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Reviews

Comprehensive plans for every firm

Essentials

The all-in-one platform to run your entire firm with ease.
$ 800 /year, per user (with a 1-year commitment)
Get started
$ 750 /year, per user (with a 2-year commitment)
Get started
$ 700 /year, per user (with a 3-year commitment)
Get started

What’s included:

  • 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

Pro

Advanced tools for collaboration, visibility, and efficiency.
$ 1,000 /year, per user (with a 1-year commitment)
Get started
$ 950 /year, per user (with a 2-year commitment)
Get started
$ 900 /year, per user (with a 3-year commitment)
Get started

All Essentials features, plus:

  • For bookkeepers: enjoy direct integrations with client general ledgers and categorize transactions with no per-client fees (100 connections included)

  • For tax preparers and tax resolution specialists: use an IRS integration to download transcripts directly to client accounts

  • Receive organized workpapers automatically with TaxDome AI

    New

  • Stay connected with your team through real-time chat and collaboration tools

  • 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 a fully managed professional website built for your firm

  • Standard support for growing firms. Average response time: 12h

Most Popular

Business

The most advanced tools in the market for premium client experience.
$ 1,200 /year, per user (with a 1-year commitment)
Get started
$ 1,150 /year, per user (with a 2-year commitment)
Get started
$ 1,100 /year, per user (with a 3-year commitment)
Get started

All Pro features, plus:

  • Enjoy exceptional TaxDome Client Care for your firm; personalized support for your clients

  • Optimize your strategy with bi-annual business reviews

  • For bookkeepers: enjoy direct integrations with client general ledgers, categorize transactions with no per-client fees (unlimited connections)

  • Collaborate with a dedicated Customer Success Manager for tailored solutions

  • Preserve every conversation with unlimited team chat history

    New

  • Monitor year-long activities with a comprehensive 365-day activity feed

  • Collaborate on enterprise QuickBooks Online accounts with an increased 1.5 GB upload limit

  • Simplify your transition with client import assistance

  • Premium support for large firms. Average response time: 6h

*All plans billed upfront. Installment plans are available when the invoice exceeds USD 9,000

**Seasonal staff available for Pro users at $100/month

See why firms choose TaxDome

Industry leader trusted by 10,000+ firms in 25+ countries

TaxDome has 6,000+ reviews on Capterra, G2, and GetApp.

Leader 2024
High Performer
Leader
Leader/ Small Business

The operating system for your practice

Firm management

Workflow and automation

AI-powered reporting

Resource management

Calendar

Desktop app

Firm mobile app

Wiki pages (SOPs)

Marketplace

Team communication

Client management

CRM

Documents

Organizers (client intake)

E-signatures

Two-way SMS

Chats

Email

Revenue operations

Proposals

Engagement letters

Time tracking

Billing

Invoices

Payments

Client experience

Client mobile app

Client portal

Client tasks

Security

Automated reminders

Roles and permissions

Integrations

IRS transcripts

QuickBooks Online

Tax software

Companies House

Zapier

Stripe

CPACharge

Request demo

Case study: setting the stage for growth

Managing a team of 100+ staff across 10 offices in 3 countries with TaxDome

Services: accounting, financial planning, ERP

Read case study
1,700+
clients
100
team members
Are Berg Hjelle
Managing a team of 100+ staff across 10 offices in 3 countries with TaxDome
Are Berg Hjelle
Athene Group’s partner

Case study: setting the stage for growth

Post-acquisition expansion from a customer base of 50 to 1,500+

Services: accounting, bookkeeping, advisory, tax prep

Read case study
1,500+
clients
17
team members
Joseph Serrone
Post-acquisition expansion from a customer base of 50 to 1,500+
Joseph Serrone
President of Polaris Tax & Accounting

Case study: setting the stage for growth

TaxDome helped a 40-person accounting firm become more efficient and scalable

Services: accounting, bookkeeping, tax prep

Read case study
9,000+
clients
40
team members
Barb Vanags
TaxDome helped a 40-person accounting firm become more efficient and scalable
Barb Vanags
The managing partner

Case study: setting the stage for growth

Achieving efficiency to grow by 9% in 12 months with TaxDome

Services: accounting, company registration, payroll, advisory

Read case study
250+
clients
13
team members
Ekaterina Verulidze,
Achieving efficiency to grow by 9% in 12 months with TaxDome
Ekaterina Verulidze,
The general manager

Offering the highest security standards

At TaxDome, we’re committed to providing best-in-class services, including enterprise-grade security measures. TaxDome is SOC 2 compliant — we handle sensitive data with care, protecting your firm from fraud and breaches.

Offering the highest security standards

Your concerns, answered

Frequently asked questions

Can I add an extra user to my Essentials license?

No, the Essentials plan is for a single user. However, you can upgrade to the Pro plan anytime to add as many users as needed. The cost will be prorated for the remainder of your subscription

Can I upgrade my plan at any time?

Sure! You can upgrade your plan whenever needed. A prorated amount will be charged for the remainder of your subscription.

Can I add seasonal employees?

Yes, but only on the Pro plan. You can purchase monthly licenses for seasonal employees.
Keep in mind that upgrading to the Business plan will convert all monthly licenses to annual licenses, and the pricing difference will be charged.

Can I try both the Business and Pro plans before deciding?

When you start your TaxDome trial, you’ll have 14 days on the Business plan to experience all its features. You can downgrade to the Pro or Solo plan at any time during the trial.

What happens after my trial ends?

After your trial ends, you’ll be charged for the same subscription plan you used during the trial. You can upgrade or downgrade your subscription at any time, and the changes will take effect immediately within the current billing cycle.

Does the updated pricing affect existing users?

All existing firms created before Jan 1, 2025, are not affected by updated pricing until June 1, 2025. All active firms have a chance to upgrade to a multiyear plan or add licenses with prior pricing before that date.

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