TaxDome Reviews & Product Details

I like the combination of proposals, engagement letters, invoicing and workflow all in one. The program continues to add to its abilities too. Review collected by and hosted on G2.com.

The app on my phone won’t let me log in without a passcode on my phone too. Review collected by and hosted on G2.com.

Great communication interface with clients. Review collected by and hosted on G2.com.

Support is non-existent. And you will NEED support. It takes hours/days for responses. Their print to file has numerous bugs, creating extra steps to upload docs to vault and send esignatures. Time savings of software is more than offset by time spent trying to get support. Review collected by and hosted on G2.com.

My clients have had relative ease in using the software. Although this is the first year, we have had a smooth rollout of the product. It has improved the client experience and communication is now easier and smoother.

The workflow tracking has been an outstanding addition and replaced manual systems. Review collected by and hosted on G2.com.

I wish TaxDome would sync with my payment processing software. I do not wish to switch payment providers and cannot disable the firm balance on the client-facing side. Clients missed our notice to ignore so it requires responses. Review collected by and hosted on G2.com.

I had the pleasure of receiving a 1.5-hour personal demo of TaxDome from Louis Bellhouse, and I must say – it was an excellent experience. Louis was not only knowledgeable and clear in his explanations, but he also took the time to tailor the demonstration to my specific needs as a solo bookkeeper.

He walked me through the key features in a structured way, answering all my questions thoroughly and offering useful insights into how TaxDome could optimize my workflow and client communication. His patience, professionalism, and deep understanding of the platform really stood out.

Thanks to this session, I feel much more confident about what TaxDome can offer and how I could apply it to my practice. Highly recommend the demo – and Louis in particular – to anyone considering the platform. Review collected by and hosted on G2.com.

As a Dutch bookkeeper, I only wish I had discovered TaxDome sooner. The platform seems to offer exactly the kind of structure and client interaction I’ve been looking for. But of course—that’s easy to say in hindsight. Review collected by and hosted on G2.com.

It is a convenient tool for a small CPA practice. I also like how it is constantly improving and adding new features. Review collected by and hosted on G2.com.

There are still many technical issues. Namely, the TaxDome printer and desktop app have been glitchy. Additionally, some clients reported experiencing issues with logging into their accounts. Also, UX can be better. It's great that there are a lot of features, but it is sometimes overwhelming. Setting up workflows and tasks is frustrating. Review collected by and hosted on G2.com.

It has been better than the previous software we used. Review collected by and hosted on G2.com.

The salesman lied or exaggerated about most of its features and capabilities. We have sent in numerous inquiries about basic functionality around invoicing, reporting, category flexibility, notifications, email distribution lists, ability to delete multiple emails simultaneously, and many other issues that we were told TaxDome can do. Each time we received responses saying, "We are aware of the shortcomings, but this feature is not available and there is nothing we can do to help." Review collected by and hosted on G2.com.

We’ve been using TaxDome for over a year now to manage our growing tax and accounting practice. Overall, it’s become an essential part of our workflow, helping us streamline client communications, document management, e-signatures, billing, and more all under one roof. Review collected by and hosted on G2.com.

I actually cannot think of anything that I do not like abou it. Review collected by and hosted on G2.com.

Makes a new tax firm go from 0 to up and running much faster. Gives you right out of the gate a professional looking customer profile with secure upload, signatures etc… it basically makes your firm look advanced. You can then scale into much more advanced features with ease. Review collected by and hosted on G2.com.

Needs more AI features asap. For example: auto parsing docs to extract metadata. Review collected by and hosted on G2.com.

I like the ease of use and interface. It was very easy to navigate at first glance and even when I onboard clients, they find it super simple too. It’s been a game changer to streamline communication between us. Review collected by and hosted on G2.com.

The only downside I would say is annual pricing commitment, especially if you have multiple people in your firm that need their own logins for audit purposes and tasking. Review collected by and hosted on G2.com.

I initially signed on with TaxDome because of a few features. But the more time I spend using the program, I've really grown to love it. I love TaxDome has the willingness to continue to grow and be innovative. Review collected by and hosted on G2.com.

The only thing I dislike about TaxDome is the pricing model. For each user, I have to purchase an additional package. Review collected by and hosted on G2.com.