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TaxDome Reviews

TaxDome

4.7 (3,269)
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Tax practice management software for bookkeepers and CPAs

Overall rating

4.7 /5
(3,269)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.7/5
97%
recommended this app
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3269 Reviews for UK Users

Carmine Beatrice
Carmine Beatrice
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Reliable Taxdome

Reviewed on 07/01/2025

I've always had a reliable experience with TaxDome. I appreciate that it offers workshops and keeps...

I've always had a reliable experience with TaxDome. I appreciate that it offers workshops and keeps up with timely updates. The platform is safe and secure for clients, and it's easy to navigate. I also like the user-friendly interface, which is not intimidating. TaxDome fosters efficient client relationships by promoting seamless communication

Pros

Secure, reliable, user friendly for both tax preparer, admin and client

Cons

I suggest to put AI in chats to check grammar, spelling and make overall communication efficient

Response from TaxDome

Thank you for your thoughtful review! It’s wonderful to hear that you’ve found TaxDome to be reliable, secure, and user-friendly for both your team and your clients. We’re thrilled to know that features like seamless communication and timely updates are helping foster efficient client relationships.

Your suggestion to incorporate AI in chats to improve grammar and spelling is fantastic! I’ve shared this feedback with our product team, as we’re always looking for ways to enhance the user experience.

If you’d like to share more details or have additional ideas, feel free to reach out to us at [email protected]. We’re always here to listen and support you!

Tonya
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Employee Ever

Reviewed on 21/12/2024

I enjoy TD a ton. It has been easy to get my clients to adopt overall and has saved me time enough...

I enjoy TD a ton. It has been easy to get my clients to adopt overall and has saved me time enough to put off hiring additional help.

Pros

I like that everything is so centralized. Keeping the client stuff in all one place and being able to see everything at a high level and also more granular helps keep the work managed well.

Cons

I wish we had the ability to connect to more than just QB as an accounting software. Also I wish we could have more ability to use additional filtering in automations.

Alternatives Considered

Financial Cents, SmartSuite and Canopy

Reasons for Choosing TaxDome

TaxDome allowed me to manage everything in one place versus having to piece together all the different things.

Switched From

Keap

Reasons for Switching to TaxDome

The price point and ease of use of TaxDome other the competitors is what sold me.

Response from TaxDome

Thank you for sharing your experience with TaxDome! We're so glad to hear it’s been a time-saver for your practice, helping you streamline client management and work processes. It’s fantastic to know you’ve found it easy to get clients on board and that the centralized platform is working well for you.

We appreciate your feedback and I’ll be sharing them with our product team. If you’d like to share more details or ideas, we’d love to hear from you! Please feel free to reach out to us at [email protected].

Thank you for trusting TaxDome—we’re here to support your success! 🚀

Karen
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Efficient, but pricey

Reviewed on 06/02/2025

We needed to move from a very clunky portal to something more user friendly! It's mostly filled...

We needed to move from a very clunky portal to something more user friendly! It's mostly filled that bill, but at a significant cost.

Pros

It's easy for clients to upload documents and for sending completed tax returns for esignature. The chat feature is useful as well.

Cons

The cost! It's increased significantly in a very short time. Also, the pipelines are not intuitive at all. We've spent quite a bit of time and money attempting to get it set up properly.

Karen
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

TaxDome Review

Reviewed on 06/12/2024

2025 will be our 5th tax season using TaxDome. The first couple of years, we just used it for...

2025 will be our 5th tax season using TaxDome. The first couple of years, we just used it for contact info, the client portal and e-signatures, with limited use of the workflows. Last year was the first year we started automating some of the processes, and making full use of the workflows. Still don't have full commitment of all of the members of our company.

Pros

I like that I have all the client information in one place, and have access to it from the app. This way client contact information travels with me. I also like the automation of information that goes out to the client, to keep the updated on the progress of their return.

Cons

Learning curve can be a little steep, especially with setting up the workflows, and understanding how workflows, tasks, and jobs are related. Costs could be an issue with large firms.

Alternatives Considered

Canopy

Reasons for Switching to TaxDome

I liked the overall design of TaxDome and the cost.

Response from TaxDome

Thank you for sharing your experience with TaxDome! It’s fantastic to hear that you’ve been with us for nearly five years and are expanding how you use the platform each tax season. Having all your client information in one place and leveraging automation to keep clients updated is such a powerful way to streamline your practice. We’re thrilled to be part of your journey!

If you need further assistance or tips, don’t hesitate to explore our resources like the TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), webinars, and bootcamps.

Thank you for being a valued part of the TaxDome community, and here’s to a successful 2025 tax season!

Jill
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Taxdome Review

Reviewed on 06/02/2025

I am happy with the program generally and would recommend it.

I am happy with the program generally and would recommend it.

Pros

It provided a format that I was comfortable with for personal tax workflow and although it will be useful for other workflows (i.e. corporate, estate and bookkeeping) have not had time to get them up and running.

Cons

It is very time consuming fine tuning the workflows for a smaller office. The canned versions you have available could be further enhanced but having hands on designers that work in the fields of taxes and accounting. Or maybe you do?

Alternatives Considered

TPS Cloud Axis, Financial Cents and Karbon

Reasons for Choosing TaxDome

Our client base was too large for the program to handle.

Switched From

ClientTrack

Reasons for Switching to TaxDome

Because [sensitive content hidden] was a great salesman!! The workflow was similar to the Client Track format which we had used for years.
Kathy
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TaxDome is indispensable

Reviewed on 23/12/2024

I use TaxDome every day. It's hard to imagine going back to working without it.

I use TaxDome every day. It's hard to imagine going back to working without it.

Pros

TaxDome is the central hub for client information and communication. The new Client Requests make it easier to get information from clients. The chat is great for secure communication.

Cons

I wish it had an appointment scheduling module.

Alternatives Considered

Dubsado and Infinity

Reasons for Choosing TaxDome

I wanted something more specific to taxes.

Switched From

17hats

Reasons for Switching to TaxDome

I was impressed by the features that TaxDome has.

Response from TaxDome

Thank you for sharing your experience with TaxDome! We’re delighted to hear how indispensable the platform has become in your daily work and that features like Client Requests and secure chat are making a difference for your practice. It’s wonderful to know TaxDome serves as the central hub for your client communication and information management.

We appreciate your feedback and I'll be sharing it with our product team for consideration. If you have any additional thoughts or ideas, please don’t hesitate to reach out at [email protected]. We’re always eager to improve and ensure TaxDome meets your needs.

Thank you for choosing TaxDome and being part of our community. Here’s to continued success! 🚀

Landon
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

TaxDome - A Great Software With A Promising Future For Accounting & Tax Professionals

Reviewed on 30/01/2025

I use TaxDome for many parts of managing my practice. It has helped me to think of my practice in...

I use TaxDome for many parts of managing my practice. It has helped me to think of my practice in new ways and service more clients without compromising on quality

Pros

I like that the software integrates many components of my business into one platform. It does many of these with lots of efficiency. I also like that they have been able to continue to improve the platform over time. It will be cool to see what improvements they make going forwards.

Cons

The folder system is a little bit clunky. It is improving but I think there are improvements they could make. It would be cool to make PDF and JPEG edits inside the software. I also think that the time entry tool could be more agile. If I forget to enter my time for a couple of days, it becomes a big task that should be easier to enter.

Alternatives Considered

Canopy and Karbon

Reasons for Choosing TaxDome

To consolidate into one platform. It increased my efficiency

Switched From

Docusign, Canopy, Karbon and Ignition

Reasons for Switching to TaxDome

A more user friendly experience. It had the easiest learning curve and seemingly endless opportunities for improvement.

Response from TaxDome

Thank you for your thoughtful review! We’re so glad to hear that TaxDome has helped you manage your practice efficiently while allowing you to scale without compromising quality. Continuous improvement is at the heart of what we do, and we’re excited to keep delivering updates that enhance your experience.

We appreciate your feedback and I’ll be sharing it with our product team for review! If you’d like to provide more details, we’d love to hear from you! Feel free to reach out at [email protected]. 🚀

Kimberly
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Works well

Reviewed on 16/12/2024

We have had a good experience with TaxDome. It has help revolutionize our workflow process into a...

We have had a good experience with TaxDome. It has help revolutionize our workflow process into a much smoother flow.

Pros

Responsiveness of the customer service team. i have the ability to request training on any specific topic necessary and obtain one-on-one training.

Cons

Some of the sort options are clunky. On some screens, you only have one column to which you can sort. This requires that you work with more filters than is sometimes necessary.

Alternatives Considered

Slack and monday.com

Reasons for Switching to TaxDome

price, better user interface. It was more affordable for the size of team.

Response from TaxDome

Thank you for sharing your experience with TaxDome! It’s fantastic to hear how the platform has helped revolutionize your workflow into a smoother process and that you’ve had a positive experience with our customer service team. We’re thrilled that the one-on-one training options have been helpful for you to dive deeper into specific topics and make the most of TaxDome’s features.

Your feedback is greatly appreciated, and I’ll be sharing it with our product team to explore how we can make improvements. If you’d like to share more details or have additional suggestions, please don’t hesitate to reach out at [email protected].

Thank you for being a valued part of the TaxDome community, and here’s to even greater efficiency in the future! 🚀

Amealia
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TaxDome is a must for tax preparers

Reviewed on 06/02/2025

Overall I would t switch to another platform just because of the direct integration with my tax...

Overall I would t switch to another platform just because of the direct integration with my tax software and the ability to lock documents to collect.

Pros

Being able to lock documents so I can get paid up front before completing work.

Cons

The annual pricing per person. It also has a learning curb.

Alternatives Considered

Financial Cents

Reasons for Choosing TaxDome

Tax integration and signatures. Email integration. Overall better value for money.

Reasons for Switching to TaxDome

Value for money. I was also looking for something that was scalable in the long run.

Response from TaxDome

Thank you for your feedback! We’re thrilled to hear that TaxDome has been an essential tool for your tax practice, especially with features like document locking to ensure upfront payments. It’s great to know that our tax integration, email capabilities, and scalability align with your firm’s needs!

To help make the setup process easier, we offer a variety of resources, including TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), live webinars, Bootcamp training sessions, and a comprehensive help center with step-by-step guides. If you ever need additional assistance, our team is always available at [email protected].

We truly appreciate you choosing TaxDome and look forward to supporting your firm’s continued success!

Chris
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Improving more and more each day.

Reviewed on 30/01/2025

So far, I'm loving it. I am getting more familiar with it and subscribed to the TaxDome youtube...

So far, I'm loving it. I am getting more familiar with it and subscribed to the TaxDome youtube channel and I am constantly learning new things that will make my life easier going forward.

Pros

The automation processes. It is a lot upfront work, but once you get dialed in, it is very powerful. Pipelines, reminders, approval, signatures and invoices being attached to documents etc.

Cons

I haven't found many. Couple hiccups here and there, but it is more associated with the learning curve.

Alternatives Considered

Salesforce Starter, XCMworkflow and Drake Tax

Reasons for Switching to TaxDome

I've spoke with several other new firm owners and they loved it and the price seemed reasonable along the TaxDome continuing to grow, where the other items seemed a little more archaic.

Response from TaxDome

Thank you for sharing your experience with TaxDome! We're thrilled to hear that you’re loving the platform and finding value in the automation processes like pipelines, reminders, and document-linked invoices. It’s great that the TaxDome YouTube channel has been a helpful resource as you continue to learn new features to make your workflow even smoother. 🚀

We truly appreciate your feedback. If you ever encounter any hiccups or need support as you explore more features, please don’t hesitate to reach out to us at [email protected]. We’re here to help and always eager to hear more about how we can improve your experience.

Lucy
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent practice management software

Reviewed on 13/11/2024

I'm very happy with TaxDome. I needed a secure communication platform with project tracking and KBA...

I'm very happy with TaxDome. I needed a secure communication platform with project tracking and KBA e-signatures, and TD has all that and so much more. In fact, I recently switched to a 3 year contract, which should tell you how pleased I am. I highly recommend any CPA firm check out this software!

Pros

I love all of the automation features. It makes my workflow highly customizable and well organized. I always know who has which tasks to complete, and where in the process any given deliverable is. Plus they keep introducing more incredible features, so the product is continually improved.

Cons

There is a bit of a learning curve at the beginning in order to understand how the system works and how to set up your own processes, so I'm still tweaking some of my setup as I get more experience with the product. I also wish they supported foreign currency invoicing (CAD-USD).

Alternatives Considered

Liscio

Reasons for Switching to TaxDome

TaxDome's features and user design were head and shoulders above Liscio's. (I used Liscio with another firm and it was not as good as they sales team said it would be - very disappointing.) Plus TaxDome continually adds features and improves the software, so it just keeps getting better.

Response from TaxDome

Thank you so much for sharing your experience with TaxDome! We’re thrilled to hear that the platform has made such a positive impact on your workflow—secure communication, project tracking, and KBA e-signatures are core features we’re proud of. It’s awesome to know you’re finding the automation tools helpful for keeping everything organized and running smoothly. Committing to a 3-year contract really means a lot to us—thank you for trusting us with your business!

It’s great to hear you’re tweaking your setup as you go—that’s exactly how many of our users refine their processes. And about the CAD-USD invoicing, we’ve passed that feedback along to our Product team. We’re always working to improve, so your input really helps.

Thanks again for your kind words and for recommending TaxDome to other CPA firms! If you ever need help or have more ideas, feel free to reach out—we’re always happy to hear from you!

Anays
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TaxDome is the Best!

Reviewed on 20/11/2024

The best! I work with many CRM’s for my other businesses and never found one for the accounting...

The best! I work with many CRM’s for my other businesses and never found one for the accounting industry, TaxDome is what helps me run my firm.

Pros

I love the that we can organize a workflow, add tags, keep up with work. I came from using Keap and Canopy tax, there is nothing like TaxDome. My clients love the portal.

Cons

I don’t find anything I least like, I would just like a few things added, the ability to upload docs into a clients portal from my phone and a bit more automation in the pipelines.

Response from TaxDome

Thank you for such an enthusiastic review—"The Best!" is music to our ears! We're thrilled to hear how TaxDome has transformed the way you run your firm, especially compared to other CRMs you've used in the past.

It's wonderful that features like workflow organization, tags, and work tracking have been a game-changer for you, and it’s even better to know that your clients love the portal too! Feedback like this keeps us motivated to continue enhancing the platform to meet your needs.

We’d love to know more details about your ideas so we can share them with our Product Team. Please feel free to reach out to us anytime at [email protected]—your feedback helps shape the future of TaxDome!

Thanks again for trusting us to support your firm, and we’re honored to be your #1 choice. 😊

Latonda
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game-Changer for Streamlining My Tax and Bookkeeping Business

Reviewed on 21/11/2024

TaxDome has completely transformed the way I manage my tax and bookkeeping business. From the...

TaxDome has completely transformed the way I manage my tax and bookkeeping business. From the moment I started using it, I noticed an immediate improvement in my workflow, organization, and client communication. The platform is a powerhouse for automation, allowing me to streamline everything from client onboarding to document collection and e-signatures.

What sets TaxDome apart is its intuitive design and all-in-one functionality. I can manage my entire practice from one dashboard—no need to juggle multiple tools anymore! The client portal is user-friendly and professional, making my clients feel confident and engaged in the process.

The support team deserves special recognition for their responsiveness and expertise. Anytime I’ve had a question, they’ve gone above and beyond to ensure I had the resources I needed.

As a growing business owner, TaxDome has been a game-changer. It saves me hours each week and gives me the confidence to scale my business without the chaos. I highly recommend it to any tax or accounting professional looking to simplify their operations and elevate their client experience.

Pros

The most impressive feature of TaxDome is its ability to centralize all aspects of my practice in one platform. The seamless integration of client portals, automated workflows, and e-signature capabilities saves me hours of administrative work every week. I also love how intuitive and user-friendly it is for both my team and clients, which makes collaboration effortless. The level of automation it provides has truly elevated my efficiency and client experience.

Cons

While TaxDome is incredibly powerful, the initial setup and learning curve can be a bit overwhelming. Configuring workflows and fully understanding all the features takes some time and effort. However, once everything is set up, the system runs smoothly and is well worth the investment.

Alternatives Considered

Hubdoc, Canopy and Karbon

Reasons for Switching to TaxDome

Each offered similar features, but TaxDome stood out for its all-in-one platform, affordability, and ease of use for streamlining client communication and document management.

Response from TaxDome

Thank you so much for sharing your amazing feedback! We're thrilled to hear that TaxDome has been a game-changer for your tax and bookkeeping business. It’s fantastic to know that our platform has helped improve your workflow, organization, and client communication while saving you hours each week. We're especially glad to hear how much you value the all-in-one functionality and intuitive design—providing seamless automation and enhancing your client experience is exactly what we strive for!

We also deeply appreciate your shout-out to our support team! It’s wonderful to know they’ve been able to provide the resources and assistance you needed to succeed.

If you have any additional ideas or feedback, we’d love to hear them! Please feel free to reach out at [email protected]. Your insights help us ensure TaxDome continues to grow with you and your business. 😊

Nirva
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Accounting Practice Management

Reviewed on 29/11/2024

Pros

I enjoy TaxDome, it's constantly evolving and provides a great user experience. I love the fact that you can do so much securely, such as sending proposals and engagement letters, receiving payments, communicating with clients, sending organizers, setting up workflows and more. To top it off their customer support is excellent. I would recommend the software to any accountant or tax professional looking for an all-in-one online solution to work with their clients.

Cons

For now, the only con of the software I can think of is not being able to separate team access by type of service such as bookkeeping versus tax preparation which I am sure is on the work because they regularly collect feedback to improve and add new functionalities.

Alternatives Considered

Canopy

Reasons for Switching to TaxDome

Cost, and reviews were two major factors in deciding on the products.

Response from TaxDome

Thank you for such a glowing review! 🌟 We're thrilled to hear that you're enjoying the many features TaxDome offers, from secure communication to workflows and everything in between. It’s also fantastic to know our customer support has made a positive impact—your recommendation means the world to us!

We appreciate your feedback and you’re absolutely right—we’re always working on new functionalities and collecting input from users like you. Thank you for being part of the TaxDome community!

Dana
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

It is worth it!

Reviewed on 30/11/2024

The more our office become committed to using TaxDome, the more rewarding it is and we realize it...

The more our office become committed to using TaxDome, the more rewarding it is and we realize it is worth the effort and cost.

Pros

TaxDome is hard, but I love knowing TaxDome provides excellent support. I am learning every month how TaxDome can make our office more efficient. It is definitely a process, but one that is rewarding when it all comes together.

Cons

I feel like you really need to invest, which takes time - time to learn, time to implement, time to review and revamp. Once you invest time to learn and setup, it saves you the time you are looking for.

Response from TaxDome

Thank you for sharing your experience with TaxDome! It’s wonderful to hear how committing to the platform has proven to be a rewarding investment for your office. Knowing that you’re discovering new ways to boost efficiency each month is exactly the kind of impact we strive for.

We’re especially glad to hear that our support team has been there to assist you along the way—it’s our goal to make the learning and implementation process as smooth and valuable as possible. Thank you for being a part of the TaxDome community, and we’re excited to continue supporting your success! 🚀

Elizabeth
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best in show for CRM and workflow management

Reviewed on 01/12/2024

Overall, this platform is the best price point for my CRM needs. It takes some time to get familiar...

Overall, this platform is the best price point for my CRM needs. It takes some time to get familiar with, but with the marketplace, if you're completely new you can just get right into it with a built-for-you workflow.

Pros

Flexibility to create workflows that work for my firm as well as the ability to lock invoices to the returns.

Cons

The site builder. I really want to use it but it's features are VERY clunky. I always have issues with spacing and sizing as I try to re-adjust things. I also dislike when new additions are rolled out in the middle of tax season.

Alternatives Considered

Intuit Practice Management

Reasons for Choosing TaxDome

Karbon was limited in its functionality and cost about the same

Switched From

Karbon

Reasons for Switching to TaxDome

More functions for about the same or less cost.

Response from TaxDome

Thank you so much for your thoughtful review! It’s wonderful to hear that TaxDome has been the best fit for your CRM and workflow management needs. We’re thrilled you’ve found value in the flexibility of creating workflows tailored to your firm and features like invoice locking. It’s always rewarding to know our tools are making a difference for your practice. 😊

We’re committed to continuous improvement and ensuring the platform works seamlessly for you. If you'd like to share additional details or suggestions, please reach out to us at [email protected]—we’d love to hear from you!

Thank you for choosing TaxDome to support your practice!

Stephanie
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

From Data Collection to Service Excellence with TaxDome

Reviewed on 01/12/2024

TaxDome saves us a tremendous amount of time, allowing us to focus our work hours on what truly...

TaxDome saves us a tremendous amount of time, allowing us to focus our work hours on what truly matters—serving our clients. Data collection is often the biggest speed bump in the process, but with TaxDome, we can keep moving forward seamlessly!

Pros

Everything in One Place – Switching to TaxDome allowed me to cancel four other software programs. It centralizes all aspects of an engagement, including text messages, emails, e-signature documents, invoices, engagement letters, client questions, and files. This streamlined approach saves time and eliminates the hassle of chasing information across different platforms. For team members collaborating on the same client, everything they need is at their fingertips, enhancing efficiency and productivity.

Cons

At one point, the mass messaging feature glitched, but thankfully, it seems to be working fine now.

Alternatives Considered

Liscio

Reasons for Choosing TaxDome

My team complained about logging into multiple software programs

Switched From

Karbon

Reasons for Switching to TaxDome

TaxDome offered more functions that allowed me to cancel other software subscriptions. Less expenses. A fewer log-ins.

Response from TaxDome

Thank you for sharing your experience with TaxDome! It’s fantastic to hear how it has transformed your practice, allowing you to streamline operations and focus on delivering exceptional service to your clients. The ability to consolidate everything—from communication to e-signatures and invoices—all in one place is a huge time-saver, and we’re thrilled that it’s made such a positive impact on your workflow! 😊

If you ever encounter any issues or have suggestions for further improvements, please feel free to reach out at [email protected]. We’d love to hear from you and ensure TaxDome continues to exceed your expectations.

Thank you for being a valued part of the TaxDome community and for trusting us to simplify your practice.

Mai
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Platform is great!!

Reviewed on 02/12/2024

I have enjoyed my time using TaxDome and watching the growth and positive changes that have been...

I have enjoyed my time using TaxDome and watching the growth and positive changes that have been implemented.

Pros

You can see all activities associated to a job in on screen.

Cons

I wish the calendar would sync to your personal calendar for appts and specific task, not all task.

Alternatives Considered

Canopy and Karbon

Reasons for Choosing TaxDome

Ease of use and client integration. Was not sufficient for task management.

Switched From

ATOM

Reasons for Switching to TaxDome

I preferred the interface of product when onboarded and stayed with product due to positive changes over course of time.

Response from TaxDome

Thank you for sharing your experience with TaxDome! We’re delighted to hear how much you’ve enjoyed using the platform and witnessing its growth and positive changes. Knowing that features like job activity tracking on one screen are enhancing your workflow means a lot to us.

Your support and loyalty inspire us to keep improving! If you ever have additional feedback or suggestions, feel free to reach out at [email protected]—we’d love to hear your thoughts and ensure TaxDome continues to meet your needs.

Alison
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Virtual Accounting Firm CRM

Reviewed on 02/12/2024

It has been a great experience. It was challenging at first and I still don't 100% understand how...

It has been a great experience. It was challenging at first and I still don't 100% understand how to do certain things with pipelines (maybe I need it to do something that isn't possible). Overall, I'm very pleased.

Pros

I've been using TaxDome since 2021 (4 tax seasons). I didn't fully utilize all of the features during my first 2 years, and I still have more pipelines to set up, however, I have still been very pleased. This software can do as much or as little as you need based on your firm needs. I especially love that I can lock documents until the invoice is paid. This feature was a lifesaver! TaxDome is also continuously adding new features and improving on the old ones. I highly recommend TaxDome, especially if you are a virtual firm or hoping to move in that direction.

Cons

I would love to have automated replies when I'm out of the office. I would love a white label app (which I think is in the works). I'd also like to be able to offer more payment options. I invoice all tax returns through TaxDome, but everything else is invoiced through QBO because fees are somewhat less. Syncing my TaxDome to my QBO created a mess. I'd be afraid to attempt that again, but I'd possibly consider it if it was more seamless.

Alternatives Considered

Drake Tax and Asana

Reasons for Switching to TaxDome

Pricing, features, all-in-one (for the most part), locking docs to invoices

Response from TaxDome

Thank you for sharing your experience and for being a loyal TaxDome user since 2021! We’re so glad to hear how much TaxDome has streamlined your workflows, especially with features like document locking tied to invoices. Your recommendation means a lot, and we’re thrilled it’s been a great fit for your virtual firm!

We appreciate your feedback on automated replies, payment options, and white-label apps—your input helps us grow. Feel free to share ideas on our Ideas Suggestion Board (https://help.taxdome.com/article/203-how-to-suggest-an-idea).

If you ever need help with pipelines or anything else, reach out at [email protected] We’re here to help!

William
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best investment ever for my business

Reviewed on 05/12/2024

Taxdome was a learning curve at first, but well worth every penny. I love that they’re constantly...

Taxdome was a learning curve at first, but well worth every penny. I love that they’re constantly making improvements as well.

Pros

TD streamlines and automates a lot of tasks for me allowing me to take on more clients. It’s almost like having an extra employee.

Cons

It has its bugs here and there. Other than that, I don’t like clients needing an account in order to sign documents.

Response from TaxDome

Thank you for sharing your experience with TaxDome! We're happy to hear that it has been such a valuable investment for your business, helping you streamline and automate tasks to take on more clients. The comparison to having an extra employee is fantastic, and we love that you're benefiting from the continuous improvements we make.

We also want to let you know that with our recent feature update, clients no longer need an account to sign documents. This enhancement makes the signing process even easier for your clients! You can check out more details about this update (https://help.taxdome.com/article/1656-client-engagement-without-portal-logins).

If you ever encounter any challenges or have feedback, please don’t hesitate to reach out to us at [email protected]—we’re here to ensure a smooth experience for you and your clients.

Thank you for being a valued part of the TaxDome community, and we’re excited to keep supporting your growth!

Mark
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

TD Review 2024

Reviewed on 05/12/2024

Overall, it has helped my practice be more efficient across the board for me, my staff and my...

Overall, it has helped my practice be more efficient across the board for me, my staff and my clients.

Pros

its ease to find and organize things. I can navigate through the screens, check for data, get notified when clients upload data, etc

Cons

Billing can be improved a little but TD is constantly upgrading and improving so there is really nothing I hate about it.

Response from TaxDome

Thank you for sharing your experience with TaxDome! It’s fantastic to hear how it has brought efficiency to your practice and made navigation, organization, and client communication smoother for you, your staff, and your clients.

We truly appreciate your feedback on billing improvements and are happy to share that we’re always upgrading and enhancing features based on user input like yours. If you have any specific suggestions, feel free to share them with us through our idea board (https://help.taxdome.com/article/203-how-to-suggest-an-idea)—we’d love to hear your thoughts!

Thank you for being part of the TaxDome community. 🚀

Kaylee
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

All-In-One (really!)

Reviewed on 05/12/2024

Our workflow has improved since implementing TaxDome as an all in one solution that engages...

Our workflow has improved since implementing TaxDome as an all in one solution that engages clients, then creates tasks from that engagement. Really cuts down on admin and time. Also love how new clients can click a link and have the option to sign up from that link, create a new portal login, and start an organizer.

Pros

Collaboration with clients is easy, tracked, and simplified.
Customer service is helpful and friendly.
Integrates with QuickBooks.

Cons

It can be hard for smaller firms to pay for a year upfront. They do not have monthly payment options.

Alternatives Considered

Canopy

Reasons for Choosing TaxDome

Pricing was high in Ignition for our firm, and TaxDome not only beat their pricing but provides all the tools we need on top of engagements. The engagement feature is definetely not as built out in TaxDome as it is with Ignition, but we really only need the basics. Plus TaxDome is implementing engagement options soon, so that will really be helpful!

Switched From

Ignition

Reasons for Switching to TaxDome

Canopy is geared towards US businesses much more. With TaxDome at least we can still use all the features. With Canopy as a firm billing in CAD, we could not use the billing or invoicing, and really all the templates are US tax based.

Response from TaxDome

Thank you for sharing your experience with TaxDome! It’s wonderful to hear how the platform has streamlined your workflow, reduced admin time, and made client collaboration so easy and efficient. Features like task automation, QuickBooks integration, and seamless onboarding for new clients are designed to save time and create a smooth experience for everyone.

We’re committed to continually adding value to our features, ensuring TaxDome evolves to meet your needs. If there’s anything more we can assist with or ideas you’d like to share, feel free to reach out to us at [email protected]. We’re thrilled to be part of your journey!

Anne
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TaxDome Excellent Software no matter the size of your organization

Reviewed on 09/12/2024

My overall experience with TaxDome has been quite positive. While I only use a very small fraction...

My overall experience with TaxDome has been quite positive. While I only use a very small fraction of the capabilities of the program, I am quite happy with the functions I do use.

Pros

Makes running a small practice more efficient without a huge price tag

Cons

The invoicing module is sub-par, very limited in what you can do, and does not have a professional look like QBO.

Alternatives Considered

Lacerte Tax

Reasons for Choosing TaxDome

I found Clickup to be very difficult to set-up and use effectively. Very time consuming process.

Switched From

ClickUp

Reasons for Switching to TaxDome

It is much too expensive for a small practice.

Response from TaxDome

Thank you for sharing your positive experience with TaxDome! We're thrilled to hear how it has made your practice more efficient while being budget-friendly for small businesses. It’s great to know TaxDome is helping streamline your workflow! 😊

We also appreciate your feedback and have shared your thoughts with our product team for consideration. Additionally, if you have specific ideas for improvements, we’d love for you to share them on our ideas suggestion board (https://help.taxdome.com/article/203-how-to-suggest-an-idea). It’s a great way for us to understand your needs and prioritize enhancements based on user feedback.

As always, if there’s anything else we can assist with, feel free to reach out to us at [email protected]. We’re here to help and listen!

Pavan
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Practice Essentials

Reviewed on 28/11/2024

Very good so far. I'm able to structure my practice and helps me work on my business as much as I...

Very good so far. I'm able to structure my practice and helps me work on my business as much as I work for my client's business.

Pros

The functionalities, elements to customize

Cons

Building pipelines myself is a time consuming process in developing as well as implementation after it.

Response from TaxDome

Thank you for your review! It’s great to hear that TaxDome is helping you structure your practice and balance working on your business alongside serving your clients. We’re glad you’re enjoying the platform's functionalities and customization options!

For building pipelines, we understand it can feel time-consuming initially. To help streamline the process, we have resources like TaxDome Academy, webinars, and help articles designed to guide you through pipeline setup and implementation. You can explore these resources here:(https://help.taxdome.com/category/554-taxdome-academy).

If you need additional support or have questions, feel free to reach out to us at [email protected]. We’re here to help and ensure you get the most out of TaxDome! Thank you for trusting us to support your practice.

Aaron
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

(Almost) Full Service Solution for a CPA practice

Reviewed on 06/02/2025

The experience has been positive. I will say that there are expectations still to be met (API/CRM...

The experience has been positive. I will say that there are expectations still to be met (API/CRM functions) so this is almost a 100% solution but worth the investment for what it does bring to my practice.

Pros

Ease of on boarding new clients (from a client perspective). Ease of issuing all types of invoices (recurring and non-recurring) and collecting payments.

Cons

The workflow(s) set up take some time to get launched. The online training is helpful but limited if you are strapped for time to implement what you learn. The CRM aspect is the bottleneck for my firm today. I'm unable to sync the CRM data to other environments except by manual report run/download. Zapier connections are very limited - despite the expectations of improvements. API connections would be helpful to fill this gap but no API exists. Important if you use several different systems that need to be coordinated (Tax, Accounting/Bookkeeping, External Email distribution system (more robust than what TaxDome is able to do).