TaxDome vs Lacerte Tax

Financial Cents

Karbon

Drake Tax

Jetpack Workflow

Intuit ProConnect Tax

UltraTax CS

Compare TaxDome and Lacerte Tax based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more.

Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on a centralized platform.

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Access Controls/Permissions

Accounting

Accounts Receivable

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Approval Process Control

Approval Workflow

Audit Management

Audit Trail

Bank Reconciliation

Billing & Invoicing

Business Process Automation

Cash Flow Management

Client Management

Client Portal

Communication Management

Compliance Management

Configurable Workflow

Credit Card Processing

Customizable Branding

Customizable Reports

Customizable Templates

Data Import/Export

Document Management

Document Storage

Document Templates

Due Date Tracking

Electronic Payments

Email Management

Email Reminders

Employee Management

For Accountants

For CPA Firms

For Tax Practices

Invoice Management

Invoice Processing

Messaging

Mobile Access

Multi-Currency

Online Payments

Payment Processing

Payroll Management

Progress Tracking

Project Management

Project Time Tracking

QuickBooks Integration

Real-Time Updates

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Tax Management

Search/Filter

Secure Data Storage

Staff Management

Status Tracking

Task Management

Tax Calculation

Tax Compliance

Tax Filing

Tax Management

Third-Party Integrations

Time Tracking

Timer

Timesheet Management

Workflow Configuration

Workflow Management

TaxDome

Android

Web-based

Windows

iPad

iPhone

Owner and CEO

Very easy to use and happy with the experience. I would highly recommend TaxDome to a practice that wants a seamless, online experience for their clients that also makes it easy for your team to use.

President

I love the ease of use for my clients, most have found it very easy to use with no hand-holding and adopted and loved it very quickly.

President/CEO

Still learning more and customizing to meet my needs where I can. What I like best is that I am to do just that and replace two other programs that I have been purchasing from other venders.

President 

It has been great, I did a lot of research to find the best software that fit for me and my business and this is a great option to keep everything organized and bill clients in one place.

The same feature is included in TaxDome. Awesome!!! The help screens and documentation are the best I have seen among the many software companies we use.

Founder

I actually love the auto-reminders for clients to complete documents or organizers. The organizers are fantastic for onboarding new clients.

CEO/Enrolled Agent

I think their help screen & YouTube videos are very helpful in setting the program up. They do have awesome customer support people who can help with individual set up issues.

Owner

I have been learning the software, support has been excellent, I hope this will be easy to use.

Administrative Assistant

Excellent customer support. Perpetually developing and making great strides to improve the system.

Managing Director

I've only been using the taxdome for a week and have managed to grasp the concept of the platform rather quickly with the help of Taxdome academy. Super useful and intuitive.

Managing Partner

The support has been great, the onboarding help was top notch. Every day we use the features more and more and integrate it in ot our practice.

Certified Public Accountant

I like paying one price no matter how many clients I have and also the unlimited portal space. Customer support has been very good about responding and helping with any situations that come up.

CEO/CPA

The integrations with signatures, as well as invoicing has been great. Clients are quite happy with their end of the portal.

OWNER

The first problem I had with TaxDome was the support. This program is difficult if you intend to just jump in at the beginning.

I love it I feel like it’s my tax business. It gives me more time to do other things and back and things and as we all know, time is money.

The main item missing was the notification system for when an organizer is updated / changed no notification is given.

Registered Line Technician

I disliked the lack of notifications about information.

I dislike the fact that I cannot pay for this software monthly.

TaxDome screenshot: TaxDome Client Portal

TaxDome screenshot: TaxDome client portal for web, desktop and mobile

TaxDome screenshot: TaxDome Proposals and engagement letters

TaxDome screenshot: TaxDome Performance insights  

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

ProConnect Tax is a cloud-based tax management software designed to help businesses of all sizes manage payments, documents, batch processing, electronic filing, and more via a unified portal. The platform allows organizations to create and share documents with internal and external stakeholders, access various forms, and import client data from external accounting systems.

UltraTax CS is a cloud-based professional tax software designed to help tax preparers automate corporate tax workflows and streamline document management. It offers multi-monitor flexibility, allowing businesses to view forms, input, diagnostics, prior year input, and more on up to 4 separate monitors at the same time.

Drake Tax is a tax management software designed to help small to midsize accounting businesses manage returns for clients via a unified portal. It includes shortcut keys and macros, which enables tax professionals to streamline data entry operations.


Lacerte Tax is a complete corporate tax return software to handle complex to simple returns. It features comprehensive form coverage, advanced diagnostics, and online access.

Accounting Integration

Digital Signature

Refund Management

Tax Forms

Tax Planning

Taxation & Assessment

Time & Expense Tracking

Lacerte Tax

Consistency between modules of the program is excellent. I love the jump to option when you are reviewing the forms in the program.

Accountant

Lacerte Tax is very user friendly and even easy to use for recent college graduates. I feel like this is very important when you are just learning how to file tax returns.

Senior Accoutnant

This is the best software for a thoughtful tax professional.

Business owner

The few things that Lacerte does much better than the others is the state integration, K-1 export/import and Kiddie tax integration (no separate input needed). The K-1 auto export/import is amazing.

Client Service Coordiantor

I like that it is user friendly and intuitive.

My biggest complaint with Lacerte Tax would be all of the updates that it requires & the glitches that happen if not updated when each update is available.

staff accountant

I feel like it updates almost every time I login which takes quite a bit of time. Sometimes I get unknown errors and glitches which can be very annoying especially in tax season.

Also, if you stop paying for new software you can’t efile returns for past years that you did already pay for.

You can see a comparative to the market sector worksheet which is very useful. Diagnostics are simple to understand and correct.

I started using Lacerte as a recent college graduate, and I caught on very quickly to how all of the input screens work. It is also very helpful with all of the diagnostics it provides.

I also really like its customization options and integration.

owner

Lacerte has no option to suppress the printing of the vouchers unless you suppress the printing of the estimated tax schedule on the client letter.

TaxDome vs Lacerte Tax Comparison (2026)

TaxDome

Lacerte Tax

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives