TaxDome
All-in-one practice management for tax, bookkeeping, and accounting firms, billed per seat by the year.
About TaxDome
TaxDome puts CRM, pipelines, a client portal, e-signatures, secure chat, proposals, and invoicing in one system so a tax or bookkeeping firm is not bouncing between email, a file share, and a separate billing tool. Clients get a web portal and iOS/Android apps to upload documents, sign, and pay.
US and Canada pricing is per seat, billed upfront for 1, 2, or 3 years. Essentials is $800 per user per year on a 1-year term ($700 on 3 years) and is limited to one team member. Pro is $1,000 per user per year ($900 on 3 years) and adds workflow automation, team chat, AI reporting, a branded URL, IRS transcript download, and 120 general-ledger connections for bookkeeping clients. Business is $1,200 per user per year ($1,100 on 3 years) and adds Client Care (TaxDome answers client platform questions), a 365-day activity feed, unlimited ledger connections, and faster support (about 6-hour response). Pro can add $100/month seats. Business can add $500 seasonal seats for four months.
Choose TaxDome if you want one vendor for portal, workflow, and billing and you can pay annually. Essentials is the wrong plan the moment a second person needs a login. Implementation is a project; firms that skip training stall. This is for firms, not for an owner doing their own books.
Images
Features
Unlimited CRM
Clients and contacts in one list, with pipelines for tax, bookkeeping, and accounting work.
Client portal and mobile apps
Clients upload, sign, message, and pay from the web or the TaxDome iOS and Android apps. Business plan can white-label the app at 25+ seats.
Workflow automation
Pro and Business include ready-made pipelines for tax and bookkeeping so organizers, signatures, and invoices trigger the next step.
Documents and e-signatures
Unlimited storage and e-signatures on every plan, including knowledge-based authentication when you need extra identity checks.
Proposals and payments
Send an engagement letter, collect the signature, and take payment (including Stripe) in one thread instead of a separate proposal tool.
Bookkeeping ledger connections
Pro includes 120 client general-ledger connections with no per-client fee. Business removes the cap. Categorize client transactions inside TaxDome.
Pricing
Essentials
Solo practitioners. One seat only. $700/user/year on a 3-year term.
- Unlimited CRM and document storage
- Client portal, e-signatures, and billing
- Secure email, SMS, and chat
- One team member
- Support in about 24 hours
Pro
Teams. $900/user/year on a 3-year term. Extra seats $100/month.
- Everything in Essentials
- Workflow automation and team chat
- IRS transcript download
- 120 general-ledger connections
- Custom firm URL and branded site
- Support in about 12 hours
Business
Larger firms. $1,100/user/year on a 3-year term. Seasonal seats $500 for 4 months.
- Everything in Pro
- Client Care (TaxDome helps your clients)
- Unlimited ledger connections
- 365-day activity feed
- Dedicated success manager and ~6-hour support
Integrations
Platforms
Best for
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