TaxDome Reviews & Product Details

I’ve had an excellent experience working with Andres at TaxDome on my website and blog posting. As a tax professional, client security is extremely important to me, and I do not allow outside web developers access to my TaxDome account. Andres fully respected this and, instead of pushing for access, took the time to teach and guide me through the process.

He is patient, knowledgeable, and responsive, and went above and beyond by posting my blogs for me, ensuring everything was formatted correctly and looked professional. That support was a huge relief.

Thanks to Andres, my website is now functional, polished, and truly reflects my business. I highly recommend him to any tax professional looking for hands-on, security-conscious TaxDome and website support. Review collected by and hosted on G2.com.

The pricing tiers are a little confusing. When I first started using TaxDome, one-on-one training was included, and it seems that this support may now be offered as an add-on. Review collected by and hosted on G2.com.

I love that TaxDome centralizes everything in one place — CRM, client portal, documents, e-signatures, workflows, and billing. It has eliminated the need for multiple systems and made our operations far more efficient. The automations and pipelines have been a game changer. Even though I’m not using every feature yet, the workflow automation and reminders save hours each week and keep client tasks organized and on track. It has improved communication, streamlined onboarding, and created a professional client experience. Contracts, payments, document requests, and messages all flow seamlessly, helping us scale without sacrificing quality. Review collected by and hosted on G2.com.

One thing I dislike about TaxDome is that it doesn’t yet allow me to fully pull in and manage all emails the way platforms like Karbon do. I currently still rely on Karbon for email tools such as Triage and My Week, which makes communication management feel a bit fragmented. Because of that limitation, the least helpful aspect of TaxDome is the email integration, as I’d love to have everything truly centralized within one platform. The biggest downside is needing to use multiple systems to achieve a complete workflow — TaxDome handles workflows, automation, and client management exceptionally well, but without full email functionality, I’m unable to operate completely end-to-end inside the platform. Review collected by and hosted on G2.com.

We are a book publishing company. Even though it's not tax-related, this is one of the best project management services on the market! We love how it keeps us organized and on-task. It's great for archiving all materials for our clients and gives us the professionalism we need to build trust with our clients.

We also love the ability to have all of our company files stored securely. This makes the service great for archival purposes, both for us and our clients. Review collected by and hosted on G2.com.

We are a small company. We started out with a plan when it was $800/user/year. It was a tough expense then and now that the price has gone up to $1,200/user/year for the same plan, it practically wipes us out. For the economic value, the service is a deal, but the budgetary strain on small, developing companies does make it difficult to stick with. We don't want to find an alternative because this has been a great product, with a great support team, but we may have no other option. One thing that could help is to offer the yearly rates, but allow for them to be paid monthly. Review collected by and hosted on G2.com.

We’ve been using TaxDome for our accounting firm for over a year, and it has completely transformed how we manage client communication, document sharing, and workflow automation. The all-in-one platform eliminated the need to juggle multiple tools—everything from secure messaging and e-signatures to task tracking and client portals is right here in one place.

The automation features are especially powerful. We’ve built custom pipelines that guide each client through the onboarding and tax preparation process seamlessly, saving hours of administrative time each week. Clients love the clean portal interface, and our team appreciates how easy it is to stay on top of deadlines and tasks.

Customer support has also been excellent—responsive, knowledgeable, and always open to feedback. TaxDome continues to roll out new updates that make the platform even stronger.

If you’re looking to streamline your firm’s operations and provide a more professional experience for your clients, TaxDome is the best investment you can make. Review collected by and hosted on G2.com.

TaxDome’s pipeline automation is powerful, but setting it up initially takes time and trial-and-error. For firms without a dedicated admin or tech-savvy staff, that setup phase can feel overwhelming.

While the task tracking and client management tools are solid, reporting options are somewhat rigid. It’s hard to generate custom performance or billing reports without exporting data manually.

The mobile app is handy for quick tasks and notifications, but it’s not yet a full replacement for the desktop interface—particularly for reviewing large documents or managing pipelines.

A few clients find the two-step login and email verification process cumbersome, especially older or less tech-comfortable clients. Review collected by and hosted on G2.com.

TaxDome keeps me sane. I use it all day, every day.

Tax resolution work gets messy fast—IRS notices, transcripts, long timelines, clients sending things at odd hours, and cases that don’t move in a straight line. TaxDome gives me one place to keep everything organized without relying on memory or email threads.

I really like that clients actually use the portal. Documents get uploaded, forms get signed, and messages stay in one place instead of bouncing around email.

The workflows and automations are also a big plus. Once they’re set up, I don’t have to constantly remind myself what comes next in a case or chase clients for routine things.

It’s not the simplest tool out of the box, but that’s because it’s built for real practices, not just basic tax prep. For ongoing representation and resolution work, it fits the way the work actually happens. Review collected by and hosted on G2.com.

The biggest downside is the learning curve. TaxDome is powerful, but it takes real time to set up workflows and automations in a way that actually fits how you work. Out of the box, it can feel like a lot.

Some things also aren’t as intuitive as they could be. You sometimes have to think the “TaxDome way” instead of the natural way you’d expect a process to flow.

Because it’s so customizable, it’s easy to overbuild early on. I had to simplify and refine over time rather than trying to perfect everything upfront.

That said, these aren’t deal-breakers—just the tradeoff for using a platform that can handle complex, long-running cases instead of simple, seasonal work. Review collected by and hosted on G2.com.

I like that it offers features that allow for you to manage the client communications, billing and workflows all in one place as well as signing documents. Client portal with easy access to files and up-loading. Engagement letters, proposal, quotes, all of these are located all in one place. Review collected by and hosted on G2.com.

It is a little hard to use first off. Getting used to the terminology so that you know what you can do and how to do it. The videos are helpful but it takes a lot of time to get fully setup using the videos so you have to bite the bullet and spend the time. Review collected by and hosted on G2.com.

*I am leaving this review in exchange for an additional month of subscription to TD. While I am receiving something for this, I've tried to be objective & give my honest opinion.*

-I appreciate how I can use TD for multiple aspects of my firm (e.g. engagement letters; workflow; signatures; client requests; etc.)

-The client portal is fantastic; my clients love it

-Automation: Its great how you can setup your workflows & tasks to automatically run and\or send client requests

-I appreciate how they seem to constantly be rolling out new features & seem to be thinking big picture in what they're adding (e.g. Juno collaboration) Review collected by and hosted on G2.com.

-I would rate TD's ability to handle jobs and recuring work at a 3 on a scale of 1-10, with 10 being the best. For example, I find it very confusing how it doesn't show you all the aspects of a job when you're in the "job" screen. I often have to have two monitors running to see a) the job\task I'm working on, and hen b) the next one coming up. I also find it frustrating that you can't pull recurring jobs forward. For example, if I have a job set to trigger every Friday; if I'm working ahead in a given week and want to work on that job on Thursday it is not available to work on. It also is not in my Job workflow until that Friday, so you can't really look ahead at what jobs are coming up that week. One final aspect that is frustrating is that the filters in the "Job" screen are weak (IMO). While sorting is fine, it doesn't save your settings, so if you've filtered & sorted your jobs and you click away for a second, when you come back its forgotten that & you have to re-filter & sort everything. Review collected by and hosted on G2.com.

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.

I love how user-friendly TaxDome is, making it extremely easy for anyone, whether they are clients or new team members, to navigate and utilize the platform effectively. Its straightforward and simple interface ensures a smooth onboarding process for anyone interacting with it. I also appreciate the proposal feature that is crucial to our firm, as we utilize it extensively for all our engagements, storing documents, and even editing them when necessary. Furthermore, the workflow and pipeline features are invaluable, supporting the structure and efficient management of our internal processes. TaxDome’s capability to consolidate client information, requests, and communications streamlines our operations significantly. It has enhanced the overall organization by having everything in one place, allowing us to track time and generate reports on our work. This comprehensiveness truly aids in keeping our business moving forward. Additionally, the TaxDome Team is phenomenal. I had the pleasure of speaking with Sebastian Lockyer, a product manager, who reached out to have a one-on-one meeting walking through some new features that will be coming out soon. He also took the time to answer every single related and non-related question. Moreover, he took the time to draft direct instructions, screenshots, and even made a short Loom video to walk my team through some of our questions. All of these extra steps were in regards to off-topic questions. I cannot express the level of gratitude I have for him for being so genuine and kind to go more than above and beyond for us. Review collected by and hosted on G2.com.

I would love to be able to do payments through TaxDome. However, there's no option currently for us to pass the credit card processing fee onto clients. As a result, we have to use CPACharge instead. I really wish there was an option in TaxDome for clients to take on that fee, which would simplify the process and avoid the need for extra calculations on our end to include the credit card processing fees. 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.