TaxDome

TaxDome is an end-to-end practice management platform built specifically for accounting, tax, and bookkeeping firms. Trusted by over 15,000 firms and 3 million of their clients, it consolidates client portals, workflow automation, billing, e-signatures, document management, and CRM into a single platform. It holds a 4.7/5 rating across more than 7,600 reviews.

What it covers

TaxDome is organized around four areas: firm management, client management, revenue operations, and client experience.

On the firm side, you get workflow automation with ready-made templates for tax, bookkeeping, and accounting processes; team collaboration tools including real-time chat; AI-powered reporting; a PDF editor; and wiki pages for internal knowledge bases. An Inbox+ feature centralizes incoming client activity across email, portal, and chat.

Client management includes an unlimited CRM, document management with unlimited storage, tax organizers, e-signatures, and an activity feed tracking all client and staff actions. Secure messaging covers both in-portal chat and email, with global communication support for international clients.

Revenue features include time and billing, proposals and engagement letters, recurring invoices, and payment collection via TaxDome Payments (integrated with Stripe). A packaged proposals feature lets firms bundle services into predefined offerings.

The client-facing side is a white-labeled portal and native mobile app (iOS and Android) that clients use to upload documents, complete intake forms, e-sign, chat, and pay — from any device. Higher-tier plans include a fully white-labeled mobile app with the firm's branding.

Pricing

TaxDome requires annual (or multi-year) commitments. There are three tiers, priced per seat per year:

• Essentials — $800/year (1-year), $750 (2-year), $700 (3-year). Solo practitioners only. Includes portal, unlimited CRM, document storage, e-signatures, workflow automation, payments, and intake forms. Email and chat support with ~24h response time.
• Pro — $1,000/year (1-year), $950 (2-year), $900 (3-year). Adds multi-user support, IRS transcript integration, QuickBooks Online direct ledger connections (120 included, no per-client fees), AI-powered reporting, account roles and permissions, a 30-day activity feed, custom firm URL, branded emails, and a managed firm website. Support averages ~12h response time.
• Business — $1,200/year (1-year), $1,150 (2-year), $1,100 (3-year). Adds Client Care (TaxDome's support team handles client platform questions on the firm's behalf), bi-annual business reviews for firms with 5+ seats, and a free custom-branded mobile app in year one for firms with 25+ seats.

Custom quotes are available for firms with 25+ seats. Monthly seat add-ons are available at Pro and above for seasonal staff.

Integrations

TaxDome connects to IRS for transcript downloads, QuickBooks Online for bookkeeping workflows, Stripe for payments, Zapier for broader automation, Calendly for scheduling, and various tax programs. It also integrates with Companies House (UK) and Juno.

Limitations

TaxDome is purpose-built for accounting and tax firms — it is not a general-purpose client portal. Firms outside that vertical will find the feature set over-engineered for their needs and the pricing hard to justify. Setup has a real learning curve given the depth of the platform, and the per-seat annual commitment means costs scale quickly for larger teams. The Essentials plan is restricted to solo users, so even small two-person firms need Pro or above. There's no free tier or trial — access requires requesting a demo.