4.8 based on 6,000+ client reviews

My overall experience with TaxDome was very good. If I wasn't merging in with a larger firm I would absolutely continue to use it and would highly recommend to anybody that is looking for a firm management software. Customer service is quick to respond and they are constantly making improvements.

Pros: The program is easy to use once you have it setup the way you want it. There are tons of features to make it scalable for almost any size practice. Time tracking, invoicing, cloud storage and more all in one place. It really does make running a practice easier.

Cons: The only negative for me is the amount of time it takes to get it setup the way you want it. Once you do, it's smooth sailing from there.

Pros: If is very easy to use and customers love the user experience.

Cons: Would love to see more customization capabilities

I like it - helps me make less mistakes.

Pros: Automation of tasks and staying organized.

Cons: Set up is tough, but there is support available. Not sure how that could be improved though - it makes sense.

An incredible experience, it has been very good from adapting to the system to starting to use it with my clients. It is a very easy platform to use.

Pros: The thing I like most about TaxDome are the automations that help us be 100% more productive and that I also have everything on the same platform.

Cons: I would like the system to have better editable options on invoices, as well as add an option for business-to-business income tax withholdings.

The TaxDome has improved my client interaction, as well as my efficiencies within the practice. I would highly recommend TaxDome for firm management & automation.

Pros: Really like the ability to automate my workflows thru jobs and tasks.

Cons: Initially it was a bit daunting, but after taking the time to understand how each of the elements interact with each other, it was much clearer how I could use this software to improve my bottom line.

Pros: Pipelines streamline all the work we do, making our processes much more efficient, while also enhancing the customer experience by ensuring everything runs smoothly and seamlessly.

Cons: Getting pipelines and automation set up in TaxDome can definitely feel confusing at first, especially with all the moving parts, but once you have everything in place, the efficiency and time savings make it absolutely worth the effort!

Pros: The automatic notifications/emails that we can set for the clients to receive. For example - an email stating that their returns have been filed and accepted that's sent when I change the clients status in our pipeline.

Cons: the interconnectivity between tasks/jobs/pipelines. I feel like this could all be one or tasks and jobs are not needed as much if the pipeline is set up correctly.

While the setup for the various features of the program has taken a bit longer than expected the experience as we and our clients begin to utilize the program has been positive. Those clients that have utilized the program so far have indicated a much higher satisfaction and intuitive use of the program compared to our prior web portal, document management program.

Pros: The combination of web portal with a built-in client scanner, document management, workflow management, client communications, client billings and electronic signature combines all of the necessary features required for a modern electronic or virtual tax or accounting based practice.

Cons: The program is such a large sandbox, it would have been more efficiently incorporated into our practice if a structured and required training program was included with the subscription.

Everyone is so helping. Cheers to the team!

Pros: Taxdome works like a magic when it comes to managing clients & there confidential data, daily project management and runs the operations smoothly. It's a heads up for this one.

Cons: Not that i see any. This is perfect. Thank you team

It's been a great tool to use during tax season. Makes workflow more organized and efficient.

Pros: Convenience & efficiency. Most of our clients have no trouble signing up, signing, & accessing their documents. It's also a secure way to request files

Cons: Nothing really. Some clients have had trouble signing, setting up their accounts.

We are very new to TaxDome and currently undergoing to setup process. We have had great customer support throughout the process so far.

Pros: We like the automation TaxDome provides, creating efficiencies in our processes.

Cons: Creating the reports from our tax software to setup TaxDome has been a cumbersome process on our end.

Great so far. Like the ease of uploading documents from Drake.

Pros: Easy client onboarding, organizers. payments and pipelines. Hardly any dislike from clients. Zdrive.

Cons: Pipeline management. None other than that so far.

Love Tax Dome. The migration was very straight forward. We have been using tax dome for a year and happy we made the change.

Pros: I like how all the communication is within one area. It even pulls previous emails for clients prior to set up.

Cons: The emails confuse me because it shows as unread, when in fact they've been read. When we purchased it, we were under the premise that back and forth migration with Lacerte was automatic.

I purchased a client list from someone using TaxDome, and transitioned into using it. I barely used it the first season because I didn't understand it -- and now I love it and feel it contributes to my efficiency and document security in a way that would be impossible without it.

Pros: The ability to keep several methods of communication in one arena -- chats, emails from multiple addresses, etc -- all the while allowing the safe upload and download of documents. The work flows are a great organizational tool.

Cons: The user/fee structure. As a small practitioner, the kind that gets great use from TaxDome, we have users that are not primary, can be occasional - part time bookkeepers, seasonal interns, spousal record upkeep, etc. To charge the same for any new users is not cool -- and it leads to sharing of logins, which is not a safe practice.

Overall, TaxDome has really helped me streamline my bookkeeping and tax prep. It’s intuitive, secure, and has saved me a ton of time. From automating tasks to securely managing client documents, it’s made my workflow so much smoother. Tax season is always hectic, but with TaxDome, I feel like I have way more control and organization throughout the year.

Pros: The automation and document management features have been huge time-savers. I love that clients can easily upload and sign documents securely—it's made my life a lot easier, especially during tax season. Having everything organized and in one place means I’m not constantly chasing down paperwork, which is a big win for me w both bookkeeping and tax prep.

Cons: For some of my clients who aren’t super tech-savvy, the platform can feel a bit overwhelming at first. It would also be great to see more options for customizing the experience to better suit different clients' needs.

My experience with tax has been nothing short of amazing. Sure there’s always glitches but their customer service is quick to respond and help you resolve your issues.

Pros: I like the ability to have client information all in one place including documentation and messages. It allows me to see my business in an overview using filters. I just can’t say enough good things about it.

Cons: I think the thing I like least about it is that it doesn’t have a full Adobe PDF editor. The one that is in there has improved, but it is still lacking some features. I wish it integrated with QuickBooks rather than having to choose CPA charge or stripe.

Pros: Forward looking automation options. Very flexible application.

Cons: Cost and I really don't like it when the application goes down

Pros: Customer service is amazing. They are always listening and introducing new features. This product cuts down on hours of work

Cons: Their Mac app is still in development, hoping to start using it soon.

Pros: Very user friendly and easy to navigate.

Cons: Having trouble getting clients to upload to the yearly folders. Wish It could force them to do so. Credit card fees seem high. Love offering this method. It's just a lot of cost to absorb

Pros: The automation is amazing and saved my business

Cons: Too much to learn and not enough time to be able to utilize all the functions available.