TaxDome
Proposal software
Client portal software
Accounting practice management software
Workflow management software
Tax practice management software
Quote management software
Accounting & finance software
Process automation software
Financial services software
AI tax assistant tools
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$800 per year, per seat
Free Trial
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- Education and training
What is TaxDome
TaxDome is a cloud-based practice management platform for tax, accounting, and bookkeeping firms. It combines client intake (forms, proposals, and engagement letters), a secure client portal, document management, e-signatures, invoicing/payments, and workflow automation in one system. The product targets small to mid-sized firms that want to standardize client-facing processes and internal task tracking without stitching together multiple point solutions. It differentiates through its accounting-firm-specific portal and workflow features rather than general-purpose sales proposal tooling.
All-in-one firm operations
TaxDome consolidates client portal, document exchange, e-signatures, invoicing, and workflow tracking into a single platform. This reduces reliance on separate proposal, e-signature, and portal tools and can simplify administration and user provisioning. For firms, it supports a more consistent end-to-end process from onboarding through recurring service delivery.
Client portal and secure exchange
The platform provides a dedicated client portal for sharing documents, collecting information, and managing requests. It supports structured client tasks (e.g., organizers, questionnaires) alongside file delivery, which fits tax-season workflows. Centralizing communication and files can improve auditability compared with email-based exchanges.
Workflow templates and automation
TaxDome includes pipeline/workflow capabilities designed for accounting and tax engagements, including task assignment, status tracking, and repeatable templates. Automation features can trigger steps based on events (such as client completion or document receipt), helping firms standardize service delivery. This is more aligned to practice operations than generic quote/proposal systems focused primarily on sales stages.
Less suited for complex CPQ
While TaxDome supports proposals, engagement letters, and billing, it is not built for complex product configuration, multi-entity pricing rules, or advanced sales enablement. Organizations needing sophisticated quote-to-cash controls may find the quoting layer comparatively basic. It is primarily optimized for professional services engagements rather than product-centric sales processes.
Accounting-firm specific orientation
The feature set and terminology are tailored to tax and accounting practices, which can limit fit for broader professional services teams. Firms with non-standard workflows or industry-specific compliance requirements may need workarounds. Teams seeking a general-purpose workflow platform may find the structure less flexible than tools designed for cross-industry process modeling.
Integration depth varies by stack
TaxDome can reduce the need for integrations by covering multiple functions, but firms with established accounting, tax prep, or document ecosystems may still require connectors. Integration availability and depth can vary depending on the specific tools in a firm’s stack. This can affect data consistency across systems (e.g., client records, billing, and document storage) if not carefully managed.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essentials | $800 per seat/year (1-year); $750 per seat/year (2-year); $700 per seat/year (3-year) | Solo users only. Unlimited CRM, award-winning client portal and mobile app, unlimited document storage and e-signatures, automations, secure email/SMS/chat, proposals & payments, intake forms, access to TaxDome Academy, essential email/chat support (avg. response time: 24h). Billed upfront. |
| Pro | $1,000 per seat/year (1-year); $950 per seat/year (2-year); $900 per seat/year (3-year) | All Essentials features plus bookkeeping integrations (120 GL accounts), IRS transcript integration for tax preparers, AI-powered reporting, real-time team chat (60 days history), roles & permissions, 30-day activity feed, standard support (avg. response time: 12h). Allows monthly add-on seats at $100/month. Billed upfront. |
| Business | $1,200 per seat/year (1-year); $1,150 per seat/year (2-year); $1,100 per seat/year (3-year) | All Pro features plus Client Care (support for your clients), bi-annual business reviews (for 5+ seats), free custom-branded mobile app in year 1 with 25+ seats, unlimited GL connections, unlimited team chat history, 365-day activity feed, client import assistance, premium support (avg. response time: 6h). Seasonal seats (4 months) available at $500/seat. Billed upfront; installment plans available if invoice > $9,000. |
Seller details
TaxDome, Inc.
New York, NY, USA
2016
Private
https://taxdome.com
https://x.com/taxdome
https://www.linkedin.com/company/taxdome/
