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TaxDome vs TaxAct Professional Comparison (2026)

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Good recommendations?

TaxDome logo

TaxDome

TaxAct Professional logo

TaxAct Professional

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.

TaxAct Professional is a tax software for tax professionals, enrolled agents and CPAs in the USA. E-file state and federal tax returns for your clients easily.

  • 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
  • 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

Video & Screenshots

Pricing

Starting from

800

/user

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

159.99

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

3.6K

5

4

3

2

1

2.7K

756

105

11

9

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

4.3

6

5

4

3

2

1

4

1

0

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
67%
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.”
NW

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.”
MB

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.”
RE

Rosi E.

Enrolled Agent

Pros

Not enoughreviews yet

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.”
HH

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.”
BS

Bryan S.

Tax Manager

“The left-hand side bar navigation doesn't feel very organized to me, the TaxDome drive doesn't integrate with Mac, there is no way to make a folder private from all other users in the firm, it only integrates with 2 credit card processors, so I had to switch away from the processor I really like.”
CD

Chantel D.

President

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review9 days ago
  • Vendor responds to reviews
  • Last review9 months ago

Key features

  • Total features70
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • 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 Forms
  • Tax Management
  • Tax Planning
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Configuration
  • Workflow Management
  • Total features17
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • 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 Forms
  • Tax Management
  • Tax Planning
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations17
  • 8am CPACharge
  • Acuity Scheduling
  • Calendly
  • Delphi AI
  • Drake Tax
  • Microsoft Outlook
  • ProSeries Tax
  • Qbo
  • QuickBooks Online
  • QuickBooks Online Accountant
  • QuickBooks Online Advanced
  • Stripe Billing
  • Stripe Payments
  • TaxAct Professional
  • UltraTax CS
  • Wix
  • Zapier
  • Total integrationsN/A
  • 8am CPACharge
  • Acuity Scheduling
  • Calendly
  • Delphi AI
  • Drake Tax
  • Microsoft Outlook
  • ProSeries Tax
  • Qbo
  • QuickBooks Online
  • QuickBooks Online Accountant
  • QuickBooks Online Advanced
  • Stripe Billing
  • Stripe Payments
  • TaxAct Professional
  • UltraTax CS
  • Wix
  • Zapier