# Page 66 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 66 - 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 66 - Reviews of TaxDome ## Showing most helpful reviews Showing 1626-1650 of 3578 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DC Darien C. Principal Financial Services Used the software for: I used a free trial ### "Based on the trial...I'm hoping for very good things from this." December 6, 2021 5.0 I'm just past the trial stage...hard to tell so far. Pros I'm a new tax business...so, this should be helpful in establishing processes and dynamics related to operating. Cons Not thrilled that paying monthly is so much more than the annual. Every other software I use surely offers a discount...but sheesh...a 50% markup for monthly isn't something that I feel resonates well with smaller practices and newer users. Alternatives considered [Canopy](https://www.capterra.com/p/232316/Canopy/) Review Source Response from TaxDome January 4, 2022 Hi Darien, thank you for the feedback. We also have a discount where You can get two free user months for each friend that you invite and who chooses to run their practice on TaxDome. Learn more about our referral program https://help.taxdome.com/article/189-taxdome-referral-program . Please feel free to reach out to us if you need further assistance.Our Support is free and unlimited. GC Gabriele C. Studente Internet Used the software for: I used a free trial ### "ottima prova gratuita" February 23, 2023 3.0 Pros l’interfaccia di taxdome facilita la gestione del lavoro ed è ottimo il fatto che la prova gratuita sblocchi tutte le funzioni Cons abbastanza costoso se confrontato ad altri concorrenti Review Source Response from TaxDome March 1, 2023 Hello Gabriele, Thank you for your review, it is valuable to us! We're glad to hear that you find our interface easy to manage and that you appreciate our free trial which unlocks all the features. We understand that cost is an important consideration when choosing a software provider, and we strive to provide competitive pricing while maintaining a high quality of our product and services. Our pricing is based on a range of factors, including the features we offer, the level of support we provide, and the ongoing development and maintenance of our platform. We are confident that the price of our software is highly competitive when compared to other products in the market, and we believe that our product offers exceptional value for the investment. We strive to offer flexible pricing options to meet the needs of all our customers, and we are always looking for ways to improve our product and provide even more value to our users. Feel free to reach out to us if you need further assistance. Our Support is free and unlimited. Have a great day! NG NATALYA G. CPA Accounting Used the software for: I used a free trial ### "Great product to grow my practice with!" February 17, 2021 5.0 Overall great experience so far. I am confident, this software will help me to grow my business successfully Pros Automations and amount of features are the best. Also, constant improvements are invaluable. Customer support is very responsive and helpfull Cons There is a place for improvement to make this platform even better such as intuitive organizers for example Alternatives considered [ATOM](https://www.capterra.com/p/176137/ATOM/)[Taxaroo](https://www.capterra.com/p/168924/Taxaroo/) Reason for choosing TaxDome customer support, ongoing software development Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) more features, more robust system at tax dome Review Source Response from TaxDome July 20, 2021 Thank you, Natalya! Your feedback is valuable. Please know that you have the ability to request new features you think might improve your experience of TaxDome or vote on whether you think other users' suggestions are good too. , 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. AB Anthony B. CEO/Managing Partner Financial Services Used the software for: Less than 6 months ### "Good Product" March 11, 2022 4.0 Pros The workflow functionality allows you to be hands off from once the client is onboarded until final invoicing. Cons For me I may not know the end and outs of document management. Review Source Response from TaxDome March 30, 2022 Thank you, Anthony, your feedback is valuable to us. We just wanted to let you know that you can always book a white glove training session with our team so that we may be able to explain the ends and outs of document management in detail. You can book a session by clicking on the question mark icon in the top right corner of your profile. CW Charlotte W. Proprietor Accounting Used the software for: I used a free trial ### "Couldn't wait for the 2 week trial to end" January 28, 2022 5.0 I am pleased thus far and excited about having TD to help manage my workflow and administrative processes. Pros I have attempted to streamline my workflow with other products and the onboarding/migration was too cumbersome. Additionally the prices for the other products kept increasing and it was costing more to keep basic/critical components. TD checked both boxes with it's easy to use platform at an exceptional price. I signed up for the free trial and things are moving along better than expected. I couldn't wait for the free trial to end to unlock the other paid features. Cons I recently changed my email address and the email sync only allows you to sync to one email address. They offered a workaround and I have the option to change my email address in the future. I would like to see the required annual user subscription allow more than one email address to be synced. Review Source Response from TaxDome March 31, 2022 Thank you, Charlotte. Your feedback is valuable to us. Currently we do have the possibility to sync one email, but there is a request for this feature. We hope that it will be implemented soon. JB Joe B. Enrolled Agent Accounting Used the software for: Less than 6 months ### "Streamlined my Workflow" January 4, 2020 5.0 Pros I just started using TaxDome a couple of months ago and I love it. TaxDome does almost everything I need for my tax business. (I say almost because I know they are still adding things, and soon it will do everything). The client portal, workflows, email integration, billing, and all the automated tasks have helped me get organized for this tax season. My clients are already telling me how nice the client portal looks. Also integrates well with Drake software. The staff has been incredibly responsive as well! Cons Still waiting for them to provide an electronic signature feature like DocuSign (allowing for KBA authentication). Also would be nice to have a client appointment feature similar to Acuity. But those certainly are not deal breakers. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[ATOM](https://www.capterra.com/p/176137/ATOM/) Reason for choosing TaxDome Price, user interface, staff support. Review Source Response from TaxDome June 25, 2020 Thanks, Joe! Unlimited e-signatures (similar to Docusign or Hellosign, but without the extra cost) is included in every subscription & KBA is available as an option, too! RS Rebecca S. CPA Accounting Used the software for: I used a free trial ### "Promising softaware" October 12, 2022 5.0 Pros The software has a lot of features and capabilities when used well. Cons There will be a pretty big learning curve to get everything set up and running smoothly. Review Source Response from TaxDome October 17, 2022 Hello Rebecca. Thank you for your review. It is valuable to us. 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 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 whenever you have questions or need assistance. Have a wonderful day. CW Corrin W. Managing Director Accounting Used the software for: I used a free trial ### "Wonderful product so far. " May 31, 2022 5.0 Support has been fantastic and its super easy to get started. Pros I love the ability to create automated workflows and be able to track all of my client accounts in one place. Cons It takes a while to set it up correctly. I'm still working on all of my workflows. I wish that it integrated with more of my existing tech. I had to switch my payment platform, my scheduling platform, etc. Reason for choosing TaxDome A friend recommended it and the price is stellar for all the of functionality it can do, which is everything I needed all in one tool. Review Source Response from TaxDome June 1, 2022 Thank you for the nice feedback Corrin. We highly appreciate it. Please feel free to reach out to us if you need further assistance. Our support is free and unlimited. DT Daveed T. CEO Accounting Used the software for: I used a free trial ### "Amazing support staff" October 2, 2020 5.0 It has been very positive, I'm looking forward to working with them for a long time. Pros The support staff has been extremely friendly and the website is user-friendly. Cons Intergrations with office 365, ringcentral and other apps I use. Alternatives considered [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/)[Senta](https://www.capterra.com/p/206605/Senta/) Reason for choosing TaxDome The multiple features and products Taxdome offered for one price in comparison to other software that à la carte products and services. https://taxdome.com/feature\_comparison\_all\_in\_one Review Source Response from TaxDome August 9, 2021 Thank you, Daveed! Your feedback is valuable to us. TaxDome is integrated with Zapier. The way Zapier works is it allows two applications that don't have a native integration to talk to one another through 'triggers'. We support Zapier, and if your application does, then they can work together. If you go to the Apps Zapier page you can look for your app, add a connection to it, and see what triggers they have there. For more details, go here. https://help.taxdome.com/article/128-integration-with-zapier KB Kelly B. CFO and Founder Accounting Used the software for: Less than 6 months ### "Changed in a flash" May 4, 2022 4.0 Super happy - - clients love the ease of use Pros I had to make a quick change over in February after 3 years on another portal platform when my provider tripled my annual fee. Tax Dome was referred by a colleague, and I was able to get it set up and working within a few days so I could request year end documents from many bookkeeping clients. The messaging feature and document request are simple to learn Cons Just takes time to learn where to click - some processes are not intuitive Switched from [Corvee Tax Planning](https://www.capterra.com/p/215146/Corvee-Tax-Planning/) Cost was restrictive since they no longer offered just basic portal services Review Source Response from TaxDome May 17, 2022 Hello Kelly, thank you for your feedback. It is valuable to us. If you need assistance with anything, or if there is anything that we can do to make your experience with TaxDome better, please reach out to us. We will be happy to assist. Have a great day. KAN Kerry Ann N. Owner Accounting Used the software for: Less than 6 months ### "Great All-In-One Package" March 17, 2022 5.0 Pros Ability for Workflow management, communication with clients, and payment all in one. Cons Customization needs some work. I liked Honeybook's customization capability. It also had great look appeal when working with it. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing TaxDome Great reviews from members of BBL Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Better workflows and better program for tax clients Review Source Response from TaxDome March 30, 2022 Thank you, Kerry Ann, your feedback is valuable to us. We just wanted to let you know that you can always submit a feature request on our Feature Request board if you ever want to see anything changed or updated. You can access the Feature Request board by clicking on the question mark icon in the top right corner of your portal. CM Caleb M. Tax Strategist Accounting Used the software for: Less than 6 months ### "Dariba Tax Strategist Review " January 13, 2023 4.0 It has been really good and I am sure it will continue to improve so I am excited to see the growth Pros The pipeline features and automations have been the most useful. Cons I feel like this software is missing a simplicity component, we are using it for everything but if we want to run clients through the system and not have it trigger a welcome to the portal email there is no tag for that or no way to use a tag like that Review Source Response from TaxDome February 28, 2023 Hello Caleb, Thank you for your review, it is valuable to us! We are thrilled to hear that our pipeline features and automations have been useful for your business. Regarding the issue you raised with triggering a welcome email, we would like you to know that in the current version, it is possible to import your clients list and leaving the invitation to the portal and send it later once you are ready. Please feel free to reach out to our support team if you need any further assistance on this. Have a wonderful day! AO Andrew O. Owner Accounting Used the software for: I used a free trial ### "New User" January 11, 2023 4.0 Pros It seems easy to add clients and the functionality seems useful. Cons It is taking some time to learn the software. Review Source Response from TaxDome February 22, 2023 Hello Andrew, Thank you for your kind review, it is valuable to us! We are glad to hear that you like TaxDome, and you found adding clients to be easy and our functionalities useful. 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. GB GREG B. ENROLLED AGENT Accounting Used the software for: Less than 6 months ### "Tax Dome the best CRM manager for a tax practice" October 8, 2019 5.0 nothing is getting missed. all tasks are tracked in tax dome and we don't require so many programs now. Only need to log into 2 programs instead of 5 or 6. Pros Super easy to use, keeps our practice organized so nothing is missed, and everything is all in one platform. billing, tax docs, communication with clients and soon an appointment calendar and they are constantly improving the software Cons There is nothing we didn't like about it Reason for choosing TaxDome It is the best. Nothing compares. Customer support is supreme and one of a kind. They are very unique in that they work with you to make the software better and they are open to suggestions and change things based on what the customer needs. If you need a great CRM manager for your tax practice tax dome is number one. And their security is top notch. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) needed a better for modern CRM manager Review Source Response from TaxDome August 9, 2021 Hi Greg! Thanks for your wonderful feedback! We aim to make TaxDome the best there is. CR Charrissa R. OWNER Accounting Used the software for: Less than 6 months ### "This is going to be an amazint tool." November 3, 2021 5.0 Excited and nervous Pros It is complex to set up but now that we are getting better it will get easier. In the end this will streamline all of our processes. Very excited with the features I have learned. Cons Complex to start up and organize but this will get easier with time. Reason for choosing TaxDome referred by Bowen Rynard Switched from [Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) i want to do everything in one place Review Source Response from TaxDome November 16, 2021 Hi Charissa, thank you for the very nice feedback. Please feel free to contact us if you need further assistance. Our Support is free and unlimited. CM Cindy M. CEO Accounting Used the software for: I used a free trial ### "So far so good" July 14, 2021 5.0 We are excited to use TaxDome and hopefully see our bookkeeping and tax workflow improve! Pros Our firm loves that TaxDome is an all-in-one software so our "tech stack" isn't so large. Too many apps have negatively impacted our efficiency. Cons Unlike Practice Ignition, we won't be able to automatically collect monthly payments from clients. The second thing we are struggling with is that TaxDome doesn't yet integrate with Xero. Alternatives considered [Canopy](https://www.capterra.com/p/205679/Canopy/) Reason for choosing TaxDome Price. Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/)[CountingWorks](https://www.capterra.com/p/167016/ClientWhys/)[Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) We have too many apps. Review Source Response from TaxDome July 16, 2021 Hi @Cindy -- thanks for your review! Re; automatically collect monthly payments. This is in our roadmap, so you will be able to do this soon! You can automatically send invoices via automations (including on a schedule - say every 1st of the month) - but it won't charge the client automatically. Automatic drawdown on the 1st of the month (example) will be coming. IE Irma E. Advisor Oil & Energy Used the software for: I used a free trial ### "Taxdome Review" November 7, 2023 5.0 The overall experience has been really positive it has help us gain more clients as well as secure the clients we already have with the facility the app gives them as well as for us our employees are more satisfied as well Pros What I like the most about Taxdome is that our clients are really satisfied with it they are able to communicate with us whenever they need too, sign contracts, pay as well and you can have it either on your desktop or in your mobil device Cons There is nothing I dislike maybe just the price but that will be it Review Source Response from TaxDome November 21, 2023 Hello Irma, Thank you for your review. It is valuable to us! We are delighted that you and your clients are satisfied with Taxdome. We are happy that you appreciate our features, such as communication, contract signing, payment, and desktop and mobile access. We are always striving to provide the best service. We also understand your concern about pricing. We know that this can be a worry for some users, and we want to assure you that we are always looking for ways to improve our system and provide more features and benefits for our users. We will always strive to make our system worth your investment. If there is anything we can do for you, please reach out to us. Have a wonderful day. EM Erin M. President Accounting Used the software for: I used a free trial ### "Ease of Use" January 19, 2023 5.0 Pros Great product that has helped us to streamline our processes and ensure we are on the same page with our clients. Cons Setting up automation and pipelines can be cumbersome but worth it once it all comes together. Review Source Response from TaxDome April 10, 2023 Hi Erin! 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. 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, 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. SM Stephen M. Owner Facilities Services Used the software for: Less than 6 months ### "It's what I was looking for." January 4, 2022 5.0 First season with the software - so far, though, it seems very promising. Pros Custom branding, apps for mobile devices. Cons I wish I could customize the layout that my customers see in their portals, but I heard that they're working on making this happen - so good stuff. Switched from [Liscio](https://www.capterra.com/p/180297/Liscio/) Liscio is too powerful for my needs and, with the bulk of my clients individual taxpayers, it was a little confusing for some of my clients. It would have been great for B2B, but, like I say, I focus on individuals. Review Source Response from TaxDome April 1, 2022 Thank you, Stephen. Your feedback is valuable to us. We are working on the improvement of our software, and the needs and suggestions of our users are very important to us. We have a Feature Request Board for our paying subscribers. There you can request new features or upvote existing requests. The feature requests with the most upvotes get prioritized and eventually developed. KF Kimberly F. Enrolled Agent/Owner Accounting Used the software for: I used a free trial ### "So far, Very happy!" January 26, 2021 5.0 Pros I like the ease of use once you learn the how, which doesn't take too long. I love the helpful videos to answer questions. Onboarding meetings have been super helpful. This software is very inexpensive for what you receive. I am able to cancel several separate subscriptions and hope to cancel more as more features are rolled out. Cons The thing I like least is that I would like to be able to create templates with more of my brand colors and images. I like to talk in my own voice as myself and use emojis but I can't brand things that way. I little to stoic for my taste but the automation in one place outways that "negative." I would also like to be able to use more shortcodes for emails. I have 1 LLC and 1 dba but can only sync one email. The ability to sync more than one email would be helpful. Reason for choosing TaxDome I chose TaxDome for ease in using a one-stop shop. Loving it so far. Used the trial and just signed up. Review Source Response from TaxDome July 26, 2021 Thank you, Kimberly, 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. CA Charles A. Owner Accounting Used the software for: Less than 6 months ### "Necessary tool" February 14, 2023 5.0 Pros The onboarding was thorough and extremely smooth. Cons Navigation was intimidating at first, but the onboarding resolved a lot of my initial confusion. Review Source Response from TaxDome March 9, 2023 Hello Charles! Thank you for your kind feedback. It is valuable to us. We are glad to hear that your onboarding experience was thorough and extremely smooth. We understand the importance of providing our customers with a seamless onboarding experience to ensure that you are set up for success. We appreciate your feedback regarding the navigation of our software and are pleased that the onboarding process was able to resolve many of your initial confusion. If you have any further questions or concerns about navigating our software, please don't hesitate to reach out to our customer support team who are always available to help. Thank you for choosing us! Have a wonderful day! TN Tina N. tax preparer Accounting Used the software for: I used a free trial ### "successful" January 27, 2023 5.0 Sharing documents thru secure portal and not by email is necessary Pros Document sharingmessagingsignaturesease of entering date and uploading documents Cons nothingI wish I had started sooner.It does take a few seconds to upload each contact Reason for choosing TaxDome Reviews by other accountants on facebook group Review Source Response from TaxDome March 17, 2023 Hello Tina, Thank you for your kind review, it is valuable to us! We are thrilled to hear that you are enjoying the document sharing, messaging, and e-signature features of TaxDome. We're also glad to know that you found it easy to enter data and upload documents. We're sorry to hear that uploading contacts takes a few seconds, but we appreciate your patience with that. We're here to help you make the most of TaxDome, so please don't hesitate to reach out if you have any questions or concerns. Have a wonderful day! AR Alejandro R. Partner Accounting Used the software for: I used a free trial ### "Overview" October 2, 2023 4.0 Pros The vast amount of features all in one platform Cons The product is easy to learn but difficult to master. Review Source Response from TaxDome November 9, 2023 Thank you, Alejandro, we really value your feedback! We are glad to know that you found everything you need for your process! We understand there is a lot of tools to learn and get familiar with but please don't hesitate on reaching out when you need help. We'll always be glad to assist. Wishing you a great day! JR Jocelyn R. Owner/Operator Financial Services Used the software for: I used a free trial ### "TaxDome is Awesome" April 13, 2021 5.0 Thus far Taxdome covers all of my business needs except task and to do planning that have nothing to do with the client but only with the firm. This product would be 5 star across the board if this was implemented Pros I love this software and so do my clients. It is easy to use both user facing and client facing. My clients love that they have a secure portal that consolidates all of their documents, and really our entire transaction is done through TaxDome. Cons TaxDome NEEDS a separate task or to do list that isnt client based. something similar to clickup. That way it would be a 1 stop shop for all of my firms needs. If TaxDome had an adhoc task and to do list that is just for the firm, that has nothing to do with the client at all then TaxDome would be unstoppable Reason for choosing TaxDome It was more useable and customizeable for a tax and bookkeeping firm within Canada Review Source Response from TaxDome July 27, 2021 Thank you, Jocelyn! 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 KV Kathleen V. Owner Accounting Used the software for: I used a free trial ### "New User - So Far So Good" January 10, 2021 4.0 Main objective is to make sure we are dealing with all projects efficiently, and not missing any to-do items in a busy tax office. Pros Support videos and daily onboarding sessions make it easy for a multi-member team to get up to speed. We ultimately selected this software because of all-in-one integration project management with client portals and communication. Cons Some basic features still need to be deployed, such as @ mentions to loop in a team member, and ACH for payments. However, it seems that many new features are pending and expected to be released in 2021. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome All-in-one functionality, cost. and staff thought it would be quicker and easier to use and implement. Review Source Response from TaxDome July 26, 2021 Thanks for your review, Kathleen! ACH is now available with our CPACharge payment processor. @mentions is currently in development. To request for more 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 Talk to a Capterra advisor for free and get results within 15 minutes.