# 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 value the **ease of use** with TaxDome, streamlining tasks and enhancing client interactions seamlessly. (78 reviews) - Users value the **efficiency** of TaxDome, streamlining operations and enhancing productivity for firm management and client interactions. (39 reviews) - Users value the **centralized client management** features of TaxDome, enhancing organization and improving client interactions significantly. (37 reviews) - Users appreciate the **incredibly responsive customer support** of TaxDome, enhancing efficiency and client collaboration. (37 reviews) - Users appreciate the **robust document management** features of TaxDome, enhancing organization and client trust across various industries. (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) **What users dislike:** - Users find the **learning curve steep** despite supportive training, wishing for a quicker setup process. (32 reviews) - Users face **missing features** in TaxDome, including inadequate writing tools and lack of customization options for checklists. (26 reviews) - Users find the **difficult learning** curve of TaxDome challenging and recommend additional training programs for effectiveness. (20 reviews) - Users find the **time-consuming setup** process for TaxDome requires significant effort to fully utilize the software. (18 reviews) - Users find **limited features** in TaxDome, resulting in challenges with writing and file organization. (17 reviews) - Limited Functionality (15 reviews) - Billing Issues (14 reviews) - Users find the **difficult setup** of TaxDome requires significant effort, but it becomes manageable with time. (14 reviews) - Poor Usability (14 reviews) - Steep Learning Curve (13 reviews) ## TaxDome Reviews ### 1. TaxDome saves me time **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2024 **What do you like best about TaxDome?** I enjoy the workflow options. The make client onboarding and transitions flow smoothly for the client and my team. **What do you dislike about TaxDome?** I would like to see more options to accept client payments. Stripe adds more work on the backend. **What problems is TaxDome solving and how is that benefiting you?** When potential clients reach out to me for services the oganizers and job features allows me to automate my onboarding process. Customers get the feel for the system and that things are coming to them at specific times while I am doing work in their background on their account or on another clients account. The secured messaing and document uploading, I'm using less programs/ apps to accomplish the work. **Official Response from Victor Radzinsky:** > Thank you, Shannon, for sharing your thoughts on TaxDome. We're thrilled that TaxDome's workflow options have streamlined your client onboarding and transitions effectively. Your feedback on expanding payment options is noted, and we're committed to exploring solutions that simplify your backend processes. It's great to hear that TaxDome's organizers and job management features have automated your onboarding and improved efficiency in client interactions. We're dedicated to continuing to support your business needs. ### 2. Must have tool for tax practice **Rating:** 5.0/5.0 stars **Reviewed by:** Laura C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about TaxDome?** I like that almost everything I need to monitor my client's communication and workflow is all in one place. I don't need to use multiple tools anymore to accomplish this. **What do you dislike about TaxDome?** There are so many features in the tool it can be a bit overwhelming getting familiarized with them. **What problems is TaxDome solving and how is that benefiting you?** TaxDome addresses multiple problems, including - tracking the status of all tax returns easily - CRM for client contact and communication - document management for all client and company documents - billing system integrated with my accounting software - workflow management with automated responses and reminders eliminating time-consuming follow-up work - customizable tax organizers, engagement letters and invoices **Official Response from Victor Radzinsky:** > Thank you, Laura, for your review of TaxDome. It's wonderful to hear that TaxDome has become an essential tool for your tax practice by centralizing client communication and workflow management in one place. We're thrilled that you find it eliminates the need for multiple tools and enhances your efficiency. We appreciate your feedback about the abundance of features and understand that navigating them can be overwhelming initially. We're continuously working to improve user experience and provide resources to help users maximize the benefits of TaxDome. Your feedback is invaluable as we strive to enhance TaxDome to better meet your needs. If you have any more suggestions or feedback, please feel free to reach out. Thank you for choosing TaxDome as your must-have tool for tax management! ### 3. Game Changer for my Tax Prep Company **Rating:** 5.0/5.0 stars **Reviewed by:** Jadee G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about TaxDome?** TaxDome is an amazing software that solves multiple problems within our tax firm. Once you do a deep dive into the TaxDome world and set up your pipelines and automation with a number of features that ease the implementation of providing excellent customer support to our tax clients. Frequency of Use is continuous and we will never prepare another tax season without Taxdome. They gave our company and clients peace of mind and professionalism that was a had huge impact in our company's growth. **What do you dislike about TaxDome?** The only downfall is not being able to differentiate each employee without purchasing a new user name. **What problems is TaxDome solving and how is that benefiting you?** TaxDome Solved Many Business problems by offering: Secure storage and easy upload of documentation. Organizing the returns, so we can visually see the position they stand in real time. Being able to charge ACH and Credit Card Transactions. Consistent communication between the client and the preparer. Uniforming the standard procedures that are required of each return before it is filed. Allowing the client to esign and have access to their account and documents. **Official Response from Victor Radzinsky:** > Hi Jadee, We're absolutely thrilled to hear that TaxDome has been a game-changer for your tax preparation company! Knowing that our software has not only simplified your internal processes but also contributed to your company's growth and client satisfaction truly makes our day. 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 have any concerns or need assistance anytime, our team is always here to help. Have a great day! ### 4. TaxDome is the Best!! **Rating:** 5.0/5.0 stars **Reviewed by:** Gianni L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about TaxDome?** I began using TaxDome 14 days ago and my experience has been phenomenal! I was so impressed with the organizers and the automations! The organizers contained all of the questions that need to be asked to tax clients, whether an individual or a business client. I loved most that we can set conditions on questions so clients don't have to answer questions that don't correlate to their circumstance. The automations were amazing as well!! Not having to manually send clients proposals and invoices makes the onboarding process so much more efficient. No to mention, the automations will keep clients updated about the status of their return at all stages. The engagement letters are also superb! They contain all of the necessary verbiage to outline what services clients are receiving and not receiving. They also contain key language that protects me as a business owner by clearing outlining the terms of the service. Again, as a new user of TaxDome I am very impressed and there's so many other features I haven't explored yet! **What do you dislike about TaxDome?** There is nothing that I dislike about TaxDome. It's a really great product! **What problems is TaxDome solving and how is that benefiting you?** TaxDome is solving a few problems for me. TaxDome is removing so much of the manual process from my workflow. No longer do I have to search on external sites for proposals and contract agreements. I can now invoice my clients and collect payment all in one place. The automations are absolutely amazing! The ability to auto send engagement letters, proposals, invoices, reminders, status updates, and so much more is just fantastic! **Official Response from Victor Radzinsky:** > Hello Gianni, Thank you for sharing your enthusiastic feedback about TaxDome! It is valuable to us! We're pleased to hear that your experience with our platform has been phenomenal. We're delighted that our organizers contain all the necessary questions for both individual and business clients, and that you appreciate the ability to set conditions for client responses. This customization feature is designed to streamline your workflow and enhance client experience, and we're glad to hear that it's making a positive impact for you. Additionally, we're pleased that you find our automations helpful in automating tasks such as sending proposals, invoices, and status updates to clients. Our goal is to simplify the onboarding process and keep clients informed at every stage, and we're glad that our automations are achieving that for you. We're also glad to hear that you haven't encountered any dislikes with TaxDome. Your satisfaction is our priority, and we're committed to providing you with a great user experience. If you have any questions, or suggestions, or need assistance with anything else as you continue to explore TaxDome, please don't hesitate to reach out to our support team. We're here to help ensure that your experience with TaxDome remains positive and productive. Have a wonderful day, ### 5. Streamlining Accounting Processes with TaxDome **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about TaxDome?** What I like best about TaxDome is its comprehensive suite of features tailored specifically for accounting professionals. From seamless onboarding pipelines to secure client messaging and email, e-signature capabilities, customizable engagement letters, and an extensive template library, TaxDome simplifies and streamlines various aspects of accounting practice. It effectively combines efficiency, security, and convenience, empowering firms to enhance client satisfaction, optimize processes, and elevate their practice to new heights. **What do you dislike about TaxDome?** I wish that TaxDome had features to allow dynamic, automated engagement letters and services based on client questionnaire answers. For example, allowing services to be added based on Account Tags or something similar. Additionally, it would be extremely beneficial to have the ability to begin one pipeline from another. For instance, having an onboarding pipeline that ends with beginning a tax return preparation pipeline, or similar. **What problems is TaxDome solving and how is that benefiting you?** Gathering information, getting signatures, onboarding, engagment letter signatures, etc **Official Response from Victor Radzinsky:** > Hi Joshua, We're delighted to hear that TaxDome has been integral in streamlining your accounting processes. It's wonderful to know that our suite of features is making a significant difference in the efficiency, security, and convenience of your operations. Your feedback regarding dynamic, automated engagement letters and pipeline flexibility is incredibly valuable. We're continuously working on improving our platform based on user insights. Please consider submitting your ideas for it as feature requests (blue question mark, top right corner). Should you have any other ideas or need further assistance, please don't hesitate to reach out. We're here to support you. Have a great day! ### 6. CRM/Workflow search is over **Rating:** 5.0/5.0 stars **Reviewed by:** Liora I. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about TaxDome?** I been been hopping from software to software looking for something for my tax and accounting firm. I love this it offers a better way to communicate with clients and all the automations ive been looking for to free up more time. I dont have to spend hours preparing proposals for clients i can literally send them now while on the call with a few clicks. keeping me and team organized, clients can see where we are with their process so they dont have to call asking a billion times etc. **What do you dislike about TaxDome?** nothing so far, i thnk its great, initially i wanted the appointment scheduler included so clients can easily schedule a paid consult without having to go outside the platform but its ok! **What problems is TaxDome solving and how is that benefiting you?** i can easily manage my clients their files and communications. send marketing emails in bulk. Work flows that we can all keep track of and the jobs feature so client work can be separated **Official Response from Victor Radzinsky:** > Hello Liora, Thank you for your review. It is valuable to us! We're delighted to hear that you've found our platform to be a valuable solution for your tax and accounting firm. It's fantastic to know that TaxDome has provided you with better communication tools and the automation features you've been looking for, ultimately saving you time and streamlining your processes. We understand the importance of keeping both your team and clients organized, and we're glad to hear that TaxDome has helped in this regard. We appreciate your suggestion regarding the appointment scheduler, and we’re happy to share with you that you can connect a scheduler with TaxDome! If you have any further questions, or 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 continues to be positive and productive. Have a wonderful day, ### 7. This is art folks! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about TaxDome?** Let me first say how incredibly impressed I am with the Taxdome system- I’ll tell ya, you guys are brilliant developers and in these last couple of weeks with the trial, every single time I get to a point where I think to myself, “yeah, there’s the thing that nobody can do for us”, I find a solution for that very thing in Taxdome. I’ll go so far as to say, it’s difficult to believe that you guys fully realize just what you’ve done here for the tax and accounting industry- developing something larger than yourselves, because this is art. Thank you. Thank you, thank you, thank you. I’ll be subscribing in the next couple of days- I can't wait to fully integrate Taxdome into my processes. P.S. The update in December 2023, allowing the admin to fill out the client’s organizer on behalf of the client, from the firm side, is a game changer. Just Wonderful. With Great Appreciation, Chris Compton, CRTP AFSP Essential Tax and Bookkeeping **What do you dislike about TaxDome?** Absolutely Nothing. This is a seriously brilliant system. **What problems is TaxDome solving and how is that benefiting you?** Honestly, Taxdome is helping to solve so many pain points and issues for my firm that I won't try to cover it in this review. It's a total game changer folks- if you are even thinking about scaling your practice or taking it virtual, or even partially online- get this system. It's THE BEST out there - by a long shot. Believe me, I've tried them all. **Official Response from Victor Radzinsky:** > Hi Chris, Thank you for your review. It is valuable to us! Your enthusiastic review has truly brightened our day! Thank you for the high praise and for recognizing the dedication behind TaxDome. We're thrilled that the December update has proven to be a game changer for you and that TaxDome is fitting seamlessly into your processes. It's affirming to know that you've found a solution within TaxDome for every challenge faced — that's exactly what we aim for. If you have any suggestions or need assistance, please contact us. Have a great day! ### 8. Wow - I wish I had found this 7 years ago! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about TaxDome?** I have been struggling with customer management, consistency with communication and just overall being organized. I am confident that TaxDome will get me there and help me become more sucessful but working smarter and not harder. Wish I had found this 7 years ago. **What do you dislike about TaxDome?** It may take a little bit for me to get it customized and setup to work the way it should and the way I want it to, but I can say that even though I just started using it less than 6 hours ago, I am further along with it than I am with another CRM that I have had for 2 years, amazing that I have my sanitity still. I am a WIP for sure. **What problems is TaxDome solving and how is that benefiting you?** Organization and effective communication is the one thing that has almost made me quick doing taxes and bookkeeping. I used to be a very organized person, but with time and age, it isn't as easy as it was. Now I feel like there might be light at the end of the tunnel and I can see it. **Official Response from Victor Radzinsky:** > Hi there, Thank you for your review. It is valuable to us! It's fantastic to hear that TaxDome is already making a significant difference in how you manage your customers and organize your business. We're honored to be a part of your journey towards working smarter, not harder. We understand that getting accustomed to new software can be a process, and we're thrilled to learn you're making swift progress with customization and setup in just a few hours. That's impressive! Remember, we're here to support you every step of the way as you continue to explore and integrate TaxDome into your daily operations. Don't hesitate to reach out if you need any help or have questions. Have a great day! ### 9. Taxdome is amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica B. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about TaxDome?** Customer Services is amazing and they have training for EVERYTHING **What do you dislike about TaxDome?** No Bookkeeping feature at the moment.... **What problems is TaxDome solving and how is that benefiting you?** It helps streamline my accounting process ### 10. Tax Dome is My Best Friend **Rating:** 5.0/5.0 stars **Reviewed by:** Jack S. | Self, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about TaxDome?** Tax Dome makes everything super easy. It is like working with my best friend during tax season!!!! **What do you dislike about TaxDome?** Sometimes it has its moments but what friend doesn't. **Recommendations to others considering TaxDome:** I would participate in the free trial and see for myself. You will see the ease of the process and the videos that are used to help you are great and quick. Time is money. **What problems is TaxDome solving and how is that benefiting you?** We are solving by keeping everything in one place. We are solving the loss of time by not having to use multiple software. We are benefiting by saving money. **Official Response from Victor Radzinsky:** > Thank you for your positive review of TaxDome! It's great to hear that TaxDome makes tax season feel easy and efficient for you. We appreciate your understanding that every tool has its occasional quirks. Your recommendation to try the free trial and use our helpful videos highlights TaxDome's user-friendly approach and time-saving benefits. Consolidating everything in one place and saving you time and money are our priorities. We're glad TaxDome is making a difference for your business. If you have more feedback or suggestions, please let us know. Thank you for choosing TaxDome as your go-to tax management solution! ### 11. TaxDome is a beast! **Rating:** 5.0/5.0 stars **Reviewed by:** Chrysanthemum H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about TaxDome?** The automations are amazing. It is the main reason I chose to go with Taxdome. The fact that it integrates with my tax software is a big plus as well. The customized portal site is a good pro as well. There are so many apps that can be integrated that it's really a one stop shop for any tax company. **What do you dislike about TaxDome?** The only thing I dislike about TaxDome is that you have to pay your license in full upfront. But hey, at least I don' t have to worry about it for a while. **What problems is TaxDome solving and how is that benefiting you?** For me, everything is one place and I absolutely love that. The CRM that comes with my tax software is always glitching and the use of TaxDome is going to streamline that process for me. **Official Response from Victor Radzinsky:** > Hi Chrysanthemum, We're thrilled to hear that our automations and the seamless integration with other apps are the main reasons you chose us. It's fantastic to know that you appreciate the convenience of our one-stop platform for your tax company's needs. Regarding your concern about paying for your license upfront. Rest assured, we continuously strive to improve our system, providing a robust platform that delivers value that justifies the investment. Your suggestions don't go unnoticed, and they play a significant role in our efforts to enhance our service offerings. Remember, our support team is here for you if you need any assistance or have further feedback in the future. Have a wonderful day! ### 12. Great for Accounting Pros **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2024 **What do you like best about TaxDome?** TaxDome simplifies the communicaation between the firm and clients. Starting up and configuring TaxDome was pretty ease but took some time at first. I will continue to tweek it as I move through the automations. So far, customer support was great in answering my questions and finding the answers to the questions they couldn't immediately answer. The follow up from customer support has been amazing and the emails from them each day during the trial to set up you for success has been vital. There are so many features that I haven't even starting using yet but I can't wait to use this system everyday and really build my firm with TaxDome. **What do you dislike about TaxDome?** I really wish TaxDome would make it so that I can send Uncategorized transactions to the clients through TaxDome from Quickbooks. **What problems is TaxDome solving and how is that benefiting you?** Keeping track of where I am with each client and client communication. **Official Response from Victor Radzinsky:** > Hello Jennifer, Thank you for your review. It is valuable to us! We're thrilled to hear that you find our platform simplifies communication between your firm and clients and that you found the setup process relatively easy with the support of our customer service team. We're glad to know that our customer support team has been responsive and helpful in addressing your questions and concerns. We're committed to ensuring you have the support you need to succeed with TaxDome. In response to your feedback about sending Uncategorized transactions from QuickBooks to clients through TaxDome, I'm pleased to inform you that this is indeed possible when you sync TaxDome with QuickBooks. Don't hesitate to get in touch with our Support Team for more details. We're here to help ensure that your experience with TaxDome is positive and productive. Have a wonderful day, ### 13. TaxDome is capable and well done **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about TaxDome?** I love the endless about of time that can be saved if you configure your workflows and templates correctly. **What do you dislike about TaxDome?** It isn't the most beginner friendly at takes some time to understand the full picture and capabilty of the software **What problems is TaxDome solving and how is that benefiting you?** Onboarding flow, Month End Procedures flow ### 14. Tax Dome is a versatile and intuitive system to manage your tax business **Rating:** 5.0/5.0 stars **Reviewed by:** Ted L. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2023 **What do you like best about TaxDome?** Tax Dome has many features that allow users to automate their business if desired while also having the simplicity to make setup hassle-free. It creates value by reducing the time needed to organize, allowing users to be more productive. **What do you dislike about TaxDome?** One thing I did not enjoy about Tax Dome was the inability for clients to tag their uploaded documents. For instance, if a client uploads a W-2, they do not have the ability to mark it as a W-2, which would make things easier to find. **What problems is TaxDome solving and how is that benefiting you?** The main problem I had prior to Tax Dome was a large client base without a proper way to organize them. With Tax Dome, I can view a list of every client, their current status, and who is working on what. **Official Response from Victor Radzinsky:** > Hello Ted, Thank you for taking the time to provide feedback about your experience with TaxDome. We appreciate hearing from our customers and value their opinion. We are pleased that you have found many features in TaxDome which allow users to automate their business, reducing the time needed to organize and increase productivity. It is also great that you noted how easy it was to setup as well! Regarding the issue with tagging documents, we would like you to know that our departments are 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 there is anything we can do for you, please don't hesitate to reach out anytime if there's anything else we can Have a wonderful Day! ### 15. Tax dome allows me to be more present in my business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2024 **What do you like best about TaxDome?** I love how TaxDome organizes my Tax practice so I can focus on being more present in my relationships built with my clients. **What do you dislike about TaxDome?** There is a learning curve that TaxDome does well to support in. Just wish it didn't require as much time to set up **What problems is TaxDome solving and how is that benefiting you?** Organizing my practice and managing my clients ### 16. New user - and loving it so far! **Rating:** 4.5/5.0 stars **Reviewed by:** Robert P. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2024 **What do you like best about TaxDome?** The more time I spend in Tax Dome, the more I learn how much TaxDome can do for my practice. Also, the trainings and videos are built super efficiently. The trainings were really built with the trainee in mind. **What do you dislike about TaxDome?** Since it can do so much, it takes time to get these systems personalized and setup for your particular practice. I suppose there's no other way around it. However due to time contraints, I will not be using everything that Tax Dome has to offer at this point. But I will be using many features; just not everything yet. **What problems is TaxDome solving and how is that benefiting you?** The client portal is excellent. In my previous portal, i had to download a pdf to look at it. In Tax Dome, you click on the pdf and it shows the pdf quickly within the web browser. No need to download anything! ### 17. Derek Ware's Tax Dome Review **Rating:** 5.0/5.0 stars **Reviewed by:** Derek W. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2023 **What do you like best about TaxDome?** I like the interface the most. It was pretty easy to use and navigat. I also like how in the client section, I can add their information such as SSN so I can easily apply it to forms in the future and not have to store it in a document. **What do you dislike about TaxDome?** I wish that the pipeline system was a little bit easier to understand. It was confusing at first but I believe I understand. The tutorials were helpful. Also wish that there was a SMS feature to text clients. Last but not least, I wish there was an easier way to get tax returns into the systme. **What problems is TaxDome solving and how is that benefiting you?** The problem that I had was having an all in 1 system where I can have clients register, collect their information and have it on file without asking through text or email and inputting it myself. Taxdome is solving my issue with that ### 18. UK Based Accountant's Honest Reflection of TaxDome **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about TaxDome?** I love the integrated features with Quickbooks and now Zapier which is a new system that we are currently integrating. My clients often remark on how user friendly the software is and how accessible the portal is for users. I particularly like the messaging feature within the system as this helps keep ontop of any secure documents the client has sent. **What do you dislike about TaxDome?** Currently I have not experienced any downsides to using the system. A nice to have will be the AML integration going forward however it is not a need to have currently. **What problems is TaxDome solving and how is that benefiting you?** Solving the issues of clients importing documentation across multiple platforms It enables me to have all communication in the one place Workflows are easy to follow in TaxDome **Official Response from Victor Radzinsky:** > Hi Rebecca, Thank you for sharing your insights on TaxDome. We’re thrilled to hear that the integration with QuickBooks and Zapier is adding value to your practice and that the messaging feature is enhancing your client communication. It’s wonderful that the accessibility of our portal has positively impacted your workflow. We appreciate your suggestion regarding AML integration. Feedback like this helps us continuously evolve our software to meet the diverse needs of professionals like you. Please consider submitting your ideas for it as feature requests (blue question mark, top right corner) Should you have any concerns or need assistance at any time, our team is always here to help. Have a great day! ### 19. Game Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about TaxDome?** The practice management is crucial with the size of my office (2 full-time) and volume of clients (900). **What do you dislike about TaxDome?** I had some troubles with electronic signatures during the thick of tax season but after researching - discovered it was an app specific issue and the signatures were still functional via the browser. **What problems is TaxDome solving and how is that benefiting you?** Workflow! The pipeline function is fantastic and my staff can now assist in keeping us from bottlenecks in our process. **Official Response from Victor Radzinsky:** > Hi Nikki, Thank you for your review! We're thrilled to hear that TaxDome has been a game changer for your practice. Managing a small office with a large client base can be challenging, and we're glad our platform is crucial in streamlining your operations. We appreciate your patience regarding the electronic signatures issue during tax season. It’s good to know that the browser version continued to work seamlessly. Your feedback helps us identify areas for improvement, and we're constantly working to enhance the app's performance. It's wonderful to hear that the pipeline function is helping your team prevent workflow bottlenecks. We're committed to providing tools that support your efficiency and success. If you have any further insights or need assistance, please don't hesitate to reach out. Thank you again for choosing TaxDome! ### 20. Solo Practitioner life saver! **Rating:** 4.0/5.0 stars **Reviewed by:** Chelsey P. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about TaxDome?** What I like most about TaxDome is that it is all encompassing platform for me and my clients. I love how I can manage and automate tasks. There are preformatted pipelines that you can use in your processes or customize your own. This was super beneficial when I was just learning the software. These features cut my admin time in half which is much needed while it is just me. Really enjoying the software and the support team has been extremely helpful. **What do you dislike about TaxDome?** I wish the tasks were easier to see at a Birds Eye view. But this may be from my novice experience. **What problems is TaxDome solving and how is that benefiting you?** Time management, organization, prompt client communication, e-signature requests, repeat requests and reminders so I don't have to do them manually, billing. I love that I can run my entire practice from one software. **Official Response from Victor Radzinsky:** > Hello Chelsey, Thank you for your review. It is valuable to us! We're thrilled to hear that our platform has become an invaluable tool for both you and your clients. It's fantastic to know that our comprehensive features, including task management and automation, have helped streamline your workflow and reduce administrative overhead, especially as a solo practitioner. Regarding your feedback on task visibility, we appreciate your input. We understand the importance of having a clear overview of tasks. 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. Please let us know if you have any questions or concerns. We will be glad to assist you. Have a wonderful day. ### 21. The Real Deal in Practice Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel L. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about TaxDome?** I am exhausted by the need to get so many different applications to run my firm. Now I have 1 place with all the applications I need. TaxDome really does deliver on this promise. Client request forms, portal for shared documents, workflows and checklist, e-sign capabilities, proposals, and basic CRM. And unlike other SaaS companies, they have taken the time to provide valuable customer support and comprehesive video tutorials. **What do you dislike about TaxDome?** While you can merge .pdfs in TaxDome, I like to create a single PDF with bookmarks to all the relevant client documents for a tax return. Perhaps a stronger pdf editor might be useful, especially if integrated with AI to automatically bookmark client documents! **What problems is TaxDome solving and how is that benefiting you?** Providing all the SaaS tools I need in one product to conquer all the basic functions required for a tax and accounting firm. **Official Response from Victor Radzinsky:** > Hello Daniel, Thank you for your review. It is valuable to us! It is great to hear that our platform has provided you with the all-in-one solution you need to run your firm efficiently. It's fantastic to know that you appreciate the variety of features we offer, from client request forms to e-sign capabilities, and that TaxDome has helped simplify your workflow by consolidating multiple applications into one. We're also glad to hear that you find our customer support and video tutorials valuable. Providing comprehensive support and resources is important to us, and we're committed to helping our users get the most out of TaxDome. Regarding your feedback on PDF editing and bookmarking, we appreciate your suggestions. 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 nice day, ### 22. Makes my workflow easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about TaxDome?** I like that I can send my engagement letter, organizer, client documents and accept payments in one space. **What do you dislike about TaxDome?** The workflows are not the easiest to set up. **What problems is TaxDome solving and how is that benefiting you?** An easier workflow for the client so they are not confused by all the different systems. **Official Response from Victor Radzinsky:** > Thank you for your feedback! It is valuable to us. We can definitely help you with setting up your account and setting up your Workflow/Pipelines. All you need to do is reach us through chat, email or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited. ### 23. One Stop **Rating:** 5.0/5.0 stars **Reviewed by:** Christina T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about TaxDome?** I really like how easy it is to use TaxDome. I have several clients that range on their experience with tech. My clients don't seem to have issues making payments or uploading their documents. Customer service is great. Anytime I need anything I can quickly get a hold of someone. **What do you dislike about TaxDome?** I don't have much to say here. I've used different products. TaxDome is by far superior than the products I've used in the past. **What problems is TaxDome solving and how is that benefiting you?** I really like that that text him continues to evolve and improve their products. I was very excited to see the ability to request transcripts from the application. **Official Response from Victor Radzinsky:** > Hi Christina, Thank you for your stellar review! It's wonderful to hear that TaxDome has become your one-stop solution, and we're thrilled that you find it easy to use across different clients. We're especially glad to know that our customer service team has been responsive and helpful whenever you need assistance. Should you have any concerns or need assistance anytime, our team is always here to help. Have a great day! ### 24. Great product. . .I'm almost sure of it! **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew J. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2023 **What do you like best about TaxDome?** At the moment, the billing and invoicing feature is what I like best. Integrated processing solutions include ACH for bank draft (from checking or savings, without a debit card). Being able to lock client documents with an invoice is also convenient and helps with collection. **What do you dislike about TaxDome?** The reason I purchased TaxDome is for the Pipeline and task managment features, which I haven't been able to successfully implement. I have made mutliple attempts and have spent hours trying to learn. Just when I think I have it figured out. . . At any rate, I look forward to getting those features figured out and implemented. I know it will increase my productivity and decrease errors and inconsistencies. **What problems is TaxDome solving and how is that benefiting you?** Billing and payment collection; TaxDome has integrated invoice and billing solutions that are easy to use and competitive with other vendors. E-Signatures; Unlimited remote signature collection is key to operating a remote business Document delivery; Everyone loses stuff. When a client calls because the bank needs a copy of their tax returns or accounting documents, I send them a link to the client portal where they can download anything they need. **Official Response from Victor Radzinsky:** > Hi Matthew,  We love when you give us any feedback; it helps us know what we have been doing well or not. We appreciate it. We are happy to know that you found our billing and invoicing feature to be the best. When we do any functionality, we think of you as the best of our partners. Since TaxDome is an all-in-one tool, we try our best to support our clients during the setup process, although initially it may seem overwhelming. We provide free and limitless email and chat support, free screen-sharing sessions, and a knowledgebase full of tutorials and assistance articles. Feel free to reach out to us whenever you need it. My best wishes to you this day, Matthew. ### 25. TaxDome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about TaxDome?** How I can do most of what I need to do in TaxDome. I can text, email, chat, exchange documents, e-signature, send engagemant letters, and more. **What do you dislike about TaxDome?** Customer support is via chat. Chat is not useful if you need specific help to perform a setup or function. You can scroll through a database of videos to find the help you need. But it's time consuming. You can schedule an one-on-one. However, availabiity may not be right away. **What problems is TaxDome solving and how is that benefiting you?** To be able to communicate with my clients all in one place. Email, text, exchange docs, collect payments, etc. ### 26. Great value for a very small practice concerned about secure data transfer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2024 **What do you like best about TaxDome?** The price is reasonable for everything you can utilize. The best highlight to me at this time is the ability for clients to sign documents and we can send sensitive information back and forth securely. It does offer a ton of different abilities that will help as my client list increases. **What do you dislike about TaxDome?** It's a little overwhelming at the start. I wish you could not show items you are not currently using in the client's screen like billing as I am not ready to implement that and clients might be a little confused **What problems is TaxDome solving and how is that benefiting you?** I needed a way to have clients load their documents electronically and send to me securely. I also needed a way for clients to sign documents for me electronically. This takes care of both these needs and allows me to be more efficient. **Official Response from Victor Radzinsky:** > Hi there, We're so grateful for your feedback and are happy to hear that TaxDome is providing great value to your practice, especially with secure data transfer. Our aim is to make your professional life easier and more efficient, so it's wonderful to know we're on the right track. We understand that starting with a new system can be overwhelming, and we appreciate your suggestion for interface customization. Your input is crucial to us as we strive to improve the user experience. Please consider submitting your ideas for it as feature requests (blue question mark, top right corner) Should you need any further assistance or have more feedback, don't hesitate to reach out. Have a great day! ### 27. TaxDome has saved me hours and helped me triple my income **Rating:** 5.0/5.0 stars **Reviewed by:** Alison G. | Business owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2022 **What do you like best about TaxDome?** I love that I can set up pipelines with automated tasks such as sending out contracts, sending out organizers and requesting payment. I also love being able to lock my client documents to their invoice, so that they have to pay to look at them! Taxdome is so receptive to user requests and is constantly updating and improving the product. I am able to prepare so many more tax returns, as my admin time has been reduced to a bare minimum. **What do you dislike about TaxDome?** There are a few things that need improving, but Taxdome takes user input very seriously and is constantly improving and updating the system. **What problems is TaxDome solving and how is that benefiting you?** I used to spend ages per return emailing clients, checking for responses, payments, signatures etc and then sending further emails. Now TaxDome does all of that for me and moves the client through the pipeline, alerting me when I need to take action. I no longer spend hours on back-end admin tasks, but can focus on the tax preparation and customer interface. Each year the process gets more streamlined and easier. **Official Response from Victor Radzinsky:** > Hello Alison, Thank you for your feedback. It is valuable to us. We are happy to hear that you like our automations and locking documents to bills. You are entirely right, we are working on new features and the improvement o the existing ones every day. If you have any ideas or would like to submit a request for a feature, you can do so by clicking on the Blue Question Mark in the upper right corner and clicking Feature Requests. If there is anything we can assist you with, please let us know. We will be happy to assist. Have a wonderful day. ### 28. The Best Software for Tax Firms! **Rating:** 5.0/5.0 stars **Reviewed by:** Edwin C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about TaxDome?** Its hard to narrow down the best feature of the software. It is an all in one software that serves as my external client communication messaging software, document sharing portal, e-mail hub, and CRM. It does all of these things 10/10 when set up properly. It automates most of these tasks and it allows my firm to be lean and streamlined. I literally communicate with clients daily with the use of this software, I really couldn't picture our firm without TaxDome. It was the absolute best decision I've ever made in my practice to embrace this software and make it our backbone! **What do you dislike about TaxDome?** The only thing about TaxDome that isn't 10/10 is that it is above average in terms of difficulty to set up, that is because it does so many things that getting them to work together is a slight challenage at first. When you master the product it makes the slight diffculity in setting up a distant memory! **What problems is TaxDome solving and how is that benefiting you?** Client Portal is amazing, it allows my clients to easily share documents with us even from their phone. The messaging feature is invaluable, it stops constant phone calls to our firm which was getting overwhelming and a big time waster. It has so many built in features (billing, autmoations, and CRM) that once you get it dialed in it replaces admin workers! **Official Response from Victor Radzinsky:** > Good day, Edwin! It's fantastic to hear this from you. We are delighted to hear how much you have liked communicating with your clients using our products. Since TaxDome is an 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. Remember that our assistance is completely free. Have a fantastic day! ### 29. Great product and great Value **Rating:** 5.0/5.0 stars **Reviewed by:** MARGARITA M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about TaxDome?** TaxDome has significantly streamlined our functions and improved our client communications. The program has been instrumental in organizing our accounts and maintaining client information in a clean and efficient manner. We no longer need to sift through emails for correspondence; instead, everything is neatly stored in folders, categorized by tax year. This organizational shift has not only saved us countless hours but has also contributed to substantial business growth, enhancing our professional appearance and client interactions. The intuitive questionnaires in TaxDome have eliminated the need to repeat information. Clients find them easy to navigate, ensuring that all necessary questions are answered. The system even allows for additional follow-up questions based on client responses. The beautiful organizers within the platform have been invaluable, saving us time and providing a seamless client experience. One notable feature we appreciate is the ability to sign and pay within a single portal. This consolidation has eliminated the need for various sites, streamlining transactions for our clients. While there was a learning curve when we started using TaxDome a few years ago, the investment has undoubtedly paid off. It continues to prove its worth every single day. **What do you dislike about TaxDome?** While it's generally reliable, there are occasional instances when the system experiences downtime, preventing us from using it. Although this doesn't happen frequently enough to warrant major complaints, it can be frustrating, as is typical with any online system. Despite this occasional inconvenience, the overall benefits and efficiency of TaxDome make it a valuable tool for our business operations. **What problems is TaxDome solving and how is that benefiting you?** axDome consistently upgrades its systems, introducing new and exciting features to enhance our ability to serve clients better. This commitment to improvement ensures that we stay at the forefront of technology, allowing us to provide an even higher level of service to our clients. We appreciate TaxDome's dedication to innovation and its ongoing efforts to meet the evolving needs of our business. **Official Response from Victor Radzinsky:** > Hello Margarita! Thank you very much for your review. It is valuable to us. 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. We understand that the setup may be a bit overwhelming at the beginning, but we do our best to assist our clients during the setup. We offer free and unlimited chat and email support, free screen-sharing sessions, and a knowledge database with plenty of help articles and tutorials. You can also find us on Youtube and Facebook, and you can check out our TaxDome Academy. If there is anything we can do for you, please reach out to us. Have a wonderful day. ### 30. Taxdome is evrything I was looking for! **Rating:** 5.0/5.0 stars **Reviewed by:** Cody T. | Enrolled Agen, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2023 **What do you like best about TaxDome?** The services offered are great! It combines many things I was doing in my business separately into one platform. **What do you dislike about TaxDome?** I do not have any dislikes at this time. **What problems is TaxDome solving and how is that benefiting you?** Taxdome allows me to consolidate many things I was doing separelty into one platform. It also streamlines communication with my clients and has the ability to automate many manual processes. **Official Response from Victor Radzinsky:** > Hello Cody, You do not know how happy we are to know that you found on TaxDome all the things you need for your business; that is what we work for. 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. ### 31. TaxDome has been nothing, but great as a solo practitioner. **Rating:** 5.0/5.0 stars **Reviewed by:** Eri D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about TaxDome?** TaxDome seemlessly integrates and organizes all needed features as a practioner into one application. Keeping track of jobs, sending documents for signature and collecting payments all from one portal makes everything easier for myself and my clients. **What do you dislike about TaxDome?** So far no major downsides. TaxDome is continually improveing the platform based on user's most requested needs. **What problems is TaxDome solving and how is that benefiting you?** It's solving the headache of having multiple platforms to better serve clients. By having everything a practice needs in a simple to use program, it enables practioners like myself the ability to perform my job more effienctly which leads to a better customer experience. **Official Response from Victor Radzinsky:** > Hi Eri, Thank you for your encouraging feedback! We’re thrilled to hear that TaxDome has streamlined your workflow and made managing your solo practice more efficient. It's great to know that the integration of features within our platform is making a significant difference for you and your clients. We are continually working to enhance our platform and we always welcome feedback. It’s wonderful to know that no major downsides have been encountered, and we are committed to keeping it that way. Our support team is on standby if you ever need assistance or have questions. Have a great day! ### 32. TaxDome makes practice management easier **Rating:** 5.0/5.0 stars **Reviewed by:** Roy N. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about TaxDome?** I wasn't really using any practice management software before trying TaxDome. I did a few free trials, and here's what I liked about TaxDome relative to the other options out there: - Pricing is very straight forward and pretty fair - The feature set is broad, making other subscriptions unneccessary - It's an end-to-end solution that can integrate and automate pretty much the entire client cycle (new client onboarding, proposals, engagement letters, payment collection, workflow management, document management, client portal and document delivery, e-signature, Google review requests, etc.) - The service is continually improving, adding features and making things easier - So much of the program is customizable so that we can set up the systems and processes in the way that makes sense for us - The support is robust and easy to access. They have lots of instructional blog posts and pre-recorded content on most every topic and the live support is easy to schedule, too. I'm confident that when I run into issues, there will be either self-helf support or live support to help me along the way. Not only do I like what TaxDome can do, my clients have commented on how much they like the new system. **What do you dislike about TaxDome?** There are a few things I preferred about the competition: - Their proposal system doesn't yet include being able to offer three different packages (like Practice Ignition), but they are scheduled to add that functionality by June 2024 - Their IRS transcript service doesn't seem as robust as what Canopy offers but tax resolution isn't a big part of my practice so I'm not too worried about that. Also, it's possible that this feature will improve over time, too. Also, because there is so much that can be customized, there is a bit of a learning curve. There are lots of templates, but we've gone through and modified most everything to fit our small firm. Make sure you allot enough time for getting things up and running. I think this would apply to most any of the other solutions out there, too. **What problems is TaxDome solving and how is that benefiting you?** The main reason I started looking at TaxDome and its competition was for improving our workflow management. In prior years, I had just been using a spreadsheet to track our various projects, and that just wasn't getting it done. After I started researching workflow management solutions, I found that I wanted an all-in-one solution like TaxDome both for cost management as well as continuity through the practice. It's working pretty well so far, and I'm sure we'll tweak it to improve it as we go. **Official Response from Victor Radzinsky:** > Hello Roy, Thank you for your review. It is valuable to us! We're happy to hear that you've found our platform to be a comprehensive and valuable solution for managing your practice. It's great to know that you appreciate our straightforward pricing, broad feature set, and end-to-end capabilities that streamline various aspects of the client cycle. We're committed to continually improving TaxDome and adding new features to meet the evolving needs of our users, and we're glad to hear that you've noticed these improvements. Additionally, we're pleased that you find our support resources helpful and that your clients have responded positively to the new system. We're constantly working to enhance our platform and add new features based on user feedback, so your input is valuable to us. We're glad to hear that some of the features you mentioned are already on our roadmap for future development. We understand that there may be a learning curve associated with customizing the platform to fit your firm's specific needs, but we're here to support you every step of the way. If you have any questions or need assistance, please don't hesitate to reach out to our support team. Have a wonderful day, ### 33. Easy to use all in firm managemet **Rating:** 4.5/5.0 stars **Reviewed by:** Josh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about TaxDome?** TaxDome has great tutorials if you ever run into questions about using the software. The customer supoort is great **What do you dislike about TaxDome?** I do not think I have run into anything I dislike about the software. It would be nice to upload internal use PDFs and Guides to the Wiki page **What problems is TaxDome solving and how is that benefiting you?** Invoicing, messaging, portal, and workflow all in one place **Official Response from Victor Radzinsky:** > Hi Josh, Thank you for sharing your positive experience with TaxDome! We're delighted to hear that you find our software easy to use for firm management and that our tutorials and customer support have been helpful to you. We appreciate your suggestion regarding the ability to upload internal use PDFs and guides to the Wiki page. Your feedback is invaluable as we strive to continuously improve our platform to better meet the needs of our users. It's great to know that TaxDome is effectively solving your invoicing, messaging, portal, and workflow needs by providing everything in one place. If you have any further suggestions or need assistance, please feel free to reach out. Thank you again for your review and for choosing TaxDome! ### 34. I was sold on TaxDome the day I started my free trial! **Rating:** 5.0/5.0 stars **Reviewed by:** Christian N. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about TaxDome?** The plethora of resources that TaxDome provides makes it extremely easy to use all of the tools on the platform. Implementation is a breeze after watching the corresponding videos. Customer Support has been exceptional, even during the trial period. Our firm uses TaxDome on a daily basis to interact with our clients, share documents, send proposals/engagement letters and invoices. The number of features is impressive! Integrating TaxDome was easier than I expected, thanks to their fantastic integrating team! **What do you dislike about TaxDome?** I have found very few "downsides" to using tax dome. The features that I have found do not align with our firm's needs, we simply don't use them. TaxDome has made it possible to customize most features to match the firm's needs. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is allowing us to streamline our processes, communication and engagements. ### 35. Lots of Power **Rating:** 4.0/5.0 stars **Reviewed by:** Maureen H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about TaxDome?** I like that it has the ability to manage my clients, get signatures and the secure portal and they don't nickle and dime you. I appreciate that there is customer support. **What do you dislike about TaxDome?** The learning process is very overwhelming. Wish I had heard about it before tax season began. I am also older and come from a generation that prefers phone/zoom contact. I think they should allow for atleast 2 45 min sessions via zoom. **What problems is TaxDome solving and how is that benefiting you?** I have just started but once I figure it out it will help me save time managing my clients with auto email getting esignature and having a secure portal. **Official Response from Victor Radzinsky:** > Hi Maureen, We're delighted to hear that TaxDome is empowering you to manage your clients efficiently and securely! It's wonderful that our straightforward pricing and customer support have met your expectations. We understand that with a platform as feature-rich as TaxDome, there can be a learning curve. However, we're here to support you every step of the way. Whether it's through our comprehensive documentation, tutorials, or dedicated support team, we're committed to ensuring that you have all the resources you need to make the most out of TaxDome. Should you have any concerns or need assistance at any time, our team is always here to help. Have a great day! ### 36. Love Taxdome! Definitely recommend ! **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2024 **What do you like best about TaxDome?** I love taxdome. It's very user friendly and the secured site has helped my tax business. My clientele is very pleased knowing their info is secured in a portal versus sending a password protected email. My clientele are pleased with being able to upload and access all their docs and the fact I can communicate with them via portal and I can upload all their finished products. **What do you dislike about TaxDome?** i do not have any dislikes at the moment **What problems is TaxDome solving and how is that benefiting you?** ease of communications with clients and ease of portal secure storage and access **Official Response from Victor Radzinsky:** > Hi Sharon, We're absolutely delighted to read your review! Thank you for sharing how TaxDome has contributed positively to your tax business, and it's fantastic to hear that your clients are making the most of our secure platform for their document management needs. It's always encouraging to know that the security and user-friendly aspects of TaxDome are being recognized and appreciated. We believe that peace of mind is paramount, and we're committed to delivering that through our services. We’re grateful for your recommendation, and please remember, should you ever have suggestions or need assistance, our team is ready to help. Have a great day! ### 37. TaxDome is where it's at! **Rating:** 5.0/5.0 stars **Reviewed by:** Nana F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about TaxDome?** I like TD since everything I need is under one application. Portal, client communications, proposal to engagement letters and payments, workflow automations. Clients can also download TD app on their phone where they can communicate, scan/upload docs etc. The application is easy to use, compared to others I've tried in the past. **What do you dislike about TaxDome?** Unfortunately, TD Drive does not sync with Mac OS; only Windows. TD Team has told me they are working on it and have upvoted. I really hope this feature becomes available to make my work efficient and speedy. **What problems is TaxDome solving and how is that benefiting you?** Saving cost and time by having all necessary tools in one. **Official Response from Victor Radzinsky:** > Hi Nana, Thank you for your glowing review! We're thrilled to hear how much you value TaxDome's integrated features and that our app is enhancing the way you communicate and manage client interactions. We also appreciate your feedback on the TD Drive compatibility. Our team is indeed working on expanding support to Mac OS because we want every user to experience the full benefits of TaxDome, regardless of the platform they use. We're on it and we'll keep our users updated on our progress. Should you have any concerns or need assistance anytime, our team is always here to help. Have a great day! ### 38. Best Solution for Small Tax Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Audrey S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2023 **What do you like best about TaxDome?** I love the simplicity of having everything I need in one place. Contact management, email templates, process flows, and incredible tutorials and customer service. I'll be using it every day this tax season. Adding in all of my client information has been a breeze, especially with TaxAct integration. Looking forward to this tax seasons, and I think my clients will love it too! **What do you dislike about TaxDome?** The only thing I dislike so far is the lack of design template for emails. I wish you could set them up to look nice/more branded. **What problems is TaxDome solving and how is that benefiting you?** It is helping me solve the issue of too many expensive programs by keeping everything in one place. It also helps me with security of documents and good job tracking. **Official Response from Victor Radzinsky:** > Hello Audrey, Thank you for your review. It is valuable to us! We're delighted to hear that our platform has simplified your workflow and provided you with the tools you need to streamline your tax season preparations. It's fantastic to know that you find our all-in-one solution intuitive and user-friendly, with features like contact management, email templates, and process flows that make your daily tasks more manageable. We're also thrilled that our tutorials and customer service have been valuable resources for you, supporting you every step of the way. Regarding your feedback on email design templates, we appreciate your input. 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. Please let us know if you have any questions or concerns. We will be glad to assist you. Have a wonderful day. ### 39. Tax Dome has been great for a secure client portal and time tracking; however, reporting lacks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2024 **What do you like best about TaxDome?** The secure client portal has been great for client document storage **What do you dislike about TaxDome?** The reporting functions for time tracking lack compared to other softwares **What problems is TaxDome solving and how is that benefiting you?** Tax Dome helps us store all of our client's confidential documents in one secure place **Official Response from Victor Radzinsky:** > Thank you for your feedback! We understand that robust reporting functions for time tracking are essential for many firms, and we're sorry to hear that our current offerings haven't fully met your expectations. At TaxDome, we're always looking to improve and expand our features based on customer needs. We're excited to share that we've recently released enhanced reporting features powered by AI, which offer more detailed insights into your firm's performance and streamline your workflow. You can learn more about these new capabilities in the following link (https://blog.taxdome.com/ai-reporting-release/). Your input is invaluable, and we're committed to continually improving our platform. If you have specific suggestions or features you’d like to see, please feel free to reach out to our team. We appreciate your support as we strive to make TaxDome even better! ### 40. Customer Self Sign-up, Conditional Organizers and Automated Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Tatsiana B. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about TaxDome?** I require my customers to use a self sign-up feature, so that they are doing the data entry into TD. This a necessary first step in order to receive a quote (which they may or may not accept). Next up is a conditional organizer feature which makes the organizer very short (for simple tax returns) and very long (for complex tax returns). Automated workflow allows me to keep my customers up to date on the progress of their tax return. **What do you dislike about TaxDome?** Some of the features are not as robust as in standalone solutions. I am using Insightly as my legacy CRM and it's simple navigation and reporting are far superior to TD. **What problems is TaxDome solving and how is that benefiting you?** Admin time is greatly reduced as we do not have to follow up with additional customer organizers (for rentals or business) or send templated messages about tax return status. **Official Response from Victor Radzinsky:** > Hello there, Tatsiana. We value your input and hope that TaxDome continues to meet and surpass your expectations. Please let us know if you have any more comments or suggestions. Thank you for selecting TaxDome as your accounting and tax software solution! ### 41. Great service, but ... **Rating:** 2.5/5.0 stars **Reviewed by:** Gregory H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2023 **What do you like best about TaxDome?** The integrations, questionnaires, and templates are great **What do you dislike about TaxDome?** It has potential, but it is totally useless if your clients aren't willing to sign in to the portal. All of the functionality is lost for clients outside of the portal. **What problems is TaxDome solving and how is that benefiting you?** I don't know, but I wish they would solve the problem of allowing signature requests for clients who don't use the portal. **Official Response from Victor Radzinsky:** > Hi Gregory, Thank you for sharing your feedback. We're glad to hear that you found our integrations, questionnaires, and templates to be helpful in your work. Our team strives to provide a robust set of features and tools that can streamline workflows for our users. Regarding your concern about clients not signing in to the portal, we understand the frustration that this can cause. While we can't force clients to use the portal, we do provide a variety of resources to encourage them to do so. These include educational materials, please feel free to share our Client Help Center https://client-help.taxdome.com/. Additionally, we continuously work on improving the client portal experience to make it as user-friendly as possible. 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. Have a wonderful day! Best, ### 42. Excellent Tax Practice Software **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about TaxDome?** Taxdome is not only a CRM it is used to be our practices secure portal with clients. We love the ease KBA for client to sign documents. Taxdome support is subperb and useflow at helping setup jobflows within our practice. I am not sure where we would be without TaxDome. We use TaxDome daily on our PC and on the mobile app. It was super easy to get started and integrate with email. **What do you dislike about TaxDome?** The only area I would like to see improved within TaxDome is a meeting and note area. It would be nice to track notes that way and then create followups. The current note area is great for basic client notes. **What problems is TaxDome solving and how is that benefiting you?** TaxDome streamlines our practice and creates a central hub of communication. The old days of lost clients emails has ended for our practice. **Official Response from Victor Radzinsky:** > Hi Danielle! From TaxDome, we want to say thanks for this review, and we consider your opinion so important to making the software the best partner for all of you. Our CRM was created to make your work simpler, and we also found it nice that you consider it easy to request KBA signatures. We have a feature request section where you can add any idea you want or need for the service; feel free to ask for whatever you need. We want to wish you a wonderful day. Danielle! ### 43. TaxDome puts everything you need to run a successful practice at your fingertips. **Rating:** 5.0/5.0 stars **Reviewed by:** Kristi C. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2023 **What do you like best about TaxDome?** It keeps everything in one place - documents, signatures, contact info etc with a single log in. In addition, Taxdome is easy for my clients to use so they do. **What do you dislike about TaxDome?** I don't like that TaxDome is constantly opening new tabs when I click on different things. I end up with multiple tabs and I am constantly clicking back and forth trying to find the right one. **What problems is TaxDome solving and how is that benefiting you?** The main reason I signed up for TaxDome was for workflow - to help us better keep on top of what each client needed to have done and when. It solved that problem and more by providing not only workflow solutions, but docuement storage, electronic signature, messaging, billing and website services that I was previously getting from multiple other vendors. **Official Response from Victor Radzinsky:** > Hi Krsiti, We are so happy to know that you have found at TaxDome the all-in-one platform you need. Our goal is to make TaxDome easy for you and for your clients. We are still working to make those changes that you need and make TaxDome part of your team. 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. ### 44. Client portals done right! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2023 **What do you like best about TaxDome?** The client communication is great. Getting clients to send their documents securely is always a struggle, but the easy to use client portals on TaxDome are perfect. One click and the client can send me their docs! I love the ability to mass update the portal folders as well - keeps the documents orderly and things are easy to find. The customer support has been awesome as well. My first one on one with Robert was time well spent; he was able to answer ALL of my questions - and I sure had a lot. **What do you dislike about TaxDome?** As a new user, I have not run across many negative aspects yet. I have had to take a couple of trial runs with the docu-ign feature, but I am getting the hang of it. I am also a little befuddled with the pipeline vs. jobs designations. I will get better, though, as I use the system more. The one improvement I could offer would be to send me fewer emails!! I think I get one or sometimes two emails from tax Dome per day! **What problems is TaxDome solving and how is that benefiting you?** The easy to use and understand secure client portals are helping to reinforce to clients the importance of sending their docs securely. I will no longer open any document sent via regular email, and TaxDome's well-organized and easy-to-customize portals are helping me and my clients get to safer commuincation. **Official Response from Victor Radzinsky:** > Hello there! Thank you for your review. It is valuable to us! We're glad that the secure document exchange and organized structure are making things smoother. Your kind words about our customer support mean a lot, we aim to provide the best service and experience for our users, and we value your feedback. We're also noting your thoughts on email frequency. We would welcome any specific ideas you have for this. Please consider submitting them as feature requests (blue question mark, top right corner). If you have any suggestions or need assistance, please contact us. Have a nice day! ### 45. designed for tax pros **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy H. | Firm owner/Enrolled Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about TaxDome?** I am able to see the big picture for a client all in once place... documents, communication, workflow. TaxDome does everything I need to keep track of clients.. their information, documents, workflow. With automations to make communication easy. The product gets better and better. Every month the team puts out an update and they are always useful improvements. **What do you dislike about TaxDome?** I wish it had a module for appointment scheduling. **Recommendations to others considering TaxDome:** Commit to spending time getting it set up. It will pay off. **What problems is TaxDome solving and how is that benefiting you?** TaxDome lets me see at a glance the status of client returns and helps me to know what I need to work on next. It is super helpful for keeping track of the state of each return and make sure nothing falls between the cracks. **Official Response from Victor Radzinsky:** > Thank you for the feedback Kathy. We appreciate it. Setting up the workflow sometimes takes a lot of time 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 so that we can walk you through to the setup and other features. Have a great day! ### 46. Robust and Innovative Software solution! **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany T. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2023 **What do you like best about TaxDome?** We were able to consolidate 5-6 other software platforms into one, user-friendly, and highly customizable platform. Every team member has access to all the notes, documents, and client information in one place. On top of that, TaxDome is proactively improving and updating their platform based on user feedback. This is so critical in the ever changing tax and bookkeeping world. **What do you dislike about TaxDome?** I would love a way to move the data of one field to another field for the entire database. There are times when we shift information or reflect it in a different location. It would be great to have the ability to do it with a few clicks for all clients. **What problems is TaxDome solving and how is that benefiting you?** TaxDome is helping our firm solve overuse of multiple software platforms; project management; automation; and more! **Official Response from Victor Radzinsky:** > Hello, Tiffany. We are overjoyed to learn that our CRM capabilities work in tandem with those of your team members. We want you to know that you can make feature requests for any feature you require and that all new features are implemented for free. Have a good day! ### 47. I've tried them all... TaxDome takes the cake **Rating:** 5.0/5.0 stars **Reviewed by:** Greg S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2022 **What do you like best about TaxDome?** TaxDome brings the full core functionality needed to run an accounting/tax practice. I've tried for several years to piece the puzzle together between different systems of CRM's, task management, workflow automation, document management, KBA signatures, contracts, etc. TaxDome brings it all under one roof. **What do you dislike about TaxDome?** There is a bit of a learning curve involved. Give yourself ample time to understand all the features and how to utilize them correctly. Your future self will thank you! **What problems is TaxDome solving and how is that benefiting you?** Where do I start? No more texting with clients; TaxDome provides secure chat. No more downloading source documents; TaxDome provides a desktop drive that syncs automatically. No more clunky contact management; TaxDome differentiates between contacts and accounts. No more 27 different logins; TaxDome's robust feature set consolidates your core business needs under one roof. **Official Response from Victor Radzinsky:** > Hi Greg! Thank you for your feedback. It is valuable to us. We give our best to provide as many features as we can. For sure, it may take some time to learn how everything works, but our team provides free and unlimited support and is here for all questions, issues, and concerns. We are just a couple of clicks away :) If there is anything we can assist you with or anything that we can do to make your TaxDome experience better, please let us know. We will be happy to assist you. Have a wonderful day. ### 48. TaxDome deserves a serious look by any bookkeeper or tax preparer **Rating:** 5.0/5.0 stars **Reviewed by:** Mark P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about TaxDome?** Unlimited e-signatures included. Built-in integration with Stripe and CPACharge so you can tie payments directly into engagement letters sent from the platform. Huge flexibility in workflow and automations. Secure, flexible, document storage with a simple client portal. And flat, simple pricing, so the more clients you have, the more cost-efficient it becomes. **What do you dislike about TaxDome?** The amount of customization possible can be daunting, but TaxDome Academy provides comprehensive training articles and videos to teach users. **What problems is TaxDome solving and how is that benefiting you?** It allows me to manage proposals/engagement letters, client payments, workflows, and document storage/sharing all in one place. **Official Response from Victor Radzinsky:** > Hi Mark, Thank you for the fantastic review and for recognizing TaxDome's value for bookkeepers and tax preparers. We're delighted to hear that our unlimited e-signature feature, integrated payment options, and client portal are enhancing your workflow and efficiency. We understand that the extensive customization options can initially seem overwhelming. We're glad to know you've found the resources at TaxDome Academy helpful for navigating the extensive features we offer. Remember, our support team is also on hand to assist with any specific queries or guidance you might need to tailor the system to your firm's unique needs. If you have any suggestions or need assistance, please contact us. Have a great day! ### 49. Exceptional value for this comprehensive workflow automation system **Rating:** 5.0/5.0 stars **Reviewed by:** Paul D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2024 **What do you like best about TaxDome?** I am impressed by the multitude of features and flexibility of TaxDome. My primary objective was to make it as easy as possible for my clients to work with me. TaxDome enabled me to achieve that, as well as improving the efficiency of busness operations on a daily basis. **What do you dislike about TaxDome?** There's a bit of a learning curve, but Dominque of the Customer Success team has been a tremendous help with overcoming that via several free implementation sessions. **What problems is TaxDome solving and how is that benefiting you?** TaxDome enabled me to customize tax organizers so that clients are only asked to provide responses to questions that are relevant to them, unlike the lengthy generic PDF organizers I used in the past. **Official Response from Victor Radzinsky:** > Hi Paul, Thank you for sharing your positive experience with TaxDome. We’re thrilled to hear that our features and flexibility are helping to streamline your operations and make your interactions with clients smoother. It’s always our goal to support our users not just with tools, but with guidance, and we’re glad the implementation sessions were helpful. We understand that there's a learning curve, and we're continuously working on making TaxDome even more intuitive and user-friendly. Rest assured, our Customer Success team is always here for you to ensure that your journey with TaxDome keeps getting better. Should you need any further assistance or have more feedback, don't hesitate to reach out. Have a great day! ### 50. CPA Owner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2024 **What do you like best about TaxDome?** So far, it looks pretty easy to work with and I am impressed with the functionality. Customer support seems very good and the short videos are very helpful. Still working on the implementation. Was able to import my clients on my own with the help of the tutorials! Even better, I was able to easily edit the information when it came over differently than I had thought. Looking forward to working with this system on a daily basis. **What do you dislike about TaxDome?** The only thing that I think needs imporvement is the billing. **What problems is TaxDome solving and how is that benefiting you?** Cohesive system where I can easily communicate with clients, manage documents and management my CPA practice **Official Response from Victor Radzinsky:** > Hi there, Thank you for sharing your experience with TaxDome. It's fantastic to hear that you're finding the platform easy to work with and that our customer support and tutorials are helping you get up to speed. We're glad you're making the most of the system's functionality and that the client import process has been seamless for you. We take your comment regarding billing very seriously, and continuous improvement is our commitment. Our team is actively working on enhancing this aspect of our software to better meet the needs of our users. Please consider submitting your ideas to enhance the billing functionality 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! ## 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=4&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-15+22%3A09%3A02+-0500&secure%5Bsession_id%5D=57657575-e9e7-4dc8-a73f-271f5aa2b963&secure%5Btoken%5D=051c68761c31596490e489e506a5dd40c36376a57b7b37d0f91284f99c16b373&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 (652 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (237 reviews)