Wealthbox vs TaxDome
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Wealthbox
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
- Client relationship management
- Contact management with quick actions
- Redesigned calendar and task management
- Activity stream for collaboration
- Secure login with biometric support
- Portfolio integrations
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Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app. Notable Features: • Simple and secure login with support for Face ID, Touch ID, and Password Autofill • Access maps on Contacts for turn-by-turn directions • Push notifications • Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading • Redesigned calendar for month, 4-day, and single day views • A “Today View” that surfaces upcoming items that require your attention • Activity Stream to view updates and collaborate • Portfolio integrations • Contact Management to track notes about clients • Task Management to organize your practice • Calendaring with iCal support • Opportunity Management to manage business • Project Management to organize anything • Full data-sync with web-based Wealthbox CRM
TaxDome
Manage clients, documents, and invoices while automating your tax or accounting practice. Features include a CRM, quick messaging, secure document storage, and invoicing capabilities. It offers bank-level security for all your data.
- 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
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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.
Screenshots
Verdict
The clearest difference is rating: Wealthbox at 4.8 against TaxDome's 3.9. Wealthbox also leads on update cadence (every 5 days vs every 4 weeks) and ratings volume (1.7K vs 47). TaxDome's advantage is iOS requirement (15.0 vs 17.6). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Wealthbox holds the better App Store score, 4.8 against 3.9. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 47, so its average is the more settled of the two. Written reviews point the same way: 49% of Wealthbox's written reviews are positive against 36% of TaxDome's.
Wealthbox ships an update every 5 days, TaxDome every 4 weeks. The most recent releases landed on October 24, 2026 and October 25, 2026 respectively.
| Parameter | Wealthbox | TaxDome |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) — better | 3.9 (47 ratings) |
| Positive reviews | 48.7% of reviews — better | 35.7% of reviews |
| Number of ratings | 1.7K — better | 47 |
| Update frequency | Every 5 days — better | Every 4 weeks |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.6 | 15.0 — better |
| Further details — not scored | ||
| Size | 41 MB | 135 MB |
| Age rating | 4+ | 4+ |
| Developer | Starburst Labs, Inc. | TaxDome |
Customer experience
Wealthbox
TaxDome
Bugs and requests
Wealthbox
Reported bugs
3 issues- Paid integration not working for 2 months
- Phone app crashes, freezes, or doesn't load
- App freezes 5 seconds after login
Requested features
4 requests- Better integration with phone, maps, etc.
- Customizable bottom tabs
- Ability to increase font size
- Email-only app with advanced features
TaxDome
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
TaxDome
No in-app purchases
