Overview
TaxDome provides practice management for accounting and tax firms, offering a centralized client portal along with e-signatures, document management, and billing. Some users note a rigid automation setup; however, templates and pipeline tools streamline repeat work, and responsive support helps teams adopt features efficiently.
Overall Rating
Based on 5 users reviews
4.6
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
TaxDome Specifications
Financial Reporting
Invoice Management
Tax Management
Audit Trails
What Is TaxDome?
TaxDome is a cloud-based practice management platform for accounting, tax, and bookkeeping firms. It organizes client communication, documents, and billing in one workspace. Pipeline automation with reusable templates reduces manual follow-ups; a secure client portal with to-dos and e-signatures speeds approvals; built-in time and invoicing link work to payments. Mobile access supports task updates when staff are offsite.
TaxDome Pricing
The vendor offers three TaxDome price plans for solo users and teams.
- Essentials: $800/user/year
- Pro: $1,000/user/year
- Business: $1,200/user/year
- Pro monthly seat: $100/user/month, available on Pro only
Disclaimer: The pricing is subject to change.
TaxDome Integrations
The TaxDome software supports integration with multiple systems and platforms, such as:
- QuickBooks
- Stripe
- CPACharge
- Zapier software
- Companies House
- Calendly software
Who Is TaxDome For?
It is ideal for a wide range of industries and sectors, including:
- Accounting
- Tax
- Bookkeeping
- Financial services
- Payroll processing
Is TaxDome Right For You?
Firms seeking an all-in-one workspace for client communication, document management, e-signatures, and billing may find TaxDome well-suited. Its workflow automation, award-winning client portal, and AI-powered reporting address common pain points in accounting and tax practices. Recognized with multiple G2 awards in 2024, it supports both solo practitioners and large firms aiming to streamline operations.
Still doubtful if TaxDome is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
TaxDome Features
Build multi-stage pipelines with rules that move work forward based on status, dates, or client actions. Tasks, assignments, and reminders are created automatically, so routine steps happen on time. Teams gain clear visibility into stage progress, which reduces handoffs, missed follow-ups, and deadline risk.
Clients upload documents, sign, answer organizers, and view progress in a secure portal with checklists and reminders. Approvals and messages sit alongside the job, which cuts email volume. Faster responses shorten cycle times and keep staff attention on higher-value work.
Store and organize files with unlimited storage, folder templates, and automatic naming rules. Built-in PDF tools support edits, annotations, and final checks. E-signature options, including knowledge-based authentication where required, help firms finalize returns and engagement letters while meeting compliance needs.
Record billable hours, convert time to invoices, and set recurring billing for ongoing work. Proposals and engagement letters are connected to pricing, and payments are posted back to the account. Paywalls on deliverables encourage quick settlement, which improves cash flow and reduces manual chasing of receivables.
TaxDome features dashboards that summarize throughput, profitability by service, and staff workload. AI features tag and organize uploads, and surface trends in overdue tasks or stalled jobs. With clearer insight into capacity and margins, managers can rebalance assignments, adjust scope, and set realistic timelines before issues grow.
Top Recommended Software
