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GarnerDocs vs TaxDome.

TaxDome is an all-in-one practice management platform for accounting firms, with a client portal, app, billing and e-signatures. GarnerDocs does one job: collecting documents from clients, with no account for them to make. Here's how to choose.

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Facts checked · Reviewed every six months

TaxDome

GarnerDocs

Example · sample data

Our take

If you want one system for your whole firm, TaxDome is the better choice. If you only need documents in from clients, without asking them to log in, GarnerDocs is simpler to set up and to use.

The short version: four differences.

Where the two differ most.

What it covers

TaxDome
Your whole practice: CRM, workflow, billing, e-signatures and documents
GarnerDocs
Collecting documents from clients, and nothing beyond it

What your client needs

TaxDome
A portal account, or a request link if you turn off login
GarnerDocs
A private link. No account, no password

How you pay

TaxDome
Per user, by the year, billed upfront
GarnerDocs
Per firm, by the month or year, priced on requests still collecting

When files are deleted

TaxDome
Kept in unlimited storage
GarnerDocs
After 30, 90, 180 or 365 days, with two warnings first

Which fits you

Pick the one that fits how you work.

Choose GarnerDocs if…

  • You only need documents in from clients.
  • Your clients won't log into a portal or install an app.
  • You'd rather pay per firm than per user.
  • You want to send your first request today, with nothing to set up.
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From $39 a month, or $390 a year · 14 days free

Choose TaxDome if…

  • You want one system for clients, work, billing and documents.
  • You need e-signatures, organizers or invoices in the same portal.
  • You want a client app, or connections to your tax software.
  • You want to keep every client file long term.
What TaxDome does that GarnerDocs doesn't

Side by side

Every stage, compared.

What each approach does at every stage of collecting documents from a client.

Asking

What your client needs

GarnerDocs
Yes. A link. No account; you can add a PIN
TaxDome
A portal account. You can let them answer a request without logging in

What you can ask for

GarnerDocs
Documents and short answers, plus notes from your client
TaxDome
Yes. Files, text, dates and other question types, plus organizers

Client app

GarnerDocs
No. Works in the browser on any device
TaxDome
Yes. An iOS and Android app, with a document scanner

Chasing

Reminders

GarnerDocs
Yes. By email, listing only what's missing, until nothing is outstanding
TaxDome
Yes. By email, as many as you set, until the request is submitted

Your own schedule

GarnerDocs
On Growth and Pro, up to 6 steps
TaxDome
Yes. How often, and how many, per request

Reviewing

Approving

GarnerDocs
Yes. Each file, or several at once
TaxDome
Not stated publicly

Something wrong

GarnerDocs
Yes. Ask for a replacement with a note. Earlier versions kept
TaxDome
Not stated publicly

E-signatures

GarnerDocs
No.
TaxDome
Yes. Unlimited, on every plan

Running your firm

CRM and pipelines

GarnerDocs
No. Clients and requests only
TaxDome
Yes. CRM, jobs and pipelines that move on their own

Billing and payments

GarnerDocs
No.
TaxDome
Yes. Proposals, invoices and card or bank payments

Integrations

GarnerDocs
Yes. Webhooks for Zapier, Make and your own systems
TaxDome
Yes. Tax programs, QuickBooks Online, Zapier and more

Keeping files

Files deleted on a schedule

GarnerDocs
Yes. After 30, 90, 180 or 365 days, with warnings first
TaxDome
Not stated publicly

Storage

GarnerDocs
Files kept until your retention period ends
TaxDome
Yes. Unlimited document storage

Security

Two-factor sign-in for your team

GarnerDocs
Yes. Owners and admins can require it for everyone
TaxDome
Yes. Multi-factor authentication

Certification

GarnerDocs
No. None
TaxDome
Yes. TaxDome states it has a SOC 2 Type II attestation

Cost

Price

GarnerDocs
From $39 a month, or $390 a year, with a 14-day free trial
TaxDome
From $800 per user a year, billed upfront, on a one-year plan

Free trial

GarnerDocs
Yes. 14 days
TaxDome
Not stated publicly. It offers demos

See the difference

Just the collecting, done simply.

Your client

A link to open, nothing to log into.

Your client opens a private link and uploads from a phone or a computer. No account, no password, no app.

Copy or share the client link

Chasing

Reminders that stop on their own.

Each reminder lists only what's still missing, and they stop once everything has arrived.

How automatic reminders work

Your team

Everyone on one plan, not priced per user.

Growth and Pro have no limit on team members. Assign each request to someone.

Invite your team

Who each is built for

TaxDome is practice management for accounting, tax and bookkeeping firms. It puts a CRM, workflow and pipelines, a branded client portal and app, e-signatures, organizers, proposals, invoices and payments in one system. If you want one place to run the whole firm, that's what it's for.

GarnerDocs does one part of that job. You send a client a checklist of the documents you need, reminders chase what's missing, and you review what arrives. There's no CRM, billing or workflow for your team's own work, so there's also nothing to set up beyond your first template.

If you're choosing between the two, the question is how much of your firm you want in one tool.

Client experience

TaxDome clients usually have an account: you send an invitation, they create a password, and they log in to the portal or the app to see their to-do list. For a client request, you can turn off "Require login", so your client answers in the browser without signing in.

In GarnerDocs, every client works that way. Your client opens a private link, sees a checklist of the documents you asked for, and can upload some today and the rest next week, from a phone or a computer. You can add a 6-digit PIN that you give your client yourself. See what your clients see.

If your clients already log in to a portal happily, TaxDome's is the richer one. If some of them never will, a link is easier.

Pricing

TaxDome's pricing page on 21 October 2026, in USD, per user a year on a one-year plan: Essentials $800 (one user only), Pro $1,000 and Business $1,200. With a three-year commitment they're $700, $900 and $1,100. All plans are billed upfront.

GarnerDocs is priced per firm, not per user. It's billed monthly or yearly in USD, and a year costs ten months. Starter is $39 a month ($390 a year) for 20 active requests and one team member. Growth is $99 for 100, and Pro is $199 for 300, both with no limit on team members.

TaxDome's price covers far more than document collection. Compare the two on what you'd actually use.

What TaxDome does that GarnerDocs doesn't

  • Practice management: a CRM, jobs and pipelines that move when clients act, time tracking and reporting.
  • Billing: proposals, engagement letters, invoices and card or bank payments.
  • E-signatures, unlimited on every plan, and organizers and intake forms.
  • A client app for iOS and Android, with a document scanner, and SMS and secure chat.
  • Integrations with tax programs, the IRS, QuickBooks Online and Zapier. GarnerDocs sends webhooks, but has no built-in integrations.
  • Unlimited storage, so files can stay for good. GarnerDocs deletes them when your retention period ends.
  • Security attestation: TaxDome states it has SOC 2 Type II.

If several of these matter to you, TaxDome is likely the better choice.

Moving over

This makes sense if you use a suite only to collect documents, or if your clients won't use its portal. There's nothing to import. Let open requests finish where they are, and send new ones from GarnerDocs.

  1. Turn your requests into templates

    List the documents from each request you send as a template. Facts that fit on one line can be short answers.

  2. Add your clients

    One at a time, or from a spreadsheet.

  3. Send the requests

    Create a request for each client and send it. The reminders take it from there.

Getting ready for a busy season? Read getting documents in before the January rush. Every new workspace starts with a 14-day free trial. See pricing.

Questions

Can GarnerDocs replace TaxDome?

Only if document collection is all you use TaxDome for. GarnerDocs has no CRM, pipelines, invoicing, e-signatures, client app or tax software integrations. If you rely on those, keep TaxDome.

Do my clients need an account with either?

Not with GarnerDocs: every request is a private link, and you can add a PIN. TaxDome clients usually log in to its portal or app; TaxDome lets you turn off the login for a client request so they can respond in the browser.

How long does each keep client files?

GarnerDocs deletes a completed request's files when your retention period of 30, 90, 180 or 365 days ends, after emailing you 14 and 3 days before, so you keep records in your own system. TaxDome includes unlimited document storage, so it can be that system.

How we checked

GarnerDocs features are checked against the product, and prices come from our pricing page. Facts last checked . We review this page every six months.

Sources, checked on

  • TaxDome: PricingEssentials (one user only) $800, Pro $1,000 and Business $1,200 per seat a year on a one-year commitment, or $700, $900 and $1,100 with three years, in USD; all plans billed upfront; what each plan includes, from CRM, portal, app, e-signatures and payments to integrations and branding.
  • TaxDome: Client requestsRequests for information or documents, sent ad hoc, in bulk or from pipelines; clients can respond without logging in if you choose.
  • TaxDome Help: Send client requestsRequests with text, dates, file uploads and other question types; reminder emails every few days, as many as you set; a "Require login" option; answers save as clients go.
  • TaxDome: Client portalA white-labeled portal for documents, e-signatures, forms, chat and payments; clients create a password from an invitation link.
  • TaxDome: Client mobile appA client app for signing, paying and scanning documents.
  • TaxDome: E-signatureUnlimited e-signatures in the client portal, from one or several signers.
  • TaxDome: Document managementUnlimited document storage for firm and client files.
  • TaxDome: Workflow automationWorkflow templates, automations and pipelines.
  • TaxDome: Time and billingInvoices, recurring billing, and card and bank payments through Stripe.
  • TaxDome: IntegrationsTax programs, the IRS, Companies House, QuickBooks Online, schedulers, payment processors and Zapier.
  • TaxDome: Trust CenterWhat TaxDome states: SOC 2 Type II, GDPR and PCI DSS Level 2; multi-factor authentication and role-based access.

TaxDome is a trademark of its owner. This comparison is based on public information checked on 21 October 2026; tell us if something has changed.

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