TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    TaxDome

    Score8.9 out of 10
    N/ATaxDome is a tax practice management suite, featuring a range of features, including an internal communication platform, a secure portal to share client documents as well as a CRM and project management feature to help users and their teams to hit deadlines.

    $50

    per month per user

    Pricing
    TaxDome
    Editions & Modules
    A hub for client, team, and document management with online payments & practice management automations.
    $50
    per month per user
    TaxDome Lite - CRM and client portal with document exchange, storage & e-signatures.
    $300
    per year for sole proprietors
    Offerings
    Pricing Offerings
    TaxDome
    Free Trial
    Yes
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    TaxDome
    Considered Both Products
    TaxDome
    Chose TaxDome
    Compared to Insightly in particular, TaxDome far exceeds the capability of Insightly for two main reasons: 1) Insightly is a CRM only and does not offer the multitude of other capacities such as a client portal and forms. 2) TaxDome is specifically built for tax firms and has …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic