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.

The user-friendly layout of the portal and the experience for the firm and clients.

What do you dislike about TaxDome? so far the experience has been, great, I am a new user so do not have any dislike or suggestions for improvement at the moment. Learning my way around.

What problems is TaxDome solving and how is that benefiting you? centralizing documents for clients and the firm. as well as the proposal and on-boarding of new clients.

Lots of features and I feel like the automations will look good to clients and help streamline my operations.

What do you dislike about TaxDome? A little confusing to navigate all the menu's. Hard to find a ledger of what contact communication

What problems is TaxDome solving and how is that benefiting you? Organizer, data collection, client flow

The portal is easy to use for both the company and clients.

What do you dislike about TaxDome? TaxDome is easy to use, so there is nothing that I do not like.

What problems is TaxDome solving and how is that benefiting you? TaxDome is helping me to be better organized and smooth out the process for filing taxes.

So far, it looks pretty easy to work with and I am impressed with the functionality. Customer support seems very good and the short videos are very helpful. Still working on the implementation. Was able to import my clients on my own with the help of the tutorials! Even better, I was able to easily edit the information when it came over differently than I had thought. Looking forward to working with this system on a daily basis.

What do you dislike about TaxDome? The only thing that I think needs imporvement is the billing.

What problems is TaxDome solving and how is that benefiting you? Cohesive system where I can easily communicate with clients, manage documents and management my CPA practice

Workflow setup to prevent repetitive manual tasks Mail integration chat

What do you dislike about TaxDome? mobile app for accountant should contain some more functionality

What problems is TaxDome solving and how is that benefiting you? automation of manual tasks one tool for many things/ no more switching and searching

TaxDome is very simple for our clients to use and understand. We have tried other portals, but they seemed to create more confusion than anything for our clients to upload their documents and view items we submit to them. I also like that it is secure. We have not had any issues in the past two years of using TaxDome with data breaches. The portal is clean and nice looking simple to navigate. The apps for the client and the firm also add convenience when you are on the go. I often as a firm owner find myself using the app to answer questions and do uploads quickly when not in front of my computer.

What do you dislike about TaxDome? TaxDome on the business side for the firm will require a learning curve. We have been using it for two years and still have not accessed to all the portal's features. They do have many videos and support for firm owners to use to get set up.

What problems is TaxDome solving and how is that benefiting you? The main reason we use TaxDome is because it is a safe and secure way to gather and exchange documents between our firm and our clients that is simple to use and understand for our clients. Tax organizers and questionnaires are not something that our clients enjoy coming into our office to fill out so being able to do that virtually is convenient for our clients.

I loved the onboarding with TaxDome and the support I received during the implementation. I didn't feel rushed, I was able to schedule additional one on one meetings, and all my questions were answered. Everyone from TD I spoke or chatted with was very personable. Since signing up for DT, I build one pipeline and started working on another one. I love the webinars, in which other users talk about how they use TD in their firms. Makes me think about all the various way i could use TD to automate my biz.

What do you dislike about TaxDome? Although it can be a lot in the beginning to get it set up, the implementaton calls help to get you going. I liked having had my hand held to get it started.

What problems is TaxDome solving and how is that benefiting you? I love the automation options. I'm all about saving time and not having to re-invent the wheel, so I love everything I can copy form the Template library and tweek to make it work for my firm.

La tecnología que pone a disposición taxdome para mi firma es muy importante, drive, portal de clientes, app móviles, flujos, etc.

What do you dislike about TaxDome? La administración de facturas y cobros está muy poco desarrollada todavía

What problems is TaxDome solving and how is that benefiting you? Portal de clientes, comunicación, flujos y control de procesos

I love taxdome. It's very user friendly and the secured site has helped my tax business. My clientele is very pleased knowing their info is secured in a portal versus sending a password protected email. My clientele are pleased with being able to upload and access all their docs and the fact I can communicate with them via portal and I can upload all their finished products.

What do you dislike about TaxDome? i do not have any dislikes at the moment

What problems is TaxDome solving and how is that benefiting you? ease of communications with clients and ease of portal secure storage and access

Setting up Automations to elimatate adminstrative tasks and communicating to clients.

What do you dislike about TaxDome? Yearly Pricing vs Monthly is inconvient to have for seasonal help.

What problems is TaxDome solving and how is that benefiting you? Communicating with cilents and automating task to speed up production of task.

The price is reasonable for everything you can utilize. The best highlight to me at this time is the ability for clients to sign documents and we can send sensitive information back and forth securely. It does offer a ton of different abilities that will help as my client list increases.

What do you dislike about TaxDome? It's a little overwhelming at the start. I wish you could not show items you are not currently using in the client's screen like billing as I am not ready to implement that and clients might be a little confused

What problems is TaxDome solving and how is that benefiting you? I needed a way to have clients load their documents electronically and send to me securely. I also needed a way for clients to sign documents for me electronically. This takes care of both these needs and allows me to be more efficient.

I am impressed by the multitude of features and flexibility of TaxDome. My primary objective was to make it as easy as possible for my clients to work with me. TaxDome enabled me to achieve that, as well as improving the efficiency of busness operations on a daily basis.

What do you dislike about TaxDome? There's a bit of a learning curve, but Dominque of the Customer Success team has been a tremendous help with overcoming that via several free implementation sessions.

What problems is TaxDome solving and how is that benefiting you? TaxDome enabled me to customize tax organizers so that clients are only asked to provide responses to questions that are relevant to them, unlike the lengthy generic PDF organizers I used in the past.

I really like how easy it is to use TaxDome. I have several clients that range on their experience with tech. My clients don't seem to have issues making payments or uploading their documents. Customer service is great. Anytime I need anything I can quickly get a hold of someone.

What do you dislike about TaxDome? I don't have much to say here. I've used different products. TaxDome is by far superior than the products I've used in the past.

What problems is TaxDome solving and how is that benefiting you? I really like that that text him continues to evolve and improve their products. I was very excited to see the ability to request transcripts from the application.

I like the chat availablity and the organization tools for me to take care of clients more effectively and efficiently.

What do you dislike about TaxDome? I haven't found any downsides yet, besides the cost could be better for a team.

What problems is TaxDome solving and how is that benefiting you? It has really helped me get clients information to them faster this year, I love the print to taxdome features.

La possibilité de communiquer des renseignements aux clients de façon sécurisée. Les modèles de questionnaires sont de qualité.

What do you dislike about TaxDome? Le modèle de facture n'est pas personnalisable et il n'est pas possible d'inscrire les 2 taxes ainsi que les numéros de taxes qui sont obligatoires au Québec

What problems is TaxDome solving and how is that benefiting you? L'accès client pour la séxurité des renseignements échangés