TaxDome Pricing

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

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

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