Philip O.
I just wanted to upload a simple…
I just wanted to upload a simple document or switch and sort a page, but somehow Taxdome couldn't work on it lol

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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listingAccounting & Tax · Brooklyn, New York
Excellent

Accounting & Tax · New York, New York
Excellent

Accounting & Tax · Massapequa, New York
Excellent

Accounting & Tax · Brooklyn, New York
Excellent
Showing 4 reviews with 3 stars · Clear filters
Philip O.
I just wanted to upload a simple document or switch and sort a page, but somehow Taxdome couldn't work on it lol
Daniel N.
TaxDome has a lot of potential. Their product does a lot of things well and as good tracking features. They are definitely a work in progress though, as certain features that are standard on "legacy" products don't work great on TaxDome, like scanning and their Juno integration with Drake. I'm also not a huge fan of their leadership. Their CEO comes off as arrogant and dismissive of customer concerns. For example, in a (largely unhelpful) zoom session on what Juno is and how it integrates with TaxDome, he seemed to dismiss customer concerns about integration as unfounded, when in reality my tax firm had to totally pivot during tax season because the integration did not work with Drake. They also offer gift cards for reviews on Trustpilot, which apparently is explicitly prohibited. Again, there is strong potential for this company, but they need to play within industry rules--scanning features should work well in tax firms, be polite and humble with customers, and don't buy reviews when you aren't allowed to.
Kathy M.
Taxdome is great for more of annual clients, but we are a tax firm with tax resolution and back tax and we would love to talk to somebody who can implement other ideas.
Katyayani B.
TaxDome is wonderful and useful for so many things, and it streamlines operations well. Sometimes it seems like some of the upgrades are downgrades, giving us extra clicks or extra work to do to carry out basic functions that were working well previously, but besides that, no complaints.