# Page 59 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 59 - 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 59 - Reviews of TaxDome ## Showing most helpful reviews Showing 1451-1475 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RC Russell C. President Accounting Used the software for: I used a free trial ### "Communication" July 19, 2021 5.0 Communication and organization. I have never worried about scaling the tax side of my company because until the last couple years I could do it all myself. As we have added offices and tax professionals that need for commination and organization grew to where we are today turning it over to TD. Pros So, far what I like most is the automatic communication I can have with my clients. In 2020 especially we went from a firm who met almost every client in person to one that met hardly anyone at all. Our client communication and timing was off all season. Cons The biggest thing that would be helpful to me today would be messaging to my staff. One of the first clients I set up on TD was one that I thought I should send my staff a note on. That function will be great as I hear it is in the works. Review Source Response from TaxDome August 10, 2021 Thank you Russell, your feedback is valuable to us. Good news! We just released the new @Mention Feature where it allows you to tag another team member in messages, tasks, account notes, etc., and send them a notification. @mentions are great when you want to collaborate with your colleague on a problem, ask them a specific question, or discuss something with them without having to assign tasks to them. Learn more about it by clicking this link: https://help.taxdome.com/article/412-mentions Kimberliann C. CEO Accounting Used the software for: 1-2 years ### "I am back!" April 4, 2021 5.0 I was an early adopter of Tax Dome and I felt this was a cutting edge product. I am back due to the fact that I have not found a product that has so many services provided in one. I evaluated my tech stack this year and noticed how many programs that I have in play, so decided I need to come back to Tax Dome in a effort to streamline. Pros I personally love the option for my clients to sign up on their own, that is one of the major reasons I appreciate this product. Cons I can't say that there was a feature that I did not like. I was just a little disappointed with paying full price for additional users. I'm over it though. Review Source Response from TaxDome July 20, 2021 Hi Kimberliann, Thank you for your feedback! RM Randy M. Owner Accounting Used the software for: Less than 6 months ### "Great for the Price" January 25, 2023 5.0 Overall, great bang for the buck. Pros Cost effective KBA authentication, workflow management, and automated communications are great. Cons While there are templates, they sometimes need tweaking. So, be prepared for a setup meeting or a lot of help article reading. I have an IT background, and I am still going to need to do a setup meeting. Reason for choosing TaxDome The cost for KBA definitely was the deciding factor for me. The cost of KBA alone of other products, is about the same as the entire TaxDome suite. Review Source Response from TaxDome April 26, 2023 Hello Randy, Thank you very much for your review. We appreciate it! 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. Since TaxDome is an all-in-one tool, the setup can seem overwhelming at the beginning, 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 as you mention before, 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! BN Ben N. Owner Accounting Used the software for: I used a free trial ### "New User" November 2, 2020 5.0 So far, so good. Did my online research and now that I've personally used, believe it is a solid product that I'm looking forward to using more. Pros I've liked the secure portal. I've added my logo, and with the optional client app, it just has a more professional feel than I had using Google Drive. The optional templates, such as the organizers that allow doc uploads directly from the questionnaire are a nice touch. Had to reach out to support once, and had a response via chat feature within 5 minutes. The price point was also very attractive, significantly cheaper than Canopy (also looked into). Also like that the price is all-inclusive, so don't feel like I'm getting nickel and dimed for extra clients, storage, etc. Cons I'd say the two biggest improvements I'd request are the ability to bill on a recurring basis (subscription model) and the ability to upload more video types (I use screen/audio recording tech to walk-thru client data, currently via Loom) to portal. Alternatives considered [Canopy](https://www.capterra.com/p/205679/Canopy/) Reason for choosing TaxDome Similiar features for a much cheaper price point. Reminded me of Drake Tax software in this way. Review Source Response from TaxDome August 9, 2021 Hi, Thank you so much for your review! FI Fifi I. Managing Director Aviation & Aerospace Used the software for: 2+ years ### "J'adore" August 7, 2023 5.0 Pros C'est un logiciel vraiment unique pour mes comptabilités c'est le meilleur Cons Au départ j'avais du mal à m'y faire avec mais le tems m'a beaucoup appris Review Source Response from TaxDome September 8, 2023 Hello Fifi, Thank you for your kind feedback. It is valuable to us! We are more than glad to hear that you like our software. 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 let us know. We will be glad to assist you. Have a wonderful day! TH Tony H. CEO Accounting Used the software for: I used a free trial ### "Free trial was great and now signed up for 3 year" July 5, 2023 4.0 Pros UX and UI are pretty smooth, a lot of features for what it is. One place for all items Cons Need more of a live setup so we know how to max out all the features Review Source Response from TaxDome July 18, 2023 Hello Tony, Thank you for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. ​If you need more assistance, please contact us again via chat, email, or by booking a screen-sharing session by clicking the "Blue Help Mark" button at the top-right corner of your TaxDome Portal, selecting "Schedule 1:1 Training," and choosing the date and time. Remember that our support is unlimited and free. Have a wonderful day! rR raul R. Tax advisor Financial Services Used the software for: Less than 6 months ### "EASY PROFESSIONALISM AT ITs FINEST." July 5, 2022 5.0 WITH THE PANDEMIC HAPPENING, THIS IS A SOLUTION THAT WAS NECESSARY FOR FILING TAXES ONLINE WITH A TAX PROFESSIONAL. IT WAS SO CLUTCH IN THIS TIME OF NEED FOR a REMOTENESS EXPERIENCES. Pros CLIENT CAN USE SOFTWARE WITH EASE AND IT HELPS BUILD CONFIDENCE WITH CLIENTs. Cons IT DOESN't SEEM OBVIOUS FOR THE WORKFLOW MANAGEMENT PART. IT REQUIRED YOU TAKE A LOT OF TIME TO LEARN EACH ASPECT OF THE WEBSITE. Reason for choosing TaxDome THE WEBSITE HAS TAX IN THE NAME AND IT IS A WEBSITE HAS A WHOLESOME FEELING. THE CLIENT CAN EASILY SEE AND FEEL THAT THIS IS THE RIGHT PLACE FOR FILING TAXES WITH THEIR CHOSEn TAX ADVISOR. Review Source Response from TaxDome July 8, 2022 Thank you, Raul. Your feedback is valuable to us. To make the learning process faster and easier for our subscribers, we have free and unlimited support, and also offer screen-sharing sessions. The sessions are helpful, especially for new subscribers, for getting features explained, and for setting up the workflow. To make the life of our subscribers easier, we also have some pre-created templates in our library, and the templates are fully customizable. If you have any questions, or need assistance with anything else, please let us know. Have a wonderful day. EW Erica W. Owner Accounting Used the software for: Less than 6 months ### "New Business - One Software" February 16, 2023 5.0 Overall very happy. As my business grows I will add the automation and workflows. It is affordable for a new business compared to others which require a significant investment. Pros I love that I can communicate with clients in a secure portal and have all relevant information at hand (contract, signatures, invoice, and payment) Cons The app is basically for messaging only. I cannot add clients on the go. Review Source Response from TaxDome March 6, 2023 Hello Erica, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you are loving the secure portal and how it allows you to efficiently communicate with your clients while having all the necessary information at hand. Please know that in addition to the messaging feature, our software includes hundreds of features of other features that can help manage your workflow and cliennt communication more effitiently and efectively. Please do'nt hesitate on reaching out to us, if you need any further infomration of assistance. Have a wondeful day! RC Rebecac C. Enrolled Agent Accounting Used the software for: I used a free trial ### "Unsure" October 5, 2022 5.0 Still undecided, have to work with it. Pros I hope it does what is promised :) I have looked for something for a while and after reading reviews this product is the one to go with. Cons I do not like that you have to pay for an outside user to set up your automations for you. Review Source Response from TaxDome October 17, 2022 Thank you, Rebecca, your feedback is valuable to us. We have free and unlimited support, and offer free screen-sharing sessions. During the sessions, our team members assist you with the automations, pipelines, and all questions you have, so you can choose to set up the automations with the help of our representatives, but if you wish that everything is set up from scratch, then our consultants step in. Since each firm has its own unique processes, templates have to be prepared, the pipeline has to be created, and it would not be possible for our team to create the templates on your behalf. Please reach out whenever you need help. Have a wonderful day. TC Theresa C. Office Manager Accounting Used the software for: I used a free trial ### "Excited to Use TaxDome for our Tax Practice" December 29, 2022 5.0 We have just begun implementing TaxDome. Pros We like having all information internally, and externally with our clients in one place. Cons Inability to sync with QuickBooks for invoicing and with the IRS system to pull transcripts. Reason for choosing TaxDome TaxDome is more affordable and we thought more user-friendly. Review Source Response from TaxDome March 9, 2023 Hi Theresa, thank you for your feedback. It's valuable to us. We have a feature request board for paying subscribers to submit requests and upvote requests from other firms. As you know, you can link TaxDome to your QuickBooks Online accounts. Once they're linked, you'll see all payments and details made through TaxDome in your QuickBooks account. We'd love to hear more about the feature that you need, please submit a request so we can check this with our Product Team. 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 SS Sandra S. Owner Accounting Used the software for: I used a free trial ### "TaxDome is awesome" January 28, 2023 5.0 It is very user friendly Pros I love the storage management and organization Cons I am fairly new, so there is nothing I don't like yet. I love it all. Reason for choosing TaxDome Pricing Review Source Response from TaxDome March 8, 2023 Hello Sandra! 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 storing the client's data information and for the easy management and organization of the client files. We appreciate your feedback and hope that TaxDome continues to meet your needs and exceed your expectations. If you have any further comments or suggestions, please don't hesitate to let us know. Thank you for choosing TaxDome as your tax and accounting software solution! Have a great day! JH Jack H. CAS Manager Accounting Used the software for: I used a free trial ### "Game changer for an expanding small practice" September 9, 2021 4.0 Taxdome is the tool we need to up our game and expand our practice. Pros Love the CRM integration with workflows. Secure portal for client interaction. Helpful templates. Cons The integration with Taxact could be better. Reason for choosing TaxDome Taxact and Quickbooks integration Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Limited features Review Source Response from TaxDome September 17, 2021 Thank you for that nice feedback, Jack! We appreciate it. For TaxAct integration, you can import accounts and contacts to TaxDome https://help.taxdome.com/article/271-how-to-import-from-taxact https://taxdome.com/taxact\_integration . Feel free to reach to our team. Our support is free and unlimited. SW Staci W. Certified Public Bookkeeper Accounting Used the software for: I used a free trial ### "Love this software!" June 26, 2023 5.0 Pros What sold me on TaxDome is the ability to have everything in one place. I was able to move from 4 different platforms to one. Cons It would be great if we could duplicate email templates. Review Source Response from TaxDome August 9, 2023 Hi Staci! We're thrilled to hear that you've found value in the convenience of having everything consolidated in one place with TaxDome. Simplifying your processes by transitioning from multiple platforms to a single one is a significant benefit, and we're glad to have played a role in that transition. Your suggestion about duplicating email templates is appreciated. We understand how such a feature could enhance your efficiency even further. Thank you for bringing this to our attention. To ensure that your suggestion is properly considered and tracked, we kindly encourage you to refer to our feature request system to submit your idea. If you have any other suggestions, questions, or feedback, please don't hesitate to reach out. Have a wonderful day! KR Kikaq R. President Accounting Used the software for: I used a free trial ### "Excited to implement it company wide" January 1, 2021 4.0 So far so good. Taxdome has been very responsive with daily emails on the steps to get setup and provided alot of youtube videos to help point us in the right direction. They have added additional training this coming week so hopefully that will answer my remaining questions Pros I'm exciting about having a single dashboard for our team and our clients to use. This will replace 4-5 other services we're using. Cons Not sure yet - just started using it. One thing I'm concerned about is being able to get a report daily/weekly of the time being billed by each team member. I currently using ebillity that allows me to see a timesheet so I can confirm all the hours for the day were records. So i'm hoping taxdome has something similar but haven't seen it yet. Switched from [Act!](https://www.capterra.com/p/175860/Act/) having everything in one place was the main reason I am switching. I've been searching for a portal that allow clients to upload doc's and pay their bill, so this is hopefully going to work well for us. Review Source Response from TaxDome July 28, 2021 Thanks for your review, Kikaq! We have a Time Tracker feature that allows you and your team to stay on point and keep your projects on track. See https://help.taxdome.com/article/182-time-tracker OK Omar K. OmarKH Sports Used the software for: 6-12 months ### "My Journey with TaxDome" March 15, 2023 5.0 Overall, my experience with TaxDome has been great because They offer a simple user friendly system that help me to maintain my financial organization. In order to guarantee accuracy, they also offer precise and thorough reports. Pros the amount of accuracy TaxDome offers is what I appreciate most about them.to ensure everything is accurate, they make sure to double-check all of my paperwork and offer in-depth reports. Cons the lack of customizing choices is what I enjoy the least about TaxDome, that's the only down that i didn't like . Review Source Response from TaxDome March 17, 2023 Hello Omar, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you appreciate the accuracy of our services and the extra effort we put in to ensure your paperwork is double-checked and reports are in-depth. We understand that each client has unique needs, and we would like you to know that our departments are constantly striving to enhance the software, and we value and consider all feedback from our subscribers. If you have any ideas or suggestions that could enhance your experience while using TaxDome or if there's anything you'd like to share with us, please feel free to submit a feature request. To do so, simply click on the Blue Question Mark icon located in the top right corner and select "Feature Requests". Thank you again for your valuable feedback, and we will take it into consideration as we strive to enhance our services and offer a better experience to our clients. Please don't hesitate to reach out to our support team if you have any further suggestions or concerns. ZZ Zak Z. Owner Accounting Used the software for: 1-2 years ### "TaxDome Review" November 20, 2023 5.0 Pros TaxDome is very easy to use for both Tax Professionals and clients. Document storage, fillable forms, executing signatures and collecting invoices are simple. Cons Not much to dislike! Workflow management, document storage and all other features are great! Review Source BR Brandon R. accountant Accounting Used the software for: I used a free trial ### "Great software with a great price" August 23, 2022 5.0 Pros First time using software like this. Everything is great. From the pipelines to the client portal. Cons so far, the mobile app on my end is lacking. I was hoping I could have a simpler version of the software itself. I'm not able to look at documents, pipelines, etc. Review Source Response from TaxDome September 14, 2022 Thank you, Brandon. Your feedback is valuable to us. We are happy that you like TaxDome. As for the mobile app, our team is constantly working on the improvement of our software and its features. I would like to inform that we have a Feature Request Board for our paying subscribers where they can submit new requests and upvote existing ones. We already have a request for viewing documents in the mobile app. If you wish you can upvote here: https://taxdome.canny.io/feature-requests/p/manage-documents-in-firm-mobile-app-upload-view-share If you have any further questions, or need assistance with anything else, please let us know. We will be happy to assist you. Have a great day. Tawanda C. Enrolled Agent Accounting Used the software for: Less than 6 months ### "Great Software to Level Up" January 27, 2020 5.0 I'm glad to find something where I can keep track of client emails. I get so many emails daily and it was easy to overlook client requests. I love how the documents attach to the client records. Pros I like the fact that I can look at my client's account and see all the emails that were sent. I also like the ability to lock a document before receiving payment. This is really good for my new online clients that I haven't built a relationship with yet. I also like the ability to track revenue by month, week, and prior year. Cons I wish that I could process live credit card payments or set it up on recurring client payments. I think it would be the perfect software if it had that feature. Review Source Response from TaxDome June 25, 2020 Thanks, Tawanda! You can accept credit card payments within the portal or mobile app (where your clients can pay without your intervention) or by manually keying in the card numbers on your end (if the client is in your office, for example). Please see https://help.taxdome.com/article/81-paying-on-behalf-of-a-client TV Tachina V. Owner Financial Services Used the software for: Less than 6 months ### "Taxcellent Review of Tax Dome " November 7, 2022 5.0 Tax Dome saves me time, keep me organized and makes my processes much easier! Pros I like the ease of importing my clients and creating task based on their category. I also love the amount of assistance that is offered to Tax Dome users. Cons I would like to see a easier process for setting up automations. Review Source Response from TaxDome November 23, 2022 Thank you, Tachina. We appreciate your kind feedback. It is valuable to us. We are more than glad to hear that you like our software. we would love to hear more from if you have any suggestions to make setting up automations easier. Please know that you can submit a feature requests that you think might improve TaxDome, and have other firms upvote for it as the features with the most upvotes get prioritized. Please see more details here - https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need Feel free to reach out to us if you need further assistance. Our Support is free and unlimited. Have a great day! BH Bruce H. CPA Accounting Used the software for: Less than 6 months ### "So far so good" February 21, 2023 4.0 Combining client portals, with document storage and workflows is a great start. Pros Automated tasks within the workflow make administration much easier. Cons It's a little complicated to initially get going, and there are no timers for tracking time spent on each job. Review Source Response from TaxDome March 1, 2023 Hello Bruce, Thank you for your review, it is valuable to us! We are glad to hear that you appreciate the tasks automation feature within the workflow, and it made the administrating much easier. 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. As for the time tracking, we would like to inform you that this feature is available in TaxDome. You can track the time you spent working on each job. Please take a look at this article to earn more about how to use our time tracker and link each active job that you have. https://help.taxdome.com/article/182-time-tracker If there is anything we can do for you, please reach out to us. Have a wonderful day. HY Holly Y. Tax Preparer/Enrolled Agent Accounting Used the software for: I used a free trial ### "Great product so far" January 19, 2022 4.0 Pros I have only experienced the trial of this software. However, it seems easy to use. It is great that you can provide the client portal for secure online communication and file sharing. I believe it is going to be a very beneficial tool in the new tax season! Cons I do not feel that I have worked in the software long enough to have any complaints at this time, but I am sure as I go along I will find small things. No software is with out glitches. However, customer service seems great and willing to assist. Review Source Response from TaxDome October 21, 2022 Thank you, Holly. Your feedback is valuable to us. We'd love to hear more from you. Please book a training session at any time by clicking on the question mark icon in the top right corner of your portal. For us to show you and discuss more on how to manage you can use TaxDome in full and assist you with any questions that you may want to voice out. Support is completely free and unlimited. RR Rebekah R. Founder, Enrolled Agent Legal Services Used the software for: Less than 6 months ### "Amazing Product!" February 2, 2023 5.0 Pros I enjoy the all-in-one features of this software. I'm able to remove several other softwares from my tech stack by utilizing Tax Dome. Cons Featured requests could be acted upon in a more timely fashion. Review Source Response from TaxDome March 6, 2023 Hello Rebekah, Thank you for your kind review, it is valuable to us! We're glad to hear that you are enjoying the convenience of having everything you need in one place and that it has helped to streamline your tech stack. We apologize that our response to feature requests was not as timely as you had hoped. Please stay reassured that we take our customers' feature requests seriously, and we prioritize them based on the number of upvotes they receive from our user community. If you have any questions or need assistance with anything, please let us know. Have a wonderful day. SH Shelley H. Accountant Accounting Used the software for: I used a free trial ### "I've been looking for this my whole career" June 7, 2021 5.0 Pros The task tracker and workflow management feature is worth it's weight in gold. I've been looking for this feature forever and am extremely pleased with the ease of setting it up. I was able to import my clients in a matter of minutes without errors from QBO. I also love the ability to upload docs to a client under a firm only file and input notes as needed. TaxDome is a game changer for sure! Cons I've only been using it for 9 days and haven't had the chance to use all the features yet. Review Source Response from TaxDome July 19, 2021 Thanks a lot for the fantastic review, Shelley! We really appreciate it. HS Hezy S. CPA Accounting Used the software for: I used a free trial ### "Tools for success " December 1, 2021 5.0 Getting to know the software. Will need to learn a lot more. Seem that there are duplicated folders that make it look a bit confusing. Also, need to track how to download in bulk and how to spot quickly the documents that were not touched yet, after a client uploaded them to the portal. Pros Overall ease of setup and use. Customer support thus far. Cons I see duplicated folders. Might be an easy fix. Did not find right away, how to tell what uploaded files were dealt with by me. Alternatives considered [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reason for choosing TaxDome seem to be a good combo of CRM, ease of use and price. Review Source Response from TaxDome December 20, 2021 Hi Hezy, thank you for the feedback. Please feel free to contact us if you need further assistance. Our Support is free and unlimited. GS Greg S. Owner Accounting Used the software for: I used a free trial ### "Should have implemented this sooner!" May 18, 2022 5.0 Pros TaxDome really does bring under one roof so many different applications. I've spent years burning myself out managing multiple applications at once. Time is my most valuable resource and TaxDome let's me keep it! Cons Embeddable forms/organizer. I wish I could build out a forms/organizers and make them available to prospects/clients without them needing to login to TaxDome first. Switched from [Canopy](https://www.capterra.com/p/205679/Canopy/) Much better value for the investment. Better pricing, more robust features. Review Source Response from TaxDome May 31, 2022 Thank you for the feedback Greg. We appreciate it. For the embeddable forms/organizer, may I know what do you usually do if someone complete the organizer without logging in? Can you tell us more details? By the way, 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. Please see more details here - https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need. Please feel free to contact us if you need further assistance.Our Support is free and unlimited. Talk to a Capterra advisor for free and get results within 15 minutes.