# Page 49 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 49 - 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 49 - Reviews of TaxDome ## Showing most helpful reviews Showing 1201-1225 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MY Mitchell Y. Owner Accounting Used the software for: Less than 6 months ### "Review" November 15, 2022 5.0 Very good experience Pros I like the ease of set up and use. I especially like the availability of the Tax Dome academy videos Cons Onboarding with any new product is challenging Reason for choosing TaxDome Industry referrals Review Source Response from TaxDome December 23, 2022 Thank you, Mitchell. Your feedback is valuable to us. We are happy to hear that you like the TaxDome Academy videos, and the ease of the setup. We agree that the setup might be overwhelming in the beginning, but we do 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, and as you mentioned, the TaxDome Academy, our FB Community, and more. If there is anything we can do for you, please let us know. Have a wonderful day. KJ Katy J. CEO/CPA Accounting Used the software for: Less than 6 months ### "Third Time's a charm" June 6, 2022 5.0 It's been very very good. Great product for the price, for sure. Pros We've used Sharefile, SmartVault, and now TaxDome. The integrations with signatures, as well as invoicing has been great. Clients are quite happy with their end of the portal. Cons We're still figuring out a lot of the features. We are struggling to get automatic billing to work. Alternatives considered [Zoho One](https://www.capterra.com/p/166175/Zoho-One/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing TaxDome Cost. We are a small firm. Also, security is a big issue, we felt more comfortable with Tax Dome's security levels. Review Source Response from TaxDome June 14, 2022 Thank you, Kathy. Your feedback is valuable to us. If you need assistance with anything, or have questions about the features, please let us know. We will be happy to assist you. Our support is free and unlimited. Have a great day. WK William K. Managing Partner Accounting Used the software for: Less than 6 months ### "Tax Dome practice saver" September 1, 2023 5.0 Great addition, a must use! Pros Ease of use, ability to implement among my staff and other integrated technologies. Cons I haven't found anything to be lacking as of yet. Review Source Response from TaxDome November 23, 2023 Hi William, Thank you for your kind and positive review! It is valuable to us! We are glad to hear that you find our product easy to use and compatible with your staff and other technologies. We appreciate your feedback, and we are always working to improve our product and meet your needs. Please let us know if you have any questions or concerns. We will be glad to assist you. Have a wonderful day, MO Mahmoud O. Expert-Comptable Accounting Used the software for: 2+ years ### "TaxDome review" November 23, 2022 4.0 Pros This software is easy to use, because it is easy to fill in and all the information is in the same place. Signature request, customer information, etc. Cons The problem with this software is that the processes are only in English and we will have to review Review Source Response from TaxDome December 9, 2022 Thank you, Mahmoud. Your feedback is valuable to us. As of now, you can change the language of the portal, and your clients can do the same on their end. As for the processes, we have templates in different languages as well that can be used. Please feel free to visit our Pipelines library and Templates library and review the existing templates. If there is anything else we can assist you with, please let us know. Have a wonderful day. SV Scott V. Owner Accounting Used the software for: Less than 6 months ### "Great productivity improvement" February 14, 2023 5.0 Increased productivity. As a lone person in my business it is important I am productive. Pros Use was easy. Having all the tasks within one software makes it very easy to be more productive. Cons It was hard getting used to the particular button clicks to use tax dome. Switched from [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Productivity and seamless integration. Review Source Response from TaxDome March 9, 2023 Hello Scott, Thank you for your kind review, it is valuable to us! We're glad to hear that you found the software easy to use and that it helped you become more productive. We understand that learning a new software can take some time and effort, 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. Furthermore, we 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. RM Renee M. Founder/President Accounting Used the software for: I used a free trial ### "Best Value On the Market" July 7, 2021 4.0 Has been easy to start using and setting up with the help of their support team. Taxdome stands behind the product. Pros Love the amount of features included all in one and the fact that you get one-one training for features needed. Cons Automatic due dates and email sync needs more work. Reason for choosing TaxDome Cost and all in one. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Encyro](https://www.capterra.com/p/183899/Encyro/) Too many things to manage Review Source Response from TaxDome July 19, 2021 Thank you, Renee! Your feedback is valuable. To request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board ED Everett D. Tax Practitioner Financial Services Used the software for: I used a free trial ### "First Time User" January 13, 2023 5.0 Easy to figure out and process for basic use. Pros It has the basic features that I need. It was easy to set up. Cons Figuring out the pipeline. Also, it has a lot of features that I just don't use. Reason for choosing TaxDome The price Review Source Response from TaxDome February 24, 2023 Hello Everett, Thank you for your kind review, it's valuable to us! We're thrilled to hear that you find our software user-friendly and easy to use. We understand that the setup process can be daunting, but rest assured that we are here to help. Our support team is available to assist you via free, unlimited chat and email, as well as screen-sharing sessions. Additionally, we have a wealth of helpful articles and tutorials available in our knowledge database. You can also find us on YouTube and Facebook, and check out our TaxDome Academy for further assistance. If there is anything we can do for you, please reach out to us. Have a wonderful day. AG Alison G. Owner Accounting Used the software for: 6-12 months ### "Tax dome helped saved my sanity during 2021 tax preparation!" December 13, 2021 4.0 I purchased TaxDome late in 2020, but never really got the hang of pipelines. I thought I would just use it as a portal for my clients. Once I learned how to implement the pipelines it made tax season so much easier. 2021 was a beast of a tax season for so many reasons. TaxDome made it easier to identify which clients needed to be updated about the tax changes made mid-season. it also allowed me to keep track of my workload and took so much of the back office tasks off my plate. I think it saved my sanity - without it I would have worked so much harder and so many more hours and have been so much more stressed. Pros TaxDome allows me to keep track of my workflow all in one place. It also allows me to set up a client in the workflow and automatically moves them to the next stage when they complete a requested task. TaxDome are so responsive to feature requests for improvement. Cons It took a while to get started and I had to pay for additional training to make it all click together for me, but I can forgive that as the price for the software is so reasonable and the benefits were so huge. Review Source Response from TaxDome April 6, 2022 Thank you very much, Alison. Your feedback is much appreciated. If you need any further assistance, please feel free to contact us. We will be happy to assist you. JC Jose C. CEO Accounting Used the software for: Less than 6 months ### "Awesome tool that we should have found earlier." January 31, 2023 5.0 Pros Integration on multiple softwares and platforms on one single place. Cons Not all features are available in Puerto Rico Review Source Response from TaxDome March 7, 2023 Hello Jose, Thank you for your kind review, it is valuable to us! We're glad to hear that you appreciate the benefits of our platform's integration with multiple software and platforms in one single place. We would like to clarify that all our users, regardless of their location, have access to all the features of our services. 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 further concerns or questions, please do not hesitate to reach out to us. Have a wonderful day! SE Sue E. EA Accounting Used the software for: Less than 6 months ### "So far so good." February 2, 2023 5.0 So far, with my limited experience of less than a month, I'm happy. It functions as I expected and isn't overwhelming with features that I do not need or want. Pros This is easy to set up and easy for clients to use. It allows you to see everything in one place and save documents all in one place. Cons I can't think of anything other than when you open a window, for a message, it opens another tab in your browser and then you have to close all of the tabs when you want to log out. Not a deal breaker at all. Review Source Response from TaxDome March 6, 2023 Hello Sue, Thank you for your kind review, it is valuable to us! We're glad to hear that you found the setup process to be easy and that our platform has been user-friendly for your clients. We appreciate your feedback regarding the message window and how it opens a new tab. We would like you to know that our departments are working on improving the software all the time. 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. DC Demetri C. Owner Accounting Used the software for: I used a free trial ### "Gold Standard for Tax Practice CRM" January 14, 2022 5.0 Pros Tons of integrations Very user-friendly design for clients Automatic workflows Email manager, document manager, messenger, and workflow manager in one software Highly customizable Cons No API access means if your app is not compatible unless it's on the official list of integrations The tax organizer template is not comprehensive enough for an established tax practice Review Source Response from TaxDome April 5, 2022 Thank you, Demetri, 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 organizers 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. We also wanted to note that TaxDome becomes a printer and scanner on your computer, you print directly from your tax software to TaxDome. https://help.taxdome.com/article/90-how-do-i-get-a-document-from-my-tax-program-to-taxdome TaxDome can become a drive on your computer, so you can save directly to the client folder as if you were saving to the C:/ drive. https://help.taxdome.com/article/65-accessing-taxdome-using-taxdome-drive SP Stan P. Principal Accounting Used the software for: I used a free trial ### "Great portal for clients" June 8, 2023 4.0 All our client now have a better experience in dealing with us and have access to all important work we have prepared for them in their own portal Pros Great client portal and customer support on implementation has been fantastic Cons No Xero integration yet, Wiki is a little basic Review Source Response from TaxDome June 16, 2023 Hi Stan! We appreciate your feedback on TaxDome, and we're delighted to hear that you find our client portal great and have had a fantastic experience with our customer support during implementation. Regarding your concerns, we understand that the lack of Xero integration and the basic nature of our Wiki may be areas where you would like to see improvements. We value your input and encourage you to share your suggestions or ideas that can enhance your experience with TaxDome. You can easily submit a feature request by clicking the Blue Question Mark icon in the top right corner of the platform and selecting "Feature Requests." We welcome your contributions and will carefully consider your feedback as we continue to develop and refine our services. If you have any questions or need assistance with anything else, please don't hesitate to reach out to us. Have a wonderful day! LK Leah K. CPA Accounting Used the software for: Less than 6 months ### "Looking forward to fully implementing" August 31, 2023 5.0 So far so good. Pros Seems intuitive and not overwhelming to set up. Email, portal and document storages is what I'm most looking forward to. I like that there are also consultants available to assist with set up. Cons Would like more assistance at the beginning with setup. Reason for choosing TaxDome Appears to offer the functionality I am looking for at a great cost point Review Source Response from TaxDome November 22, 2023 Hi, Leah, thank you so much for taking the time to share your thoughts with us! We're glad to hear that you find our system intuitive and user-friendly. We're especially glad to know that our consultants have been helpful in assisting with the setup process. Your feedback about wanting more assistance at the beginning is duly noted, and we appreciate your honesty. If you have any specific suggestions, please feel free to share. Have a wonderful day! KM Kimberly M. Accountant Accounting Used the software for: I used a free trial ### "TaxDome for my tax practice" October 15, 2022 4.0 Positive. Even the learning curve, and I'm a sole prop working from home, SAHWM if you will, with limited tech experience, and with the learning videos I've been having a time setting it up myself. The set up process is helping me also to be organized in my work overall Pros This feature combined 4 other programs I wanted to use into one and for a very competitive price. These two things sold me on the program. Not to mention its ease of use and how the information is presented. Cons It does take a while for each page to load. That is really the only downside I've found. I hope that can be fixed! Reason for choosing TaxDome Features, Price, Ease of use, Learning resources, Client app Review Source Response from TaxDome October 21, 2022 Thank you, Kimberly. 
We appreciate your kind feedback. We are more than glad to hear that you like our software.
 To save you the loading time of the pages. Now, you can do a right-click on the sections from the left-sided bar and open them in different tabs in your browser and work on them simultaneously. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day! AL Austin L. Owner Accounting Used the software for: I used a free trial ### "Great all in one CRM" September 6, 2023 5.0 Great so far Pros It is the same cost as my DocuSign subscription with 100 times the features. I will be more organized and prepared for tax season. Cons Tracking and converting leads. This is a painpoint that I hope TaxDome will improve upon Review Source Response from TaxDome November 23, 2023 Hi Austin, Thank you for your review. It is valuable to us! We are more than glad to hear that you like our software. We also appreciate your feedback on the tracking process and conversion of leads. We value your opinion, and we are always looking for ways to improve our service. If you would like to contribute suggestions or ideas that you might think will improve your experience 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. Please let us know if you have any questions or concerns. We will be glad to assist you. Have a wonderful day, CS Crystal S. President Accounting Used the software for: I used a free trial ### "Combines several systems into one" February 11, 2020 4.0 One great benefit is being able to send mass emails to clients. In the past, some email providers would block our emails thinking we were sending out spam because of sending many emails in the same day. I'm still learning the system more and more every day but so far it's a great benefit to have all information in one system. Many of my clients are already using the portal and love this benefit. Overall positive experience. Pros This program will help me combine several of the systems I've been using into one. I will be able to cancel some of the other monthly services I pay for because I can do the same functions through Taxdome. Cons The only thing so far I don't totally like is there are features the clients can't use unless they create a login. I'm expecting some of my older clients won't create a login and I will still have to send some items through outside email. Also I like that clients can pay their invoice through Taxdome but it would be nice if Taxdome could somehow link to my current credit card processing instead of now having two. Review Source Response from TaxDome August 2, 2021 Thank you, Crystal! Your feedback is valuable to us. If you have clients who don't have portal access, don't use the client portal, or are constantly forgetting their sign-in info? Worry not! Generate a link with a document upload request. Once the client clicks on the link, they're taken to a page where they'll be able to upload by dragging-and-dropping docsno login or portal access needed. You'll get a notification in your Inbox+ once the documents are uploaded. To learn more, go here: https://help.taxdome.com/article/140-how-to-get-documents-from-clients#3 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. " MM Matthew M. Owner Accounting Used the software for: I used a free trial ### "Great all-inclusive product!" May 9, 2023 5.0 Pros Although I've only been using the free trial of TaxDome, I am loving the platform, and the automations that are available. I like that it is an all-in-one platform for all types of needs in servicing clients. Cons It can take a little while to truly understand the difference between the pipelines, templates, and jobs. But once they are understood, it makes sense and is a great product. Review Source Response from TaxDome May 16, 2023 Hello Matthew, Thank you for your kind feedback. 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! JM Jess M. Owner Accounting Used the software for: Less than 6 months ### "Affordable, effective CRM" September 6, 2023 5.0 Pros Developing work flows. Keeps the status clear and puts the onus on the client to progress. Cons Still working on full integration; feels like there's more to utilize Review Source Response from TaxDome November 23, 2023 Hi Jess, Thank you for your review. It is valuable to us! We are glad to hear that you find our workflow features useful and effective. We want to assure you that we are here to help you and guide you along the way. We offer free and unlimited chat and email support, screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube and Facebook, and you can check out our TaxDome Academy. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day. MN Mickele N. Owner/operator Accounting Used the software for: I used a free trial ### "So far so good" November 8, 2021 5.0 I like how this is an all in one product and I wish I had gone with this the first time instead of the program I was using. Pros I like that the software guides you through the setup process and offers a full 2-week trial so you can test out everything. I am still learning the software but it has met a lot of my needs so far. I also like how many templates that are available to customize. Cons I do not like that you cannot do some easy functions like copying folder templates or copying some of the templates. It makes setup a bit longer to have to create the same template multiple times to make simple modifications. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) SmartVault is very clunky and they decided to hike up their prices for no reason so as a single user it was not beneficial to stay. Review Source Response from TaxDome November 17, 2021 Thank you for the feedback Mickele. With regards to copying folder templates. 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 f you need further assistance. KS Kimberly S. CEO Accounting Used the software for: I used a free trial ### "All-In-One Alternative for CRM/Practice Management System" December 4, 2020 5.0 My experience during the trial version was a little intimidating at first, but once I completed the demo, reviewed the Q&A, and watch the tutorials, I felt much better about implementing the software. Pros There are several features that are very helpful with making day-to-day operations easier such as: the E-signature feature within the portal, communicating with my clients within the portal, the instant support chat feature, client portal/app, & the modernized user interface. Cons I wish there were 3 additional features: (1) A view-only feature where I can limit print & download access to my contracted bookkeepers. I think this is very important in order to help ensure the privacy of our clients' information. (2) I also wish there was a calendar view feature where we can see all tasks that are coming due in a calendar-like format. (3) A cheaper monthly option for our contracted bookkeepers who only works on a per job basis & would only access the portal as needed. Reason for choosing TaxDome It was a pretty tough decision because of the price, but I chose TaxDome because I felt it had just about everything I needed in a CRM system compared to the other products & I also like that we are able to give input in order to get new features (hopefully we'll see the view-only feature soon!). Review Source Response from TaxDome July 28, 2021 Hi Kimberly, Thank you for your review. We currently have this feature in our feature request board- https://taxdome.canny.io/feature-requests/p/view-only-access-restrict-print-download The calendar view for task is also in our feature request board - https://taxdome.canny.io/feature-requests/p/view-only-access-restrict-print-download TB Tamika B. Owner Accounting Used the software for: Less than 6 months ### "We Love the Mobile Function!" December 29, 2021 5.0 Pros The mobile functionality was our deciding factor. The ease of use is exceptional. Cons So far, we are enjoying the software and are excited about the change! Review Source Response from TaxDome April 4, 2022 Thank you very much, Tamika. Your feedback is valuable to us. Clement Z. Contabilité finance Retail Used the software for: 6-12 months ### "Très bon d'utilisateur" September 24, 2023 5.0 Pros Taxdome c'est un bon logiciel déclaration fiscal d'utiliser, dans les contabilité pour développer mon entreprise parfait je lui donne 🌟🌟🌟🌟🌟 Cons Je suis fière de moi même quand j'utilise TaxDome Review Source JW James W. Managing CPA Accounting Used the software for: I used a free trial ### "TaxDome" August 1, 2023 5.0 Pros Workflow and automations are easy to set up. Cons I'd like to see more options for engagement letters. Review Source Response from TaxDome August 9, 2023 Hi James! We're thrilled to hear that you've found our workflow and automation features to be user-friendly and easy to set up. Simplifying processes through automation is a core goal of our platform, and we're glad to know you're benefiting from it. We appreciate your feedback regarding engagement letters. Your input is essential for us to improve and expand our offerings. We're continuously working on enhancing our features, and your suggestion is duly noted. We're committed to providing you with a versatile and customizable experience, so we'll certainly take your request into consideration as we develop and improve our engagement letter options. If you have any other suggestions, questions, or concerns, please don't hesitate to reach out. Have a wonderful day! vC vicky C. owner Accounting Used the software for: Less than 6 months ### "taxdome review" February 5, 2023 4.0 customer support is very helpful Pros bought this to find a secure way for my clients to upload their documents and itworks great Cons donts like that you have to pay extra to get the e-signature part Review Source Response from TaxDome March 6, 2023 Hello Vicky, Thank you for your review, it is valuable to us! We are thrilled to hear that our software is providing you with a secure way for your clients to upload their documents and that it's working great for you. We wanted to clarify that our e-signatures are actually free and unlimited for all our users. You only have to pay for the KBA (Knowledge-Based Authentication) when it is required for a particular e-signature, which is an additional security measure we offer to ensure the authenticity of the signature. We appreciate your feedback and hope that this clears up any confusion. If you have any further questions or concerns, please don't hesitate to reach out to us. Have a wonderful day! JL James L. Owner Accounting Used the software for: Less than 6 months ### "A Fantastic Host of Solutions for a Small Firm" August 29, 2022 5.0 Overall, TaxDome has been a cost-effective and worthwhile solution to the majority of our CRM and automation needs. Pros Integration is a bit cumbersome to understand at first; however, once you get the hang of it you realize how wide the windows of opportunities are. Cons The only complaint we have is the inability to customize the client dashboard (resize/reorder headers). Reason for choosing TaxDome TaxDome was recommended by a trusted colleague. Review Source Response from TaxDome September 14, 2022 Thank you, James. Your feedback is valuable to us. We are constantly working on the improvement of our software, and there are updates on a regular basis. As for the client dashboard, we have a Feature Request Board for our paying subscribers where they can submit new requests and upvote existing ones. We already have this request here: https://taxdome.canny.io/feature-requests/p/change-order-of-menu-items-within-client-profile-ie-move-docs-before-overview Please feel free to upvote, and if you have any ideas you can submit them as well. If you need assistance with anything, please let us know. We will be happy to assist you. Have a great day. Talk to a Capterra advisor for free and get results within 15 minutes.