Carmen B.
TD works well
TD works well. Reason why I did not give the 5 stars is because of I keep having issues that the email is not syncing.

15,000+ firms run on TaxDome. Their clients rate the app 4.9/5 across 35,000+ reviews.Switching practice management platforms shouldn't feel like a gamble on your busy season. TaxDome is the single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one: your team works in one place and your clients stay with you.Your clients will love it. The TaxDome client app was named a 2026 Webby Award Honoree in Fintech, Financial Services & Banking, and clients who aren't tech-savvy upload documents, scan paperwork, sign, and pay without a single phone call, because the app is something they actually want to open, not a portal they're forced to log into.Here's what makes that matter: when a client signs or uploads in the app, the work routes to the right team member and the job advances on its own. Behind that experience is everything your firm runs on, in one connected hub: CRM, customizable workflow automation, secure document management, e-signatures, proposals and engagement letters, billing and integrated payments, time tracking, and team collaboration. TaxDome AI handles the tedious work so your team spends less time on admin and more time with clients.Because every client, every email, every job, and every invoice lives in one shared place, your firm makes this move once. Loved by 5 million clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems (second year in a row), Client Portals for Firms, and Comprehensive Firm Workflow Solutions (third year in a row).
TaxDome (taxdome.com) has 114 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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114 approved reviews, newest moderated first
Carmen B.
TD works well. Reason why I did not give the 5 stars is because of I keep having issues that the email is not syncing.
Nicole T.
I love the workflow process. Using the pipelines and automations has made my job as the administrator so much easier. I also love how they are constantly improving and making things better for us and our clients.
Anna
I have worked with over 10 large and small CRMs and Practice Management Systems. I have yet to be disappointed with TaxDome or want to switch.
Emma D.
Nice once the pipelines/processes are set up, however I recommend keeping access limited and need-only. Not doing things in the right order or forgetting a step causes unexpected issues down the line.
DEVAN
Tax Dome makes the tax experience great for both new and existing tax clients as well as bookkeeping clients. Their communication platform, pipelines and integrated billing makes for a all in one seamless process
Chad P.
One of the primary reasons we went with TaxDome for our overall practice management systems was the perception that the platform would continue to push for innovation and we have not been disappointed! Customer support is solid. We look forward to more AI tools being developed in the coming months and years.
Evelyn
It's very simply to use and keeps everything organized
Bree
TaxDome has been a wonderful workflow solution for us! As a CPA firm that is unique in the clients we serve and with an untraditional workflow at times, TaxDome's customization and optionality have been perfect for us! It's also very user friendly, and they are always continuously improving functions based on client feedback!