# 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:** 701 ## 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 find TaxDome's **ease of use** essential for enhancing client experience and streamlining practice operations. (78 reviews) - Users appreciate the **client management features** of TaxDome, which streamline operations and enhance client interactions effectively. (37 reviews) - Users praise the **responsive customer support** of TaxDome, enhancing their overall experience and workflow efficiency. (37 reviews) - Users appreciate the **efficient document management** of TaxDome, enhancing organization and client trust with centralized storage. (37 reviews) - Communication (34 reviews) - Centralization (31 reviews) - Time-saving (31 reviews) - Users appreciate the **convenience and efficiency of automation** in TaxDome, significantly reducing repetitive tasks and stress. (30 reviews) - Users love the **flexible and user-friendly Client Portal** , enhancing client experience and efficiency in communication. (26 reviews) - Users appreciate the **efficiency** of TaxDome, benefiting from streamlined operations and enhanced productivity during tax season. (26 reviews) **What users dislike:** - Users find the **learning curve challenging** , though supported by extensive resources, setup still requires significant time investment. (32 reviews) - Users express concerns over **missing features** in TaxDome, highlighting the lack of essential tools and intuitive organization. (26 reviews) - Users find the **difficult learning** curve challenging, requiring additional resources for effective use of TaxDome. (20 reviews) - Users find that TaxDome requires **significant time and effort for initial setup** , making it less convenient to start. (18 reviews) - Billing Issues (14 reviews) - Steep Learning Curve (13 reviews) - Complex Setup (12 reviews) - Limited Customization (12 reviews) - Users find the **limited features** of TaxDome restrictive, lacking essential tools for effective task management and customization. (12 reviews) - Expensive (11 reviews) ## TaxDome Reviews ### 1. Workflow amaing **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2024 **What do you like best about TaxDome?** Admin automate . I fous to increase business instead to do Admin work **What do you dislike about TaxDome?** Not till now . Some custom field needs to update with condition **What problems is TaxDome solving and how is that benefiting you?** Siganture , Document Storage , All infor at one place **Official Response from Victor Radzinsky:** > Hi Abhishek, We're delighted to hear that TaxDome's automation features are allowing you to focus on growing your business rather than getting bogged down in admin work! It's wonderful to know that our platform is positively impacting your workflow. Regarding the custom fields, we appreciate your feedback and understand the importance of having a system that caters to your specific needs. Our team is dedicated to continuous improvement and updates, if you have any suggestions consider submitting your ideas for it as feature requests (blue question mark, top right corner) Remember, if you ever need help or if you need further assistance, our support team is just a message away. Have a great day! ### 2. User Friendly-No Waiting **Rating:** 5.0/5.0 stars **Reviewed by:** Linda S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about TaxDome?** I like that it is easy to understand, use, and is very pleasing to the eye. The document center format makes sense and makes it easy to find what you are looking for. I like that I can also file documents directly into TaxDome Client folders. I also like that I can use credit card for clients to pay. And many more features. **What do you dislike about TaxDome?** Would like that there is better integration with email system. Would like to be able to check off substacks as they are completed. Would like to have videos and instructions for pipelines and templates for staff training purposes and for those items sent to clients. **What problems is TaxDome solving and how is that benefiting you?** Keeping on top of activity for each client and for my self so that nothing is forgotten or falls through the cracks. And, a great way to track communications with clients. **Official Response from Victor Radzinsky:** > Hello, Linda. Thank you for your thoughtful observations. It is significant to us. We're thrilled to hear you like our software. We want you to know that our departments are always working on improving the software. We value all ideas and make every effort to respond to any suggestions made by our subscribers. Making a feature request is as simple as clicking the blue question mark icon in the upper right corner and then selecting Feature Requests. Please let us know if you have any queries or need assistance with anything. Have a fantastic day. ### 3. TaxDome for income tax accountants **Rating:** 5.0/5.0 stars **Reviewed by:** STEPHANIE F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about TaxDome?** Easy to use by the firm clients No printing needed Audit trail for documents, organizers, signatures, tasks, etc. New features every year **What do you dislike about TaxDome?** It is not possible to integrate 2 different taxes on the invoice (anything calculate with a %) Not connecting with Sage for accountants There is no way to have the client adress on invoices **What problems is TaxDome solving and how is that benefiting you?** All in one place for the office and for the clients (Before, we had different platforms to manage the practice. Now, it is all-in-one solution). **Official Response from Victor Radzinsky:** > Hello Stephanie, Thank you for your review. It is valuable to us! We're glad to hear that you find TaxDome user-friendly for both your firm and clients. It's great to know that you look forward to new features being added each year. Regarding your concerns, we understand the importance of integrating multiple taxes on invoices and connecting with Sage for accountants. We value your opinion, and we are always looking for ways to improve our service. If you would like to contribute suggestions or ideas, You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests. Additionally, I'm happy to mention that it is possible to add your customer’s addresses to the invoices; please get in touch with our support team to help you. If there is anything we can do for you, please reach out to us. Have a wonderful day. ### 4. A Comprehinsive Firm Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Mylika M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about TaxDome?** I'm excited to fully build out and utilize the automations provided by TaxDome and the ease of client communication. **What do you dislike about TaxDome?** There is an investment of time required to fully implement, but the payoff should be worth it. **What problems is TaxDome solving and how is that benefiting you?** Lag time with billing, ensuring that staff members are assigned tasks in a timely manner, client communication **Official Response from Victor Radzinsky:** > Hello Mylika, Thank you for your review. It is valuable to us! We're thrilled to hear that you're excited about fully building out and utilizing the automations provided by TaxDome, as well as the ease of client communication. Streamlining processes and improving client communication are key aspects of our platform, and we're glad to know that you're finding value in these features. We understand that fully implementing automations and optimizing workflows can require an investment of time upfront. However, we're confident that the payoff will be worth it in terms of increased efficiency and productivity for your firm. Our team is here to support you every step of the way as you implement and optimize your processes with TaxDome. If you have any questions or need assistance as you continue to build out and utilize TaxDome's features, please don't hesitate to reach out to our support team. We're here to help ensure that your experience with TaxDome is positive and productive. Have a wonderful day, ### 5. The CRM that every Advisor and Digital Manager needs. **Rating:** 4.5/5.0 stars **Reviewed by:** Enrique F. | CEO - Asesor Contable, Fiscal y Laboral, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2023 **What do you like best about TaxDome?** If the software is planned in advance, it saves time and troubles in the long run. The ability to automate processes that do not generate any kind of value, such as requesting invoices, documentation, sending reminders of pending tasks, is a benefit for any entity that values itself. Moreover, managing the Income Tax Return or quarterly or annual taxes will be a less dramatic task if careful planning and configuration are in place. We switched from "sudespacho" to TaxDome, and honestly, there's no comparison. From the clients' point of view, it is an intuitive and simple platform. **What do you dislike about TaxDome?** The initial setup to unlock the full potential will take time, do not expect to have the platform at 100% in the first week. Be patient. One of the things I would implement is the possibility of uploading the invoices issued by the advisor's accounting program in the billing section. **What problems is TaxDome solving and how is that benefiting you?** Interconnectivity with clients in an intuitive, non-intrusive, and easy-to-handle way, eliminating repetitive and administrative tasks that do not generate any kind of value. **Official Response from Victor Radzinsky:** > Hello Enrique, It's a pleasure to greet you and an even greater pleasure to know that you have found in TaxDome the ideal tool to organize your clients and work. We continue working to make TaxDome that intuitive and simple tool that you have been able to observe from the client's side. We understand that being a new tool with so many functions in one, implementation can take time, but we know that once done, everything is easier. Remember that our support channels are available whenever you need them. Have an excellent day, Enrique! ### 6. TaxDome is Amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Austin B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2023 **What do you like best about TaxDome?** I love that TaxDome not only provides the experience of a robust CRM, but also the convenience and functionality to provide top service to accounting and bookkeeping clients. It allows you to simultaneously keep things confidential and efficient. **What do you dislike about TaxDome?** What I dislike most about TaxDome is that they delete your account after the free trial is over. My business debit card was lost in the mail so I had to use my personal card to pay on the last day of the trial because I didn't want to lose all of my work. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is solving the problem of efficiency for me. The ability to set up automations such as onboarding and client management so that I can place my clients into a workflow and not need to worry about admin as much so I can focus more on my business. **Official Response from Victor Radzinsky:** > Hello there, Austin! Thank you for taking the time to share this review with us. What's more important is that you find our platform sturdy for your customer relationship. One of our aims is to make interactions as simple as possible for you, and your input will help us achieve this goal. We apologize for the inconvenience, but we are certain that it will not detract from your enjoyment of the experience. Your feedback is extremely useful, and we are working hard to avoid this in the future. We want you to have a wonderful day. ### 7. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2023 **What do you like best about TaxDome?** A well-designed tax platform should streamline the tax preparation process, making it more efficient for users. This includes features that automate repetitive tasks, provide clear step-by-step workflows, and reduce the likelihood of errors. **What do you dislike about TaxDome?** Cost: Pricing can be a significant factor, and users may express dissatisfaction if they find the cost to be high relative to the perceived value or if there are hidden fee **What problems is TaxDome solving and how is that benefiting you?** Workflow Efficiency: Tax professionals often deal with complex workflows involving document collection, data entry, and communication with clients. TaxDome, like other similar platforms, aims to streamline these processes, making them more efficient and reducing the time spent on routine tasks. **Official Response from Victor Radzinsky:** > Hi there! Thank you for your kind feedback. It is valuable to us. This is incredible to hear from you. We are pleased to learn that using our tools to communicate with your clients has been a pleasant experience for you. We are sorry to hear that you are worried about costs, but we want to reassure you that we work hard to give our customers the best return on their investment by constantly enhancing our software to boost efficiency and productivity. Although our software has a high initial cost per user, it becomes a cost-effective solution for your business when you take into account the time and money that can be saved by using it. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day. ### 8. The Only True All-In-One Firm Managmenet Software **Rating:** 5.0/5.0 stars **Reviewed by:** Mushky M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2023 **What do you like best about TaxDome?** TaxDome is the only comprehensive accounting firm solution with a really robust set of features and an incredible, secure, client portal loved by our clients! Get the whole team, and you clients, on the same page, at all times. **What do you dislike about TaxDome?** The task management is lacking basic soritng ooptions and multiple viewing options. **What problems is TaxDome solving and how is that benefiting you?** Automating workflow, communicating with team memebers, communicating with clients, project management, task management, CRM, payments, and client onboarding. **Official Response from Victor Radzinsky:** > Hi Mushky, Thank you for your kind feedback. It is valuable to us. Your clients love the platform, and we love your comment as well. It brings us happiness to know that the software is doing what it was made for. Easy and useful to use. We are working to make your experience the best you ever had, and this comment will help us improve it. Feel free to reach out to our team whenever you need it. Have a wonderful day! ### 9. Great for Solo or Small Firm **Rating:** 4.0/5.0 stars **Reviewed by:** Tom B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about TaxDome?** Tax Dome seems great for the solo practictioner or small firm that is looking for that edge. **What do you dislike about TaxDome?** The time is takes to set it all up for best use is a little taxing at first. **What problems is TaxDome solving and how is that benefiting you?** File Sharing **Official Response from Victor Radzinsky:** > Hi Tom, Thank you for your review. It is valuable to us! We're delighted to hear that TaxDome is providing that competitive edge for your firm! We understand that initially setting up any comprehensive system can be quite an endeavor, and we're committed to making this process as smooth as possible. We’re always here to support you through this phase and beyond. Should you have any concerns or need assistance at any time, our team is always here to help. Have a great day! ### 10. We had a great first-year experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jason R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about TaxDome?** The support you get at a moment's notice is amazing. Very easy to edit workflows or templates to suit your needs. The time spent collecting data to complete a tax return has dramatically decreased. We switched to TaxDome from Liscio as it was more visually appealing and had many more working features built in that helped us and our clients work more efficiently than ever before. **What do you dislike about TaxDome?** As TaxDome is a pretty robust offering, it does take time to learn the ins and outs of using it effectively, set it up, and implement it within your practice in the best way possible. There isn't much to dislike so far, and we see constant feature/workflow improvements based on feedback from the accountant users. You can start using this without much setup, but diving into it before implementing it with other staff and clients is 1000% recommended. Do this well ahead of tax season so you have plenty of time to work out the kinks as you go. **What problems is TaxDome solving and how is that benefiting you?** Many more clients are beginning not to want to come to our offices physically. As our firm's online presence grows, TaxDome provides us with an instant ability to work with clients from all over the country or the world in a simple, secure environment. TaxDome is a low-cost, competitive solution that reaps significant rewards for our firm. We have also been looking to implement a more accessible, integrated, low-cost KBA signature option, and this software has just that. **Official Response from Victor Radzinsky:** > Hi Jason! We do not know how to express the happiness this comment brings us since you have changed from another platform to ours and found TaxDome to be the best option. We appreciate the time you have spent telling us how easy it was for you to collect and complete the data for tax returns using the tool, and we know that TaxDome will be part of your team for a long time. We are working to make these tools as easy as we can, but this feedback will help us improve our creativity much more and avoid this in the future. From TaxDome, we want to wish you a great day, Jason. ### 11. I've used TaxDome for two years now and love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Erica L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about TaxDome?** I love that TaxDome is user-friendly for my clients. Even my older clients have said that using the portal was a great experience. We use the portal for all our communications and document storage. Absolutely love the automation of workflows. **What do you dislike about TaxDome?** I wish that there were more options to use with Pabbly and Zapier. To have the ability to use webhooks to connect to more systems to update workflow/pipeline stages automatically. Currently, the current process is limited to adding and updating contacts only. **What problems is TaxDome solving and how is that benefiting you?** It has made my tax practice more organized and allowed my team to operate more efficiently. Streamlined our process and documentation, and allowed me to see where we can make improvements. **Official Response from Victor Radzinsky:** > Hello Erica, You have no idea how joyful this makes us. We love you as you do with us. We are still putting a lot of effort into making TaxDome the best partner. 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. Have a wonderful day! ### 12. Great all in one platform solution. **Rating:** 5.0/5.0 stars **Reviewed by:** Noradino S. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2023 **What do you like best about TaxDome?** My favorite part about TaxDome is that I've been able to reduce my firm's tech stack down to TaxDome. TaxDome is also capable of doing some functions better than my past softwares. Very intiuitive and useful for a small firm such as mine. **What do you dislike about TaxDome?** TaxDome has a lot of features and it can feel overwhelming at first. It takes some effort to set up a good workflow automated system. **What problems is TaxDome solving and how is that benefiting you?** My team and I use TaxDome as our main administrative work horse during tax season. Client communication and document management have been pivotal features in our practice. **Official Response from Victor Radzinsky:** > Hello Noradino, Thank you for your review. It is valuable to us! We're thrilled to hear that our platform has helped streamline your firm's tech stack. Simplifying your workflow and enhancing productivity is one of our primary goals, and we're glad to know that TaxDome has been able to achieve this for your firm. We understand that our platform offers a wide range of features, and we recognize that it can feel overwhelming at first, particularly when setting up automated workflows. Our team is dedicated to providing resources and support to help users navigate and optimize their experience with TaxDome. If you have any questions or need assistance with setting up your workflow, please don't hesitate to reach out to our support team. We're here to help ensure that you get the most out of TaxDome. Have a wonderful day, ### 13. Good news so far **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about TaxDome?** The product shows that it will help me stay organized and increase my productivity. This has become more important as my practice grows. I just finished the 990 filing season and went back to my other assignments, and I can see that once TaxDome is implemented fully I will be able help my current clients in more ways and take on new clients. **What do you dislike about TaxDome?** The learning curve to implement the product, which was expected due to the many functions TaxDome provides. I fully expected the time to utilize the majority of the features would take some time. **What problems is TaxDome solving and how is that benefiting you?** I remain in the implementation phase and still exploring all the benefits that TaxDome can provide. **Official Response from Victor Radzinsky:** > Hi there! To us, it is important to know that you have found the software useful in the way that you can get organized and increase your productivity. Due to our all-in-one functionalities, TaxDome can sometimes be overwhelming in the beginning, but remember that you can have a 1:1 session to implement the platform in your company. Feel free to reach out to us whenever you need it. Have a great day. ### 14. What a wonderful all in one tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Joel H. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about TaxDome?** Setting up pipelines, and integrating automations to improve the workflow of tax preparation. Having email linked to the portal within TaxDome is so great! The ability to accept payment within TaxDome is another plus! **What do you dislike about TaxDome?** So far have not ran into any hiccups within TaxDome. **What problems is TaxDome solving and how is that benefiting you?** Keeps my client "to-do" list and where I'm at all in one place. **Official Response from Victor Radzinsky:** > Hello Joel, Thank you for your review. It is valuable to us! We're glad to hear that you find our pipeline setup and automation integration valuable for improving your tax preparation workflow. It's fantastic to know that features like email integration and payment acceptance within TaxDome have been beneficial for you. We're glad to hear that you haven't encountered any issues or hiccups within TaxDome thus far. Our team is dedicated to providing a seamless and intuitive experience, and it's encouraging to know that we're meeting your expectations in this regard. If you ever have any questions or need assistance in the future, please don't hesitate to reach out to our support team. We're here to help ensure that your experience with TaxDome continues to be smooth and productive. Have a wonderful day, ### 15. Life Saving **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron C. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about TaxDome?** TaxDome is user-friendly and ready to go right away. We had been looking for a client portal for a while and used a different service before finding TaxDome. The other portal provider had the capability and flexibility to handle many of the processes we wished for. However, none of those processes were established. TaxDome had many features we hoped to set up ready to go from the moment we started the trail. There was no back-end coding needed. **What do you dislike about TaxDome?** So far TaxDome has been a dream. We are excited that we have found this program. It has addressed all the needs we were looking for and more. It has so much more capability that what we were previously working with that we do not have an dislikes as of yet. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is helping us organize workflow management. It is helping us to automate and track client contacts. This reduces some of the mundane and repetitive processes handled by our staff and frees them up to take on more technical tasks. **Official Response from Victor Radzinsky:** > Hello Cameron, Thank you very much for your review. We appreciate it! 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. Please let us know whenever you have questions or need assistance. Have a wonderful day. ### 16. Best Accounting Firm Management Cloud Software I have ever used!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael C. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2023 **What do you like best about TaxDome?** The dashboard is very intuitive, the jobs and pipelines are easy to work with and I really appreciate and like the automation in the software. **What do you dislike about TaxDome?** Nothing really although I would like to see the Firm side mobile app have more functionality such as being able to see the tasks that are actually assigned to me. **What problems is TaxDome solving and how is that benefiting you?** Being able to manage our accounting firm in the cloud and not on a local server application. **Official Response from Victor Radzinsky:** > Hello Michael, Thank you for your kind feedback. It is valuable to us. We are more than glad that you found our dashboard very intuitive and the jobs and pipelines easy to work on. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day. ### 17. Intimidating to begin but a breeze after setup! **Rating:** 4.0/5.0 stars **Reviewed by:** Leticia M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about TaxDome?** I love the workflow and automation TaxDome offers and the free support. The fact that we can just schedule a meeting with support and have a live person walk us through creating workflows etc. and make suggestions to simplify a process is wonderful! I can't wait to finish the setup, TaxDome will eliminate so many repetitive tasks. **What do you dislike about TaxDome?** It is a bit intimidating to setup, I haven't had a lot of extra time to go through the complete setup because it takes quite a bit of involvement expecially if you are very technically inclined. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is providing automation that would otherwise require attention I could be using to focus on other tasks. It also helps to be able to have a secure way to transfer documents and payment all in one. **Official Response from Victor Radzinsky:** > Hello there, Leticia! We are glad that you found our customer service to be quite helpful and patient. We are here to assist you whenever you need it. Your response to the automation confirmed that we are meeting your needs, and we will continue to do our best for all of you. Because TaxDome is all-in-one software with hundreds of functions, learning about them all may take some time, but we try our best to assist our subscribers and make the learning process as simple and quick as possible. TaxDome wishes you a great day. ### 18. TaxDome is so much more than I expected! **Rating:** 5.0/5.0 stars **Reviewed by:** Bridget C. | President & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2022 **What do you like best about TaxDome?** I love that it helps me stay organized with tasks as well as being a all-in-one software to do what I need to do **What do you dislike about TaxDome?** I wish it integrated directly with my tax software (Lacerte) as SmartVault does. It's not perfect but I'm happy with the amazing support and quick implementation of changes when requested. **What problems is TaxDome solving and how is that benefiting you?** Nothing specific comes to mind right now but as issues arise, I feel that my concerns are heard and addressed. **Official Response from Victor Radzinsky:** > Hello Bridget! Thank you very much for your feedback. We appreciate it. We always give our best to address all questions and concerns our subscribers have. We want you to know that our team is constantly working on improving our software. If you have any ideas you would like to share with us, please let us know. I would like to refer you to our Feature Request Board. You can request features and upvote existing requests by clicking on the Blue Question Mark icon in the upper right corner and clicking the Feature Requests section. If you have any questions, or if there is anything we can do to improve your TaxDome experience, please let us know. Our team will be happy to assist you. Have a wonderful day. ### 19. I love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Alina B. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about TaxDome?** They have thought of all the details to save our time. it takes a lot of time to set up and get used to the system. but it is worth it! and the most important thing is that it is easy for customers to use the application! **What do you dislike about TaxDome?** It's hard to set up and learn - you need to meet with tech support. **What problems is TaxDome solving and how is that benefiting you?** Many! Automation for info request, commonucation with clients, many workflow, templates , contract e-sign etc **Official Response from Victor Radzinsky:** > Hi Alina, We appreciate your kind remarks. For us, it is priceless. We are happy to know that your clients found TaxDome easy to use. 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. ### 20. THE best client platform for bookkeepers and tax professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Elena E. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about TaxDome?** I love how cuatomizable it is, the possibilities are endless. They are always working on adding more features! **What do you dislike about TaxDome?** I wish there was a way to send a proposal without having the client create a login **What problems is TaxDome solving and how is that benefiting you?** Having a secure client platform that is easy and simple for my client to use and send confidential information. Being able to sign documents is very beneficial, love the tax dome desktop app that facilitates this! **Official Response from Victor Radzinsky:** > Hello Elena, Thank you for your warm words, and to us, it is important to know that you enjoyed our features. 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. ### 21. Get system to integrate workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Liad G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about TaxDome?** Compatibility with leading tax softwares. Client portal and ease of workflows. **What do you dislike about TaxDome?** Each competitor offers a different feature that is needed. Could see potential for more integrated apps. **What problems is TaxDome solving and how is that benefiting you?** Clearing up process bottleneck. **Official Response from Victor Radzinsky:** > Hello Liad, Thank you for your review. It is valuable to us! It's fantastic to hear that you find our platform's compatibility with leading tax software, client portal functionality, and streamlined workflows to be helpful. We hope that these features will help you provide better service to your clients and improve your internal processes. We understand the importance of having a comprehensive set of features to meet diverse needs, and your observation regarding the potential for more integrated apps is noted. Our team is committed to continuously improving TaxDome, and we appreciate your input as we strive to enhance our platform and provide an even more robust and integrated experience for our users. If you have any further suggestions or feedback, please don't hesitate to reach out. Have a wonderful day, ### 22. TaxDome Functionality Gets Better and Better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about TaxDome?** They continue to find ways to improve functionality it is becoming a one stop shop for practice management. **What do you dislike about TaxDome?** I wish there was a number to call into support. **What problems is TaxDome solving and how is that benefiting you?** I am able to combine PDF's send engagement letters, hav clients upload documents, and so much more. It allows me to automate my email and sign up processes which cuts down on time spent doing those things. **Official Response from Victor Radzinsky:** > Hi there, We're overjoyed to learn that TaxDome has been evolving in ways that enhance your practice management experience. Your feedback about the continuous improvements is incredibly motivating for our team. We understand the importance of having multiple support channels, and while we currently don't offer phone support, our Help Center and other digital support channels, such as live chats and emails, are designed to provide comprehensive assistance. We value your input and will certainly consider your suggestion as we aim to make our customer support even more accessible. Should you have any concerns or need assistance at any time, our team is always here to help. Have a great day! ### 23. Great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** David M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2024 **What do you like best about TaxDome?** We have all our clients info in one place. **What do you dislike about TaxDome?** N/A-we are still learning the system at this time. **What problems is TaxDome solving and how is that benefiting you?** it allows our company to have all our clients information in one location and not have to go through multiple application to access their info. **Official Response from Victor Radzinsky:** > Hello David, Thank you for your review. It is valuable to us! We're glad to hear that you appreciate having all your clients' information in one place with TaxDome. If you have any questions or need assistance as you continue to explore and learn about TaxDome, please don't hesitate to reach out to our support team. We're here to help ensure that your experience with TaxDome is positive and productive. Have a wonderful day, ### 24. Firm owner and client friendly this software is incredible **Rating:** 5.0/5.0 stars **Reviewed by:** Yuri K. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about TaxDome?** I love the ability to easily set up the client portals for my clients and the ease with which they can unpload documents. There are a ton of features that are phenomenal for usage (workflows, engagement letters etc) and I look forward to usiling them them all! **What do you dislike about TaxDome?** Nothing to report on yet. I am a fairly new user. **What problems is TaxDome solving and how is that benefiting you?** This software has helped me resolve my issue of securely sharing documents with my clients and having them be able to indicate to me when the work is completed. **Official Response from Victor Radzinsky:** > Hello Yuri, Thank you for your review. It is valuable to us! We're happy to hear that you're enjoying the ability to set up client portals easily and that your clients find it convenient to upload documents. Providing a seamless experience for both you and your clients is one of our top priorities, and we're glad to know that our platform is meeting your expectations in this regard. We're also excited to hear that you're looking forward to exploring and utilizing the various features TaxDome has to offer, such as workflows and engagement letters. Our goal is to provide a comprehensive solution that enhances your efficiency and productivity, and we're here to support you every step of the way as you continue to explore our platform. If you ever have any questions or need assistance as you navigate TaxDome, please don't hesitate to reach out to our support team. We're here to help ensure that your experience remains positive and productive. Have a wonderful day, ### 25. Taxdome is amazing!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Vicky D. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about TaxDome?** Taxdome has everything we need to run our new accounting firm **What do you dislike about TaxDome?** We still have to log in to do organizer which we don't very enjoy it **What problems is TaxDome solving and how is that benefiting you?** Clients can pay the invoices without creating an account **Official Response from Victor Radzinsky:** > Hello Vicky, Thank you for your review. It is valuable to us! We're pleased to hear that TaxDome has everything you need to run your new accounting firm. Providing a comprehensive solution that meets the needs of accounting firms is a top priority for us, and we're glad to know that TaxDome is fulfilling that for you. Regarding your feedback about the organizer feature process, it's essential for the security of both you and your clients to log in first. However, rest assured, our team is constantly working on improving our platform. 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 further questions, suggestions, or need assistance with anything else, please don't hesitate to reach out to our support team. We're here to help ensure that your experience with TaxDome is positive and productive. Have a wonderful day, ### 26. Quick and Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole P. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2024 **What do you like best about TaxDome?** TaxDome Academy - so many resources! Getting started is quick and easy! **What do you dislike about TaxDome?** I own two different companies and it would be helpful to have two branding options. **What problems is TaxDome solving and how is that benefiting you?** Client communications, reminders, and workflows are so much easier now! **Official Response from Victor Radzinsky:** > Hello Nicole, Thank you for your review. It is valuable to us! We're thrilled to hear that you find TaxDome Academy to be a valuable resource and that getting started with TaxDome has been quick and easy for you. Providing comprehensive resources and support is important to us, and we're glad to know that TaxDome Academy has been helpful in your onboarding process. Regarding your feedback about branding options for multiple companies, we appreciate your suggestion. Rest assured, our team is constantly working on improving our platform. 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 further suggestions or questions, please don't hesitate to reach out to us. We're here to support you every step of the way. Have a wonderful day, ### 27. SO FAR IT HAS BEEN EXTREMELY EASY TO USE **Rating:** 5.0/5.0 stars **Reviewed by:** Dave W. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2024 **What do you like best about TaxDome?** I LIKE HOw the CONTACTS AND ACCOUNTS LINK TOGETHER AND THE EASE of SHARING DOCUMENTS **What do you dislike about TaxDome?** NOTHING SO FAR, IT HAS BEEN A VERY SEAMLESS TRANSITION **What problems is TaxDome solving and how is that benefiting you?** CLIENT INTEGRATION AND PROPOSALS **Official Response from Victor Radzinsky:** > Hi Dave, Thank you for your review. It is valuable to us! It's fantastic to hear that your experience with TaxDome has been extremely user-friendly! We're glad that the seamless integration between contacts and accounts, along with the document-sharing features, are making things easier for you. We strive to make the transition to TaxDome as smooth as possible, so it's rewarding to know that we've succeeded in making it seamless for you. Remember, our team is committed to supporting you every step of the way, so please don't hesitate to reach out if you need additional help or guidance. Have a great day! ### 28. Very nice technological advanced practice managment software **Rating:** 4.0/5.0 stars **Reviewed by:** Thomas R. | Certified Public Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about TaxDome?** The ability to automate jobs, digital signatures and digital engagements and organizers. **What do you dislike about TaxDome?** There is a bit of a learning curve getting everything set up, but if you spend the time it does have a lot of features. **What problems is TaxDome solving and how is that benefiting you?** Hoping to move more clients to a purely digital pipeline. **Official Response from Victor Radzinsky:** > Hello Thomas, Thank you for your review. It is valuable to us! We're thrilled to hear that you appreciate our platform's ability to automate tasks, as well as features like signatures, engagements, and organizers. Streamlining your workflow and providing convenient digital solutions is a top priority for us, and we're glad to know that these features are meeting your needs. We understand that there can be a learning curve when setting up and utilizing all the features TaxDome has to offer. However, we're committed to providing resources and support to help you navigate this process. Our team is here to assist you every step of the way, whether it's through our comprehensive tutorials, responsive customer support, or additional training opportunities. Please let us know if you have any questions or concerns. We will be glad to assist you. Have a wonderful day. ### 29. Tax Dome has been a game changer for my business! **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew B. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2022 **What do you like best about TaxDome?** Tax Dome has allowed me to streamline my processes and bring many of the applications I was using under one roof! **What do you dislike about TaxDome?** So far I have not discovered anything that I don't like! **Recommendations to others considering TaxDome:** I highly recommend this product! **What problems is TaxDome solving and how is that benefiting you?** With Tax Dome I have resolved a lot of inefficiencies in my practice which has resulted in a ton of time saved! **Official Response from Victor Radzinsky:** > Hello Matthew, Thank you very much for your feedback. It is valuable to us. If there is anything that we can do to make your TaxDome experience better, please let us know. Our support is free and unlimited, and you can reach us via chat and email or schedule a screen-sharing session. Please let us know. Have a wonderful day. ### 30. Great workflow program **Rating:** 4.5/5.0 stars **Reviewed by:** Svetlana F. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2024 **What do you like best about TaxDome?** We have just started using the program Great unlimited tech support **What do you dislike about TaxDome?** Needs time to learn and set-up Nothing else as I haven't explored it in depth **What problems is TaxDome solving and how is that benefiting you?** Client management, sharing documents **Official Response from Victor Radzinsky:** > Hi Svetlana, Thank you for your review. It is valuable to us! We're delighted that you've started your journey with us and are already taking advantage of our support. We are here to help you! We understand that there's a learning curve when adopting new software, and we're here to ensure that your setup process is as smooth and efficient as possible. Don't hesitate to take full advantage of our support resources - we're committed to helping you every step of the way. As you delve deeper into TaxDome's features, we're confident you'll find even more aspects of the program to enhance your workflow. If you have any further suggestions or if there's anything else we can assist you with, please don't hesitate to contact us. Have a great day! ### 31. New Signup After Trialing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2024 **What do you like best about TaxDome?** Lots of features and I feel like the automations will look good to clients and help streamline my operations. **What do you dislike about TaxDome?** A little confusing to navigate all the menu's. Hard to find a ledger of what contact communication **What problems is TaxDome solving and how is that benefiting you?** Organizer, data collection, client flow **Official Response from Victor Radzinsky:** > Hi there, Thank you for taking the time to share your experience with TaxDome. We're delighted to hear that you've found the feature set beneficial and that the automations appear promising for your client interactions and operational efficiency. We understand that finding your way around a new system can come with a learning curve, and we appreciate your patience as you navigate through the menus. Your feedback is invaluable to us, and we’re continually working on improving the user experience, including menu navigation. Rest assured, we are here to support you every step of the way. Remember, if you ever need help or if you need further assistance, our support team is just a message away. Have a great day! ### 32. Gamechanger! **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about TaxDome?** It's tough to point out the best thing about TaxDome - the interface is VERY user friendly for both the firm and the client sides, the automations are such a time saver, and it's great that everything is so customizable. Each firm operates differently and they can activate the features that work for them, that's great! Plus the TaxDome team listens to its users. **What do you dislike about TaxDome?** I do wish there were more things I could do on the TaxDome firm app, more of what I'm able to do on the web version would be helpful. **What problems is TaxDome solving and how is that benefiting you?** I use TaxDome primarily as a CRM to help keep me organized with all of my clients. There is A LOT going on during tax season, and this has helped to keep me on top of each of my clients' needs. **Official Response from Victor Radzinsky:** > Hello Jennifer! Thanks for sharing this review with us, and we are happy to hear how easy it was for you, your team, and your clients to use TaxDome. One of our goals is to make the interactions so easy for you, and your feedback will make this goal a reality. Remember that you can make feature requests without any cost, and implementation is free. I hope you continue sharing with us this kind of experience. Enjoy your day, Jennifer. Sincerely, ### 33. Scaling Up...With Help From My New Friends **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie R. | Owner/Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2023 **What do you like best about TaxDome?** TaxDome encourages you to book time, for free, so they can assist with initial setup, workflows, documents, invoicing, etc. A software firm you can actually lean on! **What do you dislike about TaxDome?** With all of the personal options on how to use the software, the learning curve on each of those elements can be time consuming. I will say it is worth it to use the product fully! **What problems is TaxDome solving and how is that benefiting you?** TaxDome is helping me by automating my workflows in one product. I used to have several apps, which took a lot of time to keep up with. I am also billing inside of TaxDome, so no more forgetting to bill someone! **Official Response from Victor Radzinsky:** > Hi Laurie, Thank you for sharing with us this valuable opinion and feedback. We are working every day to have the best tool for you. 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 do our best to help our subscribers and make the learning process as easy and fast as possible. Remember that you can book a session at any time to set up your portal. Have a great day, Laurie. ### 34. Game Changer for our Small Firm **Rating:** 4.0/5.0 stars **Reviewed by:** Andrea Y. | Tax Preparer & Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2023 **What do you like best about TaxDome?** There are so many features available within TaxDome. Our favorite so far is the button for clicks to tell us they are done submitting documents. We also are in love with the diversity of the organizers. **What do you dislike about TaxDome?** I would love to quickly check mark the items I have entered into my tax program from client documents. The current options are not as user-friendly as the previous portal we had been using. **What problems is TaxDome solving and how is that benefiting you?** TaxDome has the capability to allow better communication through the portal with clients rather than just email or telephone. This has the potential to save us time and creates a way to ensure clients are not dropped through the cracks. Many of our clients would forget to email us to let us know all their documents were uploaded causing a lot of headaches and rushing on our end. **Official Response from Victor Radzinsky:** > Hello Andrea, Thank you for your review. It is valuable to us! We are more than glad to hear that you like our software. Including features such as our organizers and the "done uploading" button. We would like you to know that our team is 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. ### 35. We love TaxDome **Rating:** 5.0/5.0 stars **Reviewed by:** Shauna B. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2023 **What do you like best about TaxDome?** TaxDome is such a great streamlined tool for our Clients and Accounts and our Team. It is easy to use and encompasses everything in one place. We are loving it and would recommend to anyone. **What do you dislike about TaxDome?** Not being able to drag and drop files, yet... **What problems is TaxDome solving and how is that benefiting you?** Easy client management and follow through **Official Response from Victor Radzinsky:** > Hi Shauna, We are happy to know that you found TaxDome, a user-friendly, comprehensive tool that streamlines client, account, and team management and offers a streamlined experience. We are working to make your experience the best you ever had, and this comment will help us improve it. Feel free to reach out to our team whenever you need it. Have a wonderful day! ### 36. Management system for accounting firm **Rating:** 4.0/5.0 stars **Reviewed by:** Collin C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about TaxDome?** It has a fully customizable online organizer. It also has CRM, invoice, engagement, and e-sign. etc. **What do you dislike about TaxDome?** Not perfect, I wish the client does not have to create an account and login in order to fill the orgaznier. Invoice system still needs to be worked on. **What problems is TaxDome solving and how is that benefiting you?** It help me in gather client documents. **Official Response from Victor Radzinsky:** > Hi Collin, We're so pleased to hear that you find our customizable online organizer and integrated CRM, invoicing, and e-sign features to be beneficial for your accounting firm. Our goal is to create a comprehensive one-stop solution. We understand your concern regarding the necessity for clients to create an account to fill out the organizer and the room for improvement in our invoice system. Your feedback is invaluable, and we want you to know that we are continually working on enhancing our system to make it as user-friendly and efficient as possible. Please consider submitting your ideas for it as feature requests (blue question mark, top right corner). Should you have any further suggestions or need personalized assistance, our customer support team is always ready to help. We're here to ensure TaxDome not only meets but exceeds your expectations. Have a great day! ### 37. taxdome have every feature **Rating:** 5.0/5.0 stars **Reviewed by:** anika B. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2023 **What do you like best about TaxDome?** everything is all in one I do not several apps. **What do you dislike about TaxDome?** It is a bit pricey and that it doesn't have monthly plans or a plan all together for other users. **What problems is TaxDome solving and how is that benefiting you?** TAXDOME IS SOLVING THE PROBLEM OF SEVERAL APPS EVERYTHING IS ALL IN ONE ### 38. Easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2023 **What do you like best about TaxDome?** Like many others I have been trying so many many other CRM programs but all was either to complicated and not offering the core functionality or way to expensive. With TaxDome you pay one price and everything els is included. They have one of the best support and continuely working on improving the experience for everyone. **What do you dislike about TaxDome?** I would like a team of programmers only for Devolempent of acquirements for danish users. As there are many ways it could implement danish register and so on. **What problems is TaxDome solving and how is that benefiting you?** Save me time and keeps track with my customers. **Official Response from Victor Radzinsky:** > Hello there, Your opinion is important to us. We love that you have found in TaxDome the CRM tool you were looking for. As you can appreciate, the all-in-one features make your work more efficient, and that is what we want. In TaxDome, we are still working to make this software the best of your partners. Check out our feature request and ask for whatever you need; our implementation has no extra charge. Have a wonderful day. ### 39. TaxDome is a Great Customer Portal and CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about TaxDome?** I find the value in the pipelines, client portal, e-signatures, and invoicing. Easy for clients to upload documents, easy for me to send return copies to review and approve. **What do you dislike about TaxDome?** Setting up payments for recurring transactions **What problems is TaxDome solving and how is that benefiting you?** The pipelines and automations are a game changer for my firm. **Official Response from Victor Radzinsky:** > Thank you for your insightful review! We're delighted to hear that TaxDome has become a great customer portal and CRM for your firm. It's wonderful to know that you value the pipelines, client portals, e-signatures, and invoicing features. Making it easy for clients to upload documents and for you to manage returns and approvals is exactly what we aim for. We appreciate your feedback on setting up payments for recurring transactions. This is valuable information for us as we strive to improve our services and make every aspect of our platform user-friendly. It's fantastic to hear that the pipelines and automation have been transformative for your firm. We're committed to continuing to provide tools that enhance your workflow and efficiency. If you have any more suggestions or need assistance, please feel free to reach out. Thank you once again for choosing TaxDome! ### 40. Can't live without TaxDome! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about TaxDome?** TaxDome is a practice-management tool, but it's also much more! When I subscribed to TaxDome I eliminated paying for apps to share files and keep them secure, to get lectronic signatures, to email and chat with clients, to automate processes. Once it's up and running, it's user-friendly and very easy to use. **What do you dislike about TaxDome?** There is a bit of a learning curve, but TaxDome has invested in education -they want you to succeed. This has also created a third-party marketplace where one can purchase instruction and community events. **What problems is TaxDome solving and how is that benefiting you?** Keeping my practive organized and providing consistently excellent client service. **Official Response from Victor Radzinsky:** > Hi there! We are happy to know that you found in TaxDome multiple functionalities in only one software. Our CRM feature was made for this. We recognize that establishing a new technique can be daunting, but don't worry; we're here to assist. You can reach our customer support representatives via free, unlimited chat and email, as well as screen-sharing sessions. Have a great day! ### 41. Easiest Onboarding I've experienced **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2023 **What do you like best about TaxDome?** Onboarding with TaxDome has been the easiest I've experienced. There is a wealth of training and 1:1 sessions to get you started that other softwares just don't have. **What do you dislike about TaxDome?** The pop-ups offering training are nice at first, but can be a little annoying as you are working through items. This may taper off as we get further into our subscription **What problems is TaxDome solving and how is that benefiting you?** We are a very small firm that will primary use the automations to take workload off of us directly. **Official Response from Victor Radzinsky:** > Hi there! Thank you for your review. We appreciate it, We're extremely pleased to know that our training resources and personalized sessions have provided a smooth start for you. Our goal is to ensure that you have all the support you need to make the most of TaxDome. We also took note of your feedback regarding the pop-ups for training. While they are intended to be helpful, we'll look into how we can balance them more effectively. You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests. Your experience with TaxDome is important to us, and we are committed to continuous improvement based on our users' insights. Have a great day! ### 42. Easy to get started and helpful customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Megan R. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2023 **What do you like best about TaxDome?** Templates and easy to implement and integrate. I appreciate having the ability to call and get customer support. **What do you dislike about TaxDome?** Not sure yet, just getting started. I don't care for the constant pop ups. **What problems is TaxDome solving and how is that benefiting you?** Speeding up the flow and keeping my practice more organized. ### 43. Incredibly powerful and very affordable. **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn G. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2022 **What do you like best about TaxDome?** There are tons of relevant and useful features that accounting firms need everyday and I love that they're centralized in one software. **What do you dislike about TaxDome?** Learning how to use the automation and certain features can be intimidating and the software can also feel a bit slow. **What problems is TaxDome solving and how is that benefiting you?** Centralized tool for all my day to day needs as a firm owner. **Official Response from Victor Radzinsky:** > Thank you for the feedback Shawn. It's valuable to us and we appreciate it. ​Our software can be overwhelming at the beginning but to make it as easy as possible for our subscribers, we have free and unlimited support. If you need assistance with anything, you can reach us via chat and email or schedule screen-sharing sessions with us so that we can walk you through the setup and features. Have a great day! ### 44. TaxDome **Rating:** 5.0/5.0 stars **Reviewed by:** Shakeydra J. | Kindergarten Teacher/ Credit Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2024 **What do you like best about TaxDome?** I enjoy the videos that TaxDome allows for training purposes. **What do you dislike about TaxDome?** Wish there were more slots for on call onboarding. **What problems is TaxDome solving and how is that benefiting you?** Automations and client forms that I need them to fill out. **Official Response from Victor Radzinsky:** > Hello Shakeydra, Thank you for your review. It is valuable to us! We're glad to hear that you find the training videos provided by TaxDome helpful for learning and training purposes. We strive to provide comprehensive resources to support our users in getting the most out of our platform. Regarding your feedback about on-call onboarding slots, we appreciate your suggestion. Ensuring a smooth onboarding experience is important to us, and we'll take your feedback into consideration as we continue to improve our onboarding process. If you have any specific concerns or if there's anything else we can assist you with, please don't hesitate to reach out to our support team. We're here to help ensure that your experience with TaxDome is positive and productive. Have a wonderful day, ### 45. Just starting, but really like what I see **Rating:** 4.5/5.0 stars **Reviewed by:** Lee H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about TaxDome?** So many tools that work great! Was very easy to import contacts and get started. **What do you dislike about TaxDome?** Have not found anything up to this point. Still pretty new, but so far so good. **What problems is TaxDome solving and how is that benefiting you?** Brings a lot of items to one place. This is streamling processes and adding efficiency and bandwidth. **Official Response from Victor Radzinsky:** > Hi Lee, We're thrilled to welcome you to the TaxDome family and are delighted to hear that you're finding our tools effective and user-friendly right from the start. It's our mission to provide a comprehensive solution that makes the onboarding and daily management processes as smooth as possible for our clients. Knowing that you’ve found it easy to import contacts and get started is music to our ears. As you continue to explore the full range of what TaxDome has to offer, our customer support team is always ready to help. We're here to ensure TaxDome not only meets but exceeds your expectations. Have a great day! ### 46. TRANSITIONING FROM SMARTVAULT **Rating:** 5.0/5.0 stars **Reviewed by:** ANASTASIA C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2023 **What do you like best about TaxDome?** Automation: TaxDome may include automation features that help streamline routine tasks, saving time and reducing the risk of errors. **What do you dislike about TaxDome?** There is definately a learning curve and a transition isn't as white glove as they claim **What problems is TaxDome solving and how is that benefiting you?** Task Management: TaxDome includes features for managing tasks and workflow, helping you stay organized and ensuring that important deadlines are met. **Official Response from Victor Radzinsky:** > Hello Anastasia, We are grateful for your warm words. It is priceless to us. We're thrilled to hear you like our software with automation. We are still working to make the necessary improvements and integrate TaxDome into your team. If there is anything else we can do for you, please let us know. We will gladly assist you. Have a wonderful day. ### 47. Great customer support and very client user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan G. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2024 **What do you like best about TaxDome?** Love the app and flat fee. No need to worry about higher expenses as your business scales. **What do you dislike about TaxDome?** Unfortunately they do not have payment plan options. **What problems is TaxDome solving and how is that benefiting you?** Client communication and document transfers **Official Response from Victor Radzinsky:** > Hi Jonathan, Thank you for your review. It is valuable to us! We are pleased to hear that you love the app and the flat fee structure of TaxDome, providing you the peace of mind that expenses won't rise as your business scales. It's great to know that our efforts to offer a predictable and transparent pricing model are appreciated by our users. We also understand your concern about pricing. We know that this can be a worry for some users and we want to assure you that we are always looking for ways to improve our system and provide more features and benefits for our users. We will always strive to make our system worth your investment. If you've got more ideas, shoot them our way in the feature requests (blue question mark, top right corner—you can't miss it!). Any questions, just holler. We're here for you. Cheers! ### 48. Seamless onboarding experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2024 **What do you like best about TaxDome?** Organization!!! This will be a huge game changer for my business. **What do you dislike about TaxDome?** I have only been using TaxDome for a week or more now so nothing I can think of at the moment. **What problems is TaxDome solving and how is that benefiting you?** It's automation is saving me time with routine task and I didn't have time for before. **Official Response from Victor Radzinsky:** > Hi there, It's terrific to learn that you've had a seamless onboarding experience with TaxDome! We're thrilled to be considered a game changer for your business and are committed to helping you achieve organizational excellence. We understand the importance of a smooth start, and it sounds like we've hit the mark for you. If any questions or needs arise as you continue to use TaxDome, our dedicated support team and comprehensive Help Center are at your service to ensure that your experience remains top-notch. Thank you for choosing us to be a part of your business journey. We're here for you every step of the way. Have a wonderful day! ### 49. so far, ok **Rating:** 3.0/5.0 stars **Reviewed by:** Kerri S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2023 **What do you like best about TaxDome?** I think it has the potentail to save me a lot of time and money **What do you dislike about TaxDome?** It said the client import process was a few hours, it took several days to format the csv files from drake, and multiple attempts to get it correct. I used up my whole trial period doing this. The instructions are not easy to follow, it seems like they are intended for people who are already familiar with the program. **What problems is TaxDome solving and how is that benefiting you?** haven't gotten that far yet, ive been onboarding the whole time **Official Response from Victor Radzinsky:** > Hello Kerri, When we made TaxDome, we did it thinking about this: saving a lot of time and money for all of you. We are happy that you found this in TaxDome, and we appreciate your opinion. We are working to make these tools as easy as we can, but this feedback will help us improve our creativity much more and avoid this in the future. From TaxDome, we want to wish you a great day. ### 50. Best Integrative Software for Accountants **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about TaxDome?** It's easy for me to access everything that I need to communicate with my clients. The dashboard is great to see everything in one place, know the status of my client's work, the automations of the tasks and a website as well. **What do you dislike about TaxDome?** When my client's upload the documents into the wrong account that is associated with their accounts, it's not easy to move the documents. **What problems is TaxDome solving and how is that benefiting you?** Most of my work has become automated and is saving me time and money in all areas of my work. I love the engagement letter features, signature requests, and locking the documents for payments, **Official Response from Victor Radzinsky:** > Hello, Nancy! We don't know how to explain how happy this feedback makes us. We appreciate the time you took to tell us how simple it was for you to adopt the tool, and we know TaxDome will be a valuable member of your team for a long time. We're working hard to make these tools as simple as possible, but this input will help us increase our inventiveness even more and avoid this in the future. We at TaxDome wish you a wonderful day. Bum. ## 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=6&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-26+16%3A47%3A26+-0500&secure%5Bsession_id%5D=04fa7ccb-fb53-4927-a7c0-b0359403790e&secure%5Btoken%5D=23d0a74322981a3aeaedf18b64ae142e832121f9c75764b79dd7388857d707da&format=llm_user) ## TaxDome Integrations - [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews) - [Accumulus](https://www.g2.com/products/accumulus/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) - [e-Boekhouden](https://www.g2.com/products/e-boekhouden/reviews) - [Ignition](https://www.g2.com/products/ignition/reviews) - [JORTT](https://www.g2.com/products/jortt/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/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) - [TaxSlayer Pro](https://www.g2.com/products/taxslayer-pro/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 (820 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (676 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (238 reviews)