# Page 6 | TaxDome Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - Is TaxDome the right Tax Practice Management solution for you? Explore 3592 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186749/TaxDome/reviews --- TaxDome 4.7 (3592) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 10th, 2026 # Page 6 - Reviews of TaxDome ## Showing most helpful reviews Showing 126-150 of 3592 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RK Rachael K. Office Coordinator Accounting Used the software for: 1-2 years ### "Wonderful!" February 19, 2025 5.0 Wonderful for the most part. Attentive customer service and easy to use. Pros Intuitive navigation and constant evolution to meet the needs of your clients. Cons Not being able to edit payments. If I log a payment and realize an error was made I shouldn't have to create a fake refund to remedy the situation. I should be able to make those changes and the system should update and reflect accordingly. Also that time I was baited to take a survey to receive a gift card, but when I went to the survey it said "unfortunately, there are no gift cards available at this time." I find it equally hilarious and rude. And I have follow up questions, like were there ever gift cards and they ran out, or were they never a thing and it was always a ploy to get the surveys completed? The banner for the survey was great, but feels like false advertising at its finest. Very disappointing. Review Source PR Pedro R. Sole proprietor Accounting Used the software for: 1-2 years ### "What no to do with TaxDome" February 19, 2025 3.0 Overall, I enjoy using TaxDome, except for the issue noted above. I believe a lot of my problem with Tax Dome has been that I just jumped in to use it and started working without having learned how to best use it before I began using it with my clients. Pros I love all of the templates that are available through TaxDome. Being able to provide a one portal for all of my clients has been a big plus for me too. Cons What I really dislike is that if I have questions on how to accomplish a specific tax issue, that I can't just find a quick answer. I now have to go and view a short video and that may not answer my specific question. Last year if I had a question, I knew I could usually get an answer back from a person within 48 hours or so. Alternatives considered [Corvee Tax Planning](https://www.capterra.com/p/215146/Corvee-Tax-Planning/) Reason for choosing TaxDome I was told it integrated seamlessly with Tax Act Review Source Response from TaxDome March 17, 2025 Thank you for your feedback! We’re so happy to hear that you love the templates and that having an all-in-one portal for your clients has been a big plus. We understand that finding quick answers is important, and while our video tutorials are helpful for many, sometimes a direct response is needed. Please know that our Customer Care team is always here to assist you—whether it's answering a specific question or guiding you through a feature. You can reach out anytime at success@taxdome.com, and our team will be happy to help. We truly appreciate your support and are always looking for ways to improve your experience. Thanks for being a valued part of the TaxDome community! DO Dave O. Owner Accounting Used the software for: 1-2 years ### "Staff loves it!" February 6, 2025 5.0 Could not be happier. Staffnl8ves it and getting very positive feedback from clients about ease of use, especially signoff features. Pros Game changing way of manging work flow in the office. Cons The pdf printer is non-editable. I still have to use adobe. I LOATHE adobe Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Recommendations from other users, and bad reviews of the alternatives. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) WorkFlow management and client interface for efile signature authorization. Review Source Response from TaxDome February 14, 2025 Thank you for sharing your experience! It’s awesome to hear that both your team and clients are loving TaxDome, especially the ease of use and sign-off features. Helping firms simplify their workflow is exactly what we aim for, so it’s great to know it’s making a real difference for you! We appreciate your feedback, and I’ll be passing it along to our product team. You can always check out our feature roadmap (https://feedback.taxdome.com/roadmap) to stay updated on what’s coming next. If there’s anything else we can do to improve your experience, don’t hesitate to reach out at success@taxdome.com—we’re happy to help! JN Jill N. Owner Accounting Used the software for: 6-12 months ### "Taxdome Review" February 6, 2025 4.0 I am happy with the program generally and would recommend it. Pros It provided a format that I was comfortable with for personal tax workflow and although it will be useful for other workflows (i.e. corporate, estate and bookkeeping) have not had time to get them up and running. Cons It is very time consuming fine tuning the workflows for a smaller office. The canned versions you have available could be further enhanced but having hands on designers that work in the fields of taxes and accounting. Or maybe you do? Alternatives considered [TPS Cloud Axis](https://www.capterra.com/p/235606/TPS-Cloud-Axis/)[Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Because \[sensitive content hidden\] was a great salesman!! The workflow was similar to the Client Track format which we had used for years. Switched from [ClientTrack](https://www.capterra.com/p/249619/ClientTrack/) Our client base was too large for the program to handle. Review Source Response from TaxDome February 17, 2025 Thank you for your review and for recommending TaxDome! We’re glad to hear that the platform aligns with your personal tax workflow and that you see its potential for other areas like corporate, estate, and bookkeeping as well. We truly appreciate your feedback, so I’ll be sharing this with our product team for review, as we’re always looking for ways to improve and better support our users. We’re always looking for ways to improve, so if you want to share more details about your idea—please feel free to reach out to us at success@taxdome.com! Thanks for being part of the TaxDome community—we look forward to seeing how you continue to grow with the platform! CW Chris W. President Accounting Used the software for: 1-2 years ### "Tax Dome has been my future!" February 19, 2025 5.0 I originally did a test drive with Tax Dome and although not what I was used to using took a leap of faith. I am now moving into more things with the program and looking forward to more easier transitions for my clients. Pros I really appreciate that security for my clients. I love that Tax Dome has an app that functions like a text message with my clients and that I am notified. Cons I really don't have too many cons other than it is a little pricey and takes adjusting to learning the process, however overall its worth it! Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Reason for choosing TaxDome I ran across ad and decided to give this a test run and have not looked back. Review Source JM Joyce M. Tax professional, business owner Accounting Used the software for: 1-2 years ### " Thank you TaxDome!" February 7, 2025 5.0 We are in our second tax season using TaxDome and it has enhanced our business! Efficiency, Communication, Ability to follow where clients are at in their process, and to be able to See where workflow is for individuals and our big picture. The Pipelines have been transformative! Clients have reported that the TaxDome app is easy to use, they enjoy being able to do much of this on their phone. The TaxDome system has reduced our wait time for information from our clients. It is refreshing that TaxDome continues to Work on their product, taking something already fabulous and avidly working to make it even better on a seemingly daily basis. Pros Everything - easy to use for us and clients, efficient just awesome! Cons Not about TaxDome but about how many features we didn't and don't make full use of - strongly recommend all the help, videos, chat feature and Tax Dome employees. The help is there and there are best practices and so many features that when usedreally make a difference. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reason for choosing TaxDome I watched this market at conferences. We had so many products to do our work and Tax Dome looked like it might be the full service CRM we wanted and more. We thought it was likely the best product available for us and it turns out that was true but also true is there are features and integration we didn't know we needed and now can't imagine practicing with out it. Review Source JD Jefferson D. Tax Preparer, bookkeeper Accounting Used the software for: 6-12 months ### "Bookkeeper & Tax preparer" February 6, 2025 5.0 The experience has been positive. My returning clients appreciate it and have praised me for making it easy for them to access their documents online. It creates a great impression on new clients. Pros TaxDome helps me organize my workflow. I have a clear view of my tasks from the dashboard. It's user-friendly, and their tutorial videos have been incredibly helpful for me. Cons It lacks a few minor features, but TaxDome excels at listening to user feedback, which they strive to implement in new updates. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) Reason for choosing TaxDome The workflow and price were top on my list. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) While it is a excellent product, it is not designed for bookkeeping and tax preparation businesses, and it is expensive. Review Source Response from TaxDome February 14, 2025 Thank you for your review! We're so glad to hear that TaxDome has helped you stay organized and streamlined your workflow. It’s especially great to know that your returning clients appreciate the convenience of accessing their documents online and that it’s making a strong impression on new clients—that’s exactly what we aim for! We appreciate your feedback on feature improvements. The good news is that we’re always listening to user suggestions and continuously working to enhance the platform. You can stay updated on new developments by checking out our feature roadmap (https://feedback.taxdome.com/roadmap). If you have additional feedback or need assistance, feel free to reach out at success@taxdome.com—we’re here to help! CC Colleen C. Owner Accounting Used the software for: 1-2 years ### "Does it all" February 6, 2025 5.0 Great - no downtime, easy to set up pipelines and organizers, almost all clients find it easy to use and the ones that don't aren't a good fit for my practice. Pros That it handles virtually all of my practice needs - the only this it doesn't do it prepare actual income tax returns for me. Cons Automated emails get sent to spouses separately instead of one email so it feels less personal - a human would send one email and include both spouses. I understand why this limitation exists, but I wish features like that felt less robotic - I end up not using them because I want communications to feel more personal. But that undermines a lot of my efficiencies. Some of the report views in the application itself export differently than what is shown which is confusing. For instance, the client accounts listing includes balance due but exporting that report doesn't include that information. Would love to be able to select invoices in the billing section to view a quick sum in the application instead of having to export a report and sum in Excel. Reason for choosing TaxDome Cost, that platform seemed geared toward tax resolution, this one seemed more easily integrated with third party apps as I grew Review Source Response from TaxDome February 19, 2025 Thank you for your review! We’re so glad to hear that TaxDome has been a reliable, all-in-one solution for your practice and that pipelines and organizers have helped streamline your workflow. It’s also great to know that most of your clients find it easy to use—that’s exactly what we strive for! We love that TaxDome is handling so much of your practice’s needs and helping you work more efficiently. I’ll be sharing your feedback with our product team, and if you’d like to stay updated on improvements, feel free to check out our feature roadmap (https://feedback.taxdome.com/roadmap). If you ever have more ideas or suggestions, we’d love to hear them! You can always reach us at success@taxdome.com. Thanks for being part of the TaxDome community—we’re excited to keep supporting your success! TT Tim T. Owner Accounting Used the software for: 2+ years ### "If I had something bad to say, support would fix it!" February 6, 2025 5.0 It's great and fairly easy for clients to adapt to. I was worried about whether clients would bail at the idea of "another portal" - because I personally hate all the different portals I'm now a part of in everyday life. But by and large, customers have adapted and actually like the ocmmunications we've built in along the way to keep them up to date. Pros Ease of understanding, outstanding customer support, and SOC2 compliance Cons Initially there were some buggy things occasionally but support worked their way through those things and took on the comments of the users to make things better Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Canopy had gone through a LOT of internal strife when I was making the decision and I was unsure of their longevity. Karbon was out of the ballpark for what we needed. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Because the practice was too large to try to maintain Excel and I wanted some other bells and whistles. Review Source Response from TaxDome March 11, 2025 Thank you for sharing your experience! It’s great to hear that both you and your clients have adapted well to TaxDome and that the built-in communications have been a valuable addition. We’re also thrilled that our support team has been able to assist you along the way! We appreciate your feedback and are always looking for ways to improve. If there’s anything else you’d like to share, feel free to reach out at success@taxdome.com. LC Levi C. President Accounting Used the software for: 6-12 months ### "Great Software" February 6, 2025 5.0 It has been really positive. The customer support is good. It really is helping with the team communication and the client app is the reason I got it in the first place. My clients love it, and it makes me look good. Pros They are always improving their functionality. There were things that were suboptimal at first, but they have improved almost all of them. Cons We have been waiting on the proposal feature for a long time. I hope they add this soon. In addition, we need to be able to auto move jobs with pipelines based on clients completing tasks. They have made this an option for changing the status, but it could go another step farther so that it will change the job stage. Also, engagement letters should be able to be linked to a stage so when it is done it auto moves to create the organizer. Currently, it only does that if you use a standard proposal, but all of our proposals are custom. Review Source Response from TaxDome March 11, 2025 Thank you for your thoughtful review! We’re so glad to hear that TaxDome has been a game-changer for your team communication and that the client app has been a valuable tool for both you and your clients. Making you look good in front of your clients—that’s exactly what we love to hear! We appreciate your patience as we continue improving and adding new features. I’ll be sharing your feedback with our product team for review. If you’d like to stay updated on these developments, check out our feature roadmap(https://feedback.taxdome.com/roadmap). We’d also love to hear more details about your specific needs—feel free to reach out at success@taxdome.com so we can better understand how to improve these features for you! Thanks for being a part of the TaxDome community—we’re excited to keep supporting your firm’s success! KC Kim C. Accountant Accounting Used the software for: 6-12 months ### "Review tax dome " February 7, 2025 4.0 Been good besides hearing about the recent data breach and that is not the first time. Pros The automation of processes and also the fact that the client has an app to communicate. The automatic reminders to clients are great also. Cons That excel files can't be edited within the platform, Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome I thought it would be cheaper if could get rid of practice ignition but tax dome invoicing doesn't integrate with Xero so has cost more. Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/) Xero signing was terrible, Trello didn't communicate with clients Review Source Response from TaxDome March 11, 2025 Thank you for your review! We’re glad to hear that TaxDome’s automation, client communication, and automatic reminders have been valuable for your firm. It’s great to know that the mobile app is helping keep things streamlined for both you and your clients! We appreciate your feedback on file editing within the platform. I’ll be sharing this with our product team for consideration. If you have any suggestions or need further assistance, feel free to reach out to us at success@taxdome.com—we’re always happy to help! SV Sonja V. Bestuurder Accounting Used the software for: 2+ years ### "Taxdome eases the workload" February 12, 2025 5.0 Very simplification in communication with the customer. Automatic follow-up saves a lot of time. Pros Sign digitally Automatic emails - followup of the emails Automatic workflow Cons We are speaking Dutch - support is now in English Alternatives considered [AdminPlus SIS](https://www.capterra.com/p/10010511/Administrator-s-Plus/) Reason for choosing TaxDome The other software required a replacement of our current software. We were looking for something additional. The price of taxdome was interesting to try. Review Source YD Yulia D. President Accounting Used the software for: 6-12 months ### "All-in-One Solution for Accounting Firms" October 3, 2025 5.0 Overall, TaxDome has been a game-changer for me. It keeps me organized, saves time, and makes my practice run more efficiently. It feels like I finally have a system that supports me. Pros TaxDome has been phenomenal for staying organized and keeping my practice efficient. I love that everything: clients, documents, billing, and tasks is in one system, which saves me time and helps me focus on higher-value work. Cons A few of my clients found the portal confusing at first, especially older clients who aren’t tech-savvy, so I had to guide them through it. Once they got used to it, it became much easier for everyone. The only downside is that it requires time upfront to learn and adapt the system to your firm’s processes. But that investment pays off in the long run. Review Source CR Cathy R. Receptionist Investment Management Used the software for: Less than 6 months ### "Could Be Better" April 7, 2026 3.0 While this program seems to have a lot of potential, I feel it has many drawbacks as far as being expedient and easy to use. There is no easy way to get into or to view a client's documents. You have to go through way too many steps to get to where you're trying be. Did you know it takes 14-16 mouse clicks just to run a credit card from start to finish? And you can't pay multiple invoices at one time (some clients pick up and pay for 4 or 5 or more family members tax documents at one time and each is invoiced separately, so the client has to wait while each one is run individually). This is extremely cumbersome especially at tax time! I think, with a few tweaks, this could be a much faster and more efficient program. Pros I like the fact that clients can easily register to use the site. It has a lot of features, but that being said, there are many features we will never utilize. Cons I find the program to be cumbersome and slow. There are too many steps required to get to documents or to pay a client's invoice. Review Source KW Kisha W. Owner Accounting Used the software for: Less than 6 months ### "Looking forward to next tax season!!" November 27, 2022 4.0 I am still getting to learn how to navigate the software. Pros The automation process and workflows are what I like most about this software. Cons There are a lot of steps to set up this software and a lot to learn to navigate it. There is not an option to pay for the software monthly instead of the whole year. Reason for choosing TaxDome Looking for an easy to use platform and it was recommended by a friend that uses Taxdome. Switched from [Onboardible](https://www.capterra.com/p/217126/Onboardible/) I wanted an easy-to-use platform with automations. Review Source Response from TaxDome December 9, 2022 Thank you, Kisha. Your feedback is valuable to us. We are happy that you like our automations and workflow-related features. As for the pricing plan, the first seat has always to be annual, and the team members can be added with a monthly subscription. The main reason for this is that we are providing unlimited storage to our subscribers and storing the data for them. Even if they cancel the subscription, the data will be locked waiting for them to return. For this reason, a monthly subscription would not be reasonable. As for the setup, please feel free to schedule screen-sharing sessions whenever you need one. Our representatives will be happy to answer your questions and walk you through the setup. Please let us know if there is anything we can do for you, or you need assistance with anything. We will be happy to assist you. Have a wonderful day. ED Eric D. Managing Member Accounting Used the software for: 2+ years ### "TaxDome is great!" February 19, 2025 5.0 Great! It makes running a firm while trying to be flexible about where I work and when. Pros I rely on two software products to run my tax prep business, TaxDome and my tax prep software. All of the features that it offers, document sharing, communication, project tracking, document signing, etc., all work great and I use them often. Cons Honestly, because of all the features it has, it wouldn't surprise me if didn't integrate with Intuit and other tax software services, which would be my only complaint. Review Source LL Lori L. President Accounting Used the software for: 6-12 months ### "Great for Small Businesses! " February 11, 2025 5.0 Absolute 10 of out 10!! A great CRM with incredible onboarding! Pros Our small office absolutely LOVES TaxDome (TD), we find it to be very user-friendly and a great way to send emails in bulk, engagement letter in bulk, portal access to our clients to upload their documents and their mobile app is a wonderful tool we can offer to clients as well. For small businesses with a lot of clients, we find it to be a great tool for tax preparation, bookkeeping, payroll, minor tasks, sales tax services, and so much more! We've only scratched the surface but as we continue to dive into it we find more ways with how this software can help us. We anticipate using this for many years to come! Cons While TaxDome is still a "young" company, they are constantly coming out with new developments in their software. We hope as they continue to grow, they will also continue to improve the overall experience for clients and mostly business owners to make it even better for billing, teams, workflows, and more as our office continues this journey. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome More user-friendly and prettier from an end user standpoint. Review Source CM Chris M. Tax professional Accounting Used the software for: 2+ years ### "Enthusiastically Satisfied With TaxDome" February 6, 2025 5.0 TaxDome saves me a lot of administrative time that I can use serving my clients instead. Pros It is very easy to set up and use. I like how it pulls in emails from my other accounts when they involve my clients. Loading documents is simpler and quicker than with other tools I have used. Cons I would like to see better integration with my tax software. This will be the next area of great time savings. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing TaxDome Ease of use; cost; changes in Canopy document management that were not user-friendly. Review Source Response from TaxDome February 14, 2025 Thank you for your kind words! We're thrilled to hear that TaxDome has helped you save time on administrative tasks, allowing you to focus more on serving your clients. Efficiency is one of our top priorities, and we’re glad to know our email syncing and document management features have been a great fit for your workflow. We appreciate your feedback and completely understand how valuable it would be. Our team would love to hear more about your specific integration needs—please feel free to reach out to us at success@taxdome.com to share your insights! Looking forward to supporting you as you continue using TaxDome! LK Lettie K. Accounting Manager Accounting Used the software for: 2+ years ### "My TaxDome" January 16, 2026 5.0 Pros The easy way to move around. I am able to click on any category I want with ease and get it uploaded. Cons The Tasks. They keep disappearing. I have a hard time keeping track of what is left to do. Most of them are gone. Review Source ES Emily S. Director of Legal Solutions Accounting Used the software for: 6-12 months ### "TaxDome Review" July 11, 2025 4.0 TaxDome has been a great tool and has strong features, responsive support and a solid foundation. With just a bot more flexibility and stability, it could be an even better tool for a firm like ours Pros Tax dome has proven to be a responsive and efficient platform, with a customer service team that has been quick to address inquiries and issues. The time tracking features are very helpful and the document management system is reliable and easy to use. We also appreciate the invoicing system which is more advanced that others we've tried Cons The document management system has frozen on a couple occasions, which was a little stressful especially when working on a tight deadline. As for invoicing, while it's better than most others, it still feels a bit limited. More Customization options would go a long way, especially being able to CC yourself or teammates in outgoing invoices, reminders and other communications. Review Source AS Amealia S. Owner Accounting Used the software for: 1-2 years ### "TaxDome is a must for tax preparers " February 6, 2025 4.0 Overall I would t switch to another platform just because of the direct integration with my tax software and the ability to lock documents to collect. Pros Being able to lock documents so I can get paid up front before completing work. Cons The annual pricing per person. It also has a learning curb. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) Reason for choosing TaxDome Value for money. I was also looking for something that was scalable in the long run. Switched from [Client Hub](https://www.capterra.com/p/180857/Client-Hub/) Tax integration and signatures. Email integration. Overall better value for money. Review Source Response from TaxDome February 14, 2025 Thank you for your feedback! We’re thrilled to hear that TaxDome has been an essential tool for your tax practice, especially with features like document locking to ensure upfront payments. It’s great to know that our tax integration, email capabilities, and scalability align with your firm’s needs! To help make the setup process easier, we offer a variety of resources, including TaxDome Academy (https://help.taxdome.com/category/554-taxdome-academy), live webinars, Bootcamp training sessions, and a comprehensive help center with step-by-step guides. If you ever need additional assistance, our team is always available at success@taxdome.com. We truly appreciate you choosing TaxDome and look forward to supporting your firm’s continued success! AB Aaron B. Founder Accounting Used the software for: 1-2 years ### "(Almost) Full Service Solution for a CPA practice" February 6, 2025 4.0 The experience has been positive. I will say that there are expectations still to be met (API/CRM functions) so this is almost a 100% solution but worth the investment for what it does bring to my practice. Pros Ease of on boarding new clients (from a client perspective). Ease of issuing all types of invoices (recurring and non-recurring) and collecting payments. Cons The workflow(s) set up take some time to get launched. The online training is helpful but limited if you are strapped for time to implement what you learn. The CRM aspect is the bottleneck for my firm today. I'm unable to sync the CRM data to other environments except by manual report run/download. Zapier connections are very limited - despite the expectations of improvements. API connections would be helpful to fill this gap but no API exists. Important if you use several different systems that need to be coordinated (Tax, Accounting/Bookkeeping, External Email distribution system (more robust than what TaxDome is able to do). Review Source Response from TaxDome March 11, 2025 Thank you for sharing your experience! It’s great to hear that TaxDome has streamlined client onboarding and invoicing for your practice. We appreciate your feedback on workflows and CRM capabilities—we know how important seamless integrations are for efficiency. I’ve shared your insights with our product team for review. If you’d like to discuss your needs in more detail, we’d love to hear from you! Feel free to reach out at success@taxdome.com. BL Blake L. Partner Accounting Used the software for: 1-2 years ### "TaxDome is great for Accounting firms." January 30, 2025 5.0 My overall experience has been good for my small firm with the ease it was to transition to and ease of use. My clients have not had a hard time using the software and have had good compliance and decent feedback with it. Pros I love the firm templates that you can create for organizers, emails, communications, proposals, etc. I like that clients can do everything in TaxDome from uploading information, sign for returns, pay invoices, message our team. I love the feature that you can for a client to pay an invoice before they can access their tax documents which ensures for good collection purposes. Cons What I like the least in TaxDome is that rolling over organizers to the next year is not as robust as I would like. Also, the integration with Stripe and QuickBooks is good, however, when clients pay me via ACH or with bank information, I have to go through a whole process with Stripe and the client verifying the transaction before I can get paid. So now all I can accept is credit card because that is the least hassle to get paid. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing TaxDome Being able to have clients sign in TaxDome for free or $1 for KBA. Very slick and easy for that process. People find it easy to pay and sign electronically. Switched from [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/) Office Tools is very limited and outdated. Review Source Response from TaxDome February 4, 2025 Thank you for sharing your experience with TaxDome! We're delighted to hear how much you and your clients appreciate the platform, especially the customizable firm templates, streamlined client interactions, and invoice locking feature—it’s great to know these have made a positive impact on your firm’s efficiency and collections. We truly value your feedback, so I’ve shared your insights with our product team. We’d also love to hear more details about how we can improve the organizer feature to better suit your needs. Please feel free to reach out to us at success@taxdome.com. We're always here to support you and ensure TaxDome continues to meet your expectations! 😊 JI Jacqueline I. Owner Accounting Used the software for: 6-12 months ### "TaxDome is very useful and yet still has a lot of potential to get better." January 30, 2025 5.0 My overall experience has been good, but I am good at conceptualizing a workflow so setting up my pipelines was not hard, however I can see how some people have trouble with it. Pros What I like most is electronic engagement letters and organizers, to save paper. Second to that is automatic reminders sent to clients via TaxDome so I don't have to waste time sending out reminders manually. Cons What I like least is that billing does not connect to choice of merchant service company. I am happy with the one I use through my bank, and it cannot be linked to TaxDome, so I cannot lock documents to an invoice in TaxDome. I still use the invoice feature that emails invoices to clients, and that is all. My TaxDome invoice instructs clients to make a payment at my website. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reason for choosing TaxDome TaxDome had more comprehensive features in one place. I set up TaxDome myself and did not pay anyone for help. I previuosly used Intuit Link (part of Proconnect Tax Online) but it was unstable for clients trying to log in. I could not choose Link in question above as who I swtiched from. Review Source Response from TaxDome February 4, 2025 Thank you for sharing your detailed experience with TaxDome! We're thrilled to hear how much you value the electronic engagement letters, organizers, and automated client reminders—saving both time and paper is a win-win! We truly appreciate your feedback regarding billing integration. I’ve shared your insights with our product team. If you’re open to it, we’d love to hear more details about your current payment setup and how we could better support your needs. Please feel free to reach out to us at success@taxdome.com—your input helps us make TaxDome even better for all users! ST Shawna T. Administrative Secretary Accounting Used the software for: 1-2 years ### "Tax Dome Review" February 6, 2025 5.0 Will continue to use it. Is easy to explain to our client's how to activate, log in and upload their documents. Pros The ease of use. Everything is self explanatory and they are always available to help when needed. Cons Trying to link different apps with it. Being able to 1 click and have all the resources available without several tabs open at the same time. Switched from [ATOM](https://www.capterra.com/p/176137/ATOM/) There were more features offered and more up to date. Review Source Response from TaxDome March 11, 2025 Thank you for your review! We’re so glad to hear that TaxDome has been easy for both you and your clients to use. Making the onboarding process simple and intuitive is a big priority for us, so it’s great to know that explaining activation, login, and document uploads has been seamless for your firm! We appreciate your feedback on app integrations and ease of access. Having everything in one place without multiple tabs is a great insight, and I’ll be sharing it with our product team for consideration. We’d love to hear more details about your specific needs and how you envision this working—please feel free to reach out at success@taxdome.com so we can better understand your suggestions. ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.