--- title: TaxDome Reviews meta_title: 'TaxDome Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 703 reviews by the users' company size, role or industry to find out how TaxDome works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 703 scale: '5' date_modified: '2026-08-03' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # TaxDome Reviews **Vendor:** TaxDome **Category:** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 703 ## About TaxDome Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. ## TaxDome Pros & Cons **What users like:** - Users highlight the **ease of use** of TaxDome, enhancing their workflow and allowing quick client setup. (54 reviews) - Users value the **effective communication** with clients through TaxDome, simplifying document management and collaboration seamlessly. (27 reviews) - Users appreciate the **centralized access** of TaxDome, ensuring efficient communication and organization in their workflow. (26 reviews) - Users praise TaxDome for its **efficiency** in keeping everything organized and automating workflows, enhancing productivity. (26 reviews) - Users commend the **responsive and knowledgeable customer support** at TaxDome, enhancing their overall experience and satisfaction. (24 reviews) - Users appreciate the **document management** features of TaxDome, enabling organized, secure, and efficient client interactions and workflows. (24 reviews) - Time-saving (23 reviews) - Users appreciate the **convenience and efficiency of automation** in TaxDome, significantly reducing repetitive tasks and stress. (21 reviews) - Users value the **client management features** of TaxDome, which streamline operations and enhance client interactions effectively. (21 reviews) - All-in-one Solution (19 reviews) **What users dislike:** - Users find the **learning curve steep** , requiring considerable time and effort to set up and integrate TaxDome effectively. (21 reviews) - Users feel that the **missing features** in TaxDome limit functionality and hinder efficient workflow integration. (16 reviews) - Users find the **difficult learning curve** of TaxDome challenging, requiring significant time and effort to master. (15 reviews) - Users note **limited features** in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team. (12 reviews) - Users often face **limited functionality** with TaxDome, finding many promised features are unavailable or lacking. (11 reviews) - Users often find the **time-consuming setup** process challenging, needing substantial effort to fully benefit from TaxDome. (11 reviews) - Users face **billing issues** with TaxDome, struggling with credit card fees and proposal limitations for clients. (10 reviews) - Steep Learning Curve (10 reviews) - Expensive (8 reviews) - Poor Usability (8 reviews) ## TaxDome Reviews ### 1. Clean UI experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2023 **What do you like best about TaxDome?** 1. UI looks good 2. Easy to find functions 3. Onboarding support was good 4. The features (especially the website and workflow editors) are good. **What do you dislike about TaxDome?** 1. Customizing fields are restrictive 2. Integrations with 3rd party apps are not as flushed out as with comparable programs. **What problems is TaxDome solving and how is that benefiting you?** Project Managing the tax prep workflow process. **Official Response from Victor Radzinsky:** > Hello there! Thank you very much for your review. It is valuable to us. We are happy that you like our software and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. Have a nice day! ### 2. Great Product! **Rating:** 4.5/5.0 stars **Reviewed by:** Nicholas C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about TaxDome?** It has tons of feature that are incredibly useful. Makes accounting easy. **What do you dislike about TaxDome?** As an accountant, I would like the QBO (quickbooks) integration to be able to map multiple service income accounts. For instance, I keep track of bookkeeping, payroll, tax preparation, and hourly billing all separately. All invoice line items can only be mapped to one service revenue account. **What problems is TaxDome solving and how is that benefiting you?** Staying organized and reviewing everything in one place! **Official Response from Victor Radzinsky:** > Hello Nicholas, Thank you for your review. It is valuable to us! It's wonderful to hear that you find TaxDome packed with useful features that make accounting easy. We're glad you're taking full advantage of what we have to offer. We appreciate your input on the QuickBooks integration for mapping multiple service income accounts. Feedback like yours is essential in helping us improve and meet the specific needs of professionals like yourself. Rest assured, we're continuously working on enhancing our integrations. Please consider submitting your ideas to improve this functionality as feature requests (blue question mark, top right corner.) If you have any suggestions or need assistance, please contact us. Have a great day! ### 3. Great tool for small CPA firms **Rating:** 4.0/5.0 stars **Reviewed by:** Pablo C. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2023 **What do you like best about TaxDome?** All in one solution for CPA Firms. They have many videos showing how things work. **What do you dislike about TaxDome?** I'm surprise about TaxDome not supporting Mac anymore. **What problems is TaxDome solving and how is that benefiting you?** All in one software solution tailored for CPAs at a reasonable value. **Official Response from Victor Radzinsky:** > Hi Pablo, We appreciate your kind remarks. For us, it is priceless. We are delighted to hear that you enjoy our academy. We are still working to make the experience of learning our platform the best for all of you. We want you to know that we have alternatives for these cases, and you can also make feature requests with free implementations. Please let us know if there is anything else we can do for you. We will be happy to help you. Have a fantastic day. ### 4. New User - Encouraged **Rating:** 4.0/5.0 stars **Reviewed by:** Noelle N. | Shareholder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2023 **What do you like best about TaxDome?** I'm looking forward to fully utilizing pipelines and automation, specifically for new client onboarding. **What do you dislike about TaxDome?** I'm worried about tie tracking and limited invoicing capability. As a tax and accounting firm, we don't value or flat fee all clients so this is something extremely important for us to track, evaulate proficability, and ensure proper billing for. **What problems is TaxDome solving and how is that benefiting you?** Tax Dome will roll out a more user friendly portal for our clients and increase communication capability, allow within one platform. I and my staff (firm size 9) are really excited to implement this. **Official Response from Victor Radzinsky:** > Hello Noelle, Thank you for taking the time to share your feedback on TaxDome. We're glad to hear that you are looking forward to utilizing our pipelines and automation features for new client onboarding. Our team works hard to provide tools that streamline workflows and make it easy to manage client relationships. Regarding your concern about time tracking and invoicing capabilities, we understand the importance of these features for tax and accounting firms. We offer time tracking and invoicing functionality within our platform, but we understand that this may not meet the specific needs of every user. In the meantime, we do offer integrations with popular accounting software such as QuickBooks, which may provide the additional invoicing functionality you need. Our team would be happy to assist you in setting up these integrations or exploring other options. We appreciate your feedback on this and would love to hear more about your specific invoicing needs so that we can work to improve this feature in the future, we encourage you to share them by submitting a feature request. You can do so by clicking on the Blue Question Mark icon located at the top right corner of the page and selecting the "Feature Requests" option Have a wonderful day! Best, ### 5. TaxDome is well integrated and consolidates multiple integrations in a single solution. **Rating:** 5.0/5.0 stars **Reviewed by:** Lyn R. | CEO/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2023 **What do you like best about TaxDome?** With the pro version, the workflow features are a great tool. Really looking foward to implementing this during tax season. **What do you dislike about TaxDome?** The Lite version is very limited. I started with this version, but found that the workflow and client communication features were not available. You have to read the fine print to recognize this. **What problems is TaxDome solving and how is that benefiting you?** Automation and communication. Time is very limited and having workflows that will let you know client status is key. This is my first tax season, but I appreciate automated options. **Official Response from Victor Radzinsky:** > Hello Lyn, Thank you for your kind review, it is valuable to us! We are so pleased to hear that you appreciate the workflow features available with our Pro version and looking forward to using them during tax season. We apologize if there was any confusion regarding the Lite version of our product, we will make sure to communicate the difference in the future - it is indeed limited in terms of certain features such as client Tasks and workflows, but the secured messages are unlimited for both plans, please take a look at this feature comparison table for more details, Here: https://taxdome.com/pricing. We understand how important those tools can be when filing taxes, which is why we recommend upgrading to the Pro plan if they are needed. If there’s anything else we can help with or clarify further, please don’t hesitate to reach out to us. Have a wonderful day! ### 6. TaxDome makes it much easier for me to manage my clients and communicate with them. **Rating:** 5.0/5.0 stars **Reviewed by:** Raj P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2023 **What do you like best about TaxDome?** I like that I can communicate, upload files and notify clients all from one place. The messenger function is invaluable. **What do you dislike about TaxDome?** The messenger function could be more robust. **What problems is TaxDome solving and how is that benefiting you?** Organizing clients in one place helps a lot. Previously I was using Excel, Email and phone calls. TaxDome reduces the utilization of these 3 mediums. **Official Response from Victor Radzinsky:** > Hello Raj, Thank you for your review. It is valuable to us! We're thrilled to hear that TaxDome is streamlining the management of your clients and enhancing your communication with them. It’s fantastic that the file uploading and notification system is working well for you, and you find the message function helpful. We appreciate your feedback regarding the robustness of the message function. Rest assured, we are continually working on improving our features, and your input is a critical part of that process. Please consider submitting your ideas to improve this functionality as feature requests (blue question mark, top right corner.) If you have any suggestions or need assistance, please contact us. Have a great day! ### 7. GREAT INTEGRATED PRODUCT **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2023 **What do you like best about TaxDome?** COMPREHENSIVE PROGRAM AND EASY TO USE FOR USER **What do you dislike about TaxDome?** DOCUMENT FLOW HAS SOME DRAWBACK FEATURES **What problems is TaxDome solving and how is that benefiting you?** COMMUNICATION ADN WORK FLOW ### 8. Very powerful **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2023 **What do you like best about TaxDome?** TaxDome is helping to keep track of our tax preparation tasks. It has many features, and I'm still learning its capabilities. It seems to offer everything we need to work efficiently and stay in communication with all team members. **What do you dislike about TaxDome?** There is a bit of a learning curve to the program and its features, but their tutorials and videos are very helpful. Because there is so much to learn, I would start building out your TD in the summer or fall before tax season. **What problems is TaxDome solving and how is that benefiting you?** TD is helping us to keep track of the status of our tax processes. It also helps with client communications and tracking incoming documents. We are also able to automate certain things like the signing of engagement agreements and tax questionnaires. **Official Response from Victor Radzinsky:** > Hello there, Thank you for taking the time to share your experience with TaxDome! We're thrilled to hear that you find it helpful in keeping track of your tax preparation tasks and that the diversity of features we offer increased your work efficiency. We're glad to hear that our tutorials and videos are helping you with the learning curve. We understand that the setup process can be daunting, but rest assured that we are here to help. Our support team is available to assist you via free, unlimited chat and email, as well as screen-sharing sessions. Additionally, we have a wealth of helpful articles and tutorials available in our knowledge database. You can also find us on YouTube and Facebook, and check out our TaxDome Academy for further assistance. If there is anything we can do for you, please reach out to us. Have a wonderful day. ### 9. Truly a Time Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole V. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2023 **What do you like best about TaxDome?** The ability to eliminate multiple accessory programs and keep track of clients all in one place is amazing! **What do you dislike about TaxDome?** I truly wish there was an option to pay monthly. As a small business forking out a years payment at a time is rough. **What problems is TaxDome solving and how is that benefiting you?** I utilize TaxDome for all my individual tax clients. I am able to invoice and receive payments all in one place. My favorite part is being able to lock returns until payment is made. **Official Response from Victor Radzinsky:** > Hello Nicole, Thank you for your review. It is valuable to us! We are happy that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. We want to assure you that we strive to provide our clients with the best value for their investment by continuously improving software to increase your productivity and efficiency. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day. ### 10. accounting expert, managing director, KLT accountant **Rating:** 4.5/5.0 stars **Reviewed by:** Harri R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2023 **What do you like best about TaxDome?** Very clear and easy to use, inspiring confidence. A positive surprise. A lot of functionality, it takes a while to understand the whole thing perfectly. **What do you dislike about TaxDome?** Some of the menus are built with American logic (e.g. date fields), and not in a European way. There are still a lot of untranslated English sentences in the program - but we can manage with these! **What problems is TaxDome solving and how is that benefiting you?** We can handle almost all functions with one program, of course it still requires a lot of learning and understanding the whole, because the program is extensive. **Official Response from Victor Radzinsky:** > Hi Harrl! Thank you for sharing your feedback on TaxDome! We're thrilled to hear that you find our platform clear, easy to use, and confidence-inspiring. We're all about delivering positive surprises to our users and providing a wide range of functionalities. We truly appreciate your constructive criticism regarding some menus using American logic, particularly in date fields, and the presence of untranslated English sentences. Rest assured, we're committed to improving the user experience for our European users and ensuring a seamless interaction. Your patience and understanding as we work on these aspects mean a lot to us. We understand that a comprehensive platform like TaxDome, designed to be an all-in-one solution, might take some time to fully grasp and set up. That's why we offer training sessions to assist you throughout the setup process. Our team is dedicated to providing the support you need to make the most of TaxDome's capabilities. Once again, thank you for your valuable feedback. If you have any more suggestions or queries, please don't hesitate to reach out! Have a wonderful day! ### 11. A must have for anyone with their own Tax Practice! **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan H. | Instructor and Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about TaxDome?** I set up a new tax practice in record time with the help and automation tools of TaxDome. It's a real lifesaver and will pay for itself several times over the first month alone! **What do you dislike about TaxDome?** There is so much under the hood I think I still only know maybe 25% of all I can do after learning and using it for two weeks! **What problems is TaxDome solving and how is that benefiting you?** Automating many small steps, like emails and reminders which usually requires an expensive assistant. **Official Response from Victor Radzinsky:** > Hello Bryan, Thank you for your kind review, it is valuable to us! It's great to hear that our platform has been helpful in setting up your new tax practice quickly and efficiently. We are thrilled that you find our automation tools to be a real lifesaver and that you anticipate seeing a return on investment so quickly. Regarding your comment about there being so much under the hood, we understand that TaxDome offers a lot of functionality, and it can take some time to explore all the features. But we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day. ### 12. Seems like a great program **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa S. | Tax Professional, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2023 **What do you like best about TaxDome?** Just starting with the program, but the staff has been really helpful in getting things set up. I'm excited to have TaxDome keep me organized and secure. **What do you dislike about TaxDome?** Everything is working well so far. There is access to people to help with questions. **What problems is TaxDome solving and how is that benefiting you?** We had limited storage and only a 6 month hold time with our old program. Storage that is forever and unlimited. Signatures are cheaper on TaxDome then my old program. **Official Response from Victor Radzinsky:** > Hello Lisa, Thank you for taking the time to share your experience with TaxDome. It is valuable to us. We are thrilled to hear that you are finding our program helpful in getting organized and feeling secure. Don't hesitate to reach out if you have any questions or concerns. We will be glad to assist you. Best, ### 13. Totally automates everything I do manually **Rating:** 5.0/5.0 stars **Reviewed by:** Kristin C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2023 **What do you like best about TaxDome?** I had built a variety of systems that TaxDome puts under one umbrella. I especially love the organizer and I think my clients will, too. **What do you dislike about TaxDome?** It's such a huge platform that there is a lot to learn. But there are tons of videos and the white glove help is awesome. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is taking all my systems and putting them under one umbrella. This is going to save me so much time! **Official Response from Victor Radzinsky:** > Hello Kristin, Thank you for your kind feedback. It is valuable to us. We are more than glad to hear that you like our software. We understand that the setup may be a bit overwhelming at the beginning, however, TaxDome is committed to providing its users with excellent support to make the onboarding process as smooth as possible. It's great that you found the videos and white glove help to be useful. We also offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube, and Facebook and you can check our TaxDome Academy. If there is anything we can do for you, please reach out to us. Best, ### 14. Very Pleased **Rating:** 5.0/5.0 stars **Reviewed by:** Neil M. | Rental Property Owner/Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about TaxDome?** Great platform that integrates client notes, signatures, and client uploads. I'm very grateful for finding this platform after starting my business. **What do you dislike about TaxDome?** No comment. Their team regularly updates the site and improves it. **What problems is TaxDome solving and how is that benefiting you?** Portal for secure document upload; signatures. **Official Response from Victor Radzinsky:** > Hello Neil, It is great that you found our platform with the functionalities integrated, and we wanted to let you know that we are still working to make TaxDome your ideal partner for your business. One of our goals is to make the interactions so easy for you, and your feedback will make this goal a reality. Thanks, Neil. Have a great day. ### 15. Excellent Product **Rating:** 5.0/5.0 stars **Reviewed by:** Candice B. | Sr. Analyst/Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about TaxDome?** I love the connection with QB and workflows **What do you dislike about TaxDome?** I wish time keeping you could keep time for more than one client at a time **What problems is TaxDome solving and how is that benefiting you?** Workflow automation and customer portal needs. **Official Response from Victor Radzinsky:** > Hi Candice, Thank you for your feedback! It is valuable to us. TaxDome has a built-in time tracker, so no need for any third-party applications. Here we show you how to use it, so that you and your team can easily track your time: https://help.taxdome.com/article/182-time-tracker If you need assistance with anything, feel free to reach out to our Customer Support team via chat, email or schedule a screen share session with us. Support is free and unlimited. ### 16. Simplification Must! **Rating:** 4.0/5.0 stars **Reviewed by:** Jamila A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2023 **What do you like best about TaxDome?** That I have a one-stop shop for my bookkeeping and tax business. **What do you dislike about TaxDome?** That there is not a monthly membership option to assist me in the management of my business cash flow. **What problems is TaxDome solving and how is that benefiting you?** Giving me one-stop shop, a CRM and tracking of all of my clients to-do's in a centralized location versus various emails everywhere! I save time and can focus on sales. **Official Response from Victor Radzinsky:** > Hello Jamila, Thank you for your kind review, it is valuable to us! We are glad to hear that you enjoy the convenience of having a one-stop shop for your bookkeeping and tax business. Regarding your feedback on the lack of a monthly membership option, we understand that managing cash flow is an important aspect of running a business, as well as the importance of data security and the need for our clients to have full control over their data. That is why we require the main user to have an annual license. By doing so, we ensure that our clients have uninterrupted access to their data and can store their documents and data securely within our portal without the risk of losing them and maintain the integrity of our platform. If you have any further suggestions or concerns, please do not hesitate to reach out to our support team. Have a wonderful day! ### 17. Wonderfully integrated software but a bit difficult to set up. **Rating:** 4.5/5.0 stars **Reviewed by:** Elizabeth M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2022 **What do you like best about TaxDome?** I love that it has almost everything I need fully integrated into one suite. Clients also have a really easy time uploading and setting up their files, chatting, and paying their bills. I also REALLY love the free signature option for 8879s and that it pulls directly from my tax software. I can't tell you how amazing that is. It also keeps my works updated to show me what the status of a client's return is and will close it out once it's been accepted by the IRS! **What do you dislike about TaxDome?** The learning curve. I am very tech savvy, but this takes A LOT of time to set up correctly. They do have useful tutorial videos, but you have to watch hours worth of content to make sure you're not missing anything. **What problems is TaxDome solving and how is that benefiting you?** All in one suite. It is much easier to get almost everything I need for a client in one place. There are any other CRMs out there that do this. It saves so much time and stress to be able to just log into one place and verify everything I need for a client and check status, etc.... **Official Response from Victor Radzinsky:** > Hello Elizabeth, Thank you for your detailed feedback. It is very valuable to us. We are happy to hear that you liked the integrations, signatures, and our chat feature. We understand that the initial setup can take some time, and to cut on the time, and make it as easy and fast as possible we offer screen-sharing sessions. Since the sessions are free we highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. As you already mentioned, we also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more, but the sessions may be more useful. If there is anything we can assist you with, please let us know. Have a wonderful day. ### 18. Amazing all-in-one platform for CPAs and bookkeepers! **Rating:** 5.0/5.0 stars **Reviewed by:** Summer M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about TaxDome?** I love all of the features and the automations built into the system, and all of their new features coming out soon really shows they care about feedback and the user experience! **What do you dislike about TaxDome?** There's definitely a few minor features that can use improvements (adjustable column widths, being able to choose which columns are shown, etc) but it doesn't take away from the usefulness of the tool as a whole at all! **What problems is TaxDome solving and how is that benefiting you?** The main thing I was looking for was a customizable tax questionnaire where my clients can upload their documents securely in one spot, and save their progress and go back. I found that and so much more with TaxDome! **Official Response from Victor Radzinsky:** > Hello Summer, Thank you for your feedback, It is valuable to us. We are more than glad to hear that you like our software. Know that we have a feature request board for our paid subscribers where you can share your ideas and suggestions with us by submitting feature requests that you think might improve TaxDome, and have other firms upvote for it as the features with the most upvotes get prioritized. Please see more details here - https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need Feel free to reach out to us if you need further assistance. Our Support is free and unlimited. Have a great day! ### 19. TaxDome is a great all-in-one program that replaces many programs at a cheaper out-of-pocket cost. **Rating:** 5.0/5.0 stars **Reviewed by:** Roy Neal D. | Sole Proprietor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2022 **What do you like best about TaxDome?** Two good plans to fit your needs. However, I recommend the TaxDome Pro plan, which you will grow into and it is worth every penny. Far cheaper than any other practice management program or the multiple programs that it can replace. And a major plus is the tutorials, youtube videos and assistance you get with TaxDome to Get'r done as Larry the Cable Guy would say. **What do you dislike about TaxDome?** If you are not too computer literate the automation features can be a bit overwhelming. Rest assured TaxDome is there to help you. Give yourself some time with the learning curve and it will be well worth it saving you money and time. **What problems is TaxDome solving and how is that benefiting you?** Finally, I have found the program that I have been searching for the last 2-years while building my business. One-platform that integrates with my bookkeeping and tax software, but also versatile enough that it can also assist me in managing my Notary Signing Agent, Property Photo Inspection and Virtual Assistant business too. **Official Response from Victor Radzinsky:** > Hello Roy, Thank you very much for your amazing review. We appreciate it. We are glad to hear that we are the thing you were searching for :) As for the setup, thank you for pointing out that our support team is always there to help. You already mentioned it, we have free and unlimited email and chat support, screen-sharing sessions, and a bunch of learning resources like our Youtube channel, TaxDome Academy, help articles, and more. Like every software, there is a learning curve, but we give our best to assist our subscribers. If there is anything we can do for you, or you have any questions please let us know. We will be happy to assist you. Have a wonderful day. ### 20. Great software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about TaxDome?** I love the workflow function and client dashboard. It enables you to see where you are in the process of completing the work. I also love that it is easy for my clients to utilize. **What do you dislike about TaxDome?** It isn't easy to set up the workflow process. Taxdome is available to assist but it's difficult to set up without assistance. I also don't like that I have to commit for the entire year upfront. I would prefer to pay monthly. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is currently assisting with helping me fully understand the workflow process. That is a major part of why I chose the program, along with client billing. **Official Response from Victor Radzinsky:** > Hello There, Thank you for your kind review, it is valuable to us! It's great to hear that you love the workflow function and client dashboard, as they help you track the progress of your work and make it easy for your clients to use. We understand that the setup may be a bit overwhelming at the beginning, but we give our best to assist our clients during the setup. We offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on YouTube, and Facebook and you can check our TaxDome Academy. At TaxDome, we understand the importance of data security and the need for our clients to have full control over their data. That is why we require the main user to have an annual license. By doing so, we ensure that our clients have uninterrupted access to their data and can store their documents and data securely within our portal without the risk of losing them. If there is anything we can do for you, please reach out to us. Have a wonderful day. ### 21. Great Product **Rating:** 4.5/5.0 stars **Reviewed by:** Larry G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2023 **What do you like best about TaxDome?** This is a great software to use for tax professionals, I really enjoy the vast number of templates they have to choose from. Also, the automation makes me feel like I don't need an assistant anymore. **What do you dislike about TaxDome?** My only gripe is how they advertise the price; you must pay annually. There is not a monthly option despite how they break down the price. And I do not like that you have to use Stripe to use the invoice system fully, IMO Square is a superior product for invoicing **What problems is TaxDome solving and how is that benefiting you?** IT is providing me with a secure portal to share clients information. **Official Response from Victor Radzinsky:** > Hello Larry, Thank you for your kind review, it is valuable to us! We appreciate your positive feedback about the software's template selection and automation features. Regarding your concern about the pricing, we apologize for any confusion caused by our advertising. We do offer a yearly pricing model as our primary option, but we also have a monthly pricing model available for those who prefer it. We'll make sure to review our advertising to ensure that it's clear for all users going forward. We also appreciate your feedback about the invoicing system. Please know that our departments continuously strive to enhance the software, and we value all ideas and suggestions from our subscribers. Therefore, we make every effort to carefully consider and incorporate them. If you have any suggestions or ideas to improve your TaxDome experience or want to share something with us, please submit a feature request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day. ### 22. Trying Out Tax Dome **Rating:** 4.0/5.0 stars **Reviewed by:** Amani S. A. | CPA, Tax Resolution Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about TaxDome?** It is all under one roof- billing, payments, email syncing, internal communications with clients, workflow management, automations, and task management. **What do you dislike about TaxDome?** You can only use 2 payment types (Stripe or CPACharge); you can't sync your Google/external calendar to the internal calendar; can only sync 1 email account per paid user. **What problems is TaxDome solving and how is that benefiting you?** I have been having the hardest time keeping up with client engagements, the workflow, and now being able to easily access all of that is what I am benefiting from and the feature of capturing all the clients emails to their file will cut down on the number of emails forwarded to the staff. **Official Response from Victor Radzinsky:** > Hi Amani, thank you for your feedback! It is valuable to us. We are more than happy that you like our software. As for the features that are not yet available in TaxDome, we'd love to hear more from you. Please also know that you can submit requests for features you think might improve TaxDome, and vote on other user suggestions. Your needs are a huge priority—and we want to make sure you are heard. You help us make TaxDome the best possible experience for all! To request new features, please refer to this article https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board Please feel free to reach us if you need assistance with anything. We are here to help! ### 23. My First experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jerald D. | Owner- Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2023 **What do you like best about TaxDome?** User Friendly. Once I added the clients, uploading the files was a breeze. Everything worked perfectly **What do you dislike about TaxDome?** Nothing at this time. I am still working on the program and trying to add all my data into the system. **What problems is TaxDome solving and how is that benefiting you?** The first couple of days, I had to learn and understand how to navigate. But once the help desk walked me thru the client data input, everything clicked and made sense **Official Response from Victor Radzinsky:** > Hello Jerald, Thank you for taking the time to leave a review about TaxDome! We're thrilled to hear that you found our software user-friendly and that uploading files was a breeze. Our team works hard to ensure that our platform is easy to navigate and efficient for our users. We're also happy to hear that you haven't encountered any issues so far. If you need any assistance or have any questions as you continue to add your data to the system, please don't hesitate to reach out to our customer support team. Please note that If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. Have a wonderful day! Best, ### 24. User Friendly and Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** George S. | Owner, Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2022 **What do you like best about TaxDome?** We like the Pipeline Task Automation feature best because it streamlines our repeating tasks and ensure our clients receive consistent and timely service. We also place high value on the seemingly endless customization options that have allowed us to utilize TaxDome's many useful features in sales tax, as opposed to their intended income tax uses. **What do you dislike about TaxDome?** We use TaxDome for managing sales tax services, as opposed to the intended income tax services, so we have invested a significant amount of time on base formatting to be able to maximize the efficiency of the TaxDome streamlining functions. For income tax, the pre-programmed formatting appears to be very carefully designed to simplify the administrative details - we like their formatting so much that we referenced TaxDome's formatting as a model to form our sales tax service process of operations. Even with this software being intended for other tax services, we have found tremendous value in the fact that TaxDome allows us to customize their software for our services. So, our "dislike" would be only that it took a lot of time upfront for our customizations, but we do not hold that against TaxDome! **What problems is TaxDome solving and how is that benefiting you?** TaxDome is constantly updating their interactive platform to be more and more streamlined which, in turn, reduces the minute details typically involved in task and digital storage management. **Official Response from Victor Radzinsky:** > Hi George, thank you for your feedback! It is valuable to us. Please feel free to reach us if you need assistance with anything. We are here to help! We'd love to hear more from you. Please also know that you can submit requests for features you think might improve TaxDome, and vote on other user suggestions. Your needs are a huge priority—and we want to make sure you are heard. You help us make TaxDome the best possible experience for all! To request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board ### 25. Breath of Fresh Air! **Rating:** 5.0/5.0 stars **Reviewed by:** Darin E. | Implementation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2023 **What do you like best about TaxDome?** Literally everything, it is so hard to choose just one thing from what we had before! If i had to pick only one thing, that would be the amazing customer service being there for me. **What do you dislike about TaxDome?** there is a lot of detail in building and it can be overwhelming if you dont take advantage of the great customer support. thats the only thing that i can think of. **What problems is TaxDome solving and how is that benefiting you?** When there is something needed as a tax professional they are more than happy to work on implementing a process to make our jobs and lives so much easier. They are amazing! **Official Response from Victor Radzinsky:** > Hello Darin, Thank you for your kind feedback. It is valuable to us. We are happy that you like our software, and the diversity of features we have to offer. We are more than glad to hear these kind words regarding our customer service, we give our best to help our subscribers and make the learning process as easy and fast as possible. Please let us know whenever you have questions or need assistance. Best, ### 26. Looking forward to automation **Rating:** 4.5/5.0 stars **Reviewed by:** tony t. | Senior Tax Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about TaxDome?** I like that there is a lot of support to get the program off the ground. There is also quite a bit of encouragement and tips to make automating basic, time-consuming tasks go away. Especially happy during tax season. **What do you dislike about TaxDome?** You really have to commit to building the system to suit your practice from the outset. If you do not put the work in at the outset, it WILL NOT work well for you. You have to be willing to put in the setup time or pay someone to help you do so. **What problems is TaxDome solving and how is that benefiting you?** Client contact, workflow management, efficient return prep. **Official Response from Victor Radzinsky:** > Hello Tony, Thank you for your review. It is valuable to us. Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day! ### 27. User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Candace P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2023 **What do you like best about TaxDome?** The ease of transitioning clients over. The import worked as promised. **What do you dislike about TaxDome?** So far nothing to complain about. I'm a new user and am still working through the kinks. **What problems is TaxDome solving and how is that benefiting you?** It is allowing my clients a secure place to load sensitive documents. **Official Response from Victor Radzinsky:** > Hello Candace, Thank you for your kind review, it is valuable to us! We are delighted to hear that the transition process was easy and that our import worked as promised. We understand how important it is for new users to work through any kinks they may encounter We understand that getting used to a new platform can take some time, but we're confident that you'll find TaxDome to be an intuitive and user-friendly solution for your tax and accounting needs. Please know that we provide free and unlimited support through Chat, Email, and screen sharing session to help you get through the initial set-up easily and not only that, a knowledge database with plenty of help articles and tutorials. You can also find us on YouTube, and Facebook and you can check our TaxDome Academy. If you ever encounter any issues or have any questions, our support team is always here to help. Have a wonderful day! ### 28. I switched from Taxaroo to Taxdome! **Rating:** 5.0/5.0 stars **Reviewed by:** Lizeth R. | Tax Professional and Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2022 **What do you like best about TaxDome?** The most helpful features to me are being able to collect all the signatures and keep all emails from client in just one place ! **What do you dislike about TaxDome?** So far, there is nothing that I dislike about CRM. Everything is excellent, and I can now work more fluently with Taxdome for my tax and bookkeeping firm! **What problems is TaxDome solving and how is that benefiting you?** Taxdome is solving many problems I had in the past by allowing clients to access their tax documents inside their portal at any time! Now I do not have to take time to find their tax returns when they need them and have to send them over. **Official Response from Victor Radzinsky:** > Hello Lizeth! Thank you for your review. It is valuable to us. We are happy to hear that TaxDome is improving your efficiency, and providing you with a better overview, and having everything in one place. We would like you to know that you can reach us whenever you have questions or need assistance with anything. Our support is free and unlimited, and you can reach us via chat, or email and schedule screen-sharing sessions. Please let us know, we will be happy to assist you. Have a wonderful day. ### 29. Fantastic Customer Serviced **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about TaxDome?** Customer Service, mobile app for customers, Document storage **What do you dislike about TaxDome?** Could take some time to take advantage of all the features **What problems is TaxDome solving and how is that benefiting you?** Document storage, chat communication **Official Response from Victor Radzinsky:** > Hello there! Thank you for your kind feedback. It is valuable to us! We are more than glad to hear that you like our software. Since TaxDome is an all-in-one tool, the setup can seem overwhelming at the beginning, but we do our best to assist our clients during the setup. We offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of helpful articles and tutorials. You can also find us on YouTube, and Facebook and you can check our TaxDome Academy. If there is anything we can do for you, please reach out to us. Have a wonderful day. ### 30. This could be a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Steve T. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2022 **What do you like best about TaxDome?** I am always on the prowl for better software for tax firms. I think I may have found it. I like that it is made for tax firms but flexible enough to accomodate our needs. The portal looks great, along with automatic reminders to clients on organizers and tasks, all the things that we tax folks drive us crazy. nThe client iPhone app looks really great too. **What do you dislike about TaxDome?** I wish it had more types of custom fields other than just text fields. And I wish there were fields in jobs for things like date received. But I suspect the automations and ability to use tags will allow us to do what we need. **What problems is TaxDome solving and how is that benefiting you?** It should save us a lot of time by automating processes, save us money from duplicate apps and provide a better client experience. **Official Response from Victor Radzinsky:** > Thank you, Steve! We appreciate your kind feedback. We are more than glad to hear that you like our software. Currently, text and Email custom fields type are the only ones available in TaxDome. Still, some firms have already requested for this feature to be added to TaxDome, and I've upvoted on your behalf so we can keep you updated on progress. We want to inform you that you can track the date when a job was added to the pipeline from the jobs tab in your workflow section. Please also know that we'd love to hear more from you. You can submit requests for features you think might improve TaxDome, and vote on other user suggestions. Your needs are a huge priority—and we want to make sure you are heard. You help us make TaxDome the best possible experience for all! To request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day. ### 31. Almost everything I need. Great customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie C. | Personal Accounting Liaison™, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2022 **What do you like best about TaxDome?** TaxDome organizes all my client information in one place. The upside is the customer service experience and the price is a great entry point for a startup business. **What do you dislike about TaxDome?** I haven't found any downsides except for the sort and search function within the template library. The mobile app could incorporate more of the desktop features. **Recommendations to others considering TaxDome:** Really take advantage of the 14-day trial. You will find there are many functions that help streamline the way you interact with clients. They are continuing to improve the platform and I look forward to seeing what they come up with next. I strongly suggest signing up for the pro account. If you are a tax professional you should incorporate this software into your business. I no longer have to use 3-4 different software platforms to interact with my clients. I use TaxDome every day in my business. **What problems is TaxDome solving and how is that benefiting you?** I have switched online tax portals multiple times and I think I have found a permanent solution. I did a trial with TD a couple of years ago and have seen much growth and this time around I moved forward with purchasing. **Official Response from Victor Radzinsky:** > Hello Melanie, Thank you for your review. We are happy to have you on board. As you already mentioned, we are constantly working on the improvement of our software and the implementation of new features. There will be some major updates soon. As for the template library, we have an existing feature request on our board. The Feature Request Board is for our paid subscribers, and firms can submit feature requests, and upvote requests other firms made. Please feel free to share your ideas with us. The mobile app is still being developed. If you have any questions, please let us know. Have a wonderful day. ### 32. Support Team is very good at helping get things set up. **Rating:** 4.5/5.0 stars **Reviewed by:** Mike U. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2023 **What do you like best about TaxDome?** The ease of moving around in the client portal. The search feature is nice and client notificaiton of documents uploaded. I am looking forward to using the calendar. **What do you dislike about TaxDome?** I wish there were more editing functions when opening a pdf document. **What problems is TaxDome solving and how is that benefiting you?** Work Flow and client e-signing docs **Official Response from Victor Radzinsky:** > Hello Mike, Thank you for your kind feedback. It is valuable to us. We are happy that you like our software, and the diversity of features we have to offer. We are more than glad to hear these kind words regarding our customer service, we give our best to help our subscribers and make the learning process as easy and fast as possible. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day! ### 33. Comprehensive Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Diana H. | Director, Professional Services, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2022 **What do you like best about TaxDome?** I like being able to have all of the information I need to serve a client in one tab on my browser. I no longer have to start the day by opening 4 or 5 tabs since what I need is all in one place to manage client activities. I calculated what I am currently spending on various project management software, time keeping, staff management, and document management and we will save over $600 a year on those applications alone. I like having templates and workflows that represent good practice that I can take and adapt - or adapt my own workflow to be more efficient. **What do you dislike about TaxDome?** There is some quirkiness with navigation and screen refreshing that takes some getting used to. It still beats using multiple apps to manage client info - and certainly beats needing to remember where I put a client note or piece of information. **What problems is TaxDome solving and how is that benefiting you?** I am spending less time on practice management and managing my client records and workflow, and more time on serving the client (This is for a very small firm with 2 PT employees). **Official Response from Victor Radzinsky:** > Hello Diana, Thank you for your feedback. We appreciate it. We are glad to hear that you are happy with TaxDome. We are working on ways to improve our software, and if there is anything you would like to suggest, I would like to refer you to our Feature Request Board that we have for our paying subscribers. New features can be requested and already existing requests can be upvoted, so please feel free to share your ideas with us. If you need assistance with anything, please let us know. Our support is free and unlimited. Have a wonderful day. ### 34. Tax Preparation Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Paul P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2022 **What do you like best about TaxDome?** One of the tasks that I struggle with during tax season is time management. TaxDome solves many of the customer interface tasks automatically for me. **What do you dislike about TaxDome?** TaxDome is no different than any SAS program ... the initial investment is time-consuming. I found that more time learning pays in the end. **What problems is TaxDome solving and how is that benefiting you?** I'm very new at TaxDome; however, I see the potential for my small business **Official Response from Victor Radzinsky:** > Hello Paul, Thank you for your kind review, it's valuable to us! We are glad to learn that you like our software, especially the client portal that made your time management more efficient. We agree with you, every software has a learning curve at the beginning, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. Not only that, but we also have many learning resources to help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day. ### 35. Taxdome helps keep me organized **Rating:** 5.0/5.0 stars **Reviewed by:** Laura S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about TaxDome?** Taxdome is easy to setup and very user friendly. Just what I need to stay better organized. **What do you dislike about TaxDome?** Once they have billable time within Taxdome it will be perfect! **What problems is TaxDome solving and how is that benefiting you?** It will allow me to stay on top of tasks and stay orgaized. **Official Response from Victor Radzinsky:** > Hello Laura, Thank you for your kind review it is valuable to us! We're thrilled to hear that you find our platform easy to setup and user-friendly. Our team is committed to providing a seamless experience to help our users stay organized and save time. We appreciate your feedback regarding billable time and we're happy to let you know that TaxDome does offer time tracking functionality. You can easily track your billable hours, manage your time entries, and generate invoices directly within the platform. https://help.taxdome.com/article/182-time-tracker Please feel free to reach out to our support team if you need any assistance with this feature. Have a wonderful day! ### 36. Taxdome, the last piece of the puzzle **Rating:** 4.5/5.0 stars **Reviewed by:** Gabriel v. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2023 **What do you like best about TaxDome?** Almost everything, the customer portal for the documents, the automated workflow, automated messages to the customer. **What do you dislike about TaxDome?** It isn't a European company. That's the only thing. **What problems is TaxDome solving and how is that benefiting you?** It solves the communication with the customer. It was the part that I was missing in my company. **Official Response from Victor Radzinsky:** > Hello Gabriel, Thank you for sharing your feedback about TaxDome! We're thrilled to hear that you enjoy using our customer portal, automated workflow, and messages. We understand your concern about TaxDome not being a European company. While we are based in the United States, we strive to provide excellent service to customers all around the world. We are committed to ensuring that our platform is compliant with global regulations, including those specific to Europe. If you have any further feedback or suggestions for how we can improve our services to better meet your needs as a European customer, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. We value your input and are always looking for ways to enhance our platform. Have a wonderful day! ### 37. New User **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis J. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2023 **What do you like best about TaxDome?** I am just starting with TaxDome. I am very happy to have everything in one place. The customer support while setting up has been excellent. I am looking forward to utilizing TaxDome for my business. **What do you dislike about TaxDome?** I haven't encountered any downside to Tax Dome **What problems is TaxDome solving and how is that benefiting you?** TaxDome support has been very helpful in helping me get set up. **Official Response from Victor Radzinsky:** > Hello Dennis, Thank you very much for your review. It is valuable to us! We are more than glad that you like our software, and the diversity of features we have to offer. One of our main aims is to make everything available in TaxDome so that you do not have to switch between multiple apps or programs and keep everything in one place. If you have any questions or need further assistance, please don't hesitate to contact our support team. We are happy to help! Best, ### 38. All in one Tax Firm Software **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph S. | Tax Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2022 **What do you like best about TaxDome?** The feature I like best about TaxDome is the automated pipeline. This feature saves our tax firm time and energy. We can automate our tax firm's entire booking, accounting and tax process. This allows us to save thousands of dollars. **What do you dislike about TaxDome?** The least helpful about TaxDome is syncing the C drive to TaxDome v.4.4, the speed needs to be a little faster when downloading documents directly from your computer to a client TaxDome folder. The feature is awesome, but the speed needs to be a little faster. **Recommendations to others considering TaxDome:** I recommend any accountant, bookkeeper, CPA, or tax professional to get TaxDome, because its an all-in-one system designed for us. There is no other system out there on the market like TaxDome. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is help me solve every problem you can think of in the tax industry. But, some of all TaxDome is saving our tax firm money. We are able to replace all our appliances/software with TaxDome. For example, we replace invoicing apps with taxdome, dropbox, and google drive, hiring more staff, apps...etc. TaxDome all-in-one software is perfect for accountants, cpa and bookkeepers. **Official Response from Victor Radzinsky:** > Hello Joseph, Thank you for your review. We appreciate it. We are happy that you are able to save time, money and energy with TaxDome. This is our primary goal. We are working on improving all the time, and the speed should be faster by now. If there is anything we can assist you with, please let us know. We will be happy to assist you. Have a wonderful day. ### 39. TaxDome has been a lifesaver with organize our tasks. **Rating:** 4.5/5.0 stars **Reviewed by:** Amy B. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2022 **What do you like best about TaxDome?** Our favorite features of TaxDome have been the all-in-one portal for our staff and clients. We use it to track all tasks for our employees, and as a document portal/messaging center for our clients. We've gotten great feedback from our clients since they can access tax returns, upload documents, message our team, and pay invoices in one place. **What do you dislike about TaxDome?** We want to use the workflows more efficiently, but their current format/view is hard to work with. I would prefer if we could see all of the steps in a better format to easy see our list of tax returns in each stage of the workflow. The invoicing also needs a bit of work. Most of our clients need PDF downloads of invoices/receipts. **What problems is TaxDome solving and how is that benefiting you?** The biggest benefit is a place to track tax return tasks and communicate with our team on the status of each task. It's also been a great benefit to have our clients be more self-sufficient in downloading copies of their tax return documents which lessens our email requests. **Official Response from Victor Radzinsky:** > Hello Amy, Thank you for your review. We appreciate it. We are happy with all the positive feedback we get, and it is great to hear that the clients are satisfied and find the client portal easy to use. As for the view, we have recently added a feature for the calendar view. You can see all tasks and jobs directly from the calendar, which may be easier to keep track of. Invoices can also be downloaded in PDF format. Please let us know if you need assistance with the features mentioned above. We will be happy to assist you. Have a great day. ### 40. TaxDome is a game changer **Rating:** 4.5/5.0 stars **Reviewed by:** Cindy M. | Firm owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2022 **What do you like best about TaxDome?** TaxDome helps us stay on top of projects and due dates. We no longer have to worry so much about things falling through the cracks. With, pipelines, and tasks, each team member knows what they are supposed to be working on. Another upside as a firm owner, is that I can see the correspondence from my team members to clients. Not only do I know what is happening with each job, but I also have a new appreciation for my team, and how they communicate. **What do you dislike about TaxDome?** I have only found two things that I don't like: 1. There is no true Work in Process function. While you can use tags to change time status from unbilled to billed, it is a bit cumbersome. 2. There is no automatic recurring credit card charge for monthly client engagements. **Recommendations to others considering TaxDome:** I definitely recommend TaxDome. As in making any transition, what you put into it is what you get out of it. If you put in the up front work to set it up properly, the efficiency you will reap is so worth the effort. **What problems is TaxDome solving and how is that benefiting you?** As a remote team it was difficult to know what had been done on each job and we were often duplicating work. Now, we use messages and task lists for our clients. We set up our pipelines so that jobs will automatically advance when all of the tasks are completed. It is saving time, and making us more efficient as a team. Efficiency = more money. **Official Response from Victor Radzinsky:** > Hello Cindy, Thank you very much for your detailed feedback. We appreciate it. We would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. I would like to refer you to our board so that you can submit a request and maybe elaborate the ''work-in-process''' function. For the recurring payments, we already have a request for this, and this will be implemented soon, along with some other updates. If you have any questions, or need assistance with anything, please let us know. Our team will be happy to assist you. Have a wonderful day. ### 41. Fully Recommend for An Easier Tax Flow **Rating:** 5.0/5.0 stars **Reviewed by:** Katie C. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2022 **What do you like best about TaxDome?** Automation is the best part & most helpful. Being able to create a pipeline with things happening automatically helps take the guesswork out of what has or has not been sent to the client. **What do you dislike about TaxDome?** It would be nice to view the library pipeline before adding it to our list of pipelines. Now I feel like we have all these pipelines and tasks that we don't use because of looking to see what was already made. It would also be nice if there was a peer library, even if it was in a separate website where we would have to re-build it ourselves in our own taxdome portal. We all have our own workflows, but being able to share easily and ask questions about it could be extremely helpful in tweaking the pipelines to make them even more efficient. I also dislike seeing all the completed tasks and responses that we have sent out in Inbox+. I just think it's unnecessary and makes it look like there is a lot more work to be done than there is. It can be very intimidating. **Recommendations to others considering TaxDome:** Try it! Truly try Taxdome, and meet with someone from Taxdome to see what it really can do for you. You will not regret it, there is so much Taxdome can help with and they are adding new features all the time. **What problems is TaxDome solving and how is that benefiting you?** Most of the time, when we use it properly, Taxdome helps keep the team all on one page even though we all may be doing different things for a client at any given time. We can easily see where they are in a time line, view messages and emails that have been sent and received before asking our own questions as they may have already been answered, and leaving notes to other employees as needed. **Official Response from Victor Radzinsky:** > Hello Katie, Thank you for your feedback. We appreciate it. We would like to inform you that we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests can be upvoted. We have an existing request for previewing the pipeline template before copying it. Please have a look here: https://taxdome.canny.io/feature-requests/p/preview-pipeline-in-library-before-copying We are currently working on an update regarding pipelines and the templates, recreating them, custom pipelines, and more will be available in the future. For the notifications, you can always go back to the Notification Preferences panel, and uncheck the boxes for the actions you do not want to be notified about. If you have any further questions, or need assistance with anything, please let us know. We will be happy to assist. Have a wonderful day. ### 42. Great client portal tool **Rating:** 4.5/5.0 stars **Reviewed by:** Tracia R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2022 **What do you like best about TaxDome?** I love that my clients can upload documents, communicate with my team and notify me when they have submitted items for me to review. I also love being able to create automation within workflows (saves time and keeps me from having to remember to send out emails based on tasks completed or certain times of the month/quarter). **What do you dislike about TaxDome?** It would be helpful if clients would get automated notifications based on if our office is closed like they would get when emailing us and our Outlook notifies them of out of office. It would also be nice if it were an easier way to clear all the new emails within TaxDome when you have already read them on your regular email system. **Recommendations to others considering TaxDome:** The ease of use and price point make TaxDome a great product for both Tax and Accounting practices. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is solving problems such as being more organized, allowing clients to have one centralized place to locate items and send items, reducing time spent sending things to clients and reducing time on tasks with the automation. **Official Response from Victor Radzinsky:** > Hello Tracia, Thank you very much for your feedback. It is valuable to us. We are happy when our subscribers are happy, and for this reason, we are constantly working on the improvement of our software, and we appreciate suggestions from our users. We have a Feature Request Board for our paying subscribers, where feature requests can be submitted, and other user's requests can be upvoted. We already have a request for ''out-of-office'' notifications. Please feel free to upvote here: https://taxdome.canny.io/feature-requests/p/client-side-announcements-section-from-firm For your other suggestion, please feel free to submit a request. If you have any further questions, please let us know. We will be happy to assist you. Have a wonderful day. ### 43. I Love TaxDome! **Rating:** 4.0/5.0 stars **Reviewed by:** Genevieve M. | President/CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2022 **What do you like best about TaxDome?** I was able to consolidate 3-4 different applications into 1 reducing the administrative burdens within the firm and increasing efficiency. The company has taken great strides to consistently improve the application and listens to the community when it comes to the needs that we have. Customization is great! **What do you dislike about TaxDome?** I think it's really important to have the ability to assign access levels at a granular level. This is a large request within the community that has not been addressed. I also believe it's important to be able to communicate internally within specific message threads that the customer cannot see. Finally, we lack the ability to "tag" a customer (love that we can tag each other but would be nice to tag the customer name as well). I would like to see reporting options for workflow (not just dashboard or screen visibility). **What problems is TaxDome solving and how is that benefiting you?** Multiple applications are consolidated into one program increasing efficiency and eliminating the cost of multiple applications. The ability to manage and monitor work-flow is so important! This improved my visibility into my work-load by type of project. **Official Response from Victor Radzinsky:** > Hello Genevieve! Thank you very much for your detailed feedback. We appreciate it. Also, thank you for the great ideas provided. We are always happy to receive constructive feedback from our subscribers, and we give our best to listen to and prioritize as many requests as possible. At the moment, our teams are working on some big updates, and there will be definitely updates regarding internal communication and access. For the mentioning feature for clients, please feel free to post this request to our board, since we still do not have this feature requested. If there is anything we can assist you with, or do something to improve your TaxDome experience, please let us know. We will be happy to assist you. Have a wonderful day. ### 44. TaxDome is impresssive. **Rating:** 5.0/5.0 stars **Reviewed by:** Landen T. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2023 **What do you like best about TaxDome?** The ability to collect and organize client tax documents. It removes the frustration of gathering client information and makes correspondence a breeze. Billing is much easier with TaxDome. **What do you dislike about TaxDome?** It can be intimidating at first because TaxDome can do so much, but after a few days, it becomes much easier to use. Overall though it is a very easy to use software. **What problems is TaxDome solving and how is that benefiting you?** It has solved the problem of misplacing client documents. It makes me look professional since I can put my own logo and design on the client portal. Overall it is very beneficial. **Official Response from Victor Radzinsky:** > Hello Landen, Thank you for your kind review, it is valuable to us! We're more than glad to hear that TaxDome is helping you to collect and organize client tax documents, making correspondence and billing easier. We understand that the software may be intimidating at first, but we're glad to hear that it becomes easier for you to use after a few days We appreciate your feedback and strive to make the software as user-friendly as possible. Have a wonderful day! ### 45. Taxdome is a game changer. Portal system is great and my clients love this platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Tae K. | Accounting Manager - Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2023 **What do you like best about TaxDome?** I like how nice the portal is, and that it has payment functions, automation system. **What do you dislike about TaxDome?** I wish the automation process is more user friendly. **What problems is TaxDome solving and how is that benefiting you?** One on one training and they do a good job on teaching CPAs how to fully utilize the system. **Official Response from Victor Radzinsky:** > Hello Tae, Thank you for your kind feedback, It is valuable to us! We're glad to hear that you find the portal nice and that it has useful features like payment functions and automations. We want to assure you that we take all customer feedback seriously and use it to improve our product, which is why we just updated the pipelines edit page and the automation process to make it more user-friendly, and we hope this new update will improve your experience in using TaxDome. If you have any specific suggestions or issues, please let us know and we'll do our best to address them. Have a wonderful Day! ### 46. Great interface for clients **Rating:** 4.5/5.0 stars **Reviewed by:** Hope S. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2022 **What do you like best about TaxDome?** The platform (once set up) is intuitive and makes so many tasks easier than our old platform **What do you dislike about TaxDome?** It's taken a lot of work to get things set up. There's plenty of areas that I wish I knew what to do better at the beginning **What problems is TaxDome solving and how is that benefiting you?** Our clients hate the current client portal. We have an additional payment platform. With tax dome, it's all together and easy **Official Response from Victor Radzinsky:** > Hello Hope, Thank you for your review. It is valuable to us. We are more than glad to hear that you like our software. Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers and make the learning process as easy and fast as possible. We have free and unlimited support, and we highly recommend scheduling at least one session, so our representatives can walk you through and assist with the setup. We also have many learning resources like help articles, our TaxDome YouTube channel, TaxDome Academy, our FB Community, and more. Please let us know whenever you have questions or need assistance. Have a wonderful day. ### 47. Tax Dome **Rating:** 4.0/5.0 stars **Reviewed by:** C L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2023 **What do you like best about TaxDome?** It is intuitive and easy to use. The organizers are my favorite part. **What do you dislike about TaxDome?** There are certain aspects that could be more advanced. **What problems is TaxDome solving and how is that benefiting you?** Practice Management - securing documents and having organizers and workflows in the same place. **Official Response from Victor Radzinsky:** > Hello There, Thank you for your kind review, it is valuable to us! We are glad to hear that you find our platform intuitive and easy to use. We appreciate that you love our organizers, and we will continue to work on enhancing their features and functionality. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day. ### 48. Great for beginners! **Rating:** 3.5/5.0 stars **Reviewed by:** Daniel B. | Senior Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2022 **What do you like best about TaxDome?** There are so many features available to use which can make the onboarding overwhelming, however, the training resources are fantastic. The team is also available for one on one calls to discuss any questions that you may have. There are sample templates available to cruise you through the beginning stages. **What do you dislike about TaxDome?** I had a few glitches in trying to sync my e-mail address. The glitch was known to TaxDome and they had recommended steps on correcting the glitch. All is well now. **Recommendations to others considering TaxDome:** If you're looking to take the stress away of managing multiple platforms, TaxDome is the way to go. **What problems is TaxDome solving and how is that benefiting you?** I only run a small side practice so I wanted a place to serve as my all-in-one platform. I didn't want to worry about juggling subscriptions to ten different platforms. This simplified my life which allowed me to dedicate more time to serving my clients. **Official Response from Victor Radzinsky:** > Thank you for the feedback Daniel. It's valuable to us. We're glad that all is well now. We understand that email sync is one of the most important features of our clients and our team is working hard to avoid any glitches related to it as much as possible. Please feel free to reach out to us if you need further assistance. Our Support is free and unlimited. Have a great day! ### 49. So far so good and looking forward to learning more **Rating:** 3.5/5.0 stars **Reviewed by:** Pam B. | CEO & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **What do you like best about TaxDome?** Automation and client connections, and document sharing **What do you dislike about TaxDome?** missing vault similar to other softwares to save the client's PW's **What problems is TaxDome solving and how is that benefiting you?** I'm hoping to replace the manual project tracker with Taxdome, so work is in progress **Official Response from Victor Radzinsky:** > Hello Pam, Thank you for sharing your thoughts on TaxDome with us, it is valuable to us! We're thrilled to hear that you appreciate the automation and client connection features, as well as the document sharing capabilities. We understand that password management is an important aspect of client communication and organization. While TaxDome does not currently offer a vault for saving client passwords, We appreciate all ideas, and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience in using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the Blue Question Mark icon in the top right corner, and selecting Feature Requests. If you have any questions or need assistance with anything please let us know. Have a wonderful day. ### 50. Everything we need! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2022 **What do you like best about TaxDome?** All of the integrations that are offered. This was the first thing that stood out to us. The secure client portal and doc storage was next. CRM and client communication are key functionality that we LOVE. **What do you dislike about TaxDome?** A lot of info to digest! The dashboard is overwhelming, but they have a walkthrough and tutorial which we will be taking advantage of, so this should mitigate the issue. **What problems is TaxDome solving and how is that benefiting you?** The Secure Portal and Document Storage was what our business was looking for and TaxDome has an excellent solution. Then we saw all of the integrations - billing, CRM, email integration, reminders, secure communication center for clients and that just go all in. We are using their website hosting (saved us $200/yr) and their website templates (saved us $69 for a Wordpress Template) and an SSL Cert is thrown in ($50)... so the $600 Pro membership starts becoming a $200-300 cost for the year net-net. A real bargain for what you get! Great customer support too,.. live chat rocks... very knowledgeable staff. **Official Response from Victor Radzinsky:** > Hello there! Thank you for your review. It is valuable to us. We are happy to hear that you love our features. Since TaxDome is an all-in-one software that has hundreds of features, it may take some time to learn about all of them, but we give our best to help our subscribers, and make the learning process as easy and fast as possible. We have free and unlimited support, and highly recommend scheduling at least one screen-sharing session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel with tutorials, TaxDome Academy, our FB Community, and more. If you have any questions, please let us know. We will be happy to assist you. Have a wonderful day. ## TaxDome Discussions - [Is TaxDome cloud based?](https://www.g2.com/discussions/is-taxdome-cloud-based) - 3 comments, 1 upvote - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments - [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment - [View TaxDome pricing details and edition comparison](https://www.g2.com/products/taxdome/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+21%3A25%3A47+-0500&secure%5Bsession_id%5D=7f4cf8e4-aed6-424d-8ebb-127d800960a7&secure%5Btoken%5D=ecceeb04439daa33e082a67d5e04c615fe9c2577a0cb0cef34a9ddfcec731a9c&format=llm_user) ## TaxDome Integrations - [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews) - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) - [Qbo](https://www.g2.com/products/qbo/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) - [Wix](https://www.g2.com/products/wix/reviews) ## TaxDome Features **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Setup** - Activities - Flows - Dependencies - Notifications **Platform Additional Functionality** - Cloud - Messaging - Payment - Portal **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Management** - Updates - Audit Trail - Integration **Platform Content** - Automation **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Collaboration** - Collaboration - Tasks - Version Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Platform Data** - Dashboard **Billing** - Time - Reporting - Invoices **Generative AI** - AI Text Generation **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Onboarding** - Templates - Checklists - New Client **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Generative AI** - AI Text Generation **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top TaxDome Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (890 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (794 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (243 reviews)