up the website, however in all fairness I am not a technical person and this was doing the free trial without the help of the support team. Alternatives considered [Thryv](https://www.capterra.com/p/156926/Thryv/) Reason for choosing TaxDome The software proves to be very user friendly. Review Source Response from TaxDome February 21, 2023 Hello Felix, Thank you for your kind review, it is valuable to us! We're glad to hear that you found our software to be user-friendly and appreciated the links to other software and banks. We apologize for any difficulties you experienced while trying to set up your website during the free trial. We understand that technical issues can be frustrating, especially if you don't have a technical background, for this reason we have a web team that can take care of creating the landing page for you. And we encourage you to reach out to our support team to have further information or need assistance during your trial, or after you become a customer. Support is free and unlimited. Have a wonderful day! KB Kevin B. Managing Partner Accounting Used the software for: Less than 6 months ### "Mission Critical for our firm!" December 10, 2021 5.0 Easy to use. Pros Tax Dome allowed us to consolidate 4 software products and one Excel sheet into one solution. Cons Would be even better with a calendar and appointment scheduler. Reason for choosing TaxDome Tax Dome had more of the features that were important to us. Review Source Response from TaxDome April 6, 2022 Thank you, Kevin. Your feedback is valuable to us. You can embed your scheduler (Acuity, Calendly, Youcanbookme, and Schedulista for now) and your clients would be able to book appointments directly from their portal. As for the calendar, we have a feature request for this already. If it gets upvoted, it will be taken into consideration for development. DR Don R. Managing Partner Accounting Used the software for: I used a free trial ### "Refreshing solution for our practice" January 30, 2023 5.0 Pros That it was built with a tax management firm in mind Cons moving the old system over. It seems overwhelming with all of the notes Review Source Response from TaxDome March 17, 2023 Hello Don, Thank you for your kind review, it is valuable to us! We're glad to hear that you appreciate the fact that our platform was built with tax management firms in mind. We understand that migrating from an old system to a new one can be overwhelming, especially when there are many notes to transfer.At TaxDome, we strive to provide our clients with the best possible assistance during the setup process. We offer free and unlimited chat and email support, as well as free screen-sharing sessions, to ensure that all of our clients' questions and concerns are addressed. In addition, we have a comprehensive knowledge database with helpful articles and tutorials, and we can also be found on social media platforms like YouTube and Facebook. For further support, our clients can check out our TaxDome Academy, which offers additional resources and guidance. If you need any assistance during the migration process or have any questions, please don't hesitate to reach out to our customer support team. We're here to help and ensure that you have a positive experience using our platform. Have a wonderful day! DK David K. Owner Accounting Used the software for: Less than 6 months ### "TaxDome Review" March 8, 2022 5.0 Just based on the pros and never addressing the cons, I'm saving about 2000/yr and paying about 600/yr for taxdome and 400/yr for KBA with taxdome. and I get a workflow system included Pros Consolidated other SAAS products into a single SAAS product. I can eliminate rightsignature (taxdome has signing capability with KBA - 1.00/signature if using KBA), cpasitesolutions (taxdome has document portal and website), Cons The product needs some maturation but are moving in right direction. Signature functionality needs checkbox grouping/radio box options. Needs recurring future payment functionality, but understanding that is being implemented in 3Q 2022. If that happens, it will be an alternative to Practice Ignition as it will include signature and recurring payment functionality. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/)[Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Review Source Response from TaxDome March 30, 2022 Thank you David, we appreciate your feedback. We would be happy if you would share your ideas for features. I would like to refer you to our Feature Request Board that is available to our Pro subscribers. There you can request features, or upvote existing requests. DP Dawn P. Owner Accounting Used the software for: I used a free trial ### "Lots of excellent features!" December 3, 2021 5.0 So far so good. Customer service is excellent! Pros It looks easy on the eyes. Very versatile, love the document management and the emails and time tracking all in one place. Cons We are still in the setting up phase and it's a lot of work and time to get started - not unexpected though. Alternatives considered [ATOM](https://www.capterra.com/p/176137/ATOM/) Reason for choosing TaxDome We used ATOM for one year and we weren't loving it - so we are trying something new. Switched from [ATOM](https://www.capterra.com/p/176137/ATOM/) We struggled making our system work well for us and it did not allow our clients to attach documents to their emails. Review Source Response from TaxDome December 23, 2021 Thank you for the excellent feedback Dawn. Please feel free to contact us if you need further assistance. Our Support is free and unlimited. JR Josue R. Owner Accounting Used the software for: Less than 6 months ### "Firm has been growing and need assistance" May 13, 2023 5.0 Easy thus far. Pros Very seamless and easy to use. Clients already love it and we are a week in! Cons I do wish the client list was the first screen I saw. Review Source Response from TaxDome May 26, 2023 Hello Josue, Thank you for your kind feedback. It is valuable to us! We are more than glad to hear that you and your clients 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! RA Richelle A. Enrolled Agent Accounting Used the software for: 6-12 months ### "Great For Digital Practices" November 4, 2022 5.0 Overall my experience has been great! Pros I like the ease of use, the custom branding, and the customer service. Cons I wish I could drag and drop from folder to folder. Switched from [Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) They had a lot of development to go to offer what they claimed to offer. Review Source Response from TaxDome November 23, 2022 Thank you, Richelle. We appreciate your kind feedback. It is valuable to us. We are more than glad to hear that you like our software. We currently on't have a way to move documents from one folder to another by dragging and dropping. Still, you can do that by using our TaxDome dive, and manage your clients accounts easily. However, we would love to hear more about that . Please know that you can submit a feature requests that you think might improve TaxDome, 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. YF Yolanda F. Owner Financial Services Used the software for: 6-12 months ### "Unsatisfied" October 14, 2023 4.0 I believe it is a good product just need to learn how to use it better and to my benefit. Their techs are not very helpful at times. Pros Being able to have my clients send their documents over to me via portal. Being able to send out mass emails. Templates that are already set up to use. Cons My pipeline didn't work and I thought it was me being a first time user come to find out it was and error on their part and no one informed me about it. Reason for choosing TaxDome Because it offered everything in one product that I needed including helping me set up website. Review Source Response from TaxDome November 9, 2023 Hello, Yolanda, thank you for sharing your thoughts! It's awesome to hear you're making the most of the document portal, mass emails, and handy templates. We're sorry to hear about your experience with the tech support. We're here to help you navigate through it all, so if you need assistance or have more insights to share, feel free to reach out. Wishing you a great day! Talk to a Capterra advisor for free and get results within 15 minutes.