# Page 61 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 61 - 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 61 - Reviews of TaxDome ## Showing most helpful reviews Showing 1501-1525 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TW Toya W. Owner Accounting Used the software for: I used a free trial ### "Everything I need and more!" February 9, 2021 5.0 Absolutely love having everything in one place. This platform is exactly what I've been looking for to enhance my virtual accounting office. Pros The ability to upload all of my prior clients onto the platform was seamless. Not to mention, the ease of setting up my practice and integrating my custom domain so that my clients could find it easily was a no brainer! I also love the capability to lock the tax document until payment is received. Although I offer bank products to pay fees through refunds, some clients opt to pay me directly , so this will alleviate me having to chase them down for payment. Cons So far the only con I can think of is that documents that my clients have uploaded do not go into the current year folder; they have to be manually moved. If they automated this, that would give this platform no cons from me! I'm also still learning the platform and I'm excited about the possibilities. Switched from [Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Ease of use for me as a business owner, the value you receive for the price you pay and the ease of use for my clients. Review Source Response from TaxDome July 21, 2021 Hi Toya, Thank you for your feedback! vL vivian L. Owner Accounting Used the software for: I used a free trial ### "New User - One Person Office" January 1, 2023 4.0 Pros Client portal - one place for everything - no more searching through emails, text messages, etc. Cons Learning curve very steep. Trial period not long enough to fully understand or get to know the software. Review Source Response from TaxDome January 12, 2023 Hello Vivian, Thank you for your kind review, It is valuable to us! We are glad to hear that you appreciate the convenience of having everything in one place. We apologize that you found the learning curve to be steep and that the trial period was not long enough for you to fully understand or get to know the software. Please know that 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. KA Kyle A. Owner Accounting Used the software for: Less than 6 months ### "So far exactly what I need" November 17, 2021 5.0 For as little as it costs compared to it's competitors I'm impressed with what it offers. Hopefully they keep it up and continue to imporve. Pros This has a good CRM specific for an accounting practice. Traditional CRM's are too one size fits all. Portal is decent but would like to see some more customization options but all portals have their flaws. I like the automation options which will help trigger next actions and will eliminate some human intervention. Cons I'd like to see a little more flexibility in the default folder structure in the portal. There is definitely a learning curve to setting up workflow automations but looks like there is a lot that can be done once you get it down. Switched from [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/) TaxDome offers way more for only slightly more costs than the other products I was using/looking at. Review Source Response from TaxDome November 24, 2021 Thank you for the review Kyle. Indeed, we aim to continuously improve our product.Feel free to contact us if you need further assistance specially to your workflow. Our Support is free and unlimited. CD Cynthia D. CEO Accounting Used the software for: Less than 6 months ### "THE SOLUTION" December 31, 2020 5.0 I have realized a huge drop in time it takes to manage projects. I have streamlined project management and my visibility of the clients information is much better and easier. Pros Tax Dome solves so many issues with managing a small bookkeeping and tax practice. It is wonderful to have the document exchange software resident with the practice management. The client communication is great as well as the payment and invoicing software. I am so relieved to have found this package. Even importing the clients and getting the tasks set up what so simple, I will have everything ready to go today! Cons I haven't really found anything I don't like at this time. I know I will eventually have suggestions but at this point it is such an improvement from what I was using that I just don't know what I would change. Reason for choosing TaxDome Everything in one place. I really like that I can have our client files be accessible by the clients and the staff based on how I allocate them. I also like that I can just print an email from a client to the file and that my staff person can see the email if I forget. I also like that I can see the hours put into the project and bill and get paid straight out of the software. Review Source Response from TaxDome July 28, 2021 Thanks for the great review, Cynthia! pK pushpinder K. Manager Accounting Used the software for: 6-12 months ### "works ok" August 21, 2023 3.0 its ok Pros client portals and integeration tax act client portals and integeration tax act Cons communication with clients communication with clients Review Source Response from TaxDome November 22, 2023 Hi, Pushpinder, thank you for sharing your thoughts with us. We're delighted that you appreciate our client portals. We also take note of your concerns about communication with clients, and we are committed to improving in this aspect. If you have specific suggestions or areas you'd like us to focus on to enhance communication, please feel free to share. Have a great day! SP Savannah P. Owner Accounting Used the software for: Less than 6 months ### "All In One" January 13, 2023 5.0 Pros It combines all of the functions in my business that previously I had utilized through various vendors. It allows for one central place to manage and store everything I need to manage my tax practice. Cons I haven't had the time or capacity to learn all that this software offers, so it will require some training before I'm able to fully utilize the capabilities. Review Source Response from TaxDome February 27, 2023 Hello Savannah, Thank you for your review, it is valuable to us! Thank you for taking the time to share your experience using our software. We're thrilled to hear that our product has helped you to streamline your business operations and consolidate various functions in one place. We designed our software with the aim of making it easy for you to manage your tax practice, and we're glad to hear that it has met your expectations. 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! CJ Cira J. Managing Director Accounting Used the software for: I used a free trial ### "Initial set up super easy and quick" March 3, 2021 4.0 I've found the video tutorials much more helpful than the white glove service for onboarding. The white glove service feels a little like it has been outsourced and they have a standard script of questions to work through on the initial phone call despite the preliminiary email asking about what you need help with. Pros I like that is has lots of options and functionality. I'm able to eliminate several other apps since they have options including virtual document signing and a document storage. Cons I love that they have the workflows and automations of work flows, but they are somewhat difficult and complicated to navigate upon set up and determine what it is you actually need to do first. The video tutorials are the most help. Reason for choosing TaxDome We like that it integrates all our documents and the company information in one place. We hope to get the workflow to run smoothly so we can disconnect 17hats. Switched from [17hats](https://www.capterra.com/p/144328/17hats/) We still haven't completely switched over as we can get the workflows completely set up yet. Review Source Response from TaxDome July 19, 2021 Hi Cira! Thanks for your feedback. We will definitely inform our team so we can better improve our support skills. TU Tia U. Owner Accounting Used the software for: I used a free trial ### "Love this ALL IN ONE software" June 22, 2022 5.0 Pros I love that this is a software that is all in one. I have been looking for a portal that has a client portal and built in organizer independent of my tax software. The software helps keep me on task and updates clients where we are in the preparation process. Cons My initial thoughts, Uploading the documents using the desktop version wasn't as simple as I thought it would be. It works great but it's not as simple as uploading the existing folders from my computer. Review Source Response from TaxDome June 27, 2022 Thank you, Tia. Your feedback is valuable to us. If you need assistance with our desktop app, or the drive please let us know. We would love to walk you through the app. There is always an option to use the TaxDome drive and just copy and paste the documents to there. If there is anything you need help with, please reach out to us. Our support is free and unlimited. Have a great day. SB Sondra B. Owner Financial Services Used the software for: I used a free trial ### "Great features and templates" August 10, 2022 5.0 I love that I can get assistance with an onboarding call or quick 15 min call when I need help. Great customer support. Pros The pipeline and templates are tailored for the tax industry making it easy to get started. Cons I would like to see the software have the capability to have smartfields to expedite processes. Also would like to see integration with Xero accounting software. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) I was looking for something more tailored to the tax/financial services industry. Review Source Response from TaxDome September 1, 2022 Thank you, Sondra ! Your feedback is valuable. . To request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board. SP Samantha P. Member Accounting Used the software for: I used a free trial ### "New Tax Dome User" July 26, 2023 5.0 We hope to streamline processes for staff and clients in order to obtain a better experience. Pros We loved all of the features, and the price was much better than the competitors we researched. We also liked that they did not charge extra for implementation and training. Cons We are a little overwhelmed with the learning curve to get set up properly. Review Source Response from TaxDome August 7, 2023 Hello Samantha, Thank you very much 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. 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! TS Tracy S. Accountant Accounting Used the software for: I used a free trial ### "Well round software" July 20, 2022 4.0 So far it's been good, but I just finished the trial. I have a lot more to dig into. Pros I like the integration between users and the syncing of emails. It definitely has saved me time with it all in one place. Cons I wish there was a bit more flexibility with printing client contact information. Review Source Response from TaxDome July 22, 2022 Thank you, Tracy. Your feedback is valuable to us. It would be great if you could share with us what kind of flexibility you would like to have for the printing feature. Our subscribers' ideas are precious to us, and for this reason, we have a Feature Request Board for our paying subscribers, where ideas for new features can be submitted, and upvoted. If there is anything that we can assist you with, please let us know. Our service is free and unlimited. Have a wonderful day. KR Kelly R. Owner Accounting Used the software for: Less than 6 months ### "TaxDome!" December 12, 2022 5.0 Pros The price is right! It also eliminates multiple softwares. Work smarter, not harder! Cons Not many cons, I can't wait for you to add engagement letters to the platform! Review Source Response from TaxDome December 23, 2022 Thank you, Kelly. Your feedback is valuable to us. We are happy you like TaxDome. We couldn't agree more with your motto. One of our main goals is exactly what you mentioned - to have everything in one place and improve efficiency by cutting on the workload and 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 VG Vianmery G. CEO Accounting Used the software for: I used a free trial ### "Helpful" October 16, 2023 5.0 Pros Everything is in one place. It helps keep everything organized. Cons At the moment, I'm comfortable with every tool. Review Source Response from TaxDome November 9, 2023 Hello, Vianmery! It's fantastic to hear that you find everything in one place! If there's anything else you'd like to share or any way we can make your TaxDome experience even better, feel free to let us know. Wishing you a great day! SS Suyesh S. Managing Director Accounting Used the software for: Less than 6 months ### "Great product for Accountants" July 24, 2023 5.0 Pros User friendly interface, light application and lot of functionality at one place Cons It just takes time to tailor it our requirements Review Source Response from TaxDome August 7, 2023 Hello Suyesh, 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. 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! LW Lakisha W. Owner Accounting Used the software for: I used a free trial ### "Great product" July 18, 2021 5.0 This is a great product. With the exception of the contracts section, everything I need to communicate with my client is right there. I was looking for a product, where I can email, send a message, and store documents and this software does just that. Pros I like this software puts everything that pertains to a client all in one area. Cons The contracts templates can be more sophisticated as well as the sync to QuickBooks section. It would be nice for clients to see the invoices that are in QuickBooks in the portal. All my billing is automated in QuickBooks so I won't be using the billing feature in TaxDome. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[CPA Site Solutions](https://www.capterra.com/p/217035/CPA-Site-Solutions/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) Reason for choosing TaxDome This product had all the features I was looking for. Review Source Response from TaxDome July 29, 2021 Hi Lakisha! Thanks for your feedback! We have a feature request board for paying subscribers to submit any feature they wish to see in TaxDome. AC Alessandro C. docente Consumer Goods Used the software for: 6-12 months ### "le tue tasse in un unico portale" March 31, 2023 5.0 ottima esperienza per la gestione della parte fiscale. Pros Piattaforma per studi fiscali e contabili ottima ed adatta a tutti i tipi di utenti. L'interfaccia è abbastanza semplice da poter consentire un lavoro fluido e dinamico. La gestione del tempo grazie al software migliora sensibilmente Cons non ho riscontrato particolari inconvenienti durante l'utilizzo della piattaforma Review Source Response from TaxDome April 3, 2023 Hi Alessandro! Thank you for taking the time to provide us with your kind feedback. It is valuable to us! We're glad to hear that our tax and accounting studies platform is excellent and suitable for all types of users. We also appreciate your positive comments about the interface being simple and user-friendly, which allows for fluid and dynamic work. We're especially pleased to hear that our software has helped you with time management. We strive to make our platform as easy-to-use as possible, and we're thrilled that you haven't encountered any particular inconveniences when using it. If there's anything else we can do to improve your experience, please don't hesitate to let us know. Thank you again for your valuable feedback! Have a wonderful day, DW Danielle W. Owner Accounting Used the software for: Less than 6 months ### "New user - so far pretty good" January 16, 2020 4.0 We switched to TaxDome after 4 years of using SmartVault for our client portal. We had grown to the point where we needed a more robust CRM for efficiency and client tracking. We like a lot of TaxDome’s capabilities, but we are still working through how to use them. Pros The integration w email, tracking time, and setting up tasks is great. Cons Can’t delete irrelevant emails, transferring data from SmartVault has been more work than expected, group emailing still has bugs in it. Reason for choosing TaxDome Cost and capabilities Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) Needed more than just a portal. Review Source Response from TaxDome August 2, 2021 Thank you, Danielle! Your feedback is valuable to us. If you wish to delete a certain email, you have to delete it from your server. TaxDome's Email sync works by showing you emails on your email server (Outlook, Gmail, etc.) Inside of TaxDome. If you DELETE an email - it won't show in TaxDome (Because delete means you actually delete it from your server). But if you archive an email from your inbox, it will show in TaxDome. For more information, go here: \[https://help.taxdome.com/article/102-how-to-sync-your-email-with-taxdome\]. Also, to learn how to move your files from SmartVault to TaxDome, please go here: \[https://help.taxdome.com/article/153-how-to-move-your-files-from-smartvault-to-taxdome\] KW Kimberly W. EA, CTC Accounting Used the software for: I used a free trial ### "All in One or at least as close as you get!" August 31, 2021 5.0 In the shor two weeks I have been impressed with the software and the most importantly the customer support. Pros Most of the important work is in one place. Cons I would like a firm storage space. I will set up my firm files under a "client" as a work around, however, I would like a clear and separate space for Firm Documents and storage sometime in the future. Alternatives considered [Qount](https://www.capterra.com/p/198311/Qount/) Reason for choosing TaxDome Ease of software and Customer Support Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Docusign](https://www.capterra.com/p/121506/Docusign/)[monday.com](https://www.capterra.com/p/147657/monday-com/) I want to have workflow management, client portal and Document storage in one place. Review Source Response from TaxDome September 7, 2021 Thank you for that amazing feedback, Kimberly! We appreciate it. Our storage is in the cloud and it's unlimited, you can upload as many files as you need to. Feel free to contact our Customer Success Team to discuss about this . Our support is free and unlimited also. AD Amanda D. CPA Accounting Used the software for: I used a free trial ### "Great program so far" October 18, 2022 5.0 We are still new to the software but so far it is great Pros There are a lot of features that we need or already used another program for, all combined in one place for a great price Cons Learning all of the different features is time consuming. However, so far they have had great support and training options to help Review Source Response from TaxDome October 24, 2022 Thank you, Amanda. We appreciate your kind feedback. It is valuable to us. We are more than glad to hear that you like our software. Since TaxDome is an all-in-one software with hundreds of features, it may take some time to learn about them, but we do our best to help our subscribers and make the learning process as easy and fast as possible. We provide unlimited support and made available many courses in our TaxDome Academy, video tutorials on our Youtube channel, and helpful article to guide your steps by step on how to use the features in TaxDome in our help center. Please let us know if there is anything we can do for you. We will be glad to assist you. Have a wonderful day. JW Janet W. Owner Accounting Used the software for: I used a free trial ### "Great Start" August 4, 2022 5.0 Customer service has been excellent. Readily available to answer all of our questions. Pros The automated work flow for the team was helpful. Cons The calendar integration seemed to be lacking. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) It was lacking in customer service and the product was subpar. Review Source Response from TaxDome August 9, 2022 Thank you Janet. Your feedback is valuable to us. TaxDome Calendar feature is already in progress and will be coming soon. Please feel free to reach to us if you need further assistance. Our Support is free and unlimited. SC STACY C. OWNER Accounting Used the software for: I used a free trial ### "ALL INCLUSIVE" February 8, 2021 5.0 So far I have had a great experience settting up the software and I think that it is an improvement in what we used in the past! Pros I love that tax dome eliminates the need to have multiple subscriptions. You can log into one place and access your portal, billing, client data, and job tracking. There are also a lot of instructional videos to help you get set up. Cons I do wish that I could have a married couple e-sign one engagement letter. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing TaxDome It offered all the solutions in one place and it was easily set up by me and my team. Review Source Response from TaxDome July 21, 2021 Hi Stacy, Thank you for your feedback! BS Bradley S. Owner Accounting Used the software for: I used a free trial ### "TaxDome is a necessity!" January 20, 2023 5.0 Pros The document storage and client portal is easy to use on the firm and client side. Cons Adding in clients can be cumbersome and time consuming as the import options are limited. E-signature in windows only is also problematic. Review Source Response from TaxDome April 26, 2023 Hello Bradley, 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 would like you to know that our departments are working on improving the software all the time. We value any suggestions from our subscribers and do our best to take them all into consideration. Please submit a feature request if you have any thoughts or suggestions that you think might enhance your experience using TaxDome or if you have anything else you'd want to share with us. You can submit a request by clicking the Blue Question Mark icon in the top right corner of your portal, and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day. HS Heather S. Partner Accounting Used the software for: Less than 6 months ### "Exactly what we need" December 3, 2022 5.0 Pros Multi-function software that really does encompass the most important items we need all access to in our business Cons It's powerful and requires attention to the setup if you want to get the maximum out of it. Review Source Response from TaxDome December 8, 2022 Hello Heather, Thank you very much for your review. We appreciate it. We are more than gad to learn that you like our software, and you found everythig that you need available in TaxDome, which is one of our main aims so that you do not have to switch between multiple apps or programs. 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 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. SS Sabrina S. Owner Accounting Used the software for: I used a free trial ### "Wish I had this long ago... " January 18, 2022 5.0 Communicating with clients and receiving documents in one place is awesome! I love the e-signature feature. Trying it out for the first time now... awaiting a client review. Pros Having all documents in one place... client communication, forms, files. Simplification. Cons Some features were difficult to figure out so it takes some time. Also, the word integration is misleading. Tax Products are not integrated, but you can upload CSV files. That's useful. Alternatives considered [Canopy](https://www.capterra.com/p/232316/Canopy/) Reason for choosing TaxDome Taxdome was more robust and meets my tax office needs more completely. Review Source Response from TaxDome April 4, 2022 Thank you, Sabrina, your feedback is valuable to us. We just wanted to let you know that TaxDome becomes a printer and scanner on your computer, you print directly from your tax software to TaxDome. You can read more about that function here: https://help.taxdome.com/article/90-how-do-i-get-a-document-from-my-tax-program-to-taxdome 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. ME Mike E. CPA Accounting Used the software for: I used a free trial ### "Taxdome Review" February 12, 2020 5.0 Overall I was searching for something that could handle online organizers and got so much more. The organizer feature is easy to use and you can create custom organizers. Our clients love it too. Pros There are many features all in one program. The tax organizer is great and simple to use. Having a sign feature right in the same program keeps everything in one place Cons Cannot scan directly to the taxdome drive. Cannot create the yearly folders from within the taxdome drive which makes the workflow not as efficient as it could be. Alternatives considered [Formstack Forms](https://www.capterra.com/p/118892/Formstack/) Reason for choosing TaxDome Setting up an organizer in taxdome was so much easier than formstack especially since a template was provided to start with. Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/) To much customizing had to be done in the previous program Review Source Response from TaxDome June 25, 2020 Thanks, Mike! I'd like to inform you that these features have been released. For more information please see our release notes: https://blog.taxdome.com/release-notes Talk to a Capterra advisor for free and get results within 15 minutes.