TaxDome

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About TaxDome

Deep Dive with Clara AI

TaxDome is the single source of truth for tax, bookkeeping, and accounting firms. Switching platforms shouldn't feel like a gamble on your busy season. TaxDome makes the move manageable from week one: your team works in one place and your clients stay with you. Your clients will love it. The TaxDome client app is rated 4.9/5 across 35,000+ reviews. Clients upload, scan, sign, and pay without a phone call, and when they do, the work routes to the right person and the job moves forward on its own. Behind it is everything your firm runs on: CRM, workflow automation, secure documents, e-signatures, proposals, billing and integrated payments, time tracking, and team collaboration. TaxDome AI handles the tedious work so your team spends more time with clients. Every client, email, job, and invoice in one place means you make this move once. Trusted by 15,000+ firms and loved by 5 million of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems and Client Portals for Firms.

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Pricing

Free Trial Available
Starts at $800.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

92%
Reviews

60%
Momentum

67%
Popularity

67%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Modes of Support

Online

TaxDome Features

Show Feature Explanation

Show Missing Features

Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

92%

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Spend Management

Managing the expenditure of a business in order to build its product or services

Purchasing

Acquiring goods or services required for the business at minimal cost

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

TaxDome Pricing

Free Trial

Available

Credit Card Required to Get Started

Pricing Options

Premium Plans ( Subscription )

Essentials $800.00 $800.00 per year

For 2-Year Subscription - $750 per Year

For 3-Year Subscription - $700 per Year

Start strong with the core tools to manage daily tasks and clients — for solo users only.

Features

Organize every client and contact seamlessly with an unlimited CRM built for accounting firms
Deliver a premium client experience with an award-winning web portal and mobile app
Enjoy unlimited document storage and e-signatures at no extra cost
Streamline tax, bookkeeping, and accounting workflows with ready-made automations
Communicate securely with clients using integrated email, SMS, and secure chat
Get paid faster by sending proposals and collecting payments in one place
Simplify client onboarding with intake forms to collect accurate client information upfront
Access unlimited educational resources, including live bootcamps, webinars, and TaxDome Academy
Essential email and chat support for solo practitioners. Average response time: 24h

Start Free Trial

Pro $1,000.00 $1,000.00 per user / year

For 2-Year Subscription - $950 per User per Year

For 3-Year Subscription - $900 per User per Year

Built for better visibility, seamless collaboration, and faster results.

Features

Includes features of Essentials plan, plus
For bookkeepers: enjoy direct integrations with client general ledgers and categorize transactions with no per-client fees (120 connections included)
For tax preparers and tax resolution specialists: use an IRS integration to download transcripts directly to client accounts
Tap into your firm’s performance insights with AI-powered reporting
Receive organized workpapers automatically with TaxDome AI (New)
Stay connected with your team through real-time chat and collaboration tools (60 days of chat history)
Manage team workloads effectively and optimize capacity
Protect sensitive data by controlling access and permissions with account roles
Gain full visibility of team and client actions with a dedicated 30-day activity feed
Use a Zapier integration to connect TaxDome with your favorite apps
White-label your client experience with a custom firm URL and branded emails
Have an ability to create a fully managed professional website for your firm
Standard support for growing firms. Average response time: 12h

Start Free Trial

Business $1,200.00 $1,200.00 per user / year

For 2-Year Subscription - $1150 per User per Year

For 3-Year Subscription - $1100 per User per Year

Everything growing firms need to manage complexity, teams, and client service — at scale.

Features

Includes features of Pro plan, plus
Enjoy exceptional TaxDome Client Care for your firm; personalized support for your clients
Optimize your strategy with bi-annual business reviews (5+ seats)
Get a white-labeled mobile app when purchasing 25+ seats (New)
For bookkeepers: enjoy direct integrations with client general ledgers, categorize transactions with no per-client fees (unlimited connections) (New)
Preserve every conversation with unlimited team chat history (New)
Monitor year-long activities with a comprehensive 365-day activity feed
Simplify your transition with client import assistance
Premium support for large firms. Average response time: 6h

Start Free Trial

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Disclaimer: The pricing details were last updated on 10/10/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about TaxDome Pricing

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TaxDome Reviews

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Review Summary

TaxDome is largely praised for its comprehensive all-in-one solution, streamlining client communication, document management, and task automation. Users appreciate the intuitive interface and robust features, especially the secure client portal and e-signature capabilities. However, some find the initial setup process overwhelming and may prefer a monthly subscription option. While the software's potential for increased efficiency is clear, the learning curve and high upfront cost can be a barrier for smaller firms.

Pros

TaxDome provides comprehensive features for accounting and tax firms.
Seamless integration with various tax software like Drake.
TaxDome offers excellent customer support and training resources.
The client portal makes document exchange and communication easy.

Cons

The initial setup can be timeconsuming and overwhelming.
The price point can be prohibitive for smaller firms, especially new ones.
The lack of a builtin calendar function requires integration with external services.
The interface can feel dated, and there is limited customization in the design.

TaxDome Reviews

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