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4.8 based on 6,000+ client reviews

Real people, real feedback. Browse use cases by firm type and services offered

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Explore our client reviews

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shared by our valued clients!

The Creative and Accurate Accounting Solution

09 April 2024

TaxDome has dynamic accounting solutions, that makes the computation of tax suitable.

Pros: TaxDome includes all the taxation management features that helps companies comply.

Cons: TaxDome has appropriate tax and accounting assistance.

Convenient reminders

28 March 2024

Pros: As someone who handles their own taxes, TaxDome has been an absolute lifesaver. Having everything organized in one place makes the whole process so much smoother. I can easily upload all my documents, communicate securely with my tax preparer, and track the progress of my returns. The automated reminders ensure I never miss a deadline. TaxDome has simplified the entire tax-filing process for me. Highly recommend it to anyone looking for a stress-free way to manage their taxes.

Cons: There is definitely a learning curve. I'm still figuring out some of the features. If you have an accounting background, you'll probably find your way around pretty quick. The rest of us would benefit from some simple tutorials.

Very good software

18 January 2024

Pros: It is very helpful. I think every accounting firm should use it

Cons: It changed very close to the tax season

Your clients will thank you!

10 January 2024

I LOVE LOVE LOVE this software, as an end user, and will not consider working with a company for my tax prep who does NOT use this platform.

Pros: As someone who trusts the pros to prepare my business and personal taxes, I used to HATE collecting all the paperwork for tax season. It's still not my fave job, BUT the Tax Dome software and checklists actually make the process less stressful for me, by making it easier to track my progress and see what I still need to find. Anything that makes your clients happier/less stressed is a win for you as the accountant, AND will increase their timely compliance - and the fact that it makes it easier for my accounting firm to complete my taxes = less time spent for them = lower fees for me. Win-win-win!

Cons: Really, nothing. It is an elegant solution to bringing accounting and tax prep into the 21st century.

TaxDome, your go-to tax and accounting software

09 January 2024

TaxDome has minimized the manual work that I need for my tax and accounting practices, and I would recommend it to all business owners.

Pros: I like the centralized tools and the functions that come with this software. It has all that I need for my tax and accounting practices.

Cons: Everything is amazing, and no complaints for now.

Just Getting Started

14 November 2023

Pros: I love the organization and youtube support to get to know the system.

Cons: Several features that I don't utilize because I already have an accounting system.

Accounting

13 November 2023

Pros: I liked most about in TaxDome : PDF Editor, invoicing

Cons: What I like least: the mobile application, as well as the program interface

Perfect solution for accounting firms!

05 November 2023

Pros: I like how it had all inclusive features, though I believe some could be consolidated and flow better, I know that all firms are built differently which is why they have the setup they do.

Cons: The ONLY thing I do not like it that you can't setup more intricate workflows for automated movement in the client pipeline, but again it's understood as to why.

accessibility

28 October 2023

it has eased the process of tax management and accounting

Pros: the software supports remote Mobile access to work documents. I view, upload, and share documents with clients from anywhere. This flexibility ensures maximum freedom that you don't have to be tied to your desk to manage essential tax-related paperwork.

Cons: i noted that the software's user interface may have limited customization options. i can only personalize the dashboard and layout to some extent,

Great Service for Accounting Management!

26 October 2023

We have had a wonderful experience with Tax Dome!

Pros: In my company, we use Tax Dome daily in order to keep track of all of our clients.

Cons: There is nothing really that we dislike about Tax Dome.

TaxDome is a must have management solution for any accounting and tax business.

23 October 2023

Thus far, TaxDome is a great product. I have only scratched the surface of all the features, but it is obviously a very thorough and well thought out product. It is easy for both office staff and clients (via the portal) to use. The TaxDome help and academy are a huge help with setting up and navigating the product. I have an IT background and have worked with and implemented many software applications. TaxDome is one of the best.

Pros: I think our favorite feature is the workflow / pipelines and automation. Those go hand-in-hand and really help us manage and prioritize projects. Also, having the ability for not only our staff, but clients via the portal, to see the status of a return is great.

Cons: The only thing I can think of is showing complete company / account info such as phone, email, address and any custom fields on the Client Info page would be helpful. Especially as we attempt to update current contact information.

TaxDome is worth every $$$. It allows great client interfacing.

06 October 2023

With TaxDome we were able diversify our accounting services and add subscription base services. TaxDome features allowed us to diversify our products and services and increase revenue streams.

Pros: We love that our clients love it! It's secure, easy to exchange information, documents and connect us with them. Also the ability to build customizable workflows and delegate tasks to our internal staff is so amazing.

Cons: Setting up workflows and automation can take sometime. However, once the workflows and automation are up and running, you'll fall in love with the seamless process.

Best Accounting Software in Market

26 September 2023

I love it, very well-rounded app to manage your practice in the best way possible.

Pros: The software is very convenient for my team and my client and it has all the features that my business needs.

Cons: The time tracking feature is not the best thing but it does the job. It needs more improvement.

A revolutionary change in my accounting practice.

03 August 2023

It's really nice the ability to centralize all my tasks and tools in one place has been extremely convenient. I no longer have to spend time and money using multiple programs or platforms.

Pros: It's great I can set and schedule my reminders, due dates and recurring tasks automatically which has saved me a lot of time and kept me organized without having to remember everything manually.

Cons: Well I have had to wait a little longer than I wanted to get answers to my questions or solutions to the problems I have faced.

A vital tool in growing my business

25 July 2023

Taxdome has allowed me to increase my client capacity while also making sure I am giving a good client experience. I recommend it to many of my accounting colleagues and look forward to working with it as they continually upgrade and add tools.

Pros: I love that I can use TaxDome to onboard my clients for bookkeeping and taxes. The organizers are incredibly helpful and versatile in ensuring I have all the information I need. I also really enjoy being able to set up my workflow so that I can see a client's status throughout the month. I've added automation within my workflow (ie send an email reminder, let clients know their reports are ready, etc) and those are huge time savers.

Cons: I would like to see a better proposal system that integrates with pricing (ie they can build their own proposal). I also would like to have the option to pay monthly versus yearly.

Canadian accounting firm review

06 July 2023

Pros: Has just the features we needed. Their interface is not overly cluttered like other programs, which can overwhelm new users. TaxDome is straight forward and there is more than enough online videos to walk you through how to use the program.

Cons: Pricing is not low, but also not out of the norm for practice management software. The requirement to pay one-year up front for the first license is a bit annoying as it makes you feel like you need to be all in, right away. Not saying this is a bad thing, but if you are on a tighter budget, you may want to look at lower cost software to piece together for your practice management needs.

TaxDome for Accounting & Tax

22 June 2023

The team at TaxDome has continued to improve the product over the three years we have been using it. Our client adoption of the product has also been great and really facilitates communication and information sharing with them.

Pros: TDome is the hub for managing our virtual accounting and tax practice. It enabled us to consolidate and reduce the number of applications needed which simplifies our tech stack and operations.

Cons: The pipeline feature has a learning curve that must be overcome to implement TaxDome effectively. This is the case with all software applications in order to fully implement them.

CPA Advisory, Accounting & Tax Services

26 May 2023

So far so good, based on what I have seen it will make our office much more efficient and we will be removing other applications and systems to bring it all together on one.

Pros: Easy, flexible, we are able to easily move around and is self explanatory. Not a lot of training to be done.

Cons: Bringing over the files from my previous software

All-In-One Accounting Practice Management

16 May 2023

CRM, DMS, portal, payment processing/collections, eSignature

Pros: I like that TaxDome is all-inclusive, everything I need to manage my practice is in one package.

Cons: I do not like the requirement to pay for an entire year at a time, or to pay three years in advance for the best price. This is a barrier to adoption for new and/or small practices, like my own.

Tax Dome Review

11 May 2023

My overall experience with TaxDome has been positive. TaxDome solves a lot of communication and organization obstacles that our firm experiences on a daily basis.

Pros: The ability to organize client's accounting and tax data within client portals. Integration with other applications. Automated Pipelines.

Cons: Using the client organizers was somewhat difficult and not as user friendly as I would like.