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TaxDome vs Tax1099.com Comparison (2026)

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Good recommendations?

TaxDome

Tax1099.com

Overview

Trusted by 15,000+ tax, bookkeeping, and accounting firms, TaxDome is the #1-rated practice management platform for CPAs and EAs — combining workflow automation, CRM, document management, client portal, and billing in one connected hub.

Tax1099 provides secure and reliable data protection through 256-bit encryption and automated error checking. Integrated with various accounting software options and an API available for integration with other software, Tax1099 offers flexibility and convenience for users.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

No videos yet

Pricing

Starting from

800

/user

Per year

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

2.9

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.7

3.6K

2.7K

756

105

Value for money

Ease of use

Features

Customer support

85%

would recommend this app

4.5

253

194

Value for money

Ease of use

Features

Customer support

87%

would recommend this app

Pros

“It is a great software to streamline client relationship management, allow safe and secure document sharing, automation of tasks like invoicing, sending engagement letters, etc.”

Natalie W.

President

“We are able to present clients with an invoice at the time they sign their engagement letter and TaxDome will collect a deposit for us prior to releasing the organizer.”

Matt B.

Founder

“It has become the operational hub of my firm and gives me one place to manage clients, documents, communication, organizers, engagement letters, invoices, and workflows.”

Rosi E.

Enrolled Agent

Pros

“It's able to handle W9 requests and 1099 generation, submission and distribution all in one platform”

Gabriel A.

Operations

“I have to wait 1-2 days for the results to appear but only after receiving dozens of emails saying my TIN match results for BLANK are ready. ”

Gabriel A.

Operations

“Tax1099 is great for e-filing, its simple and quick and secure saves times and money from having to go to post office and pay for certified mail en order to get confirmation of the forms being filed.”

Victor M.

Vice President

Cons

“I wanted it to be able to collect payments through CPACharge that I set up with credit cards fees to be paid by clients. When I turn off the integration it still looks like we take payments through portal and clients are annoyed.”

Holly H.

Managing Partner

“The biggest issue that we have had has been getting our data and processes into TaxDome which is an indictment on the inconsistencies WE have had internally, not necessarily on TaxDome.”

Bryan S.

Tax Manager

“My firm used to use Sharefile to transmit documents securely to and from clients, and now TaxDome has pretty much replaced Sharefile for us, however, I wish it had the ability to work in a similar way to Sharefile for non-clients because currently we are still haven't to keep Sharefile for people like financial advisors and others who aren't clients so therefore they don't have a good way to securely send us documents through TaxDome.”

Taylor S.

Project Coordinator

Cons

“Every time the real-time TIN match fails, I try contacting their live chat support to ask for help and to ask for a refund (because realtime TIN match costs $1/each vs. the $0.37 each for standard 1 day TIN matching) but not once in the last 3 months has anyone ever actually been on live chat to help, only the half-baked useless AI chatbot that keeps suggesting I read their support articles on "What is a W9?"”

Gabriel A.

Operations

“Tried email several times, asked AI several times and now it's been a week and I cannot solve the issue.”

Diana S.

Treasurer

“It is now 10 days. Because they have ignored and not addressed, nor taken accountability for the issues described above, as well as not acknowledged receipt of video evidence of the issue, I haven't even brought up the solution of refunding me the 8 and allowing me to submit them as new filings since the others appear to be stuck.”

Michelle D.

Executive Assistant