TaxDome
Practice management, client portal, and tax workflow for accounting firms.
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Overview
TaxDome brings a lot into one system: client portal, secure messaging, document storage, e-signatures, tax organizers, workflow automation, time tracking, and invoicing. For solo practitioners and small firms that want to stop paying for and managing a stack of separate tools, it is one of the more complete single-platform options available.
The client portal is central to how TaxDome works. Clients log in via a branded portal or mobile app to complete tax organizers, sign documents, upload files, and pay invoices. The organizers cover the common pre-filing questionnaires that firms typically send over email, so that back-and-forth moves into the portal where everything stays in one place.
On the firm side, templated job pipelines move through stages as tasks are completed. The Business tier adds custom roles, advanced reporting, and structures that suit slightly larger team configurations.
Pricing is annual: Essentials at $700 per year for a single user, Pro at $900 per user per year, and Business at $1,100 per user per year. There is no free trial. The platform serves firms in the US, UK, Australia, Canada, Europe, and beyond.
Key facts
- Starting price
- $700 per month
- Pricing model
- per user
- Free trial
- No
- Free tier
- No
- Deployment
- cloud, mobile
- Geography
- US, UK, AU, CA, EU, global
- Works with
- quickbooks, xero, zapier, stripe, gmail, outlook
- Last verified
- 2026-04-20
Pricing
| Tier | Price | Billing | Features |
|---|---|---|---|
| Essentials | $700 | per single user per year, billed annually | Client portal, workflow, document management, e-signatures, billing, and tax organizers for a single user firm. |
| Pro | $900 | per user per year, billed annually | Everything in Essentials plus team collaboration features and expanded automation. |
| Business | $1100 | per user per year, billed annually | Everything in Pro plus advanced reporting, custom roles, and priority support. |
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Last verified 2026-04-20. Pricing and features come from vendor-published specs. See our methodology.