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.

TaxDome is easy to use for both the accountant and client. The mobile app is especially convenient for clients to upload tax documents. Review collected by and hosted on G2.com.

It takes significant effort to setup all the processes and workflows for the first time. But that is with any software. Review collected by and hosted on G2.com.

- Extensive services provided in one platform.

- Clients have found the portal easy to use, even those less tech savvy.

- Regular updates and new features, including new partnerships with firms like Juno. Review collected by and hosted on G2.com.

- Steep learning curve in order to get everything out of the software. Review collected by and hosted on G2.com.

I appreciate secure file transfer and e-signature. Review collected by and hosted on G2.com.

I can't give limited access to a user to workflow only without also showing sensitive information. Review collected by and hosted on G2.com.

Digital signature

Very easy to use for client and accountant

Safes time thanks to the automatic follow up of tasks, reminders and signatures

Thanks to workflows it's easy to follow up the tasks Review collected by and hosted on G2.com.

Helpdesk is not in users language

The latest update caused a problem to log in Review collected by and hosted on G2.com.

Getting documents needed from clients securely is a breeze. Review collected by and hosted on G2.com.

Not much so far. I would like the mapped drive to be more robust. Review collected by and hosted on G2.com.

TaxDome has provided all that it said it would, and more. Review collected by and hosted on G2.com.

Not much to dislike when it checks all of the boxes. Review collected by and hosted on G2.com.

synced inbox and client portal access. Also love that I have a one stop shop to view everything I need to. Review collected by and hosted on G2.com.

pipeline workflow kanban only viewing. Also, it's not very clear to me how to track things beyond using tags or tasks for items that have a deadline far into the future without clutturing the task system. Review collected by and hosted on G2.com.

The organization of the practice daily focus plus delivering a more secure client experience. Review collected by and hosted on G2.com.

Not been able to completely connect the calendar and emails, including not only emails to clients. Review collected by and hosted on G2.com.