# Page 52 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 52 - 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 52 - Reviews of TaxDome ## Showing most helpful reviews Showing 1276-1300 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MA Maria A. Owner Accounting Used the software for: I used a free trial ### "New to TaxDome and already love it " January 31, 2022 5.0 Pros I love that it is an all in one program. It helps me keep payroll, bookkeeping, and tax clients all in one. Cons I did not like the learning curb that comes with this program at first. And having to pay a full year in advance. Review Source Response from TaxDome March 31, 2022 Thank you, Maria, your feedback is valuable to us. If there's anything we can do to help please feel free to reach out to our support team. CM Claudia M. Owner Accounting Used the software for: Less than 6 months ### "Great Product" January 2, 2023 5.0 Reviewed the trial, checked youtube, and was very impressed with the functionalities. Immediately purchased it. Pros The fact that it consolidates a lot of programs that I have been using separately. Automations seem very helpful also. Cons Not able to automate posting of jobs to client's through zappier, so it can be assigned quicker Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) The automation portion on jobs, email integration, messaging portion Review Source Response from TaxDome January 14, 2023 Hello Claudia, Thank you for your kind feedback, it is valuable to us! We are glad to hear that you find the consolidation of programs and automations helpful. We understand that the inability to automate posting of jobs to clients through zappier can be an inconvenience, and we apologize for any frustration this may have caused. We are constantly working on improving our software and adding new features and integrations, 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, 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. sI serkan I. Owner Legal Services Used the software for: I used a free trial ### "I recommend TaxDome to everyone whose time is important." February 13, 2023 5.0 It is a great software for our organization and automation. Pros It is very useful for time saving. Ready to go templates are very useful. It makes organization very easy and fast. Cons We should be able to make it %100 white label, we can't change fav icon for example, TD is being showed to our clients... Alternatives considered [SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) Reason for choosing TaxDome We also give services about tax preparing, TaxDome has ready temapletes about it, this is the main reason why did we choose TAXDOME. Review Source Response from TaxDome March 17, 2023 Hello Serkan, Thank you for your kind review, it is valuable to us! We are glad to hear that you find TaxDome to be a useful tool for saving time and organizing your work. Just to clarify, you can fully customize your client portal URL to match your branding and remove any reference to TaxDome. This way, your clients won't see TD in their portal URL. We hope this helps! If you have any questions or need assistance with anything, please let us know. Have a wonderful day. BG Bobby G. Owner Accounting Used the software for: I used a free trial ### "Great product!" January 4, 2023 5.0 So far, I am liking the product! Its great. Time will tell on the rest. Pros Tax workflow for clients is the best! I like the invoicing feature as well. Cons The setting up the workflow in the beginning. Alternatives considered [Google Drive](https://www.capterra.com/p/161425/Drive/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing TaxDome The price was the biggest factor. Review Source Response from TaxDome January 20, 2023 Hello Bobby, Thank you for your kind feedback, It is valuable to us! We are glad to hear that you find our tax workflow and invoicing feature to be helpful. 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. SC Sandra C. Owner/Principal Accounting Used the software for: I used a free trial ### "Easy setup, nice option for client portal" January 13, 2022 4.0 Pros I use Lacerte tax preparation software. Their attempt at a client portal is sub-par and not easy to use. Tax dome is reasonably priced for my small firm's needs while giving our clients a good option for sending us documents in a safe and secure manner. Cons The additional per user fees are pretty steep, they should be a percentage of the full monthly fee. I have some team members who would only use the software to assist me and won't be able to use taxdome because the per user fee isn't justified based on their value added. Alternatives considered [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Reason for choosing TaxDome Ease of use and lowest fees. Switched from [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Needed a more user friendly interface. Lacerte includes a client portal but it is terrible. Review Source Response from TaxDome April 1, 2022 Thank you, Sandra. Your feedback is much appreciated. Our subscriptions are fixed priced. We have two pricing plans, and both are annual subscriptions. To make it easier for the firm owners, we decided to give the ability to purchase monthly subscriptions for team members, since the team members may not be needed the whole year. DK Denise K. Owner/Bookkeeper Financial Services Used the software for: I used a free trial ### "All in one... Ease of Use" August 19, 2022 5.0 I think that once I have the pipelines and my workflow set up that TaxDome will save me time, keep my clients updated and happy. Pros So far, I am loving TaxDome. The client onboarding was incredibly easy, my clients love that and the ease of communication in the messages section - it's worth it just for that. Cons Setting up the pipelines, jobs, tasks - that is challenging Reason for choosing TaxDome I am testing out Keeper with another client but I know I want to do tax preparation and I think TaxDome is more robust ultimately. I may use Keeper for my bookkeeping clients and TaxDome just for my tax clients, we'll see. Review Source Response from TaxDome September 14, 2022 Thank you, Denise. Your feedback is valuable to us. We are glad to hear that you are happy with TaxDome. You can use TaxDome for both - tax preparation and bookkeeping. The client portal is intuitive and easy to use. On your end, you can create different pipelines for the two groups of clients, and set up the process. If you need assistance with the setup, please let us know. We offer screen-sharing sessions, and would like to answer all your questions. We would also recommend checking our TaxDome Youtube channel for tutorials. Please let us know whenever you have questions, or if there is something we can do for you. Have a great day. VI Vincenzo I. CEO Accounting Used the software for: Less than 6 months ### "So glad we chose Taxdome" May 3, 2022 5.0 Excellent customer service, training, and documentation. Great Client Portal Pros The software handles many functions that were typically spread across many software packages we were using. Cons Does not integrate with Xero Bookkeeping Reason for choosing TaxDome Best of class. Review Source Response from TaxDome May 17, 2022 Hello Vincenzo, thank you. Your feedback is valuable to us. As for Xero Bookkeeping, we are working on the improvement of our integrations. As of now, you can print from most software directly to TaxDome. We recommend testing our desktop application. If you need assistance with anything, please let us know. We have free and unlimited support. Have a great day. TM Teddy M. Senior Engineer at Engineering Research Used the software for: 6-12 months ### "TaxDome Review " January 27, 2023 5.0 Overall, I'm really happy with my decision to use TaxDome. The all-in-one aspect of the software makes it perfect for growing my business and the price is fair for all the features it offers. I highly recommend it to other tax preparers or accountants looking for a streamlined solution. Pros I've been utilizing TaxDome for my tax preparation business for the past few months and it has been a real time saver in terms of streamlining my work processes and allowing me to take on more clients. The automation features have made a big difference in my daily workflow. Cons One thing that I have noticed is that the mobile app could use some improvement in terms of speed and ease of use. It can be a bit slow to load and not as intuitive as I would like it to be. Review Source Response from TaxDome March 17, 2023 Hello Teddy, Thank you for your kind review, it is valuable to us! We're glad to hear that TaxDome has helped streamline your business processes and increase efficiency. We appreciate your feedback regarding the mobile app and will definitely take that into consideration for future updates. Our team is always working to improve the user experience and we appreciate your input. Please don't hesitate to reach out to us if you have any other suggestions or concerns. Have a wonderful day! VR Verified Reviewer CPA Accounting Used the software for: I used a free trial ### "Tax Dome Expirience" September 9, 2022 5.0 Pros The ability to start from the library vs. having to create the checklist and tasks from scratch. Cons How so many tabs open up and I lose track of which one I am working on. Review Source Response from TaxDome September 19, 2022 Thank you for your feedback. We appreciate it. Our aim is to make the whole setup as easy as possible for our users. For this reason, we have a library with pre-created templates that can be fully customized. But for the subscribers who would like to create the templates from scratch - they can do so. As for the tabs, some parts open in a slide-out window, or in the same window, and some other things open in new tabs. If you have an idea of how we can improve this, please share your idea with us. We would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. Please let us know if there is anything we can assist you with. Have a great day. BM Brian M. Partner Accounting Used the software for: I used a free trial ### "Converting to TaxDome!" June 3, 2022 5.0 So far it's been excellent! We'll be rolling this out to all of our customers in the coming few months. Pros There are so many meaningful functionalities. The most important ones for us are that it's one place our customers can go for everything. Even if they have multiple personal accounts, businesses, trusts, etc. TaxDome allows everything to be done under one roof. Cons Nothing yet - not sure about the website creation capabilities yet given the other benefits provided by more robust marketing/website management companies (i.e., monthly newsletter, templated pages, etc.). Review Source Response from TaxDome June 14, 2022 Thank you, Brian. Your feedback is valuable to us. We offer a free website builder with the Pro subscription. You can build your website on your own, or our team can do it for you. And all for free. If you need assistance with anything, let us know. Have a great day. KC Katie C. Owner Accounting Used the software for: 6-12 months ### "Best Product I've Used So Far....still not perfect" October 24, 2022 4.0 Pros The ability to lock invoices to tax returns/signatures is huge. Also being able to work KBA into our document portal is great. Customer service is also excellent. Cons Would like to have limited access for certain client users. Review Source Response from TaxDome November 8, 2022 Thank you, Katie! 
We appreciate your kind feedback. We are more than glad to hear that you like our software.
 We are constantly working on improving the software. Still, if you have any ideas you would like to share with us, we would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted and existing requests can be upvoted. Please feel free to submit your idea on how we can improve limiting client access. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day. LB Lasey B. Tax Preparer Accounting Used the software for: I used a free trial ### "All in One" January 16, 2022 4.0 Fantastic experience. Exactly what I was looking for. Hoping for faster assistance now that I will have a paid subscription for TaxDome Pro. Pros Mobile app, import of clients, Email sync & email templates, e-signatures Cons Finding answers to specific questions that videos or help center don't have. (For example: Conditions All/Any is briefly explained but no multiple examples to understand it). Next available date for onboarding and/or white glove service too far (3 weeks). Need more templates in Spanish. No option to rename default folders in bulk. No option to select language for Default folders. Reason for choosing TaxDome Best for the price. I was looking for client portal, e-signatures, messaging/email, mobile app capability, all in one place. Review Source Response from TaxDome April 1, 2022 Thank you, Lasey. Your feedback is valuable to us. For any questions or issues, you can always reach out to our Customer Support via chat or email. During the busy season, it may be difficult to find a free time slot, but our team will be happy to assist you through the other channels of support. hM heidi M. owner Financial Services Used the software for: Less than 6 months ### "fantastic platform" December 12, 2022 5.0 I have everything more organized, can see the team work and keep up with clients information Pros I am able to have all my different platforms converted in one CRM Cons I have not found any flaws but I know that tech support is very helpful if I needed help. Review Source Response from TaxDome December 23, 2022 Thank you, Heidi! Your feedback is valuable to us. We are happy that TaxDome makes your business easier. One of our main goals is to have everything in one place and improve efficiency by cutting the time you would need to switch between different apps and programs. If there is anything we can do for you, or you need assistance with anything, please let us know. Our support is free and unlimited, and our team will be happy to assist you. Have a wonderful day SL Silas L. Bookkeeping Professional Accounting Used the software for: Less than 6 months ### "So far so great!" October 25, 2022 5.0 Very useful to automate repetitive communications and task management. The unlimited support from Tax Dome is excellent! Pros Highly customizable to meet unique situations Cons The highly customizable nature is a double edged sword. It requires a lot of set up on the front end. Review Source Response from TaxDome December 23, 2022 Thank you, Silas. Your feedback is valuable to us. We are happy that you like the ability to customize everything to your needs. We understand that the setup might take some time, but since every firm has its own steps and processes, the templates have to be modified. However, we give our best to help our subscribers, and make the setup process as easy and fast as possible. We have free and unlimited support, and highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. If there is anything we can assist you with, please let us know. Have a wonderful day. JQ Jeffrey Q. President Financial Services Used the software for: Less than 6 months ### "New User" December 27, 2021 5.0 So, far I really like it. Will know better at end of tax season. Support seems superior. Pros Cost, support has been superb, client portal, online organizer. Cons Importing complete contact list was challenging, however I must take responsibility for part of that. Some stock email, contracts are not useful as they are not suitable for my application. Credit processing fees way too high. I think the KBA signatures are costly, yet I will try to use this year. Reason for choosing TaxDome I use Pitbull for resolution work, just didn't want to get involved in CRM section. Canopy, I tried, but I found support lacking and very confusing communication tools for clients. Review Source Response from TaxDome April 8, 2022 Thank you, Jeffrey. 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 something 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. BC Brian C. Executive Director Accounting Used the software for: Less than 6 months ### "good fit for rebrand" February 24, 2022 4.0 Pros We really liked the ease of use and UX/UI. It really adds to the technical components of what we do. Cons Needs another layer of customization for invoicing and to allow for email templates and notices to look more firm-based and not system based. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Switched from [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Needed more bandwith and functions Review Source Response from TaxDome March 30, 2022 Thank you, Brian. We appreciate your feedback. We are constantly working on improving the features. If you have any particular requests, I would like to refer you to our Feature Request Board. Our Pro plan users can request new features or upvote existing ones. The ones with the most upvotes get on our roadmap. sA sam A. asst Engineer Architecture & Planning Used the software for: 1-2 years ### "accessibility" October 28, 2023 4.0 it has eased the process of tax management and accounting Pros the software supports remote Mobile access to work documents. I view, upload, and share documents with clients from anywhere. This flexibility ensures maximum freedom that you don't have to be tied to your desk to manage essential tax-related paperwork. Cons i noted that the software's user interface may have limited customization options. i can only personalize the dashboard and layout to some extent, Review Source Response from TaxDome November 10, 2023 Sam, thank you for your positive feedback! We're thrilled to hear that you appreciate the remote mobile access feature, allowing you to manage tax-related documents from anywhere. We also appreciate your insight on customization options. Your feedback on the user interface is valuable, and we're actively exploring ways to enhance personalization features. If you have any further suggestions or if there's anything else you'd like to discuss, please feel free to reach out. Have a fantastic day! KG Kevin G. CEO Accounting Used the software for: I used a free trial ### "Excellent CRM/Practice Management Offering" February 17, 2023 5.0 Customer document exchange and secure communication. Pros The CRM, document exchange and practice management capabilities are second to none. It's one product suite for numerous different applications. Cons The upfront 3 year price to purchase TaxDome Pro. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[TitanFile](https://www.capterra.com/p/152195/TitanFile/) Reason for choosing TaxDome The extensive all in one suite offering that replaces numerous applications. Review Source Response from TaxDome March 8, 2023 Hello Kevin, Thank you for your kind review, it is valuable to us! We are delighted to hear that you find our CRM, document exchange, and practice management capabilities to be second to none. Our goal is to provide a comprehensive suite of tools that can be utilized for various applications to help our clients streamline their workflows. We understand that the upfront 3-year price may seem like a significant investment at first, but we would like to highlight that by choosing this plan, you can lock in your current annual rate and take advantage of our discounted pricing. This means that you can save money in the long term while still enjoying the same great features and services that TaxDome has to offer. If there is anything we can do for you, please reach out to us. Have a wonderful day. SZ Sharky Z. owner Accounting Used the software for: Less than 6 months ### "TaxDome changed my firm forever" November 18, 2022 4.0 Pros The ability to track the status of each project/job ongoing in my firm in real time. Cons At first the implementation and setup was daunting as you are essentially building your firms processes from scratch when setting up your account. Review Source Response from TaxDome December 9, 2022 Thank you, Sharky. Your feedback is valuable to us. Thank you, David. Your feedback is valuable to us. One of our aims is that TaxDome helps with efficiency, saves time, and provides you the ability to overview all your projects. We understand that there is a learning curve, and that it might be overwhelming at the beginning, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more. Please let us know if there is anything we can assist you with. Have a wonderful day. HB Helena B. Owner Accounting Used the software for: I used a free trial ### "So far so good" July 5, 2022 5.0 I look forward to fully integrating this software into my business. The customer service has been top notch and appears to be committed to helping me suceed. Pros I love that you can manage communication with the client. They have their own portal that keeps documents indefinitely, you can set up organizers, create and sign agreements all in one place. The billing, task management and workflows are a positive as well. This software literally takes the place of several tools. Cons I haven't found anything that I don't like yet. Maybe after some more time using the software I will have suggestions for improvement. Review Source Response from TaxDome July 8, 2022 Thank you very much, Helena. Your feedback is valuable to us. If you have any suggestions, you can share them with us via our Feature Request Board that we have for our paying subscribers. You can submit feature requests, and upvote the ones other firms made. If you need assistance with anything please let us know. Our support is free and unlimited. Have a great day. WR Wes R. CPA Accounting Used the software for: Less than 6 months ### "Just starting -- excited about this all-in-one solution!" October 30, 2020 4.0 I have been on trial for the free 14 days plus I asked for an extension of time to be sure. I focused on workflow. It might not be as slick as Karbon, but it is everything I need and simple enough to set up. I also took a pretty close look at file management because I was really happy with SmartVault and could not switch to Liscio for file mgmt because their desktop app didn't function like I needed. The desktop app functions like a drive on your computer -- so you print to it, drag & drop, edit pdf workpapers and save back to the original folder easily, ... Pros I like that it's all-in-one. It will help me keep clients organized on the firm side and client side with file management, workflow, emails, messaging, ... I like that they have a mobile app to keep phone messaging off text and secure. It is easy for clients to upload pictures and files from their phone to their account. Cons You have to pay for a year up-front with no guarantee and no refund if it doesn't work out. They will extend your 14 day trial if you request it -- so you can make sure it will work. I am also concerned with the fact that it is all-in-one. I haven't used it long enough to know but I suspect they can not do everything well. I focused on the most important things in the trial and trust those will be good enough. Reason for choosing TaxDome I was close to choosing Karbon and staying with SmartVault. That would have been twice as expensive and would still not have given me everything that TD offers. Review Source Response from TaxDome August 9, 2021 Hi, Thank you for your review! AG Alexandria G. CPA Accounting Used the software for: Less than 6 months ### "Former Canopy User" December 26, 2022 5.0 Pros The functionality, price, and ease of use make this software far superior to canopy Cons Nothing Yet. Alternatives considered [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reason for choosing TaxDome Bitrix24 was too bulky for my firm with no support to get set up Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Canopy kept changing their price structure and reducing functions for the price point I was at when I started with Canopy as an OG Review Source Response from TaxDome March 9, 2023 Hi Alexandria! Thank you for your feedback. It's valuable to us. If you need help with anything, please feel free to contact us back 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. BJ Bob J. Owner Accounting Used the software for: I used a free trial ### "Love the Product!" October 5, 2022 5.0 Pros TaxDome came highly recommended and hasn't disappointed me so far. While I'm still a new user, I've found it simple to use, and the capabilities far beyond the software of competitors that I've used in the past. I'm excited to roll this out in the upcoming tax year. Cons I've had a great experience so far. Nothing I can think of. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) 1\. Ease of You, 2) Customization for my industry, and 3) much better overall experience and even comes at a better price. Review Source Response from TaxDome October 19, 2022 Thank you, Bob. We appreciate your kind feedback. It's valuable to us. We are more than glad to hear that you like our software. 
If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day! DG Dave G. owner Accounting Used the software for: Less than 6 months ### "Just bought TaxDome" January 14, 2022 4.0 I think this will help be manage my clients work and my clients. Pros I like being able to track correspondence and client tasks. There appears to be plenty of webi Cons Cannot us Intuit QuickBooks payments. I do not want to use QBO. There was not a live demo available during the short trial period Review Source Response from TaxDome April 5, 2022 Thank you, Dave, 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 something 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 our screen-sharing support is also available to trial users. If you need any help you can book a training session any time by clicking on the question mark icon in the top right corner of your portal. Support is completely free and unlimited. JN Jen N. CPA Accounting Used the software for: I used a free trial ### "Certified public accountant" June 17, 2022 5.0 So far so good!! Pros The filing of emails directly into the clients accounts. Cons Unable to track the profitability per tax return year-over-year. Alternatives considered [Canopy](https://www.capterra.com/p/205679/Canopy/) Reason for choosing TaxDome TaxDome does a better job of retaining the formatting of client emails (bullet points, etc) Review Source Response from TaxDome June 21, 2022 Thank you, Jen. Your feedback is valuable to us. We have a Feature Request Board for our paying subscribers, where new feature requests can be made and already existing requests can be upvoted. The requests with the most votes get prioritized. If you have any questions or need assistance with anything, please let us know. Our support is free and unlimited. Have a nice day. Talk to a Capterra advisor for free and get results within 15 minutes.