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Practice management and workflow

TaxDome

Practice management, client portal, and tax workflow for accounting firms.

solosmallmid
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Overview

Solo and small to mid-sized accounting firms running separate tools for CRM, documents, e-sign, billing, and client portal can consolidate the entire stack into TaxDome, which bundles all of those surfaces with built-in tax organizers in a single system.

A few questions a firm partner usually asks before signing.

**What does it actually replace?** A stack of separate tools. Most firms running TaxDome retire some mix of a CRM, a document portal, an e-sign vendor, a billing platform, and a workflow tracker. TaxDome puts those into one platform under one login, on one bill.

**Where does the AI help most?** TaxDome's strongest play is not AI. It is the built-in tax organizers, which are pre-filing questionnaires clients fill in inside the portal rather than over email. That moves the back-and-forth into a structured form, which is where the time savings actually come from for tax-heavy practices.

**What does the client see?** A branded portal or mobile app where they log in once to complete organizers, sign documents, upload files, and pay invoices. The portal is the spine of the firm-client relationship rather than a side feature.

**How does the work move through the firm?** Templated job pipelines move through stages as tasks are completed. Pro adds team collaboration features and expanded automation. Business adds custom roles, advanced reporting, and structures that suit slightly larger teams.

Pricing is billed annually. Essentials is $800 per year for a single user, Pro is $1,000 per user per year (or $100 per seat per month if billed monthly), and Business is $1,200 per user per year. There is no free trial, so firms looking to pilot before committing should know that going in. The platform serves firms in the US, UK, Australia, Canada, Europe, and beyond.

Key facts

Starting price
$800 per month
Pricing model
Per user
Free trial
No
Free tier
No
Deployment
Cloud, Mobile
Geography
US, UK, AU, CA, EU, Global
Founded
2017
Support
Email, Chat, Knowledge Base, Community Forum
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Danish, Finnish, Norwegian, Swedish, Romanian, Japanese
Works with
Quickbooks, Xero, Zapier, Stripe, Gmail, Outlook
Last verified
2026-06-29

Pros and Cons

Pros

  • Solo and small firms that want one platform for client portal, workflow, e-signatures, billing, and tax organizers.
  • Tax-heavy practices that send pre-filing questionnaires and want clients to complete them inside a branded portal.
  • Firms outside the US (UK, Australia, Canada, Europe) that need practice management without US-only platform limits.

Cons

  • Practices that want to try before committing. TaxDome offers no free trial.
  • Firms with no tax work in their service mix. The tax organizers are the main draw.
  • Teams that want an email-as-spine workflow rather than a tax-organizer-led client portal.

Pricing

TierPriceBillingFeatures
Essentials$800Per single user per year, billed annuallyClient portal, workflow, document management, e-signatures, billing, and tax organizers for a single user firm.
Pro$1000Per user per year, billed annually (or $100 per seat per month billed monthly)Everything in Essentials plus team collaboration features and expanded automation.
Business$1200Per user per year, billed annuallyEverything in Pro plus advanced reporting, custom roles, and priority support.

Frequently asked questions

What does TaxDome do for a US tax firm?
TaxDome combines tax-cycle workflow templates, client portal, document collection, secure messaging, e-signatures, and recurring billing into a single platform purpose-built for tax preparation firms. The workflow templates ship pre-configured for US tax-return season (1040, 1120, 1065 etc.), which means a 5-person tax firm can be running standardised intake-to-filing workflows within a week of onboarding. The depth of templating for tax-cycle work is the strongest single reason firms pick TaxDome over the alternatives.
How much does TaxDome cost?
TaxDome charges per user per year, with pricing from 800 to 1,200 USD per user annually (roughly 67 to 100 USD per user per month) across the Essentials, Pro, and Business plans. Billing is annual upfront, which encourages firms to commit for a full tax cycle rather than trial-and-cancel; the Pro plan also offers a monthly option at 100 USD per seat per month. Multi-year discounts are available. Year-one spend for a 5-person firm typically lands between 5,000 and 7,000 USD across software, onboarding, and migration. There is no free tier.
Is TaxDome a good fit for a UK firm?
Less so. TaxDome is US-tax-shaped: the templates, the integrations, the e-signature legal framework, the document categories all assume US tax preparation work. UK firms doing UK-specific compliance work (MTD VAT, Companies House, Corporation Tax) find the templates require substantial customisation to match the UK work cycle. UK firms typically pick Karbon, AccountancyManager, or Capium instead. TaxDome works for UK firms whose work is mostly US-headquartered clients with US tax obligations.
How does TaxDome compare to Karbon and Canopy?
Three different angles on US tax practice management. TaxDome wins for firms whose work is mostly tax preparation with high seasonal volume, where the pre-built workflow templates do most of the configuration. Canopy wins for firms doing substantial US tax resolution with deep IRS integrations. Karbon wins for firms doing mixed compliance and advisory work where collaboration and AI summarisation matter more than tax-cycle templating. Most firms running standardised tax-prep work pick TaxDome; firms with more variation in their service mix often prefer Karbon's flexibility.
What AI features does TaxDome have?
AI-assisted document classification (sorting client uploads into the right folder), AI-extracted key fields from common US tax documents (W-2, 1099 series, K-1s), AI-assisted reply suggestions on client messages, and AI-flagged returning-client patterns (e.g. flagging a missing-this-year document that the client uploaded last year). TaxDome's AI focus is on the document-handling side of tax-prep work, where the volume during tax season is highest and the documents have stable formats. Conversation and workflow AI are less developed than Karbon's.

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Last verified 2026-06-29. Pricing and features come from vendor-published specs. See our methodology.