# Page 51 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 51 - 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 51 - Reviews of TaxDome ## Showing most helpful reviews Showing 1251-1275 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use GN Gustavo N. Vice President of Operations Accounting Used the software for: I used a free trial ### "Simple and easy to use all-in-one accounting and tax software" May 8, 2022 5.0 Pros Having all processes interconnected makes our life easy. Once a tax file is uploaded to the client's folder, a job is triggered, an E-Mail is sent and an invoice generated - all automatically. Previously this would mean 15 minutes of work in three different platforms, now everything is done in one automatically in seconds. Cons I couldn't find anything to complain about. I see it more as a learning curve on how to operate the software but so far nothing has been bad. Review Source Response from TaxDome May 17, 2022 Thank you very much, Gustavo. Your feedback is valuable to us. If there is anything we can assist you with, please let us know. Have a great day. MF Mark F. Partner Accounting Used the software for: Less than 6 months ### "Customizable and Full of Features We Were Looking For!" July 11, 2022 4.0 Just getting started but looking forward to improved communications and data collection from Clients. Pros I like the customizable Organizers, Mailbox+ and the Workflow Automation options from the firm side and the Messaging with To Do lists and white labeled app/portal from the client side. Cons Two way sync with Quickbooks would make invoicing more useful and there are some small tweaks that would make building Pipelines easier, such as an option of "And" or "Or" in conditional tagging. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Better Printing/signing features and more customizable Organizers. Review Source Response from TaxDome July 13, 2022 Thank you, Mark. Your feedback is valuable to us. We have a Feature Request Board for our paying subscribers, where we already have a feature request for two-way-sync for Quickbooks. If you wish you can upvote the request on our board. For your other ideas, please feel free to add them to our board, so that other firms can upvote your requests. The feature requests with the most votes get prioritized, and eventually on our roadmap. If you have any other questions, or need assistance with anything else, please let us know. We will be happy to assist. Have a great day. tT timothée T. ingenieur Chemicals Used the software for: 1-2 years ### "Tres tres satisfait" January 18, 2023 5.0 TaxDrome est vraiment un outils de pointe et comme logiciel je le recomande franchement a tout le monde Pros déjà au début je recherchais un produit capable de gérer mes taches et m'aider dans mes lacunes en comptabilité Cons Mis a part les bugs du début; tout fonctionne pour le mieu Review Source WB Wilfried B. Financial Director and Comptable Telecommunications Used the software for: 2+ years ### "TaxDome review" February 22, 2023 5.0 Pros TaxDome is an easy-to-use software. A tool to communicate safely and confidently with customers Cons Personally we have no problem with the tool, excellent customer service Review Source Response from TaxDome March 8, 2023 Hello Wilfried, Thank you for your kind review, it is valuable to us! We are more than glad to hear that you find the software easy-to-use and a reliable tool to communicate with your customers. We appreciate your positive feedback about our customer service team as well. We're always striving to provide the best possible experience for our clients, so if there's anything we can do to improve your experience or if you have any suggestions for additional features or improvements, please don't hesitate to let us know. We value your feedback and are committed to making TaxDome the best it can be. If you have any questions or need assistance with anything please let us know. Have a wonderful day. JR Jordan R. Owner Accounting Used the software for: I used a free trial ### "Practical Automation Tool" January 17, 2023 4.0 Overall this is a great tool for any size practice. Pros The one stop location for documents, workflow automation and request lists for my clients. Cons The client import seemed to be a little glitchy for me and took quite a long time. Review Source Response from TaxDome March 1, 2023 Hello Jordan! Thank you for taking the time to provide us with your kind feedback. It is valuable to us! We are glad to hear that you have found it useful for creating workflows with automations. We understand that the import 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. JR Jason R. Owner Accounting Used the software for: I used a free trial ### "Ramirez Tax Service " February 15, 2023 5.0 It has been a great experience thus far Pros I love that every thing I need is in one convenient place you can onboard clients, facilitate the tax prep process by allowing clients to upload documents easily and securely. Being able to easily secure signatures and process payments and have the ability to follow up on that automatically is a God send. Cons Everything is great there are no real negatives Reason for choosing TaxDome I could tell its technology and was cutting edge and I did not need to look at other CRM's Review Source Response from TaxDome March 9, 2023 Hello Jason, Thank you for sharing your kind review, it is valuable to us! It's great to hear that you find everything you need in one convenient place, and that the software's features, such as the ability to onboard clients and facilitate the tax preparation process, are helpful and efficient for you. It's also great to hear that you appreciate TaxDome's security measures, such as the ability to easily and securely upload and sign documents, as well as its payment processing capabilities. It's always important to ensure that sensitive financial information is kept secure and protected. Which is one of our main aims. If you have any questions or need assistance with anything, please let us know. Have a wonderful day. LA Lourdes A. Bookkeeper & Tax preparer Accounting Used the software for: I used a free trial ### "Excellent software for tax and bookkeeping businesses!" February 21, 2023 5.0 I love how secure this software is. I used to pick up tax documents in person, but now I'n glad it saves me so much time since clients can send everything virtually. I love the workflow processes, and again, I love how secure this is. Pros I love how easy it is to use this software! I love that it integrates with my current payment processor, Stripe, so no need to create a new account. I also love the built in contracts because now I don't have to spend more money on contracts elsewhere. Cons I wish taxdome offered monthly subscriptions instead of annual. I think it would be helpful for those still deciding whether they want to pursue tax or bookkeeping in the long run, with no commitment. Review Source Response from TaxDome March 1, 2023 Hello Lourdes, Thank you for your kind review, it is valuable to us! We're glad to hear that you find our software user-friendly and appreciate the seamless integration with Stripe for payments. It's also great to hear that our built-in contracts have been helpful in saving you money and time. At TaxDome, we understand the importance of data security and the need for our clients to have full control over their data. That is why we require the main user to have an annual license. By doing so, we ensure that our clients have uninterrupted access to their data and can store their documents and data securely within our portal without the risk of losing them. While we appreciate your suggestion for a monthly subscription option, we believe that an annual license is the best way to protect our clients' data and maintain the integrity of our platform. If you have any further concerns or questions, please do not hesitate to reach out to us. Have a wonderful day! AT Andrew T. Owner Accounting Used the software for: I used a free trial ### "The best solution I've found for small practice" October 16, 2021 5.0 My head has been swirling with all of the different options for different softwares in a distributed firm tech stack, and this simplifies so much of that. I went from shopping for 12 different softwares to 4. The value for the price is insanely good. Pros This software is incredibly comprehensive - an impressive amount of features. Had I found this sooner I could have cut another $1,000 a year in software out of my stack. It's so seamlessly integrated and the price is remarkable for value. Cons I have not run across something I have a problem or concern with yet. Alternatives considered [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[Docusign](https://www.capterra.com/p/121506/Docusign/)[Trello](https://www.capterra.com/p/211559/Trello/)[Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/)[Slack](https://www.capterra.com/p/135003/Slack/) Reason for choosing TaxDome This is a broad range of services and TaxDome offers a good enough solution to all of them, plus practice management software. It's a no brainer if you're 5 employees or less. Review Source Response from TaxDome October 20, 2021 Thank you for this amazing feedback, Andrew! We appreciate it a lot. Please feel free to contact us if you need assistance. Our support is free and unlimited. Aditya S. Student Computer Software Used the software for: 2+ years ### "It's good" February 17, 2023 5.0 Pros One of the things I love about TaxDome is its client portal. This feature allows my clients to securely upload documents, sign forms, and communicate with me directly, all in one convenient location. Cons One of the biggest issues with TaxDome is its learning curve. While the software offers a range of features, it can take time to learn how to use them effectively Review Source Response from TaxDome March 8, 2023 Hello Aditya, Thank you for your kind review, it is valuable to us! We are pleased to hear that you appreciate our client portal and find it to be a valuable feature for managing your documents and communication with your clients. We are committed to providing a secure and user-friendly platform that helps you streamline your processes. 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. BM Becki M. Tax Resolution Expert Accounting Used the software for: I used a free trial ### "TaxDome does not disappoint" July 9, 2022 5.0 Excited to use it and get out of the free trial. Eager to have my client send me documents in the portal. It helps small business owners present a professionalism that were not available before, only the big firms had the revenue to provide portals to clients. Pros I like that it has so much built in to reduce a lot of tech stacks. Which make getting the work done easier. Cons It is very robust, I need a course to teach me how to use it. Only a Con beginning once I master the platform this will be a Pro and no Cons. Reason for choosing TaxDome The best at what it offers the integrations are key! Review Source Response from TaxDome July 12, 2022 Hello Becki, thank you for your feedback. We would like to inform that we have different learning resources and offer free and unlimited support. Please feel free to schedule screen-sharing sessions whenever you need them. We will walk you through the software, and answer all your questions. We also would like to refer you to our help article base, TaxDome Youtube channel and our TaxDome Academy where you can attend our courses and get certificates. If you have questions or need assistance with anything, please let us know. Have a wonderful day. aF ashley F. owner and ceo Accounting Used the software for: I used a free trial ### "great" May 19, 2023 4.0 Pros it's an all in one solution for my bookkeeping firm Cons i have only used taxdome for about a week so I am just learning about it. I have not found anything that I dont like Review Source Response from TaxDome May 29, 2023 Hi Ashley! Thank you for your positive feedback regarding TaxDome as an all-in-one solution for your bookkeeping firm. We're glad to hear that our platform has been beneficial to you. We strive to provide an intuitive and user-friendly experience, and we hope that your positive impression continues as you explore more of our features and functionalities. Should you encounter any questions or require assistance during your journey with TaxDome, our support team is readily available to provide guidance and support. We are committed to ensuring that your experience remains seamless and that you maximize the benefits of our platform. Thank you for choosing TaxDome as your preferred solution for your bookkeeping firm. Please don't hesitate to reach out to us again if you need any further assistance. Best regards, Baber H. Owner Accounting Used the software for: Less than 6 months ### "Made the Switch easier" November 23, 2020 5.0 Pros Its a feature packed, well thought out software that allows using it to be very intuitive and has minimal friction which allows my firm to grow faster especially through the training process Cons Customer Support has been irritating at times and hit or miss the rest Review Source Response from TaxDome December 2, 2020 Hi Baber! To confirm - you are referring to another vendor when you are to 'changing pricing model' & that is your reason for switching to TaxDome from them. TaxDome has never changed our pricing - it's been the same, straightforward price. As we release more features, your price does not change. Sorry to hear you have had hit or miss experiences with support. We pride ourselves on our dedicated support available any time, with no charges. Please email success@taxdome.com if you ever have an issue and our team will escalate. AS Avery S. Owner Accounting Used the software for: I used a free trial ### "High Recommeded" October 27, 2023 5.0 Great experience. Great service from start to finish Pros Workflows and Pipelines are what is most impressive Cons It can be difficult to set up your workflow Review Source Response from TaxDome November 10, 2023 Hello Avery, thank you for sharing your positive experience with TaxDome! We're happy to know that you had a great experience with our service from start to finish. Your feedback on Workflows and Pipelines is truly appreciated! We understand that setting up your workflow can be challenging, and our team is dedicated to continuous improvement, and we take your feedback seriously. Thank you for choosing TaxDome, and we look forward to supporting you further. Have a nice day! DW David W. Owner Accounting Used the software for: I used a free trial ### "New EA Review" October 26, 2021 5.0 I believe this software is going to be a central fixture of my virtual organization for a long time. Pros workflow and organizers is where I started, but there are many other features. I like that I can from the beginning at client setup, have a workflows that interact with the client before I have to actually talk and interact with the client. I have enough information to get started and determine what questions I need to discuss and what their needs are. Cons sharing of templates and workflows with others, that would be a great feature to add. Review Source Response from TaxDome October 29, 2021 Thank you for that nice feedback, David! We really appreciate it. Ability to share of templates and workflows to others within TaxDome must be great idea, we actually 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. Please feel free to reach us if you need assistance. Our Support is free and unlimited. kK kirk K. assistant Accounting Used the software for: I used a free trial ### "Tax Dome is all about automation" December 20, 2022 5.0 Pros We like the Pipeline and all the built-in automation for keeping the clients in the loop without us having to do anything Cons At this point in time we have not found anything that is a detraction from our opinion of the product Review Source Response from TaxDome March 10, 2023 Hi Kirk, thanks for your feedback. It's valuable to us. To learn more about how Workflow: Pipelines, Jobs, and Tasks works in TaxDome, go here: https://help.taxdome.com/article/105-tasks-pipelines-jobs-explained BB Boris B. CEO Accounting Used the software for: I used a free trial ### "Tax dome review" August 20, 2022 5.0 Trial experience is great. Swithing to the regular user mode to give the software a try for 1 year Pros Visual representation, easy setup, integration in one single platform Cons invoicing is not ready for real use comparing with Qbooks Invoicing Review Source Response from TaxDome September 14, 2022 Hi Boris, thank you for your feedback. It's valuable to us. We'd love to hear more from you! We have a feature request board for paying subscribers to submit requests and upvote requests from other firms. The features with the most upvotes get prioritized. See the link for more details https://help.taxdome.com/article/83-how-to-request-new-feature-i-need IP Iza P. Owner Accounting Used the software for: 1-2 years ### "Great buy" December 22, 2021 5.0 I love that all of my client documents are in one place, and I can set up reminders for them to upload, and sign off of whatever I need. Pros It's easy to use, clients love that they can use their phone camera to scan and upload documents. Cons I find the workflow process difficult to understand and incorporate. Reason for choosing TaxDome Price Review Source Response from TaxDome April 6, 2022 Thank you, Iza. Your feedback is very valuable to us. Since setting up the workflow can be a little bit intimidating, we offer onboarding sessions. Our specialists will assist you with the setup, explain the features, and answer your questions. If you need assistance, please reach out to us, we will be happy to assist you. SM Shoaib M. Owner Accounting Used the software for: I used a free trial ### "TaxDome Review" February 11, 2023 4.0 Pros it is very easy to manage clients records and document. Communication can be saved. Cons Data integration with taxwise. I feel open API will make it better Review Source Response from TaxDome March 17, 2023 Hello Shoaib, Thank you for your kind review, it is valuable to us! We are glad to hear that you find managing client records and communication easy with our software. However, we understand your concern about the data integration with Taxwise and the potential for improvement with an open API. 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. JM Jorge M. Tax Specialist Accounting Used the software for: I used a free trial ### "Great Experience " January 31, 2023 5.0 Great, I was surprised because of all the tools! Pros Will make your life easier and your small businesses will look like a big corp. Cons Translation to Spanish is not the best but works Alternatives considered [Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/) Reason for choosing TaxDome It’s more friendly to use Review Source Response from TaxDome March 7, 2023 Hello Jorge, Thank you for your kind review, It is valuable to us! We are thrilled to hear that our product has helped make your life easier and has given your small business a professional appearance. Regarding the translation to Spanish, we apologize for any inconvenience this may have caused. We appreciate your feedback and will take it into consideration as we strive to improve our services. 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. rP reena P. Owner Accounting Used the software for: I used a free trial ### "Just finished trial" January 23, 2023 3.0 TBD - I'm going to use it this year and update my review after tax season. Pros Still setting it up - but it looks like Cons I wish I had more trial time to get it set up and be sure. I signed up and forgot to use the referral code, but there was no way for the customer support to update it so that the person who referred me could get credit for spending time showing me how they use it. Reason for choosing TaxDome I looked at a few others, but decided to try this product this year due to the reviews from another CPA. Review Source Response from TaxDome April 26, 2023 Hello Reena, Thank you for your review. It is valuable to us. 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! AOK Abou Ousmane K. Étudiant Accounting Used the software for: 2+ years ### "Amélioration" January 31, 2023 4.0 Pros La comptabilisation est impeccable bravo Cons Le tarifs est exorbitant faut pense a diminuer le tarif pour les nouvelles entreprises Review Source CS Catherine S. Owner Financial Services Used the software for: Less than 6 months ### "NOT Intuitive AT ALL" April 12, 2022 3.0 FRUSTRATING!!! Example: Website is included with software purchase. Great. Provided content and asked for website. No, please provide authorization in your software. Great - authorizations provided 2 months ago. Oh, sorry, you missed 1 authorization (of 4). "We cannot complete website." Just impossible to know all the toggles that are "off" be default. Pros The many features look great - no need for many stand alone options currently in use (eg Secure File, possibly invoicing). Cons TERRIBLE to navigate. Example: Added a Client, added client's email address in contact info - linked the two together then tried to send e-mail. Not possible. Permissions must be turned on! 30 minutes learning for a 2 minute email ?? Here's Customer Support's Answer to "how to send email" When you manually created a contact first then created an account next then added the contact you created to the account you're creating, you'll have an option to toggle on the 3 toggles: Login, Notify, and Email Sync. You can check more details here. You'll have this option when you imported your accounts and contacts as well. Check the details here. But if you haven't had this option when creating your account and contact, you have to visit each of your account's info tab and turned on the email sync toggle from there. Click this link for more details. Reason for choosing TaxDome Chose TaxDome over alternative products because of the Automation. BTW, it's not possible to trial the automation - must pay full price (for a year!) to trial Review Source Response from TaxDome April 25, 2022 Thank you for leaving a review Catherine. We respect your feedback. I understand you had a hard time with navigation, please know that our support is free and unlimited, that includes screen sharing sessions with our specialist to better assist you. Please feel free to contact us if you still need assistance. Thank you. MM Melissa M. President Accounting Used the software for: Less than 6 months ### "Great Software for Tax Season!" February 13, 2021 4.0 It has been great, I did a lot of research to find the best software that fit for me and my business and this is a great option to keep everything organized and bill clients in one place. Pros The ability to have clients create a portal to upload their documents and have access to tax returns. You can bill clients from this software and it connects to my Quickbooks. Cons The lack of aesthetics when it comes to organizing tasks. I would like to see all my pipelines on one dash board where I can sort by importance and due dates, having each client represent represent either a different color or the pipeline have a different color. There is no option to sync meetings and meeting notes. There is no section for permanent information for a client, such as log in to state websites to file Franchise taxes. I cannot put a complete date on each task or when it was viewed out touched last. There is also no App for the owner, and I would love to have access to my company information on my phone without having to open a web browser. Reason for choosing TaxDome The features and integrations that it included made the pricing reasonable. There is no added price to additional features which is just annoying with other companies. Review Source Response from TaxDome July 20, 2021 Hi Melissa, Thank you for your feedback. Please fill a feature request for the ability to see a dashboard with all Pipelines -https://feedback.taxdome.com/feature-requests The accountant app is currently in progress, I have upvoted your firm to this feature so you get notifications on any updates- https://taxdome.canny.io/feature-requests/p/app-for-accountants BK Bernie K. President Accounting Used the software for: Less than 6 months ### "TaxDome for managing a CPA Practice" February 16, 2023 5.0 Overall I'm quite pleased with the various features. Pros A lot of features to manage your accounting practice. Cons Not always as intuitive as I'd like it to be but generally I'm able to do what I need to do. Review Source Response from TaxDome March 8, 2023 Hello Bernie, Thank you for your kind review, it is valuable to us! We are glad to hear that you are finding our software to be useful for managing your accounting practice, and that you have been able to accomplish what you need to do with it. Please know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. We are also glad to hear that you found TaxDome to have the features that you needed, such as the ability to sign documents and a document management portal for you and your clients. We are constantly adding new features and functionality to our software, so we hope that you will continue to find value in using our software. If you have any questions or need assistance with anything please let us know. Have a wonderful day. AL Althea L. Accountant Accounting Used the software for: Less than 6 months ### "Still learning the software but happy we chose it." September 22, 2020 5.0 Overall, support has been great and I like the platform. Pros I really like the workflow set up with the pipelines, and think it will make keeping track of our large volume of clients much easier. It's great having our portal, e-signing, and CRM all in one place, and having the portal link on our website. We are looking forward to trying out our first TaxDome tax season. Cons I wish there was a way to run printable revenue reports, and other reports using client data, or to filter them by tag. I think it will take staff a little while to learn the platform well. Alternatives considered [ATOM](https://www.capterra.com/p/176137/ATOM/) Reason for choosing TaxDome Seemed more user-friendly, liked the setup. Review Source Response from TaxDome August 6, 2021 Hello Althea, thank you for your feedback. You can pull up all kinds of various reports clients pending signatures, clients missing information, clients with overdue tasks, etc https://help.taxdome.com/article/123-accounts-list-overview-filters-export#3 https://help.taxdome.com/article/111-managing-tasks#13. You can also see https://help.taxdome.com/article/177-managing-bills and https://help.taxdome.com/article/178-managing-payments#3 Talk to a Capterra advisor for free and get results within 15 minutes.