# Page 50 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 50 - 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 50 - Reviews of TaxDome ## Showing most helpful reviews Showing 1226-1250 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JN Jeff N. President Accounting Used the software for: 1-2 years ### "TaxDome is a great solution for tax professionals" September 15, 2022 5.0 Very good company and I believe they are striving to help clients do their job better and more productively. Pros The company listens to feedback and will make enhancements as needed. It is relatively easy to use and can be learned quickly. It also has a messaging feature like texting and the templates provided are easy to customize. Cons There are minimal cons and not worth mentioning. Review Source Response from TaxDome September 28, 2022 Hi Jeff, thank you for your feedback! It's valuable to us. If you need help with anything, please feel free to reach out via chat, email 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. LL Larisa L. President Accounting Used the software for: I used a free trial ### "Great software" February 4, 2022 5.0 I really love the automation and being able to do a lot within it, centralized and less apps to use. I am saving only $30 in the first month, but paying for additional users is steep. Pros The workflows, automation and communication features. Cons The cost per user. The cost per user for monthly vs annual, a big gap especially if you have 2 or more users. That is a big chunk for anyone to pay especially since the first few months you have to set it up and tweak it as much as possible so that others can use it with ease and automation. Can't respond to emails in the software, just view them. It is a lot to learn in 2-week trial or even a 30-day trial. Switched from [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) Save time of assigning folders. Review Source Response from TaxDome April 7, 2022 Thank you, Larisa. Your feedback is valuable to us. Once you have synced your email, you should be able to respond as well. There is a small icon on the far right of the screen, when you click on it you will be able to respond to the email. We would like to note that TaxDome is used to securely store sensitive documents for both your firm and your clients, and the data storage is unlimited! We aim to provide a reliable service to all, and an annual subscription (a.k.a. a license) ensures that. There is an option for a monthly subscription for additional licenses added to a subscription but the first purchased license has to be an annual one specifically for storage reasons. EW Emily W. Owner Accounting Used the software for: I used a free trial ### "Worth the learning curve" June 4, 2022 4.0 Pros Interface is great, it keeps client data organized really well. It's nice being able to assign clients to multiple accounts with a single contact card. Cons There's a learning curve. You have to watch the training videos to understand how to get this software to work as intended. I usually like diving in and experimenting, but figuring out how to make TaxDome work the way I wanted was not intuitive. After watching the videos things made sense but that means you need to set up TaxDome outside of your busy season. Reason for choosing TaxDome Needed to streamline my operations and TaxDome allows me to keep everything in one place. Switched from [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[Encyro](https://www.capterra.com/p/183899/Encyro/)[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) Too many disparate systems that added up to more than TaxDome's price. Review Source Response from TaxDome June 14, 2022 Thank you, Emily. Your feedback is valuable to us. There will always be a learning curve for any new software, but the thing that makes us different is that we provide many materials to help and shorten the learning process. We have a database with help articles, a TaxDome Channel on Youtube with tutorials, we have courses at our TaxDome Academy, and besides this, we offer free and unlimited support. We also offer screen-sharing sessions where our specialists help with the setup and answer all your questions. If there is anything we can assist you with, please let us know. Have a wonderful day. JL Jorge L. Accountant Accounting Used the software for: I used a free trial ### "Almost all in one" November 22, 2021 5.0 So far so good, I hope they integrate tax resolution/transcripts with the software in the future, that would be super helpful! Pros The electronic signatures integrated all in one has been super helpful, the ability to set up multiple contacts with the same account is perfect for partnerships. Cons Setting up as I haven't had much time or haven't taken the time to set it up. Reason for choosing TaxDome The all in one, simple pricing, and features. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) All in one system. Review Source Response from TaxDome December 6, 2021 Thank you for that nice feedback Jorge! Please feel free to contact us if you need further assisatance. Our support is free and unlimited CC Catrina C. CEO Accounting Used the software for: I used a free trial ### "Tax Dome has organized my practice" June 25, 2021 5.0 I am more organized with Workflow of the office. I can see the process of projects which allows me to manage staff more efficiently. Pros 1) The features which move Pipeline Stages thru the Auto process to the next Stage. Example A Pipeline is the 1040 Tax Return, Stages of the Pipeline are 1) engagement letter 2)invoice client 3) organizer to client 4)Client documents received etc. TaxDome can auto move between stages as completed. 2)I also like the feature of communication emails being inside of the software for selected staff to see. This cleans up my Outlook Email box from all the CC communications. All the emails for an Accountant also in one location to view Cons The internal office Chat feature is not available currently. Reason for choosing TaxDome Office Tools does not allow for Client Document portal storage over 30 days Tax Dome has all the features needed especially create customer service experience during the Trial Period. Review Source Response from TaxDome July 19, 2021 Hi Catrina, Thank you for your feedback. Catrina this feature is currently on our feature request board. I have upvoted you to this feature so that you get updates via email. Feel free to add a comment or a suggestion - https://taxdome.canny.io/feature-requests/p/message-team-members MN Man N. CPA Accounting Used the software for: I used a free trial ### "Best software for Tax Service" March 3, 2022 5.0 Pros This is super easy to use and have more functions than you ever think of. I was with big4 before starting my own practice. TaxDome is a all in one software that offer the same function you will need to use many different tool to get the same result at even big accounting firm. I also like the white-glove onboarding process, it is simple to go through. The customer support is super good, I had one on one training with the product representative, and after that, I chat with them whenever I have any issue and hear back in couple hours. Cons I would like to have the time tracking/timesheet function. Also, the discount option when we do billing because you need to write off or discount all the time in reality, we can just bill based on the hour we work time rate per hour. Review Source Response from TaxDome March 30, 2022 Thank you, Man. Your feedback is valuable to us. We already have a time tracker feature, please have a look here: https://help.taxdome.com/article/182-time-tracker Also, we already have a request for applying discounts to invoices, please feel free to upvote here: https://feedback.taxdome.com/feature-requests/p/ability-to-add-discount-lines-to-a-bill-fixed-or-percentage-based vH veronica H. owner Accounting Used the software for: I used a free trial ### "Great Workflow. Client Set Up and Most Importantly Great Customer Service! " January 5, 2023 5.0 Pros I needed a product that was automated with great templates! I love how it can connect one user to multiple accounts. Cons No Cons. Received a great onboarding guide. Anytime a new software is implemented it requires time to get set up right. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Review Source Response from TaxDome January 20, 2023 Hello Veronica, Thank you for your kind review, It is valuable to us! We're glad to hear that you find our automation and templates to be useful and that our product allows for connecting one user to multiple accounts, and that you didn't find any negatives. We understand that it takes time to get set up right when implementing a new software, and we're glad that our onboarding guide was helpful to you. If you ever have any questions or need further assistance, please don't hesitate to reach out to our support team. We're here to help you make the most of the software. Have a wonderful day! CP Cheryl P. Owner Accounting Used the software for: I used a free trial ### "Great & Affordable Software" August 25, 2022 5.0 The TaxDome software has all the features that I wanted to manage my practice and workflow. The layout is nice and easy to follow. Great customer service and client training materials. Pros TaxDome helps me streamline my workflow and reducing time spent on administrative work. I have more time to manage my practice and service my clients. Cons Since there are a lot of features packed in the TaxDome software, it takes some time to learn and navigate the platform. Review Source Response from TaxDome September 14, 2022 Thank you, Cheryl. Your feedback is valuable to us. We are glad to hear that TaxDome helps you save time, and track and manage everything much easier. We agree that there is a learning curve. However, to make the learning process as easy and fast as possible, we have free and unlimited support, screen-sharing sessions, and tons of resources like a help article database, TaxDome Youtube channel with tutorials, TaxDome Academy with courses that cover the whole setup process, a FB Community and much more. If you need assistance with anything, please let us know. We will be happy to assist you. Have a great day. GF George F. Principal Accounting Used the software for: I used a free trial ### "New User to Tax Dome" June 19, 2023 4.0 So far very happy Pros Ease of use, client interaction was simple and professional, and dashboards are strong, really like e-signature Cons Not really a con - it's just taking some time to get the templates and flow of work right Reason for choosing TaxDome More features offered, I like the way it looked more, integration with tax software Review Source Response from TaxDome July 5, 2023 Hello George, 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 understand that the setup may be a bit overwhelming at the beginning, but we give our best to assist our users. 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! KB Kyle B. Enrolled Agent Accounting Used the software for: Less than 6 months ### "Easy to get started and user friendly" November 3, 2023 5.0 Pros Client on-boarding is straightforward and simple. Very helpful to have engagement letters. Cons Another tax management program has a feature to where you can offer three pricing options when creating a proposal. It would be nice to be able to send a proposal to a client and offer them different tiers of service. Switched from [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Only had some of the features that I require while charging quite a bit more. Review Source Response from TaxDome November 21, 2023 Hello Kyle, Thank you for your review. It is valuable to us! We are pleased to hear that you found our client on-boarding process straightforward and simple. We are also glad that you appreciate our engagement letter feature, which helps you create professional and customized contracts for your clients. 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, NN Nathan N. President Financial Services Used the software for: Less than 6 months ### "Finally a smart tax office product that is user friendly!" July 15, 2021 5.0 TaxDome has unified our client communications with our workflow. The integrated messaging and project management will allow us to be more proactive in responding to our clients needs quickly and efficiently. Pros The user interface and intuitive controls really make all the difference. Integrations were easy to setup and although it is not completely integrated with our tax prep software, we believe the client interface and experience is more important. Cons The product is still young, but evolving with new usability features added regularly. Review Source Response from TaxDome July 19, 2021 Thanks for your review, Nathan! We aim to continuously improve our product. AI Albina I. AMBR Accounting Used the software for: I used a free trial ### "Accounting" November 13, 2023 4.0 Pros I liked most about in TaxDome : PDF Editor, invoicing Cons What I like least: the mobile application, as well as the program interface Review Source Response from TaxDome November 21, 2023 Hello Albina, Thank you for your review. It is valuable to us! We are pleased to hear that you liked our PDF Editor and invoicing features, which help you edit and manage your documents and payments more easily and efficiently. We value your feedback, and we appreciate your support. 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 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. SM Sharon M. TAX ANALYST Financial Services Used the software for: I used a free trial ### "Great Product" March 6, 2023 5.0 Pros I love the deoloyment of it . For a first-time user it was very user friendly. Miy clients love it as well. Cons At the moment i don't have any dislikes. I have been using the trial, but i am about to pay for the product Reason for choosing TaxDome I have a friend that uses taxdome as well and she loves it. Review Source Response from TaxDome March 7, 2023 Hello Sharon, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you found our product deployment process user-friendly and that your clients are also happy with it. We always strive to make our products easy to use and intuitive for all of our users, whether they are first-time or experienced users. We appreciate your consideration to continue using our product and look forward to providing you with the same level of satisfaction in the future. If you have any questions or concerns as you start to use the paid version, please don't hesitate to reach out to us. We are always here to help and support our users in any way we can. Have a wonderful day ! JT Joel T. Tax Preparer Accounting Used the software for: I used a free trial ### "Time saver" December 16, 2022 5.0 Pros The ability to automate the workflow really helps save time significantly. Cons Customer service wasn't responsive. I chatted with a representative to help sync my email to start, and it took forever, and it wasn't even fixed. I was referred to the Q&A, which I already went through before reaching out to them. Switched from [Onboardible](https://www.capterra.com/p/217126/Onboardible/) I wanted something better in workflow automation. Review Source Response from TaxDome January 11, 2023 Hello Joel, Thank you for your kind review, It is valuable to us. We are glad to hear that our automation feature helped you save time. We apologize for the unfortunate experience you had with our customer service. We strive to provide prompt and efficient assistance to our customers, and we apologize for the delay in resolving your issue and the unsatisfactory resolution. We will use this feedback to improve our customer service for future customers. If you would like to discuss your issue further, please don't hesitate to reach out to us. Have a wonderful day. EP Eve P. CPA Accounting Used the software for: I used a free trial ### "Brand New to TaxDome" January 22, 2023 5.0 I am looking forward to integrating this software into my accounting and tax practice and being able to provide my customers an easy way for us to communicate. Pros I needed a new client portal, the previous one I was using was not very user-friendly. Also, I was looking for the ability to e-sign documents, especially the Form 8879. Cons There appears to be quite a bit of a learning curve. I probably should have started this process when it wasn't tax season! Reason for choosing TaxDome The reviews for TaxDome mentioned other products that others switched from. I really like the ability to do everything in one product. Review Source Response from TaxDome April 26, 2023 Hello Eve, Thank you for your review. It is valuable to us. Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day! LS Lynda S. Enrolled Agent/Owner Accounting Used the software for: I used a free trial ### "So Far,So Great" January 13, 2023 5.0 So far, oustanding! Pros The client answer driver Organizer is amazing. It was also extremely easy to update and change. Cons It is a lot to set up, kind of overwhelming...but I really don't consider this a Con as I think it just speaks the amazing functionality of the software. In truth, I am a little intimidated...but the time I spend setting it up correctly, will be time well spent, as I believe it will pay dividends for years! Review Source Response from TaxDome February 27, 2023 Hello Lynda, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you find our software amazing and easy to update and change. We understand that our software offers a wide range of capabilities, and we appreciate your honesty about needing some training to fully utilize all of its features. We offer free and unlimited chat and email support, free screen-sharing sessions, and various resources to help our users get the most out of our software. You can also find us on YouTube, and Facebook and you can check our TaxDome Academy. Please don't hesitate to reach out to us if you need any assistance or have any questions. We are always here to help you. Have a wonderful day! DC Debbie C. Tax Preparer Financial Services Used the software for: I used a free trial ### "New To TaxDome" November 14, 2023 5.0 As we are just setting up our TaxDome, so far it has been painless. Looking forward to using the program. Pros Workflows - knowing what stage all files are in. Cons So far there are no cons as we are just in the process of setting up our system Review Source Response from TaxDome November 21, 2023 Hello Debbie, Thank you for your review. It is valuable to us! We are more than glad to hear that you like our software. We have free 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 Facebook Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day. MN Mindy N. CPA Accounting Used the software for: I used a free trial ### "Tax Season Made Easier" December 29, 2022 5.0 I can't wait to have a full tax season with Taxdome under my belt so I can make small changes and really enjoy the benefits! Pros The set up of the Pipeline to keep track of where all my tax clients are in the process saves so much time! I also like all the how to videos and FB groups to get advice from. Cons There's just a lot to learn! That won't be a bad thing once I've learned it all :) Reason for choosing TaxDome This is the complete package. Instead of a document manager, and signature software and a client portal and an invoicing software.... Review Source Response from TaxDome March 9, 2023 Thank you for your feedback, Mindy! 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. GG Grace G. Owner Accounting Used the software for: I used a free trial ### "TaxDome" July 21, 2022 5.0 Time and management Pros Since my company is just me and I work full time - I do my self employment on nights and weekends - this software is awesome. It allows me to track everyone and everything without missing. Prior to purchasing this software I was tracking manually and I know I missed some opportunities. I'm just getting started and there are many avenues within the software that will allow me to save time that'll allow me to grow my business further. Cons I see that you can integrate QBO but haven't found QuickBooks desktop. Review Source Response from TaxDome July 27, 2022 Thank you, Grace. Your feedback is valuable to us. As of now, the integration works for QBO, but not for the desktop version. We have a request on our Feature Request Board. The board is available to our paying subscribers. If you wish, you can submit a feature request or upvote requests other firms made. The requests with the most votes get prioritized and eventually developed. If you need assistance with anything or have questions, please let us know. You can reach us via chat and email, or schedule screen-sharing sessions. Have a wonderful day. PE Patrick E. President Accounting Used the software for: Less than 6 months ### "Best buck bang" July 19, 2022 5.0 So far everything has been great. I have used several other systems at other firms and think that taxdome is on par with the other systems. Pros I like that TaxDome does so much in an all-in-one package. Cons When you print from tax software to taxdome you have to route it to the client. It would be nice if it routed automatically. Reason for choosing TaxDome Taxdome does more than Intuit and Encyro. Canopy is very similar but may be a little smoother. But Canopy you have to buy each function separately and is triple the cost. Review Source Response from TaxDome July 20, 2022 Thank you, Patrick. Your feedback is valuable to us. As for accounts being selected automatically while printing from tax software, this idea is precious to us. We would like to inform that we have a board for sharing ideas and requesting features for our paying subscribers. Please submit your requests to our Feature Request Board, and let them be upvoted. If you have any questions, or need assistance with anything else, please let us know. Our support is free and unlimited. Have a wonderful day. KR Kathy R. Owner Accounting Used the software for: I used a free trial ### "TaxDome" June 20, 2023 5.0 Very good! Pros I like that is has so many uses in one platform. Cons Nothing at this point. Just having to start over with a new practice management software. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Everything in one place and the ease of setting up. I respect \[sensitive content hidden\] Review Source Response from TaxDome July 13, 2023 Hi Kathy! Thank you for your review! We're delighted to hear that you appreciate the versatility of our platform, which offers multiple uses in one place. We strive to provide a comprehensive solution that meets all your needs. We understand that transitioning to a new practice management software can be challenging, but we're confident that our platform will make the process smooth and efficient. Please feel free to reach out to us if you need any assistance, we're happy to help! Have a wonderful day! CS Christopher S. Managing Member Accounting Used the software for: Less than 6 months ### "Critical to Business!" November 15, 2023 5.0 Pros It combines so many different functionalities, which makes streamlining procedures much easier. It also allows us to pay for less software programs. Cons The process was really straightforward, but has a learning curve to become familiar with the software, which is expected. Review Source Response from TaxDome November 21, 2023 Hello Christopher, Thank you for your review. It is valuable to us! We are glad that you find our software useful and versatile. We are always aiming to provide you with the best functionality and streamline your procedures. We understand that there is a learning curve to becoming familiar with our software. We want to assure you that we are constantly working to improve our user experience and provide more guidance and support for our users. 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 you have any questions or need assistance with anything, please let us know. Have a wonderful day. PP Paul P. CoFounder - CPA Accounting Used the software for: I used a free trial ### "There's mixed reviews but I personally LOVE IT" September 16, 2022 5.0 Love it and I hope to keep loving it. Pros Its a catchall program. Nothing's perfect as TaxDome does a little bit of everything, but it does it well enough that it saves me so much time from having to frankinstine multiple subscriptions together in order to achieve the same goal. Cons The PDF editer isn't really a PDF editer or I'm using it wrong. Review Source Response from TaxDome September 28, 2022 Hi Paul, thank you for your feedback! It's valuable to us. Our PDF Editor feature, allows you to work on files with team members, draw a client's attention to a particular section of a document, fill in forms, and add and delete notes and other annotations by using our free Web-based PDF editing tool. It has great viewing, markup, and collaboration tools. And all changes to the PDF are saved in your TaxDome account. To learn more, go here: https://help.taxdome.com/article/397-built-in-pdf-editor SB Sara B. President Accounting Used the software for: Less than 6 months ### "My Automated Assistant" February 14, 2020 5.0 Overall, very good. Any issues I've had were easily resolved. Pros I picked TaxDome because it is specifically designed for the tax industry. It has a comprehensive approach compared to its competitors, yet it is simple to use. I really like the Tasks for work that repeats every month! I also have found the FAQ's for common questions with video illustrations very helpful. Customer service has been very responsive to any questions. I also appreciated the 30 day trial as it took me awhile to have time to test it out. I hope they are considering a Zapier integration. Cons There are some basic features (like being able to sort any column with a click, adjusting column width, hiding columns, expanding/wrapping task descriptions) that are not available to customize the experience. That being said, it's still very usable. I also think they should be a little more clear that, while e-signatures are compatible for an engagement letter, the 8879's are not and will cost extra in order to meet the more strict IRS requirements. Alternatives considered [17hats](https://www.capterra.com/p/144328/17hats/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Review Source Response from TaxDome August 27, 2020 Thank you, Sara! A few updates! 1) I'd like to inform you that KBA (Knowledge-Based Authentication) is available. For more information about how to use it, please refer to this article: https://help.taxdome.com/article/72-getting-signatures-for-your-documents#7 2) Zapier integration has been released, as well - https://blog.taxdome.com/news/2020/08/21/zapier.html LR Luis R. bu Accounting Used the software for: Less than 6 months ### "Best overall practice management software" August 15, 2022 5.0 Overall Taxdome does a lot. I the setup upfront is a lot of work but it's worth it once you're up and operational. Pros I was able to replace a few separate piece of software and now only have two places to log in instead of 5. Cons It would be nice if it had a feature to help resolve or request transaction details in quickbooks, from the client. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Switched from [Client Hub](https://www.capterra.com/p/180857/Client-Hub/) Was able to reduce the number of apps. Review Source Response from TaxDome September 1, 2022 Thank you, Luis. Your feedback is valuable to us. 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. Talk to a Capterra advisor for free and get results within 15 minutes.