TaxDome

Pros: Very easy to use. Positive feedback from our clients and staff. Makes having all of our documents in one place very efficient and effective. Each year it gets better and better with their program enhancements.

Cons: Program bugs can interrupt productivity. Tax Dome is very helpful and resourceful when this happens and corrects the issue promptly.

Pros: TaxDome is very organized and makes it easy to manage clients, documents and communication all in one place.

Cons: The interface can feel a bit overwhelming first and it takes some time to learn all the features. Also, some customisation are limited compared to what I expected.

Pros: I really like that it automizes a lot of our tasks and communication with our clients. It has made our office much more efficient. I also like that we can charge the client within TaxDome by connecting our Stripe account.

Cons: I do not like the fact that digital boards have not been working since we started using TaxDome about a year and a half ago. We have continuously been reaching to the TaxDome team about the issue. They keep telling us that the issue will be worked on. However, it still has not been fixed. It would be amazing if they functioned correctly.

Pros: I like how all encompassing TD is. It really has the capability to house the entire process all in one system. It includes the tax return process, client communication, billing, and more all in one place.

Cons: TD can also be clunky and not user friendly at times. There are too many clicks to do anything. The way it tracks time is also not my favorite.

Pros: The mobile app stands out for its clean, intuitive interface and overall user-friendly design. the mobile app delivers a polished mobile experience that effectively complements its desktop platform and enhances workflow efficiency for modern tax professionals.

Cons: The drive often feels slow during everyday use, particularly when opening, uploading, or syncing files.

Pros: TaxDome is an all-in-one platform that truly streamlines client management. I really appreciate having documents, signatures, payments, workflows, and client communication all in one place. The client portal is clean and professional, making it easy for clients to upload documents and sign forms securely. The automation and workflow tools save a significant amount of time and help keep tasks organized and on track.

Cons: The biggest downside is the learning curve, especially for new users. With so many features available, it can take time to fully understand how to set everything up correctly. Some customization options also feel limited unless you spend extra time adjusting workflows or templates.

Pros: I like that everything is all together and you can assign tasks to different people. Not a lot to say

Cons: The extra login code required. That its not necessarily easy to go from one screen to another and that I don't always get emails when clients respond.

Pros: The technical support staff really goes overboard to be helpful. In the system itself I have learned TD is very versatile. Creating organizers and pipelines have been challenging but as I have worked with other types of programs I find TD has an ease of use. I created the pipeline we use for taxes and find it is easy to manage the tax jobs with this system.

Cons: When creating organizers having to move questions up and down on the page is a little awkward. Trying to locate videos and articles is daunting. I first reach out to support with questions and for articles/videos to save time.

Pros: Tax Managment - I like that I was able to manage my team tasks properly, monitor what stage the task is in.

Cons: Adding Sub-folders in Docs section, I don't think there was an option that you can directly add a sub-folder. I only know to ad folder and then you have to move it to the main folder for it to be a sub-folder. I also do not like that there is no option for me to view a task of certain teammate. Although you can view "All Tasks"

Pros: I like how TaxDome turns tax season into a streamlined system instead of chaos. The templates are a huge win—messages, organizers, and workflows all stay consistent and fast. Once set up, it’s easy to use and keeps tax management organized, secure, and moving without friction.

Cons: What I liked least was the setup phase. TaxDome is powerful, but dialing in templates, automations, and settings took real time before the system hit its full stride.

Pros: I like the fact that clients can easily register to use the site. It has a lot of features, but that being said, there are many features we will never utilize.

Cons: I find the program to be cumbersome and slow. There are too many steps required to get to documents or to pay a client's invoice.

Pros: Streamlines tax season and makes the overall workflow smoother, Improves organization of documents and client information, client and staff communication through one centralized platform, helps keep processes consistent and efficient, Strong support team, helps keep the firm more organized during busy season

Cons: Setup process is time-consuming and can feel overwhelming, steep learning curve, especially at the beginning, requires significant upfront time investment before seeing benefits, takes trial and error to learn, limited reporting

Pros: I am a user and not the owner so many things don't apply to me. I would however like to speak of what I would like to see. Secured documents and storage capacity is great!!!

Cons: 1) Would like an easier time of dropping/dragging pdfs to/from TD. 2) We do have some speed issues where the app seems to be taking a long time to catch up.

Pros: it's all-in-one management platform is very helpful. You can do anything in client's account, and check any updates from there

Cons: When you set up a job, you can not make it show on the job list on a scheduled date, it has to be shown at once and makes a little confusion for the job list

Pros: I really like having an “all-in-one” software. Being able to manage client information, communicate, and handle invoicing all in one place has been really great.

Cons: The technical aspects of setting up the software for manual payments were a little tricky, but we were able to work through it with the help of the support team.

Pros: All the features that I need to run a remote CPA firm. I find that the workflows that I need are well supported within this product. Document and project management as well as proposals and ELs are all good.

Cons: They are forcing me onto Stripe as a payment processor and I cannot use an alternative within their platform invoicing.

Pros: I love how robust TaxDome is with all of it's features, and the fact that they are constantly adding new features. Tax Return Delivery has been a game changer for my practice and how I deliver tax returns and inform clients about upcoming payment deadlines. I also enjoy the integrations with QuickBooks, Stripe and other solutions I use.

Cons: It can be difficult to get set up in TaxDome starting out, and there is a lot of clicking to perform any task. It also has been really buggy recently with all of the new features they are rolling out.

Pros: I like there is a CRM, but man they have change their methods. They are always trying to charge more the are like intuit.

Cons: They took away CPA CHARGE, without a discussion. The community has spoken on their Disapointment. Its sad.

Pros: The interface of the webite, the syncing of emails and the e signature feature. I like the variety of tax organizers that are available.

Cons: Its generally a great program, I want the phone customer service to be a bit more reachable. I would also like a CRM to be added to the software

Pros: I like the project management part of the software. Also, the automated features saves a lot of time. For example, auto emailing clients for status updates and being able to bulk email a bunch of clients at once.

Cons: The billing part of the software is extremely frustrating. I've been very frustrated with the "New Features" that are listed as coming out on a certain date. Then that date comes and goes and it's STILL not available. For months and months past when it was originally stated to come out. I need to be able to delete a payment from an invoice if the client's payment fails, but this is not an option. Also, the lack of being able to apply a partial payment in many cases is just ridiculous.

Pros: love the app and portal login for cleints! still need to learn alot more honestly i still use spread sheets for some of the things but overall super helpful

Cons: $8d

Pros: I like that you can pull IRS tax transcripts straight from there. And once you do get all the way of setting it up, the automations are great if they do what you need them to do.

Cons: That I had to set up the entire software, it's lengthy process and takes forever. You literally have to set everything up, you can't just get to work. Plan to have several months/Pay extra for lessons, and extra for one-on-one time, of set up before you can actually use.

Pros: TaxDome is truly an all-in-one practice management suite. The automations save so much time, the communication features allow for a seamless interaction with clients, the integrated website is invaluable! Time tracking, billing, workflow automation, payment processing, scheduling, I mean it’s all there. They continue to make improvements and it’s amazing. The customer service is unmatched they are always available and willing to help. The entire tax management process is seamless it allows for step-by-step support. The organizers are easily reviewed and edited, the pipelines when set up properly allow the workflow to go over easy, and the tax return delivery amongst the abilities to tick mark and never into a single PDF are just game changers. The price has gone up but it still saves a tons of money!

Cons: It is a bit difficult to get acclimated to. You’ll have to take some time to get the automations set up properly and to create a process that flows. Once you do that it’s great. The website builder feature it a bit limited from others but it still creates a beautiful, manageable site.