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Compare TaxDome and Zoho CRM 
Featured Products
At a Glance
Market Segments
Small-Business (99.9% of reviews)
Small-Business (61.8% of reviews)
Entry-Level Pricing
$58.00 Per Month
Free
TaxDome
Star Rating
(686)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 TaxDomeZoho CRM
Star Rating
(2,871)4.1 out of 5
Market Segments
Small-Business (61.8% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansTaxDome vs Zoho CRM
When assessing the two solutions, reviewers found them equally easy to use. However, Zoho CRM is easier to set up , while reviewers preferred administration and ease of doing business with TaxDome overall.
- Reviewers felt that TaxDome meets the needs of their business better than Zoho CRM.
- When comparing quality of ongoing product support, reviewers felt that TaxDome is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of TaxDome over Zoho CRM.
Pricing
Entry-Level Pricing
TaxDome
TaxDome Essentials
$58.00
Per Month
- Native PDF Editor
- Firm and client mobile apps
- White-labeled website and client portal
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
TaxDome
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
9.0
568
8.4
2,446
Ease of Use
8.3
579
8.3
2,462
Ease of Setup
7.5
390
8.0
1,231
Ease of Admin
8.4
324
8.0
1,017
Quality of Support
9.0
540
7.6
2,239
Has the product been a good partner in doing business?
9.0
311
8.0
993
Product Direction (% positive)
9.2
543
8.0
2,382
Features by Category
Sales Force Automation
Not enough data
8.5
1639
|
Verified
Not enough data
8.3
877
|
Verified
Not enough data
8.2
1557
|
Verified
Not enough data
8.2
1630
|
Verified
Not enough data
7.8
1188
|
Verified
Not enough data
8.4
671
|
Verified
Not enough data
7.9
1219
|
Verified
Not enough data
8.0
1210
|
Verified
Not enough data
8.2
1323
|
Verified
Marketing Automation
Not enough data
8.0
1342
|
Verified
Not enough data
7.9
1303
|
Verified
Not enough data
8.4
1534
|
Verified
Not enough data
7.9
1127
|
Verified
Customer Support
Not enough data
8.0
1202
|
Verified
Not enough data
7.9
1204
|
Verified
Not enough data
7.9
1237
|
Verified
Not enough data
7.8
1070
|
Verified
Not enough data
8.0
1114
|
Verified
Reporting & Analytics
Not enough data
8.2
1506
|
Verified
Not enough data
8.2
1558
|
Verified
Not enough data
8.1
1056
|
Verified
Mobile & Social
Not enough data
8.1
1082
|
Verified
Not enough data
8.0
1093
|
Verified
Not enough data
8.0
1200
|
Verified
Platform
Not enough data
8.1
861
|
Verified
Not enough data
8.1
832
|
Verified
Not enough data
8.4
859
|
Verified
Not enough data
8.1
649
|
Verified
Not enough data
7.8
549
|
Verified
Not enough data
8.1
720
|
Verified
Not enough data
8.4
841
|
Verified
Not enough data
8.1
662
|
Verified
Integration
Not enough data
8.3
651
|
Verified
Not enough data
8.1
636
|
Verified
Not enough data
8.0
599
|
Verified
Generative AI
Not enough data
8.2
182
Agentic AI - CRM
Not enough data
8.0
66
Not enough data
8.3
64
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
65
Not enough data
8.3
65
Not enough data
8.3
65
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Document Creation
8.7
47
Not enough data
8.4
48
Not enough data
8.0
47
Not enough data
7.7
45
Not enough data
7.4
45
Not enough data
8.4
45
Not enough data
Workflow
8.3
45
Not enough data
8.4
44
Not enough data
8.7
46
Not enough data
Analytics
7.8
42
Not enough data
7.8
43
Not enough data
7.4
43
Not enough data
Administration and Platform
8.6
44
Not enough data
8.6
44
Not enough data
8.5
44
Not enough data
8.8
46
Not enough data
7.5
42
Not enough data
7.8
42
Not enough data
Generative AI
6.7
37
Not enough data
Lead Generation
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
Lead Facilitation
Not enough data
8.5
73
Not enough data
8.8
74
Not enough data
8.8
74
Not enough data
8.9
74
Organization
Not enough data
8.7
75
Not enough data
8.4
74
Not enough data
8.6
74
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
76
Sales Analysis
Not enough data
8.4
70
Not enough data
8.4
74
Generative AI
Not enough data
8.2
28
Not enough data
8.1
28
Agentic AI - AI Sales Assistant
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
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
162
Not enough data
8.8
158
Not enough data
8.3
147
Not enough data
8.2
143
Not enough data
8.8
156
Not enough data
8.8
154
Not enough data
8.5
149
Repeatability and Reportability
Not enough data
8.4
146
Not enough data
8.6
151
Not enough data
8.5
144
Not enough data
8.2
140
Not enough data
7.9
122
AI and Automation
Not enough data
8.3
148
Not enough data
8.5
147
Not enough data
8.3
141
Not enough data
8.1
135
Not enough data
7.8
127
Generative AI
Not enough data
7.5
70
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Setup
8.2
84
Not enough data
8.3
82
Not enough data
8.0
81
Not enough data
8.6
79
Not enough data
Management
8.1
79
Not enough data
7.9
77
Not enough data
7.4
75
Not enough data
Generative AI
6.8
70
Not enough data
Agentic AI - Workflow Management
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
Not enough data
Platform Additional Functionality
9.1
392
Not enough data
8.8
394
Not enough data
8.2
360
Not enough data
9.3
412
Not enough data
Platform Content
8.7
390
Not enough data
Platform Data
8.7
400
Not enough data
Agentic AI - Tax Practice Management
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
Not enough data
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
99
Not enough data
8.6
94
Not enough data
8.6
98
Not enough data
8.4
90
Not enough data
8.8
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Content
8.2
90
8.9
79
7.5
88
8.6
76
9.1
90
8.5
76
9.3
90
8.7
77
8.2
88
8.6
74
Collaboration
8.3
93
8.8
76
8.8
90
8.5
78
8.5
88
9.0
80
7.8
87
9.0
83
8.0
87
8.7
77
8.7
91
8.7
75
Lead Monitoring
Not enough data
9.0
42
Not enough data
8.9
42
Not enough data
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Not enough data
8.3
42
Not enough data
8.5
42
Not enough data
8.1
42
Not enough data
8.3
42
Analytics
Not enough data
9.1
42
Not enough data
8.8
42
Customization
Not enough data
8.7
41
Not enough data
8.6
41
Not enough data
8.7
42
Not enough data
8.7
42
Communication
9.1
242
Not enough data
8.8
237
Not enough data
8.8
229
Not enough data
Collaboration
8.7
227
Not enough data
8.7
231
Not enough data
8.2
214
Not enough data
Billing
8.0
218
Not enough data
7.9
216
Not enough data
7.8
213
Not enough data
Onboarding
8.4
236
Not enough data
8.4
229
Not enough data
8.6
238
Not enough data
Visibility
8.6
224
Not enough data
7.9
209
Not enough data
8.9
235
Not enough data
8.4
217
Not enough data
8.9
225
Not enough data
8.1
225
Not enough data
Agentic AI - Accounting Practice Management
6.2
18
Not enough data
5.9
18
Not enough data
6.0
17
Not enough data
Agentic AI - Lead Scoring
Not enough data
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
Not enough data
8.5
21
Not enough data
8.6
22
Not enough data
8.0
21
Discovery
Not enough data
8.6
22
Not enough data
8.3
21
Not enough data
8.3
22
Management
Not enough data
8.4
22
Not enough data
8.4
22
Platform
Not enough data
8.4
22
Not enough data
8.3
21
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
140
Not enough data
8.3
145
Not enough data
8.4
146
Customizations
Not enough data
8.7
150
Not enough data
8.8
147
Not enough data
8.8
148
Not enough data
8.7
144
Not enough data
8.6
149
Generative AI
Not enough data
7.6
60
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.0
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
8.8
152
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Relationship Management - Insurance CRM
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
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
TaxDome and Zoho CRM are categorized as Client Portal
Unique Categories
TaxDome is categorized as Tax Practice Management, Accounting Practice Management, Workflow Management, and Proposal
Zoho CRM is categorized as Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CRM, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
TaxDome
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
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
Accounting
94.9%
Financial Services
2.9%
Consulting
0.6%
Management Consulting
0.4%
Publishing
0.3%
Other
0.9%
Information Technology and Services
16.1%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.5%
Real Estate
3.5%
Other
58.2%
Alternatives
Discussions
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
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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