# Page 63 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 63 - 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 63 - Reviews of TaxDome ## Showing most helpful reviews Showing 1551-1575 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PS Patricia S. Tax Manager Accounting Used the software for: 1-2 years ### "Everything in one place" January 19, 2022 4.0 Pros I love that a practice can replace multiple subscriptions with one solution. I have used this software with partners that I work with and now am adapting it for my own practice. Cons Initially, the document management was tough to use. But, the development team has made great improvements to this and is always responding to user feedback to make the program better. Review Source Response from TaxDome April 4, 2022 Thank you, Patricia, your feedback is valuable to us. TT Tatiana T. CEO Accounting Used the software for: I used a free trial ### "Good quality & support" January 21, 2022 5.0 Good! Pros Dashboards, portal, GUI, the app for MAC Cons Complicated setup. Had to do a lot of workarounds Reason for choosing TaxDome GUI, Price, reliability, support Review Source Response from TaxDome March 31, 2022 Thank you, Tatiana. Your feedback is valuable to us. If you need any assistance, please reach out to us. Our specialists are here to answer all of your questions or provide guidance during the setup. We will be happy to assist you. JG Juan G. Owner Accounting Used the software for: Less than 6 months ### "Just what I was looking for" April 14, 2023 5.0 There is a bit of a learning curve, but once you set it up, everthing works great. Pros The workflow is what every tax preparer needs to save time. Cons It still needs to be able to send SMS or Text from the program. Review Source Response from TaxDome April 27, 2023 Hello Juan, Thank you for your review. It is valuable to us! We are glad that you like our software, and the diversity of features we have to offer including our workflow feature. We would like you to know that our departments are working on improving the software all the time. We are happy to mention that currently, our SMS messaging feature is in the development phase. If you have any questions or need assistance with anything, please let us know. Have a wonderful day! KM Kevin M. Owner Accounting Used the software for: I used a free trial ### "TaxDome Review" November 1, 2021 5.0 So far I am impressed. Pros The ease of the software to get started. Customer Service scheduling was easey as well Cons Customer Service should have a direct line for clients of TaxDome to call in order to get real time questions answered instead having to setup an appointment. The time waiting to get schudeled to have recieve an answer could cost me a client! Reason for choosing TaxDome Tax Dome was refered to me by my IT professional. Review Source Response from TaxDome November 11, 2021 Thank you for the nice review, Kevin! We really appreciate it. We understand you concern about dedicated phone support. We value your time that's why for our customer's convenience we encourage you to book for your preferred time and our support will contact you asap via zoom. JH Jessica H. Owner Accounting Used the software for: I used a free trial ### "All-In-One Solution" March 3, 2021 5.0 I'm a tax preparer, who also does Tax Resolution, Business Registrations, and Bookkeeping, but this helps me to keep track of all my task Pros Its a cloud based solution at an affordable price, with all the features needed to make my work easier Cons The are a few options that can get confusing, and there's only the option to use stripe, but I use QB payments and can't integrate it with the software. Also the way to report payments is kind of confusing. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome I did the trial very skeptical but when I used it I fell in love with TaxDome and the price sold me. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[ATOM](https://www.capterra.com/p/200001/ATOM/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) They were lacking the features I needed and some of them where too expensive Review Source Response from TaxDome July 19, 2021 Thank you, Jessica! 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 BG Brad G. Managing Member Accounting Used the software for: Less than 6 months ### "Review" February 25, 2023 5.0 Pros Ease of use is paramount to experience. Cons PDF management should be improved as is too basic. Review Source Response from TaxDome March 8, 2023 Hello Brad, Thank you for your kind review, it is valuable to us! We're glad to hear that you love our software and found it easy to use. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. Thank you again for choosing our product and for sharing your thoughts with us. Have a wonderful day ! DS Derek S. Partner Accounting Used the software for: I used a free trial ### "We've been looking for something like this! Automation is the key to efficiencies!" August 2, 2021 5.0 Pros We like to communicate with client and keep them updated regarding the status of their project, and sometimes we get busy and fall behind. It's good that this software will provide automatic updates as the tax return moves throughout our workflow stages. Cons The fees are high, but it's worth it. The fact that it's web based is very convenient. Review Source Response from TaxDome August 11, 2021 Hi Derek! Thanks for your valuable input. Support is free and unlimited, feel free to reach out anytime. GM Gayla M. President Accounting Used the software for: Less than 6 months ### "So glad to have discovered TaxDome" January 2, 2020 5.0 We are trying to go paperless in our tax office, so tons of storage in cloud really helps that endeavor. We also needed to cut the time needed to respond to clients' constant requests for copies, and the client portal with unlimited storage solves that problem as well. We needed a way for clients to send us dox in a standardized format, rather than using 15 different apps...so TaxDome solves that problem. In addition, as owner and the person that assigns tasks, I desperately needed tax practice management software. We are still new at this, so have not perfected all of this part yet....but we feel sure that this is the solution we were looking for. Pros BIGGEST plus is a totally secure client portal for sharing sensitive data. They also offer unlimited storage, which is not typical at all....so we are able to store multiple years of clients data in the cloud....which saves us time and money when clients need extra copies later. Cons There are MANY ways of tracking clients and projects, which can be confusing when first getting rolling Reason for choosing TaxDome Price was better than most other options. Solutions addressed all of my concerns in a user-friendly environment....so PICKING this software was not a difficult decision Review Source Response from TaxDome August 2, 2021 Thank you Gayla, your feedback is valuable to us. We are happy to know that you got everything that you need. CK Cansu K. Senior Finance Manager Consumer Goods Used the software for: 1-2 years ### "A single platform can only be so powerful" November 6, 2022 5.0 Pros It has all the necessary features we are looking for for accounting and invoicing. Cons I am glad that I can use the product as I want. I'm not in a position to criticize right now. Review Source Response from TaxDome November 23, 2022 Thank you, Cansu. We appreciate your kind feedback. It is 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. NR Nina R. Owner Accounting Used the software for: I used a free trial ### "Great Product" May 2, 2022 5.0 So far, it is great. We just started using it, but are very hopeful. Pros The training is easy and helps explain how to setup the software. The software is very intuitive and easy to use. Cons Trying to learn the software, but that is with any software. Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) not enough features in financial cents right now. Review Source Response from TaxDome May 17, 2022 Hello Nina, thank you. Your feedback is very valuable to us. We are happy to hear that you like our software. Since TaxDome is an all-in-one software, and has loads of features, it may take some time to learn how all the features work, but as you stated, any new system needs time. The positive thing is that we have free support, and if there is anything we can assist you with, please reach out to us.We will be happy to help. You can also set up a training session whenever you need explanations. We wish you a great day. BA Brian A. Owner Accounting Used the software for: I used a free trial ### "Superior product for price" August 10, 2022 5.0 Still early in the game but I expect to have a very organized and efficient tax season. That's the goal. Pros So many things Iike about taxdome but one of the most important would be to send tasks or to do items to clients and track it until completed. Cons I'm a small practice. I have some very part time employees who help me. Pricing is a bit high for me to add them. Though I will be adding employees who work 2/3+ time. Review Source Response from TaxDome September 1, 2022 Thank you, Brian! Your feedback is valuable. To learn more about adding your team member, go here: https://help.taxdome.com/article/190-adding-a-team-member If there are features that you think we are missing, please submit or 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. " NF Nichole F. Senior Manager Accounting Used the software for: Less than 6 months ### "New TaxDome User -- great customer service and training" July 18, 2023 5.0 Pros Great customer service and quick responses to concerns Cons I wish there were more management-stype reports (Profitability reports, for example) Review Source Response from TaxDome August 7, 2023 Hello Nichole, Thank you very much for your review. It is valuable to us! We do our best to assist our users. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day! AZ Angie Z. Owner Accounting Used the software for: I used a free trial ### "Just Getting Started & Love It So Far" January 11, 2022 5.0 Pros I like the automations to make the administrative tasks more efficient so I can spend more time on paid client work. I also like that I can tie an invoice to a tax return so I get payment at the time the return is delivered. It saves me time chasing A/R. Cons Getting everything set up the way I want is intense & time consuming. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Dubsado](https://www.capterra.com/p/206389/Dubsado/)[SuiteDash](https://www.capterra.com/p/154949/SuiteDash/)[CustomBooks](https://www.capterra.com/p/149594/CustomBooks/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing TaxDome It has more features for less cost and recommendations from others. Review Source Response from TaxDome April 1, 2022 Thank you very much, Angie. Your feedback is valuable to us. CW CHARITTA W. ACCOUNTANT Accounting Used the software for: I used a free trial ### "NEW USER" April 30, 2021 3.0 Tax Dome will provide a secure and user friendly method to work with clients. It will help solve our problem of sharing information and documents with staff and clients. Pros We decided to use Tax Dome because of the features it offered. The client portal seems to meet a lot of our needs for client management, document management, and communications. Cons We are still in the setup stage and working to use all the features available so currently there are no cons. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Thryv](https://www.capterra.com/p/156926/Thryv/) Reason for choosing TaxDome Our biggest need was managing workflow, documents and client communications. We chose Tax Dome because they have the tools we needed to manage documents, communications, and our workflow. Review Source Response from TaxDome July 21, 2021 Thank you, Charitta, your feedback is valuable to us. TaxDome has a Secure Instant Messages feature that allows you to communicate with clients in secure chat threads, where you can schedule appointments or ask for additional information. Plus, you can set up reminders, attach files, add tasks, and moreall in one place. To learn more about this feature please refer to this link: https://help.taxdome.com/article/155-secure-messages RK Rony K. Partner Accounting Used the software for: Less than 6 months ### "Great Value" January 30, 2023 4.0 9/10 Pros Clients portal, they seem to like it. My team and their leaders have adopted pretty much within a full week. Cons yea, i've take the time to make those suggestions. The TD responds and many of the highly requested features are already either implemented or in progress. Review Source Response from TaxDome March 17, 2023 Hello Rony, Thank you for your kind review, it is valuable to us! We're glad to hear that your clients are enjoying the portal, and that your team and their leaders have quickly adopted our platform. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day. MS MaryJeanne S. Master Tax Preparer Accounting Used the software for: I used a free trial ### "New Customer Review" January 28, 2023 5.0 It has been great. I enjoyed the self help tutorial too. They were extremely helpful. Pros I like how easy it is to add multiple contacts to the same account(s). My customer tell me how easy it is to active, upload and sign/approve returns. Cons I have not found one yet. So far there is none. Reason for choosing TaxDome It was recommended thru TaxAct. Review Source Response from TaxDome March 8, 2023 Hello Mary! Thank you very much for your review. it is valuable to us. We are pleased to hear that you find our features easy to use and the modern appearance appealing and that our client app is meeting your needs. We are constantly striving to improve our services, so your feedback is appreciated. We 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 wonderful day! DC Dawn C. Owner Financial Services Used the software for: I used a free trial ### "Game changer " July 7, 2022 5.0 The best experience yet Pros Everything in one place. From bookkeeper to tax resolution Cons Learning curb but it’s worth it. One set up its perfect Reason for choosing TaxDome Cost and works for all areas of my practice Review Source Response from TaxDome July 11, 2022 Thank you, Dawn. Your feedback is valuable to us. If you have any questions, or need assistance with anything, please let us know. We will be happy to assist you. Have a wonderful day. GE Gregory E. Principal Accounting Used the software for: 2+ years ### "Pro to Lite" February 9, 2023 5.0 Pretty Good! Pros Defiantly a great portal for clients to upload their docs and get firm prepared documents. Cons Pro version at $900 was more than I needed. Had serious conversion issues moving from PRO to LITE. (client records). If you go from LITE to PRO its 1 click. Review Source Response from TaxDome March 17, 2023 Hello Gregory, Thank you for your kind review, it is valuable to us! We're happy to hear that you find our platform helpful for clients to upload their documents and receive prepared documents from your firm. We apologize for any inconvenience you may have experienced when switching from the Pro version to the Lite version of our platform. We understand that this can be frustrating, and we want to assure you that we take all user feedback seriously, and we would like to clarify that the price for a one-year license of our Pro version is $800, not $900. If there is anything we can do for you, please, let us know. Have a wonderful day! JB Jennifer B. Owner Accounting Used the software for: I used a free trial ### "Don't get washed away, get TaxDOME!" June 15, 2023 5.0 Pros Integration was super easy - FLOWSCustomer service was unmatched Cons Oddly, reps weren't harrasing me to join Review Source Response from TaxDome July 5, 2023 Hello Jennifer, Thank you for your kind feedback. It is 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! TM Tamela M. Owner Financial Services Used the software for: I used a free trial ### "Sold after the free trial" October 13, 2022 5.0 I have solved my business' problem of sending sensitive information securely. Pros I was looking for a secure way to send documents back and forth with my clients and TaxDome was the solution. Cons I felt like figuring out how to load documents that required signatures was not clear so I did not take advantage of that feature during the trial. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/)[Adobe Workfront](https://www.capterra.com/p/268205/Adobe-Workfront/) Reason for choosing TaxDome TaxDome was recommended by my tax preparation software. I'd like to streamline this process as much as possible. Review Source Response from TaxDome October 14, 2022 Thank you, Tamela. We appreciate your feedback. During the trial period, you can schedule sessions so that we can assist you, and explain the features. Since TaxDome has many different features that may be difficult to understand we offer free and unlimited support, and screen-sharing sessions so that our representatives can walk you through the software and answer all your questions. If there is anything we can assist you with please let us know. Have a wonderful day. KB Kendall B. Owner Accounting Used the software for: Less than 6 months ### "What I Have Been Searching For" October 31, 2021 5.0 Customer service is amazing. Pros This software is pretty much everything I have been looking for. Being able to message clients within an app that isn't clunky is amazing. We were trying to work with Asana but everything for us was a workaround. This is made for tax professionals and while I still need to customize it to our needs - it is almost there. Cons There is a learning curve but that is with all software! I am having trouble figuring out how to do ad-hoc projects or tasks that aren't in a pipeline but I think that is by design or I just haven't figured out how to do it yet. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Too many workarounds with Asana and this does almost everything I need. Review Source Response from TaxDome November 8, 2021 Thank you for this amazing feedback, Kendall! We highly appreciate it. Please feel free to contact us if you need assistance. Our support is free and unlimited, that includes screen sharing session with us. TV Tyler V. Director, Tax Planning and Strategy Accounting Used the software for: Less than 6 months ### "Does everything you need as a small tax business" September 6, 2022 5.0 Pros TaxDome offers a ton of features that assist in tax preparation and make for a seamless tax season. Cons The per user pricing model is the only complaint I have about TaxDome Review Source Response from TaxDome September 19, 2022 Thank you, Tyler. Your feedback is valuable to us. As for the payment plan, we understand your concern, but we have to emphasize that TaxDome replaces multiple applications/programs, and we think that the pricing is quite fair. One of the reasons is that we are providing unlimited storage to our subscribers and storing the data for them. Even if the subscription was canceled, the data will be locked waiting for the subscriber to return. For this reason, one subscription for all users would not be reasonable. To minimize the expenses, team members can also be added with a monthly subscription. If you have any questions, or need assistance with anything, please let us know. We will be happy to assist you. Have a great day. GS Gabriela S. Owner Accounting Used the software for: I used a free trial ### "Incredible Features for the Price" September 13, 2023 5.0 Very positive, from the chat, to the demo conversation and the help videos. I find it fairly easy to use. Pros The automation features and client app. Also, locking your tax return with the invoice is exactly what wee needed. No more Accounts Receivable to collect! Cons At this moment there is nothing I do not like. I´m certain it is not perfect but, you will only get out of it what you put in. We plan to learn thoroughly how to use the automation part. Review Source Response from TaxDome December 22, 2023 Hi Gabriela, Thank you for your review. It is valuable to us! We are glad to hear that you like the automation features and the client app of our product. We are also happy that you found the function of locking your tax return with the invoice useful. We hope that you continue to enjoy our software and that you learn how to make the most of it. If you have any questions or suggestions, please feel free to contact us. Have a wonderful day! DC David C. Tax Preparer Accounting Used the software for: Less than 6 months ### "New Users, Excited to Get Started " December 8, 2022 5.0 We're still in discovery. Pros We're brand new users but already thrilled about the concept of the workflow and customizing our pipeline. Cons We're still in discovery but already the names in the client screen seem to be clipped for sizing. Would be great to be able to expand there like in an excel column? Review Source Response from TaxDome December 14, 2022 Hello David, Thank you for your review. It is valuable to us. We are happy to hear that you like our software, especially customizing your pipeline to match your work process and automating it. As for the changing the column width in the clients list, we would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas, or if there is anything you would like to share with us, please do so by submitting or upvoting feature requests submitted by other firms. 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. EM Erin M. Tax Accountant - Enrolled Agent Accounting Used the software for: 1-2 years ### "Love TaxDome! " March 3, 2025 5.0 There is definitely a learning curve, but if you take the time to learn the product... WOW! Our workflow is so manageable and trackable now. We have been very impressed with it all. Pros I love the workflow automations and that the product is geared toward tax firms - although I think you could use it in any industry. I also appreciate their commitment to constantly improving and evolving as their customers' needs change. Cons There are some things that seem simple to fix/do and just aren't- just like in all software. From the user side we say "I wish it didn't send an email/notification for this" ... Reason for choosing TaxDome The automations! Review Source Talk to a Capterra advisor for free and get results within 15 minutes.