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.

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!

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.

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

Amazing! Will continue using them for many more years

Pros: I love that TaxDome is a place where my clients can submit documents to me, pay their invoices, and get their tax returns from me in one app, in a secure manner.

Cons: At first when I started using TaxDome, I didn’t like the lack of payment options since I used Square, but my business has evolved where now I use Quickbooks for payments.

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.

My experience was initially rough as my old platform did not accommodate teh transfer of files on taht system to TaxDome. What was impressive was that we could work most of it out with the assistance of TaxDome. I also love that they allow you to pay for multiple years to save a little more as an accountant. We all love to save a little, as this is it.

Pros: The automation and the ability to onboard a new prospect to a paid client, all without any of the team lifting a finger. It is now set up so that if and when we receive payment, we get to work—reducing admin time by at least 20%.

Cons: I can not think of any cons at this time.

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.

We have only been using for a few months, but i can see the value in it. Once we get all of our concerns dealt with, I know we are going to enjoy the switch to Tax Dome even more than we had thought.

Pros: It seems to able to handle a lot of the flow of the accounting firm

Cons: It is a little challenging to set up and get transactions entered properly.