TaxDome Reviews & Product Details

We've been using TaxDome for 6 months now, and it's completely transformed the way we manage our tax and accounting practice. From client communication to workflow automation, TaxDome has streamlined every part of our operations.

Pros:

✅ All-in-one platform – No need for multiple tools. TaxDome combines CRM, secure messaging, document management, e-signatures, invoicing, and client portals all in one place.

✅ Client portal – Our clients love the intuitive, easy-to-use portal. It’s secure and professional, and makes document sharing and communication seamless.

✅ Automated workflows – We’ve saved countless hours with the built-in automations. Everything from engagement letters to reminders can be scheduled and triggered automatically.

✅ Excellent support – The onboarding and support team is responsive and truly helpful. They offer live webinars, detailed tutorials, and chat support that’s actually useful. Review collected by and hosted on G2.com.

So Far this CMR has been really good to my business I still have to learn more so I don't really have any bad reviews Review collected by and hosted on G2.com.

It's clean Clients can sign up immediately and you could put them into an automated workflow that will have them set up as a client pretty quickly. However, task creation automation with API's and also with no shared Inbox makes it very difficult. They seem to be very stuck on certain ideas that definitely don't work that they seem to refuse to fix an update as they go through their iterations. Again, still the best so far between Karbon and Financial sense but they still have a long way to go. Review collected by and hosted on G2.com.

No shared Inbox email like every other Crmp or company that exists making it very frustrating to work around. They don't have any open API's, therefore creating tasks out of conversations automatically like many other applications is tough. They really need to open up their API and integrations so I can actually be more useful in working in tools like Google workspace and Intuit. There is so much that this could do that is just very slow on implementing. So I currently think they are the best available today but still far from where it should be. Review collected by and hosted on G2.com.

The great thing about TaxDome is that it handles all the requests and reminders automatically so I don't have to waste time doing it. It let's me spend more time preparing returns not collecting documents. Review collected by and hosted on G2.com.

The TaxDome Print Driver was upgraded a year or so ago.

The new driver has been buggy.

Can you put the old one back?

Also the remember my authentication for 30 days doesn't work.

Most Accountants shut their computers down for security

reasons. Can you make it save it within the browser in case

you shut down the browser?

Thanks for everything. Review collected by and hosted on G2.com.

I like to use TaxDome because it streamlines client communication, document management, and task tracking all in one secure platform. It helps me stay organized, improves turnaround time, and gives clients a seamless experience—from uploading documents to signing forms and receiving updates. It’s an efficient, all-in-one solution that supports the high-quality service I provide. Review collected by and hosted on G2.com.

While TaxDome offers robust features, there are a few areas that could improve. The learning curve can be steep for both practitioners and clients, especially those less tech-savvy. Some workflows—like automations and pipeline customization—feel clunky or overly rigid. Also, certain features like chat or document previews aren’t always intuitive. That said, the platform is improving regularly, and the pros still outweigh the cons for my practice. Review collected by and hosted on G2.com.

the thing i like most about TD is I much it has and covers for the Tax & Accountants firm Review collected by and hosted on G2.com.

The one thing I wish it offered is a more up-to-date look and feel. Other platforms make it easier to navigate, while TD seems a bit outdated in that regard. Review collected by and hosted on G2.com.

The pipeline feature (and all the features which make it what it is), flexible customization, ease of use, secure, robust training / how to content, email attachments can be saved directly to the account without additional steps, the ability to have clients pay via the portal, filter features, tasks, and so much more Review collected by and hosted on G2.com.

When a bookkeeper (business management firm, lawyer, etc) is associated with multiple clients, handling of emails and attachments requires careful attention so that documents are not mistakenly saved to the wrong account. We have a solution for this, but it's not the ideal scenario. Review collected by and hosted on G2.com.

TaxDome has been extremely helpful in streamlining our workflows! I especially appreciate being able to view my pipelines to see where every file is in the process, when it was received, and what we might be missing to complete the file. Sending requests for documents is extremely helpful! A significant number of our clients prefer to use the online tools, which saves us a considerable amount of time compared to in-person appointments or even just accepting drop-offs. I love being able to look at a client file and find all the relevant information in one place, including communications, documents, signatures, and workflow, rather than using multiple systems. Locking documents to invoices has been a game changer! I'm no longer wasting time with phone calls or emails to remind clients that they need to pay their invoices. I can't describe the joy it brings to receive a completed organizer, with all relevant documentation, engagement letter, etc, so I can prepare a tax return, send out for approval, request signatures, and payment, all using one tool, and then get back the completed file from the client sometimes in a matter of minutes! Everything is done! All I have to do is e-file. This saves immeasurable amounts of time!

Learning the system was surprisingly straightforward. There are tons of "how-to" videos, which are extremely useful when getting started. It's a complex system, but it's very well-organized and easy to navigate. Plus, customer support is always available in chat, which made the transition much easier. We were able to move and integrate all of our client data in one upload.

TaxDome has become an indispensable tool in our daily operations! Review collected by and hosted on G2.com.

It's a bit pricey, but I think in terms of time, it saves us; it has more than paid for itself! There are lots of templates, which are a great tool to get you started. But you need to take the time to customize the templates for your office. Once we got all of our organizers and templates set up, they are easy to use. However, they don't come fully customized "straight out of the box." New users need to dedicate time to learning and customizing everything that goes to client-facing. I recommend doing a lot of tests before releasing your first organizer, because sometimes getting everything to work just as you want it can be tricky. Once you have released a bunch of organizers, you can't change them after the fact. Send your first handful of organizers to friendly clients who will help you run down issues. This way, if you have any "bugs," you can work them out before you send to a large group. Review collected by and hosted on G2.com.

Integration with CPA Charge

Ease of use for clients

Engagement letters are a breeze

Templates are everything! Review collected by and hosted on G2.com.

Can't drag and drop files from folder to folder within the online platform

Should integrate text messages from our current numbers without having to subscribe to another service, integration of Ferdium or other open source comms platform Review collected by and hosted on G2.com.

It has powerful organizational capabilities. It helps my practice run smoothly, and ensures all deadlines are met. TaxDome accomplishes multiple tasks in one app, which increases my efficiency.

While they've implemented some AI features they've proceeded with thoughtfulness.

The app just works - I don't get interrupted by AI popups that are happening with other software that's rushing to fly the AI Banner (such as QBO). It helps me be efficient, and clients like working with it. Review collected by and hosted on G2.com.

It takes some work to get it set up, which can be challenging when you're already busy. Review collected by and hosted on G2.com.

TaxDome has been a great place to centralize the work in our firm. The app has been very user-friendly for our clients. I love storing all their documents and communications in one place. It makes streamlining things much easier. Review collected by and hosted on G2.com.

TaxDome has so many great features. The one downside is the time it takes to learn how to utilize it to its fullest. I can't wait to figure it all out, its just taking more time then I have right now. Review collected by and hosted on G2.com.