4.8 based on 6,000+ client reviews

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.

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.

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.

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.

Pros: It's made specifically for tax pros. All the features are thoughtfully designed around optimizing professional tax pro / accountant workflows. This is by far the best all-in-one accounting tool I have used. You can tell the team is putting in work on the tool with new monthly features being shipped every month. This is the opposite of Intuit. You guys are great. TaxDome saved us at least 200 hours of manual work the past tax season.

Cons: Minor things like not having a preset / prefilled client reminder occurrences and frequency.

Improved efficiency and client satisfaction. Clients like to use the app.

Pros: workflow process, communication and document sharing capability, billing and invoicing

Cons: Folder structure is cluttered, makes it very confusing between files shared by client vs. documents shared with client vs. private for any specific tax year. Need to go to three different directories to view files. Would be great if there is an ability to flat the structure by tax year so that I can see all files in a single directory for a specific tax year. Would be helpful to preload new tax year folder in the beginning of the year. For example, I have to manually create 2024 folders for each client that I am doing 2024 work, such as estimated tax payments, sales tax or payroll tax. Ability to backup all data from network drive to hard drive. For example, most recently there has been internet outage in my area for almost 24 hours and I was not able to be productive as access to network drive was severed.

Switching to TaxDome was the best decision I ever made. I was juggling client management, task management and month end closing with four different softwares. TaxDome has allowed me to streamline my process and manage my business and individual clients using one platform.

Pros: I love the ease of communicating with my clients and creating workflows.

Cons: I don't like not being able to accept partial payments.

Pros: It offers robust workflow management tools that allows to create customized workflows, automate tasks, and track progress efficiently.

Cons: I have experienced customer support delays during peak times and certain issues require follow-up.

Overall, my experience has been positive. It's a comprehensive tool that has streamlined my workflow and made managing my practice more efficient.

Pros: TaxDome is very user-friendly and combines everything I need for managing my tax practice. It has made organizing documents, communicating with clients, and tracking deadlines much easier. The automated reminders are especially helpful to ensure I don't miss any deadlines.

Cons: There is a bit of a learning curve at first, especially if you're not familiar with such software. I also wish there were more notifications for updates on client organizers.

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!

Positive so far. I need to work on the processes so I can build my pipelines and my workflows.

Pros: Easier for clients to access and upload documents

Cons: I have only had one complaint, about uploading documents in the desktop upload folder. The dev team jumped right on it and should have it fixed soon!

As we are just setting up our TaxDome, so far it has been painless. Looking forward to using the program.

Pros: Workflows - knowing what stage all files are in.

Cons: So far there are no cons as we are just in the process of setting up our system

Pros: The ability to make templates for our client workflows is huge!

Cons: Having to add extra users during tax filing season is a little annoying.

Fantastic! I have used other programs and TaxDome allows for an easy client management solutions and incorporates all of the necessary integrations to save time.

Pros: Cutting edge client solutions and great customer support.

Cons: Jobs & project workflow takes a little time to become accustomed to.

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.

Pros: I love that TaxDome is easy to use and the portal is easy to navigate. I also love all the workflow features.

Cons: It takes a little bit getting used to, especially after using the same portal for the last 10 years. Once you get the hang of it, it is pretty awesome.

I'm still in setup mode, but the more I use it the more I love it!!

Pros: Getting workflow visible and off spreadsheets and calendars will simplify workflow, reduce or eliminate dropped work and increase productivity, Data management all in one place, with remote access will be great! The free training and assistance is great help for the extensive setup process.

Cons: Having to click the box next to each file to move instead of drag and drop is a hassle, Taxdome has a steep learning curve and setup takes a lot of time.

Would not recommend it. In concept, I think TaxDome could be a great product, but it seems like they don't get the user experience and the workflow of actual accountants. I wish as they were developing their features they would jump on calls with clients and observe how they expected the feature to work and make the according changes. I am very tech saavy, but so many of their features are just so unnecessarily cumbersome or don't do what we need them to.

Pros: They are constantly making updates. The client portal is a much cleaner experience then the software we moved from. Customer service is responsive (even if not always helpful; see cons). I like being able to send clients messages and task lists - that is very helpful.

Cons: Customer service is VERY responsive, but they often seem to misunderstand what we are asking. They will propose solutions and workarounds that don't solve the problem we are describing.

There is a very active feedback board that seldom gets comments and updates about where certain features are in the pipeline. As soon as you suggest a feature it's put in the "under review" category but some features have hundreds of votes and have been "under review" for over a year with no comment from TD.