Accounting practice management software built around a 4.9-star client experience

Practice management software brings workflows, client communication, documents, billing, and team workload into one platform. TaxDome is built for tax preparers, bookkeepers, and accountants, and it’s the only platform in the category that treats the client experience as seriously as firm operations: your clients upload, sign, and pay in the same system your team runs the firm in. That focus made the TaxDome client app a 2026 Webby Award Honoree in Fintech, Financial Services & Banking, recognized alongside Apple, TurboTax, and HSBC as the only B2B2C app among the industry giants.

Every client file, conversation, and task status lives in one synchronized database. Your team sees who owns each job and what is overdue, while clients upload documents, sign, and pay in a 4.9-star mobile app. TaxDome layers its own AI on top, and an open connector lets you bring tools like Claude or ChatGPT to work directly with your practice data.

Build your process once and every job runs through it the same way, with tasks assigned and reminders sent automatically. That standardization means your team, at any size, always knows exactly what to do next and executes consistently. Most accounting work is repeatable when the context travels with it, and in TaxDome it does: the client’s documents, history, and conversations sit right where the work happens. AI agents add background work on top, such as reading incoming documents and updating task statuses.

TaxDome serves firms from solo preparers to 50-person teams across tax, bookkeeping, and advisory. Access rights by role, department, and location keep larger teams organized, and owners keep visibility across every office from one account.

The CRM keeps client data, documents, messages, and tasks together. Clients reach you through secure chat, SMS, and email, and proposals, e-signatures, and invoices stay tied to the client record. Whichever channel a client reaches you on, the context lands in one record, so you meet clients where they are without losing the thread.

Yes, in both directions. TaxDome reads each client’s prior-year return from your tax software and builds them a checklist of exactly the documents they need to send this year. Finished returns come back into TaxDome with one click from any tax software that can print, including Drake, Lacerte, UltraTax, ProSeries, ProConnect, CCH Axcess, ATX, TaxSlayer, and TaxAct. Invoices and payments sync automatically with QuickBooks Online.

Yes. TaxDome’s open Model Context Protocol (MCP) connector lets your AI tool read and act on your TaxDome data directly. A documented public API is available for firms building deeper connections.

Yes. TaxDome is SOC 2 Type II certified, with enterprise-grade encryption, access rights by role, and two-factor and biometric authentication. Full details are in our Trust Center.

Yes, by design. The client is a clear persona TaxDome builds for: individuals, married couples sharing one account, and business owners managing several entities under one login all get an experience made for them. More than 6 million people across the globe use TaxDome to work with 15,000+ accounting firms, rating the app 4.9 out of 5 across 40,000+ reviews on the App Store. 90% of clients who log in once keep coming back instead of reverting to email or paper.