Gisela F.
Simple and easy to use
TaxDome is client friendly. It easy for clients to set up their account, upload documents, and communicate with the firm through chat.

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
Gisela F.
TaxDome is client friendly. It easy for clients to set up their account, upload documents, and communicate with the firm through chat.
Justin K.
This is a good thing to have for work
Giovanni
TaxDome has been a great tool for keeping everything organized in one place. The portal is easy to use, secure, and makes document sharing and communication with clients very efficient. It has definitely helped streamline our workflow and improve overall organization.
DZMITRY B.
I'd like to share my opinion about Taxdome and specifically Elina Linderman. First off, what really impressed me was their genuine humanity and customer-focused approach. I found myself in a tough spot with my business, and I never expected anyone to lend a helping hand without demanding upfront payment like most companies do these days. Elina Linderman stepped up and helped me through that rough patch. She tackled my issue like it was her own problem—treating it with the same urgency and care. That's a huge reason to choose her company as your tax or financial advisor. I highly recommend checking them out. In today's world, it's rare to get top-notch expert help upfront instead of just being pushed to pay whatever it takes. I give them the highest rating possible!
Piper
TD is easy to use and navigate
Whitney H.
taxdome is very user friendly for both clients and firms.
Travis G.
I only gave a 4-star, just because I want it to be impossible to get a 5-star. But truly, I have been impressed with TaxDome. They roll out new features monthly, and regarding their responsiveness to new feature requests, they are the best I've seen. I think I'm on year 5 with them, and can honestly say I'm eager to see how they can make the client experiences I offer better each year. I haven't even been able to implement all the features they have made available so far, and it feels like a batch of new features are just around the corner. Can they improve? Sure. And that's why I dangle that 5th star out there. I really don't know how they'll get better, just that they will.
Auguste WSH S.
This software is user friends from both the client and the firms side.