4.8 based on 6,000+ client reviews

Overall, 9.5/10. We are happy we made the commitment. The time it takes to set up is substantial, but I have to believe it will be worth it in the long run. We are able to systemize and build a sustainable practice because of the continuity that TaxDome provides.

Pros: We were able to consolidate 5 different applications for our firm into one practice-management application. Our clients are fans of the client portal and we're seeing increased engagement because of the intuitive nature of the platform. Great support from their team.

Cons: The initial setup/implementation wasn't the easiest. There is plenty of documentation and learning modules for support, though. This was just time-consuming for our firm.

Pros: The time saving aspect during tax season

Cons: The software updates and changes that occurred during the season

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.

I love it I feel like it’s my tax business. It gives me more time to do other things and back and things and as we all know, time is money.

Pros: What I like most about Tax is the CRM system and also the document management enable to give and store clients documents or they’re able to get instant access to their things without asking me for consistently

Cons: what I like least about Tax it’s not just user-friendly. You have to go to some trainings to figure out the automation or pay someone to do it so you’re not just gonna jump in and have it already set up as soon as you pay the cost so it’s an additional fee to have someone out automated but luckily, I found Carmen from Elite notary to for an affordable price

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.

Pros: It’s a good system to use for day to day work flow management

Cons: System is user friendly, however, need to enhance the capacity by adding projects automation

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

Cons: It changed very close to the tax season

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.

Pros: Taxdome est un logiciel de gestion de tâche bien structuré. On a pas de mal à faire la part des choses.

Cons: Tout n'est pas rose sur taxdome malgré son efficacité.

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.

Pros: I enjoy being able to work with the pipelines and have one system setup for multiple types of tax returns.

Cons: The set up does take time, but once set up, it is easy it use

Pros: I love that TaxDome keeps everything organized in one place and makes it easy to communicate with clients. It's a huge time-saver.

Cons: I wish there were more customization options for client portals. Sometimes the interface can feel a bit cluttered.

Pros: Easy to use, great for managing documents and client communication.

Cons: The interface can be a bit overwhelming at first, and some features are not very intuitive.

Pros: Love the secure client portal and how easy it is to manage documents. Great for storing and sending sensitive information.

Cons: Would like to see more customization options for client portals and a few more integrations with other software I use.

Pros: Consiglio vivamente TaxDome per i suoi punti di forza: facile, veloce, semplice ed economico

Cons: Alcuni elementi si potrebbero migliorare: alcuni strumenti di calcolo ulteriori

Learning TaxDome was a bit of a struggle. But once I got the hang of it, it made running my tax office a breeze.

Pros: I love the automations User friendly Client portal

Cons: Price Learning curve Addition user price

Overall a good experience - you need to figure all what works for you.

Pros: I like everything in one place and they fact that my clients can upload with ease in a secure portal.

Cons: The start up is cubersome and learning curve is high.

Pros: C'est un logiciel qui permet de gagner assez de temps sur un projet à cause de la facilité de son utilisation TaxDome je le recommande vivement

Cons: Pour l'instant je n'ai rien trouvé comme inconvénients le concernant

Overall, TaxDome does just about everything I need to run my little business (other than bookkeeping). I look forward to figuring out how to use the functions that elude me, currently. In the meantime, being able to exchange documents, receive payment for invoices, and get client signatures remotely in one place is convenient.

Pros: • Client and firm document storage and sharing. • Invoicing options that include one-time and recurring. - Client can pay invoice by following an email link - Integrated payment processing, including ACH for direct bank draw

Cons: • Very confusing to setup workflow, pipelines, tasks, and jobs • Some features are not linked in places where it would make sense - You cannot add an external/cash payment to invoice by viewing the invoice. The link to do that is located somewhere else • Did I mention that setting up pipelines and workflows, job tracking, tasks etc is very difficult and counter intuitive?

Pros: TaxDome is very easy to use for both Tax Professionals and clients. Document storage, fillable forms, executing signatures and collecting invoices are simple.

Cons: Not much to dislike! Workflow management, document storage and all other features are great!