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

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

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

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

“We are very pleased with our first year using TaxDome. Overall, the transition has gone smoothly. There is still some learning involved, but the experience has been very positive. We have been especially happy with how well our clients have adapted, with an adoption rate of about 75.5%.” Review collected by and hosted on G2.com.

Billing is confusing, especially the partial payments. Review collected by and hosted on G2.com.

The all-in-one capabilities. It handles billing, client signatures (including KBA), secure document storage, client communication all in one. It has an easy to understand user interface for clients. Out of all client-facing software, TaxDome is among the easiest to implement. Review collected by and hosted on G2.com.

Nothing, it does everything I need for the tax arm of my practice. Review collected by and hosted on G2.com.

That I can upload documents securely and easily Review collected by and hosted on G2.com.

That I cant send an invoice just as check or cash option, and not credit, ACH or debit. Review collected by and hosted on G2.com.

I like that I can track email, use chat with clients, create and use templates, do billing, edit .pdfs all in the same software! The TaxDome printer app is great. I like the integration with my tax software to print docs and send email. The client portal is easy for my clients to use and easy for me to help them coordinate docs. Review collected by and hosted on G2.com.

There is no social media integration and the CRM is a bit lacking. Also, I have yet to get my website set up. Review collected by and hosted on G2.com.

I like the ability to send chats and e signatures Review collected by and hosted on G2.com.

Seems like I have to log in every time by code Review collected by and hosted on G2.com.

The custom automated process helps manage our work and communication with clients Review collected by and hosted on G2.com.

The ability to customize creates complexity. That's a necessary evil. Simplifying the complexity is an ongoing project for Taxdome, and they continue to work in that direction. Review collected by and hosted on G2.com.

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

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

All the features needed to manage the tax practice and communicate with clients are in one place.

It is relatively easy to implement and get started.

Lots of templates and guides available.

Good uptime.

Client support is usually prompt. Review collected by and hosted on G2.com.

2. Can't back up client chat messages and internal notes externally.

3. Still need to download native excel files to make changes

4. CRM feature is not ideal. Can't see all clients and identify upsell opportunities

5. Need to incorporate AI to search all content Review collected by and hosted on G2.com.

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

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

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