TaxDome Reviews & Product Details

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

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

-The client portal is fantastic; my clients love it

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

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

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

We've been using TaxDome for 6 months now, and it's completely transformed the way we manage our tax and accounting practice. From client communication to workflow automation, TaxDome has streamlined every part of our operations.

Pros:

✅ All-in-one platform – No need for multiple tools. TaxDome combines CRM, secure messaging, document management, e-signatures, invoicing, and client portals all in one place.

✅ Client portal – Our clients love the intuitive, easy-to-use portal. It’s secure and professional, and makes document sharing and communication seamless.

✅ Automated workflows – We’ve saved countless hours with the built-in automations. Everything from engagement letters to reminders can be scheduled and triggered automatically.

✅ Excellent support – The onboarding and support team is responsive and truly helpful. They offer live webinars, detailed tutorials, and chat support that’s actually useful. Review collected by and hosted on G2.com.

So Far this CMR has been really good to my business I still have to learn more so I don't really have any bad reviews Review collected by and hosted on G2.com.

What I find most helpful about TaxDome is how it centralizes everything in one place. Managing clients, documents, tasks, communication, and billing within a single platform has significantly reduced the need to jump between different tools. Review collected by and hosted on G2.com.

I haven't found something that I would consider a downside. Review collected by and hosted on G2.com.

Transparency for the clients and the communication with the clients. Review collected by and hosted on G2.com.

It is not easy to navigate internally for tracking workflows between employees. Review collected by and hosted on G2.com.

One place for client notes that the entire team can see. One place to see emails so I know what is happening, so other words, it provides better communication access on client files so people aren't tracking down the preparer for status. Review collected by and hosted on G2.com.

The complexity of testing pipelines. I hate that part. Review collected by and hosted on G2.com.

the dashboard that provides an overall view of the current work to be done. Review collected by and hosted on G2.com.

the uploading of contacts initially took longer than expected Review collected by and hosted on G2.com.

Customer services and the training videos. Review collected by and hosted on G2.com.

there's nothing to dislike since it is easy to use. Review collected by and hosted on G2.com.

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

I would love to be able to do payments through TaxDome. However, there's no option currently for us to pass the credit card processing fee onto clients. As a result, we have to use CPACharge instead. I really wish there was an option in TaxDome for clients to take on that fee, which would simplify the process and avoid the need for extra calculations on our end to include the credit card processing fees. Review collected by and hosted on G2.com.

it's all-in-one platform which makes the management much easier Review collected by and hosted on G2.com.

the report function is limited, and it can not use several worksheet together to pull the report. Review collected by and hosted on G2.com.

It's clean. Clients can sign up immediately and you could put them into an automated workflow that will have them set up as a client pretty quickly. However, task creation automation with APIs and also with no shared Inbox makes it very difficult. They seem to be very stuck on certain ideas that definitely don't work that they seem to refuse to fix and update as they go through their iterations. Again, still the best so far between Karbon and Financial sense but they still have a long way to go. Review collected by and hosted on G2.com.

No shared Inbox email like every other CRM or company that exists, making it very frustrating to work around. They don't have any open APIs, therefore creating tasks out of conversations automatically like many other applications is tough. They really need to open up their API and integrations so I can actually be more useful in working in tools like Google Workspace and Intuit. There is so much that this could do that is just very slow on implementing. So I currently think they are the best available today but still far from where it should be. Review collected by and hosted on G2.com.