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.

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 API's 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 an 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 Crmp or company that exists making it very frustrating to work around. They don't have any open API's, 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.

Taxdome acts like an information highway for my business. It is an efficient and effective tool for my firm. Before tax dome we had many different softwares and avenues for clients to communicate and upload documents. Taxdome consolidates all of this while still able to make the process user friendly. Review collected by and hosted on G2.com.

The price is quite steep for supplemental software of this kind. However, it has proven to be a valuable investment when it comes to streamlining many of the challenging aspects of managing a tax firm. I can't see myself adding any of my employees to it. With just one account, we're able to handle all the operations for our small firm. If the cost for additional seats were more affordable, we could include more users and make better use of the available features. Review collected by and hosted on G2.com.

So Far not much, it is very time consuming and hard to use Review collected by and hosted on G2.com.

It is very hard and time consuming to understand how to use this software. I keep hearing it will be great once I get through it, however, there should be some webinars or something. You sign up and then there is nothing from your company. This is the first time since I signed up that I actually have heard from Tax Dome. Review collected by and hosted on G2.com.

The great thing about TaxDome is that it handles all the requests and reminders automatically so I don't have to waste time doing it. It let's me spend more time preparing returns not collecting documents. Review collected by and hosted on G2.com.

The TaxDome Print Driver was upgraded a year or so ago.

The new driver has been buggy.

Can you put the old one back?

Also the remember my authentication for 30 days doesn't work.

Most Accountants shut their computers down for security

reasons. Can you make it save it within the browser in case

you shut down the browser?

Thanks for everything. Review collected by and hosted on G2.com.

TaxDome takes the place of about 8 other software programs needed to run a CPA firm - it's all streamlined and as automated as you can get! Review collected by and hosted on G2.com.

It can feel overwhelming during implementation but the customer support & hands-on training they offer has been critical to the successful use of TaxDome! Review collected by and hosted on G2.com.

I like to use TaxDome because it streamlines client communication, document management, and task tracking all in one secure platform. It helps me stay organized, improves turnaround time, and gives clients a seamless experience—from uploading documents to signing forms and receiving updates. It’s an efficient, all-in-one solution that supports the high-quality service I provide. Review collected by and hosted on G2.com.

While TaxDome offers robust features, there are a few areas that could improve. The learning curve can be steep for both practitioners and clients, especially those less tech-savvy. Some workflows—like automations and pipeline customization—feel clunky or overly rigid. Also, certain features like chat or document previews aren’t always intuitive. That said, the platform is improving regularly, and the pros still outweigh the cons for my practice. Review collected by and hosted on G2.com.

I really appreciate the automation features and the convenience of having everything I need to run my firm in one place. The platform is robust and has certainly helped me reduce costs by eliminating the need for multiple software subscriptions. Review collected by and hosted on G2.com.

There is a learning curve when it comes to using all of TaxDome's features, but their extensive training and resources help make it easier to manage. Review collected by and hosted on G2.com.