# Page 62 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 62 - 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 62 - Reviews of TaxDome ## Showing most helpful reviews Showing 1526-1550 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DK Danielle K. Owner / Accountant Accounting Used the software for: I used a free trial ### "New User " April 21, 2022 5.0 Overall I have had a great experience and can't wait for next tax season to be fully up and running. Pros I love how easy it has been to learn the product and the ability to move my information and clients information from my form software. Cons Only con is that I cannot use authorize.net with this program. Switched from [Canopy](https://www.capterra.com/p/205679/Canopy/)[Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/) The convenience with this software all in one, pricing, and many other options that are available like pro. Review Source Response from TaxDome May 2, 2022 Thank you for this nice review Danielle! We're glad that you're having a great experience with TaxDome. Please feel free to contact us if you need further assistance. Our Support is free and unlimited. KP Kenia P. Tax prepare, bookkeeper Accounting Used the software for: I used a free trial ### "Taxdome is good" October 24, 2023 5.0 i really like it so far Pros all clients documents is organize in one place Cons the boarding and automation process seams overwhelming Review Source Response from TaxDome November 10, 2023 Hi Kenia, thank you for sharing your thoughts on your experience with TaxDome. We're happy to hear that you really like the platform so far, and we appreciate your positive feedback on the organization of all client documents in one place! We understand that the automation process may seem overwhelming, and we want to assure you that we're continuously working to improve and simplify these aspects. If you have more suggestions or further feedback, please don't hesitate to reach out. Have a wonderful day! SR Serena R. President Accounting Used the software for: I used a free trial ### "New To TaxDome, Customer Service is very helpful" September 5, 2023 5.0 Pros The library, tags, and customer service. Ease of use and tutorial videos Cons Initial setup takes a lot of time, must devote prior to tax season Review Source Response from TaxDome November 23, 2023 Hi Serena, Thank you for your review. It is valuable to us! We are delighted to hear that you enjoy our library, tags, and customer service. We also appreciate your feedback on the initial setup of our system. We understand that it can be overwhelming to set up and customize a program that has so many options and possibilities. We want to assure you that we are constantly working to improve our user experience and provide more guidance and support for our users. We offer free and unlimited chat and email support, screen-sharing sessions, and a knowledge database with plenty of helpful articles and tutorials. You can also find us on YouTube and Facebook, and you can check out our TaxDome Academy. If you have any questions or need assistance with anything, please let us know. Have a wonderful day. JT Jamaal T. Tax Pro Accounting Used the software for: 6-12 months ### "For Once, The Hype is True!" August 5, 2022 5.0 Pros Easy to use and integrate into our practice. Love the fact that they actually incorporate user feedback into their change requests. Cons Nothing yet, I love the continuous improvement. Review Source Response from TaxDome August 17, 2022 Thank you, Jamaal 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 Emmanuel D. Gestionnaire Retail Used the software for: I used a free trial ### "Logiciel de Comptabilité " September 17, 2023 4.0 Pros TaxDome est un meilleur logiciel de comptabilité et très sécurisé fiable et efficace. Très simple à utiliser et avec son interface conviviale. Offres également des fonctions automatique pour la signature électronique et le suivi des tâches . Je le recommande Cons Un très bon logiciel pour la comptabilité et très efficace mais un peu compliqué pour les débutants et son interface assez complexe Review Source DL Derek L. Owner/Enrolled Agent Accounting Used the software for: I used a free trial ### "Easy to Use" April 11, 2023 5.0 I look forward to learning more of the features that TaxDome has to offer and to continue growing my tax practice with the help of TaxDome. Pros I like that the software is easy to use and that there is an abundance of help videos/articles to guide you through the onboarding process. Cons I wish that I could pay monthly instead of yearly. It would help those of us that are starting new practices with a small amount of capital. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome I have heard from others on social media that TaxDome is the best tool for a tax office and the price is very fair. Review Source Response from TaxDome April 27, 2023 Hello Derek, Thank you for your review. It is valuable to us! We are happy that you like our software. We are sorry to learn that cost is a concern for you, and we want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. The cost per user may seem high at first glance, but when you consider the amount of time and money that can be saved by using our software, it becomes a cost-effective solution for your business. If there is anything we can do for you, please reach out to us. Have a wonderful day! MN Misty N. CPA Accounting Used the software for: I used a free trial ### "Tax Dome - SAVING GRACE for small firms" November 23, 2022 5.0 Pros I love all the features, but specifically the automation piece. Cons Just the learning curve, but there are some great videos and tutorials to make it easy. Review Source Response from TaxDome December 9, 2022 Thank you, Misty. Your feedback is valuable to us. We are happy to hear that you love our features, and that all is going well. 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. LH LaRonya H. Tax Resolution Specialist Accounting Used the software for: I used a free trial ### "Taxdome came highly recommended" March 7, 2022 5.0 The overall experience has been overwhelming in a good way. Overwhelming that the software does so much, and in a good way because I am overwhelmed actually from not having to open so many other software's to complete a client's tax return. It feels like the same as going to different items to open, just emotionally because it actually is not what I am doing! Weird, lol... Pros I love the fact that the software is all encompassing. TaxDome is a one-stop shop for client communication, invoicing, docushare, e-sign, what more could you ask for? Cons There are so many features that I cannot keep up, but I do not believe that is a bad thing. Once I am fully learned of the software, I will be using it with record speed timing, versus the time that it takes me as a new user. Reason for choosing TaxDome The TaxDome software prevented from having to buy a client portal, client communication portal separate, and e-sign separate service. Review Source Response from TaxDome March 30, 2022 Thank you so much LaRonya. We appreciate your feedback. If you need any assistance with the features, please schedule a Quick Assist or Onboarding session. We will be happy to assist you MT Michel T. Owner Accounting Used the software for: Less than 6 months ### "Pretty Good so far" February 23, 2022 5.0 This is helping me to streamline my tax practice. I like that I can have everything in one place and I can see the progress of each tax return. I haven't tried it for my bookkeeping practice so I'm looking forward to see how it improves my business. Pros I like that my clients have a portal where they can retrieve all their documents. Also, that they can message me from the app. Cons I've only been using it for about a month so I'm putting together a list of things I would like to see. The first one is for a welcome e-mail to go out the same time that the portal activation e-mail goes out. This way it looks legit and they client has all the steps in one e-mail. Review Source Response from TaxDome March 30, 2022 Thank you, Michel, your feedback is valuable to us. There is a way you can set up the automated emails you mentioned. You can actually enable a questionnaire for new clients that are getting portal access. Based on the answers to those questions they can get automatically added to a Pipeline that would have a welcome email automation. This way they would receive a welcome email as soon as they're done signing up. You can read more about that feature here: https://help.taxdome.com/article/224-how-to-auto-add-jobs-to-pipelines-based-on-client-sign-up-form AC Albano C. Owner Accounting Used the software for: I used a free trial ### "Review" December 13, 2022 5.0 So far so good. Pros I love the app and have not run into any problems on the client side so far. Easy to use. A lot of options. Cons Invoicing is okay. Still not ready to leave Quickbooks. Workflow is still a little hard to understand Review Source Response from TaxDome December 23, 2022 Thank you, Albano. We appreciate your feedback. We are happy to hear that all is going smoothly. We would like you to know that we are still working on the improvement of the invoicing system, there will be some new billing features soon. We understand that the workflow might be overwhelming, but if you need assistance with the setup, please let us know. 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 do for you, or you need assistance with anything. We will be happy to assist you. Have a wonderful day. GM Genevieve M. President Accounting Used the software for: I used a free trial ### "Time to streamline..." January 26, 2021 4.0 So far, okay. The trial run isn't enough time to really test the program thoroughly and customer service is not live so a bit difficult to get questions answered immediately for my decision making process. Pros This replaces 3 other applications currently in use for a 1-stop shop. Cons I am confused about the recurring jobs vs. tasks. Jobs are recurring so I'm not sure why we can only make the tasks recurring. We also have clients with multiple contacts within the organization and we don't want to give every contact full access to every folder for the client. I am disappointed that we can't assign user rights to specific folders on the granular level. Finally, I would like the option to add "Exhibits" or "Addendums" to template contracts we have pre-built in the system before sending them. Food for thought development team! Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Not enough features and my tax software company announced the integration with TaxDome making tax season just that much more efficient. Review Source Response from TaxDome January 27, 2021 Thanks Genevieve! Recurring Jobs are going to be released in the next several weeks! JS Joy S. Accountant Accounting Used the software for: I used a free trial ### "Great Software" February 2, 2023 5.0 Pros The software is easy to use and very intuitive. Client security is a priority for us and Taxdome provides that with ease for our clients. Cons I dont like that you have to pay yearly for the software. Review Source Response from TaxDome March 6, 2023 Hello Joy, Thank you for your kind review, it is valuable to us! We are glad to hear that you find our software easy to use and intuitive, and that you appreciate the priority we place on client security. Regarding your concern about having to pay yearly for the software, we understand that some customers may prefer a different payment model. However, 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. We are committed to providing our clients with the best possible experience and appreciate your feedback. If you have any further concerns or questions, please do not hesitate to reach out to us. Have a wonderful day! SG Serge G. President Accounting Used the software for: Less than 6 months ### "Definitely an asset to move the business to remote services" September 15, 2020 5.0 This year saw many changes in the way that our business interacted with our client base. Remote preparation and delivery became necessary to keep our business afloat. Tax Dome definitely has all the boxes checked in terms of tools to make the transition happen. E-signature, client portal, mobile app, billing, etc. And the price is unbeatable for the value provided, Cheers! Pros Love the pre-built file structure(although it does take getting use to). Easy e-signatures great organizer function, and I found it quite easy to create my own organizers. I am impressed with the ability to lock up a file until payment, that would have come in handy in the past! ;) Cons Getting used to the platfrom does take some time. The private vs public vs client folders are a little rigid in their functionality. Review Source Response from TaxDome August 6, 2021 Hi Serge, thank you for your feedback. We have a recent update with our folders, please see https://help.taxdome.com/article/137-documents-explained GS Glenda S. owner Accounting Used the software for: I used a free trial ### "So far we love it! " November 28, 2022 5.0 Great! Pros Being able to import our clients easily, categorize all the income emails by client and send out documents with a couple clicks makes our work so much easier. Cons Setting up the organizers/workflows could be more intuitive Review Source Response from TaxDome December 14, 2022 Thank you, Glenda. Your feedback is valuable to us. We are happy you like our import and management tools. Our mission is to make managing clients and their information easier, and we are happy to hear that all is going well. As for the organizers and workflow, we understand that the setup might need some time, and for this reason, we offer free and unlimited support, and screen-sharing sessions with our representatives so that they can assist you with all your questions and the setup. Our team is working on the improvement of the templates, and we will have some updates soon. If there is anything we can assist you with, please let us know. We will be happy to assist. Have a wonderful day. GS GLORIA S. OWNER Accounting Used the software for: I used a free trial ### "Happy customer" August 5, 2021 5.0 I can honestly say, I do not have any issues with TaxDome that needs to be solved. Customer Service was polite, friendly, and very helpful, They took their time to make sure I understood each features and it's process. I had a couple of customer Service Rep go over the time limit which lasted 2 hours. He wanted to make sure I understood everything before he hung up. Pros User friendly, App for clients, unlimited signature, invoice, payment all with in one. I was able to cancel 3 softwares because of all in one. Cons It does not have virtual chat, appointments, and not able to use your own payment provider. I would love to see these features added on, it would definitely complete an all in one. Reason for choosing TaxDome None Review Source Response from TaxDome August 9, 2021 Hi Gloria, Thank you for your review! mS matteo S. Esperto Contabile Accounting Used the software for: I used a free trial ### "TaxDome Perfetto quasi su Tutto" May 27, 2022 4.0 Supporto davvero presente e disponibile, il motivo principale nel scegliere questa soluzione secondo il mio parere. Pros un gestionale di studio adatto per tutte le esigenze per pratiche da avviare in studio ma soprattutto per quelle a distanza. ottime funzionalità il questionario da far compilare ai clienti e la pianificazione di studio delle pratiche da svolgere. Una chat interna e una integrazione con le email di studio. Spero integreranno presto le funzionalità che ora mancano ma che renderebbero il prodotto fantastico. Cons la piattaforma e l'app non vengono date in whitelable allo studio. la mancanza per il momento di pagamenti ricorrenti, fatturazione elettronica integrata e la firma elettronica avanzata. tutti servizi che al momento vanno acquistati esternamente aumentando cosi i costi. Fiducioso però che verranno inserite tutte entro la fine di quest'anno. Review Source JB Julie B. Owner Accounting Used the software for: Less than 6 months ### "Great too, if set up properly" September 14, 2023 3.0 this is my first year and so far it is worth the cost Pros task management. once this was set up, it was easier to track project stage Cons implementation is very difficult, but customer support is great and very helpful Alternatives considered [FileCloud](https://www.capterra.com/p/166916/FileCloud/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reason for choosing TaxDome more than just file sharing Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) Pricing Review Source Response from TaxDome December 22, 2023 Hi Julie, Thank you for your review. It is valuable to us! We are glad to hear that you found our tasks feature useful and that our customer support team was able to assist you with the implementation process. We want to assure you that we are constantly working to improve our implementation process and provide more guidance and support for our users. We offer chat and email support, screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube and Facebook, and you can check out our TaxDome Academy. If you have any questions or need assistance with anything, please let us know. Have a wonderful day. GM Grace M. Owner Accounting Used the software for: Less than 6 months ### "Great product" March 30, 2022 5.0 Very good. Still learning the system but so far it is great Pros This is a an excellent practice management platform, loaded with features and pleasant to look at. I was using Karbon and then Monday before settling on TD. Cons Would be nice to customize column headings in some of the views Reason for choosing TaxDome Method was only a CRM and didn't work well for workflow, QBO Accountant was messy to look at and didn't have as many features. Review Source Response from TaxDome April 12, 2022 Thank you, Grace. 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. There is already a feature request regarding customizable columns, you can check it out on the link below, and if you upvote it you will automatically be notified of any progress. https://taxdome.canny.io/feature-requests/p/adjust-column-widths MC Miranda C. Partner Accounting Used the software for: I used a free trial ### "So far, so good. " February 7, 2022 5.0 Pros The ability improved efficiency by being able to create automated workflows helps to stay on top of tasks with spending a significantly less amount of time. Also, the ability organize client communications throughout the firm helps management to identify work areas or clients that may need attention. Cons I would like to see more integration features, such as integration with quickbooks desktop. As well as a way to export the staff's time for payroll purposes. Alternatives considered [BigTime](https://www.capterra.com/p/131076/BigTime/) Review Source Response from TaxDome April 7, 2022 Thank you, Miranda, your feedback is valuable to us. We want 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. VR Verified Reviewer Manager Accounting Used the software for: 6-12 months ### "Tax compliances made easy and accurate" February 20, 2023 4.0 Pros Tax filing made easy due to this software. Cons User interface is little complicated and once has to take proper training before using. Review Source Response from TaxDome March 8, 2023 Hello There, Thank you for your review, it is valuable to us! We're glad to hear that you like our software, and it has made the process easier for you. 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. GH Gary H. Owner CPA Principal Accounting Used the software for: Less than 6 months ### "Tax Dome Review" September 22, 2020 5.0 I have been using a fragmented system to try and coordinate document gathering, tax organizer distribution, engagement letter collection, and billing which has become been more and more frustrating every year. Pros The integration of several systems I was using to collect and disseminate information to clients. Cons the charge for e-signatures. Was hoping that it was part of the annual fee. Alternatives considered [Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Reason for choosing TaxDome features and reasonable pricing. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Never really got a handle on Jetpack, therefore didn't really use it. Review Source Response from TaxDome October 6, 2020 Hi Gary! Thanks for the review. E-signatures (what you would expect from DocuSign) are unlimited and fully included - there is no fee. KBA is available as an added option ($1) and KBA is ALWAYS a paid fee because an outside credit agency has to be paid. If you are ever not paying for KBA, it is not real KBA. Please see the article below on costs of KBA with various vendors https://blog.taxdome.com/articles/2020/09/30/what-is-kba.html BM Brian M. Owner Accounting Used the software for: I used a free trial ### "Great Tax Firm CRM" September 16, 2022 5.0 Pros I love that you can automate emails and customer invoicing. I also love that you can find help videos for nearly any topic. Cons My existing client list import wasn't quite as clean as I had hoped, but nearly all the data was retained. It might be a user error. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) I wanted something more industry-focused that would help me save time and money. Review Source Response from TaxDome September 28, 2022 Hi Brian, thank you for your feedback! It's valuable to us. Our import tool allows you to transfer client accounts and contact data to TaxDome at the same time, so you can quickly start working from your portal. Although you can create new contacts and accounts manually, uploading a CSV file is a much faster way to transfer your data to TaxDome. To learn more, go here: https://help.taxdome.com/article/122-import If you need help with re-importing your client list, please reach out via chat, email, or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited. RA Robin A. Owner/Bookkeeper Accounting Used the software for: I used a free trial ### "Great Client Portal & Document Management" May 27, 2022 5.0 Pros Client portal feature and client management. I like having one place with all the information for my firm. Cons I feel like the file management is a bit clunky. You should be able to add a new folder to an existing folder easily. As of now you have to add a new folder, then move it to an existing folder. Alternatives considered [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Price and functionality. I'm a small firm so I just need something that works well and doesn't break the bank. Review Source Response from TaxDome June 1, 2022 Thank you for the review, Robin. Your feedback is valuable to us. Our team is constantly working on the improvement of our features. An alternative way for creating subfolders directly would be to go to the TaxDome Drive and create the subfolders within the folder. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized. If you have any questions or need assistance with anything please let us know. Have a great day. SH Stephanie H. Tax Professional & Bookkeeper Accounting Used the software for: I used a free trial ### "Overall great software!!" November 30, 2021 5.0 Pros Everything is in one place. There is not a do-all software but this is very close. Cons I haven't used it long enough to find my cons, so far I am enjoying the software. Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) There was not a way to build in automation into Financials Cents, when I went with it, I was just needing a portal. Review Source Response from TaxDome December 20, 2021 Thank you for that great feedback Stephanie. Please feel free to contact us if you need further assistance. Our Support is free and unlimited. JW Jane W. CEO Accounting Used the software for: I used a free trial ### "Review" September 25, 2022 4.0 So far impressed Pros The support sessions or on-boarding were great Cons Had to dig to get the security features they are not easy to find Switched from [Intuit Practice Management](https://www.capterra.com/p/252597/Intuit-Practice-Management/) Looking for something that is cheaper and easier to use. Most important that has a dashboard and useful reports to see status Review Source Response from TaxDome October 11, 2022 Thank you, Jane. Your feedback is valuable to us. We are happy that you love our support. Please let us know if you have any questions or need assistance with anything, we will be happy to assist you. Have a wonderful day. Talk to a Capterra advisor for free and get results within 15 minutes.