# TaxDome — Accounting Automation Software > Client management and automation software for tax and accounting professionals. (iPhone/iPad app by TaxDome.) - Source: https://appshunter.io/ios/app/taxdome/id1571125699 (this page in markdown: same URL + `.md`) - Developer: [TaxDome](https://appshunter.io/developer/1472202356) - Category: Business - Price: Free - Rating: 3.90/5 from 41 App Store ratings · 13 written reviews indexed - Age rating: 4+ - Requires: iOS 15.0 · 165 MB - Languages: American English - Released: 2021-09-19 - Data updated: 2026-08-15 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/taxdome/id1571125699/reviews.md ## What is TaxDome? TaxDome helps you manage clients, documents, invoices and automate your tax or accounting practice. Log in with your TaxDome credentials and enable FaceID or TouchID — all data is encrypted and safe with bank-level security. KEY MOBILE APP FEATURES CRM: quick access to contact and account records. QUICK MESSAGING: text, call, and email clients with one click. INBOX+: stay up to date on activity in your firm through timely notifications QUICK NOTES: create and edit account notes. KEY TAXDOME FEATURES Custom branded website & client portal Project management & workflow automation designed for tax and accounting professionals. Unlimited secure document storage Integrated CRM, synced with your existing email Tax Program Integrations. Invoicing via ACH and credit card. Synced with QBO. Unlimited E-signatures to replace Docusign, HelloSign, etc. Enhanced team communication with @mentions and notifications Secure messages & client tasks. Unlimited contracts & Engagement Letters. Unlimited Customizable Organizers/Forms instead of clunky, ‘generic’ PDFs. ## Key features - Client Relationship Management (CRM) - Quick client messaging (text, call, email) - Secure document storage - Invoicing with ACH and credit card - Project management and workflow automation - Unlimited e-signatures - Custom branded client portal ## Recent user reviews (10 of 13) All indexed reviews: https://appshunter.io/ios/app/taxdome/id1571125699/reviews.md ### 3/5 — Good features, constant log outs *2026-06-17* The features are goods, notifications, etc. but is constantly logging out as if the app updates daily and you have to then log back in, set your country, setup Face ID, etc. no warning when that happens and you lose the ability to received notifications from the app and have to rely on emailed notifications that are setup within the website itself. ### 2/5 — Missed potential *2026-04-10* It has SO much potential, but it’s missing the mark. The constant forgetting login makes me just sign onto the website on my phone rather than the app. Also, you are SO limited on what you can see that you might as well go to the website. You can’t see anything regarding approval, organizers, signature, invoices, etc. you can only use the chat and see documents. This is nice but would like to see more otherwise why use the app? I understand the website is the full version. It’s fine if you can send for approvals, signatures, organizers, or invoices. I would like to see them on there though ### 1/5 — Has potential *2025-10-15* Very frustrating that every time I open the app it has forgotten my login and it proceeds to reset everything including Face ID, only for it to still not work. I can’t log in on the app at all. It used to be better where this reset blockage would happen every now and then. I can’t even use the app now. I just have to login on the website from my phone or just head to my computer. I was hoping to make things more convenient especially after hours but this ain’t it right now ### 2/5 — App constantly logs you out *2025-08-19* The app makes you redo your login code each time you go to login. Each time I set up the 4 digit code and turn on Face ID. Next time I go to login it says unknown error and you have to go through the whole process again. If it’s not going to work, just take out the code step so that we can just enter our password and login. ### 2/5 — Notifications. *2025-08-12* Badges work. However, iPhone general notifications seem to not be working as should (even with all on and permanent settings on) - I keep missing client responses. Also, there should be a filter for unread messages and the ability to pin and group clients. ### 1/5 — Trash App *2025-07-21* Constant bugs and outages. Support does nothing but gaslight even when dozens of people report the same issue. ### 5/5 — SATISFIED CLIENT! *2025-05-16* Last year, I began searching for a CRM that could integrate with Lacerte, the tax software our firm uses to e-file client returns. That search led me to TaxDome—and I couldn’t be happier. The platform has helped our team build efficient workflows and provided clear visibility into the status of each client’s return. Whenever we encountered challenges or had ideas we weren’t sure how to implement, the TaxDome Community was there to support us. This community includes other tax firms, TaxDome leadership, developers, beta testers, and various support divisions—all ready and willing to help. In all honesty, I’ve never worked with a more responsive and innovative software company. The number of firm requests that were actually implemented was unprecedented. I highly recommend TaxDome. 10/10! ### 5/5 — TaxDome is a must have for firms looking to automate their business *2024-03-13* If you are looking to automate your tax and accounting business, then I would go with TaxDome. It takes some time to get everything set up but it is well worth your time once it’s working properly. The admin part of your business needs to be automated so you can spend more time producing results and tax returns for your clients. ### 2/5 — Good CRM by Need Pipeline on App *2024-03-12* Need to be able to go to task views and pipelines on app. The CRM info is nice but pretty much useless when trying to track where a client is in a stage. **Developer response:** Thank you for your feedback! We appreciate your contribution to the application's development and hope that soon we will be able to please you with the necessary functionality. Stay in touch! ### 5/5 — I really enjoy using the firm app!! *2023-11-29* This is a very good firm app from TaxDome!! I really like the messaging area and the ability to see when I’m assigned a task. I would like to be able to access the files under each client in the firm app but it still gets 5 stars from me! ## Frequently asked questions about TaxDome ### How secure is TaxDome? TaxDome employs bank-level security to encrypt all data, ensuring it is safe. It also supports FaceID and TouchID for secure login on mobile devices. ### What devices does TaxDome support? TaxDome is available for iPhone, iPad, and iPod devices, offering a mobile solution for managing your practice on the go. ### Is TaxDome free to use? Yes, TaxDome is offered for free. The provided data indicates a 'Free' price point with no mention of in-app purchases or subscriptions for core functionality. ### How often is TaxDome updated? The latest version, 3.3.0, was last updated on December 29, 2025. This suggests a relatively active development cycle, though specific update frequency is not detailed. ### What are the main benefits of using TaxDome for client communication? TaxDome facilitates quick messaging, allowing users to text, call, and email clients with a single click. It also enables secure messaging and task assignments for clients. ### Can TaxDome integrate with other accounting software? Yes, TaxDome offers tax program integrations and its invoicing feature is synced with QuickBooks Online (QBO), allowing for seamless data flow. ### Does TaxDome have ads? Based on the provided data, TaxDome does not have advertisements. The 'hasAds' flag is set to false, indicating an ad-free experience. ### What is the user rating for TaxDome? TaxDome has a user rating of 3.8 stars based on 34 ratings. This provides an indication of general user satisfaction. ## Version history (last 5 releases) ### 3.5.0 — 2026-07-23 New in Kiosk: complete organizers with clients. View uploaded documents and refresh without restarting the session. Bug fixes and security improvements. ### 3.4.1 — 2026-05-11 Kiosk: signature handling improvements and bug fixes. ### 3.4.0 — 2026-04-16 Bug fixes and reliability improvements across key workflows. ### 3.3.0 — 2025-12-29 Bug fixes and reliability improvements across key workflows. ### 3.2.0 — 2025-12-04 This update includes several improvements and fixes related to login, authentication, and overall app stability. ## Apps similar to TaxDome | App | Rating | Price | Category | | --- | --- | --- | --- | | [ZenBusiness: LLC Formation](https://appshunter.io/ios/app/zenbusiness-llc-formation/id1588955434) | 4.5 (1,715) | Free | Business | | [Wave: Small Business Software](https://appshunter.io/ios/app/wave-small-business-software/id881629660) | 4.4 (6,604) | Free | Business | | [Canopy](https://appshunter.io/ios/app/canopy/id1444764477) | 4.8 (1,031) | Free | Business | | [Veryfi Receipts OCR & Expenses](https://appshunter.io/ios/app/veryfi-receipts-ocr-and-expenses/id804152735) | 4.7 (1,836) | Free | Business | | [PocketSuite - Schedule Clients](https://appshunter.io/ios/app/pocketsuite-schedule-clients/id721795146) | 4.4 (1,800) | Free | Business | | [Core by BQE](https://appshunter.io/ios/app/core-by-bqe/id956924033) | 3.1 (38) | Free | Business | ## More apps by TaxDome - [TaxDome Client Portal](https://appshunter.io/ios/app/taxdome-client-portal/id1472202357) - [Aspyr Professional Group](https://appshunter.io/ios/app/aspyr-professional-group/id6751341894) - [C & V Income Tax Services](https://appshunter.io/ios/app/c-and-v-income-tax-services/id6756005900) - [BAC CPA](https://appshunter.io/ios/app/bac-cpa/id6784237760) All apps by TaxDome: https://appshunter.io/developer/1472202356 ## Related topics [taxdome firm](https://appshunter.io/ios/topics/taxdome-firm) · [taxdome client portal](https://appshunter.io/ios/topics/taxdome-client-portal) · [taxdome](https://appshunter.io/ios/topics/taxdome) · [taxdomeclient](https://appshunter.io/ios/topics/taxdomeclient) · [taxdome portal](https://appshunter.io/ios/topics/taxdome-portal) · [saa taxation](https://appshunter.io/ios/topics/saa-taxation) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-15.*