4.8 based on 6,000+ client reviews

It has been a pretty good experience, however for the price I feel like there could be more features and SMS should be free with a possible limit within reason (1000-1,200).

Pros: Visual Aesthetics, Organization, The Organizer is by far my favorite feature with conditional logic.

Cons: Glitches, No internal (firm) messaging module, Screenshots delete after so many days (biggest downfall), no 2-way integration with QBO, The need to use so many tags in a pipeline can get messy.

TaxDome is great we love the client portal feature along with the clients being able to sign things online without having to exit the client portal and sending the documents through another service. We also love that we can bill our clients using TaxDome.

Pros: It is user friendly and everything we need is all in one.

Cons: We are excited to try out the SMS feature that is in the works.

There is a bit of a learning curve, but once you set it up, everthing works great.

Pros: The workflow is what every tax preparer needs to save time.

Cons: It still needs to be able to send SMS or Text from the program.

I really didn't have much time with the trial and purchased because I know this will be good for my business ultimately!

Pros: I liked that this software has pretty much everything I could imagine a software having, I would prefer to learn one software really well than to learn 10 different softwares. I like that it was built by accountants for accountants and bookkeepers.

Cons: I wish it had SMS messaging but apparently that is in the works. Also, it is a LOT of information to get started. I know it has everything I need though so I'm sticking with it!!

I turned to TaxDome as I knew we needed more automation and team communication.

Pros: We like the fact that everything is in one place. Client portal, CRM, email, secure messaging, etc.

Also glad to have 2FA not just to email or SMS, but using an authenticator application

Cons: I have not found anything yet; however I am just learning :)