The short answer
There is no universal winner. There is a better fit.
Choose TaxDome when you want one platform for a broad set of practice operations and are prepared to adopt its operating model. Choose FileReq when document collection is the immediate pain and you want a specialist tool that clients can complete without an account.
Choose FileReq if you need
Firms that want to improve document collection now, or use a dedicated collection layer beside their existing practice-management system.
Consider TaxDome if you need
Firms looking to consolidate CRM, workflow, billing, e-signature and client portal processes in one broader practice platform.
These tools solve problems at different levels
TaxDome is designed to be a practice operating system; document collection is one component of that wider approach. FileReq deliberately concentrates on one job: asking clients for the right documents and information, then managing the follow-up.
That distinction matters because an all-in-one platform can be a strategic migration. A focused product can be a quicker operational change. Neither approach is automatically better. Match it to the problem you are trying to solve this quarter.
Client completion is the common test
With FileReq, clients receive a personalised link, not an account-creation task. They can return to an in-progress portal and the firm can automate reminder emails around a due date.
When evaluating TaxDome or any all-in-one platform, test the exact client onboarding and document-upload sequence your clients would use. Adoption friction can outweigh a larger feature set.
Use a focused layer where it makes sense
FileReq can sit beside a practice-management system when the immediate goal is a better document-collection experience. It is not represented as a full TaxDome replacement.
Map ownership before you run two products: decide where client records live, where files are retained, and how a completed request becomes a task for the responsible team member.
Compare the essentials
FileReq and TaxDome, side by side
| What to compare | FileReq | TaxDome |
|---|---|---|
| Client access | Private link; no client account needed | Private link; no client account needed |
| Requests | Unlimited on every plan | Unlimited on every plan |
| Bulk sending | CSV-based personalised sends (Practice+) | CSV-based personalised sends (Practice+) |
| Automatic reminders | Email reminders that stop on submission | Automatic email reminders |
| Data residency | Stored in Sydney, Australia | Sydney, Australia |
| Pricing | AUD, from $65/month when billed annually | AUD, from $65/month annually |
Competitor products and pricing change. This page was reviewed 17 August 2026; confirm current details directly with TaxDome product information before making a purchase decision.
Questions, answered
Frequently asked questions
Does FileReq replace TaxDome?
No. TaxDome is a broad practice-management platform. FileReq specialises in client document and information collection, and can be used as a focused layer alongside an existing practice-management system.
Which is easier to implement?
A focused collection pilot is usually narrower: start with one template and one client segment. An all-in-one practice platform can deliver wider benefits, but should be evaluated as a larger process change.
Can I bulk-send client checklists with FileReq?
Yes. Practice and Enterprise plans support uploading a CSV, mapping fields and sending personalised client portals in bulk.