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TaxDome vs Uncat Comparison (2026)

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Good recommendations?

TaxDome

Uncat

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.

No more spreadsheets! Modern accounting professionals use Uncat to fix uncategorized transactions with their clients. Sync with QuickBooks Online, Xero, and QuickBooks Desktop.

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

Pricing

Starting from

800

/user

Per year

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.7

3.6K

2.7K

755

105

Value for money

Ease of use

Features

Customer support

85%

would recommend this app

4.7

263

183

Value for money

Ease of use

Features

Customer support

86%

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

“It took me and the boss a couple weeks to get everything initially set up - all the client accounts & corresponding contacts, personalize the engagement letters, emails, chats, automations, statuses, etc all the things specific to our firm, but once that's all done, it's done, and you're off to the races, only having to tweak minor things from there.”

Rebecca B.

Tax Accountant

“The ability to track my billing hours, view emails from clients, and create tasks helps me to stay on top of my client tax situations and books.”

Taina S.

Client Lead

Pros

“The platform helps simplify bookkeeping tasks and reduce time spent on uncategorized transactions.”

Ankith T.

Software Developer

“It offers good value for money, useful firm management features and secure connectivity with accounting system.”

Ankith T.

Software Developer

“Overall, Uncat's integration capabilities, user-friendly design, and focus on automating routine tasks make it a valuable tool for accounting professionals seeking to enhance their efficiency and client collaboration.”

ABDUR R.

Transaction Analyst

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

“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

“Additionally there is a current issue with editing documents, when saving your changes and moving on, come back to find the document was not in fact saved at all requiring you to edit the document all over again taking more time.”

Raul H.

Administrative Assistant

Cons

“It has some limitations with respect to customisation and a bit pricey.”