15 years helping Canadian businesses
choose better software

What Is TaxDome?

All-in-one software for tax preparers, accountants and bookkeepers.

Perfect for growing your business: stop paying a dozen tools and run your practice from a single, integrated hub.

Automated workflows, user-friendly client portal, customizable CRM, unlimited and secure file storage, e-signatures, messaging & more at the price of one app.

Who Uses TaxDome?

Accountants, Bookkeepers and Tax Professionals

TaxDome Software - TaxDome client portal for web, desktop and mobile
TaxDome Software - Workflow Automation & Recurring Jobs
TaxDome Software - Built-in proposals and engagement letters in TaxDome with invoicing
TaxDome Software - Performance insights in TaxDome
TaxDome Software - TaxDome CRM for client management

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Reviews of TaxDome

Average score

Overall
4.7
Ease of Use
4.5
Customer Service
4.7
Features
4.6
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Lynnorra
Lynnorra
Senior Partner in US
Verified LinkedIn User
Accounting Software, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

Alternatives Considered:

One-Stop-Shop for Accountants

5.0 2 years ago

Comments: I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging Tax Dome.

Pros:

I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place. This has been a huge time saver for me without having to switch between multiple systems just to send a email or request key documents.

Cons:

At this moment, TaxDome doesn't allow for reoccurring payments for monthly clients but this is on their roadmap for implementation. Additionally, just understanding where "FIRM LEVEL" documents can be stored for team use is another place to understand how to be more efficient. I was able to solve for this by making my firm an account and portal to use just like clients! Lastly, I do think it is a huge upfront investment when you have a team of 5 or more, but the annual savings is key here.

TaxDome Response

2 years ago

Thank you very much, Lynnorra. Your feedback is much appreciated. You can upload documents to the Private folder since this will be visible to you. But, you already found a great solution, it can be more convenient and organized to have a separate account for your firm documents. Thank you for sharing this with us.

Michael
Owner in US
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Worth the Upgrade

5.0 2 months ago New

Comments: Overall, 9.5/10. We are happy we made the commitment. The time it takes to set up is substantial, but I have to believe it will be worth it in the long run. We are able to systemize and build a sustainable practice because of the continuity that TaxDome provides.

Pros:

We were able to consolidate 5 different applications for our firm into one practice-management application. Our clients are fans of the client portal and we're seeing increased engagement because of the intuitive nature of the platform. Great support from their team.

Cons:

The initial setup/implementation wasn't the easiest. There is plenty of documentation and learning modules for support, though. This was just time-consuming for our firm.

Barbara
Owner in Canada
Accounting Software, Self Employed
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

They make you pay a year in advance for a reason

3.0 3 weeks ago New

Comments: I am nearing my 3rd month since paying for the full year license and still do not feel confident in trusting TD to keep my practice on schedule. Finding email messages as "unsent" when I look at them in outlook (but had no indication of an issue when I "sent" them via TaxDome) was my final straw this week and I am now feeling absolutely defeated by TaxDome.

Pros:

I was impressed with the client portal and paid for the 1 year license based on that ...

Cons:

Everything else ... (besides the portal)

Daniela
Translator and Copywriter in US
Translation & Localization, Self Employed
Used the Software for: 2+ years
Reviewer Source

Convenient reminders

5.0 3 months ago

Pros:

As someone who handles their own taxes, TaxDome has been an absolute lifesaver. Having everything organized in one place makes the whole process so much smoother. I can easily upload all my documents, communicate securely with my tax preparer, and track the progress of my returns. The automated reminders ensure I never miss a deadline. TaxDome has simplified the entire tax-filing process for me. Highly recommend it to anyone looking for a stress-free way to manage their taxes.

Cons:

There is definitely a learning curve. I'm still figuring out some of the features. If you have an accounting background, you'll probably find your way around pretty quick. The rest of us would benefit from some simple tutorials.

TaxDome Response

2 months ago

Hi Daniela, We're thrilled to hear that our platform has made tax management smoother and less stressful for you. It's wonderful that the organization of documents, secure communication, and automated reminders have been particularly beneficial. We understand that there's a learning curve, and we appreciate your suggestion for more tutorials. We are committed to making our platform user-friendly for everyone, regardless of their accounting background. please remember that our support team is just a message away. We’re committed to making sure your journey with TaxDome is as smooth and beneficial as possible. If you have any questions or need assistance, our support team is here for you. Have a great day!

Verified Reviewer
Verified LinkedIn User
Accounting Software, Self Employed
Used the Software for: 1-5 months
Reviewer Source

I Like Taxdome

4.0 7 months ago

Comments: I'm happy with the TaxDome CRM. Easy and friendly user.

Pros:

Easy to use, i have access to a lot of feature that i need for my company.

Cons:

The tax section with QBO don't have two tax and i'm in Québec City.

TaxDome Response

7 months ago

Hello there, Thank you for your review. It is valuable to us! We are happy to hear that you find our system easy to use and that you have access to a lot of features that you need for your company. We value your feedback, and we appreciate your support. We also understand your concern about the tax section with QBO integration. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.