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At a Glance
Market Segments
Small-Business (96.3% of reviews)
Small-Business (99.9% of reviews)
Entry-Level Pricing
$39.00 Per Month
$58.00 Per Month
Assembly
Star Rating
(278)4.8 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansTaxDome
Star Rating
(677)4.7 out of 5
Market Segments
Small-Business (99.9% of reviews)
Pros & Cons
Entry-Level Pricing
$58.00 Per Month
Learn more about TaxDomeSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that TaxDome excels in E-Signature capabilities, scoring 9.1, which reviewers mention makes document signing seamless and efficient. In contrast, Copilot's E-Signature score of 8.6 indicates it may not be as robust in this area.
- Reviewers mention that TaxDome's File Request feature scores an impressive 9.2, allowing for easy collection of documents from clients. Copilot, with a score of 8.9, offers a similar feature but lacks the same level of user satisfaction.
- Users on G2 highlight TaxDome's Document Builder Interface, scoring 8.5, as user-friendly and effective for creating customized documents. Copilot's score of 9.3 suggests it has a superior interface, but some users feel it lacks certain advanced features found in TaxDome.
- Reviewers mention that TaxDome's Customizability for Variables and Fields scores 8.9, allowing for tailored solutions that fit specific business needs. Copilot, with a score of 8.0, is seen as less flexible in this regard.
- Users say that TaxDome's Quality of Support, rated at 9.0, is a significant advantage, with many reviewers praising the responsiveness and helpfulness of the support team. Copilot's score of 9.5 is higher, but some users report longer wait times for complex issues.
- G2 users report that TaxDome's Ease of Use score of 8.3 is satisfactory, but Copilot shines with a score of 9.4, indicating a more intuitive user experience that many find easier to navigate.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
For new businesses
- CRM
- Client portal
- Messaging and team inbox
TaxDome
TaxDome Essentials
$58.00
Per Month
- Native PDF Editor
- Firm and client mobile apps
- White-labeled website and client portal
Free Trial
Assembly
Free Trial is available
TaxDome
Free Trial is available
Ratings
Meets Requirements
8.9
216
9.0
559
Ease of Use
9.4
224
8.3
569
Ease of Setup
9.4
203
7.6
380
Ease of Admin
9.3
193
8.5
317
Quality of Support
9.5
195
9.0
535
Has the product been a good partner in doing business?
9.5
185
9.1
304
Product Direction (% positive)
9.7
206
9.2
533
Features by Category
Signature Process
9.2
60
Not enough data
8.6
56
Not enough data
9.5
61
Not enough data
8.9
57
Not enough data
8.7
59
Not enough data
7.4
53
Not enough data
8.2
55
Not enough data
8.8
56
Not enough data
Agentic AI - E-Signature
6.5
11
Not enough data
7.6
11
Not enough data
7.0
11
Not enough data
7.0
11
Not enough data
7.1
11
Not enough data
7.1
11
Not enough data
Security and Scalability
8.6
54
Not enough data
9.0
53
Not enough data
8.9
52
Not enough data
Platform
9.1
71
Not enough data
9.0
66
Not enough data
8.7
66
Not enough data
9.3
66
Not enough data
8.5
65
Not enough data
File Management
9.4
31
Not enough data
9.5
33
Not enough data
9.6
33
Not enough data
9.1
33
Not enough data
7.9
26
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
Not enough data
9.6
33
Not enough data
9.0
27
Not enough data
8.7
26
Not enough data
Administration
9.5
34
Not enough data
9.2
31
Not enough data
9.6
31
Not enough data
9.2
28
Not enough data
9.3
27
Not enough data
9.4
33
Not enough data
Platform
9.1
41
Not enough data
8.9
34
Not enough data
8.9
33
Not enough data
8.8
34
Not enough data
Document Creation
7.7
10
8.7
47
6.8
10
8.4
47
7.2
9
8.0
47
7.2
10
7.7
45
7.7
10
7.4
45
8.3
10
8.4
45
Workflow
7.8
10
8.3
45
7.8
10
8.4
44
8.7
9
8.8
45
Analytics
7.0
10
7.8
42
7.5
10
7.8
43
7.8
10
7.4
43
Administration and Platform
8.6
11
8.6
44
9.1
11
8.6
44
8.0
10
8.5
44
8.5
10
8.8
45
7.3
8
7.5
42
8.8
8
7.8
42
Generative AI
6.0
7
6.7
37
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
8.3
25
Not enough data
8.3
25
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
6.3
9
Not enough data
Billing
8.8
13
Not enough data
7.7
13
Not enough data
7.7
13
Not enough data
6.4
13
Not enough data
Dunning
7.6
13
Not enough data
7.3
13
Not enough data
6.9
13
Not enough data
Performance
7.3
13
Not enough data
7.1
13
Not enough data
6.9
13
Not enough data
Reporting
5.9
11
Not enough data
5.5
10
Not enough data
5.5
10
Not enough data
Agentic AI - Subscription Billing
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
Setup
Not enough data
8.2
81
Not enough data
8.2
81
Not enough data
8.0
81
Not enough data
8.6
78
Management
Not enough data
8.1
78
Not enough data
7.9
77
Not enough data
7.4
75
Generative AI
Not enough data
6.8
70
Agentic AI - Workflow Management
Not enough data
6.4
26
Not enough data
6.3
26
Not enough data
6.3
25
Not enough data
6.1
25
Not enough data
6.1
24
Not enough data
6.3
24
Not enough data
6.1
24
Platform Additional Functionality
Not enough data
9.1
392
Not enough data
8.8
391
Not enough data
8.2
358
Not enough data
9.3
407
Platform Content
Not enough data
8.7
385
Platform Data
Not enough data
8.7
400
Agentic AI - Tax Practice Management
Not enough data
6.8
31
Not enough data
6.9
31
Not enough data
6.4
31
Not enough data
6.5
31
Not enough data
6.3
31
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
7.1
13
Not enough data
4.1
13
Not enough data
Design
8.5
14
Not enough data
6.8
14
Not enough data
7.8
15
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
Not enough data
9.4
9
Not enough data
9.3
9
Not enough data
9.3
9
Not enough data
Administration
9.5
10
Not enough data
9.5
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
9.1
9
Not enough data
9.1
9
Not enough data
9.3
9
Not enough data
Payment Options
8.3
9
Not enough data
9.3
10
Not enough data
Security
8.0
9
Not enough data
Platform
8.0
9
Not enough data
8.1
9
Not enough data
Content
8.0
151
8.1
89
7.8
137
7.5
88
8.6
151
9.1
88
8.9
148
9.3
89
8.8
141
8.2
88
Collaboration
8.5
148
8.2
89
9.0
153
8.8
88
8.2
146
8.5
88
7.8
135
7.8
87
6.6
129
8.0
87
6.4
127
8.8
88
Bill Generation
8.7
56
Not enough data
9.2
61
Not enough data
9.2
60
Not enough data
Bill Processing
8.2
56
Not enough data
7.8
50
Not enough data
8.7
57
Not enough data
Integration
8.3
52
Not enough data
8.6
58
Not enough data
7.8
45
Not enough data
Agentic AI - Billing
6.7
7
Not enough data
Onboarding Setup
9.1
26
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
6.5
26
Not enough data
8.6
27
Not enough data
8.3
26
Not enough data
7.5
26
Not enough data
Customer Engagement
9.4
29
Not enough data
9.4
28
Not enough data
9.0
29
Not enough data
9.2
28
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
8.6
45
Not enough data
8.5
45
Not enough data
Automation
8.3
44
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
7.0
30
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
6.3
29
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Communication
Not enough data
9.1
240
Not enough data
8.8
235
Not enough data
8.8
227
Collaboration
Not enough data
8.7
227
Not enough data
8.7
231
Not enough data
8.2
214
Billing
Not enough data
8.0
218
Not enough data
7.9
216
Not enough data
7.8
212
Onboarding
Not enough data
8.4
236
Not enough data
8.4
229
Not enough data
8.6
238
Visibility
Not enough data
8.6
224
Not enough data
7.9
209
Not enough data
8.9
234
Not enough data
8.4
217
Not enough data
8.9
225
Not enough data
8.1
225
Agentic AI - Accounting Practice Management
Not enough data
6.2
18
Not enough data
5.9
18
Not enough data
6.0
17
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
8.5
12
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
9.3
12
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
9.4
8
Not enough data
9.6
8
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
8.9
6
Not enough data
9.5
7
Not enough data
9.0
5
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.2
6
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and TaxDome are categorized as Client Portal and Proposal
Unique Categories
Assembly is categorized as Client Onboarding, Payment Processing, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, Cloud Content Collaboration, E-Signature, Billing, Contract Management, and Workplace Innovation Platforms
TaxDome is categorized as Tax Practice Management, Accounting Practice Management, and Workflow Management
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
TaxDome
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
24.7%
Accounting
14.2%
Consulting
7.9%
Financial Services
7.1%
Information Technology and Services
5.2%
Other
40.8%
Accounting
94.8%
Financial Services
3.0%
Consulting
0.6%
Management Consulting
0.4%
Publishing
0.3%
Other
0.9%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
Does TaxDome integrate with Drake?
3 Comments
JW
Yes, TaxDome integrates with Drake. Prep common tax forms including 8821 and 2848 from Drake and upload them directly into TaxDome client folders for...Read more
How do you use Taxdome?
2 Comments
EM
I use it as a CRM, invoice processing tool, and KBA compliant signature retrieval tool for my tax, accounting, and representation business. Read more
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