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Add-ons for modern, growing firms

TaxDome AI takes on operational work across your firm, from the first document to the signed return

A fully branded iOS and Android app puts your firm’s name in the App Store and Google Play, and TaxDome builds and maintains it

Extended API access gives your firm higher limits to build custom integrations on TaxDome

Our team answers your clients’ everyday questions by chat, email, and WhatsApp, so yours stays on tax and advisory work

Let’s find the right fit

Tell us what your firm needs and we’ll recommend the add-ons that fit. We’ll also walk you through setup and any custom pricing.
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40,000+ verified reviews
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App Store Top 100 FinTech
15,000+ accounting firms worldwide

The AI add-on

TaxDome AI, running across your firm

TaxDome AI takes on the operational work around every client, from the first document to the signed return.

Available for $200 per month.

The firm workspace with Atlas in a Mac window, the client’s upcoming payment on a phone beside it
  • Atlas, your AI Chief of Staff

    Ready-made agents for the work every firm repeats, plus agents you describe in plain English and Atlas builds.

  • AI across the client lifecycle

    Personalized checklists from your tax software, documents renamed and tagged on arrival, and returns delivered ready to sign and pay.

  • MCP and API access

    Point Claude, ChatGPT, or your own tools at your TaxDome data, inside the permissions you set.

Your brand, your systems, and our team on your side

White-labeled client app Custom pricing

A fully branded iOS and Android app with your firm’s name in the App Store and Google Play. TaxDome builds, publishes, and maintains it.

A firm’s own branded client app listed in the App Store

Extended API Custom pricing

Higher limits and broader access for firms running their own systems and custom integrations on TaxDome.

The Create API key screen: a key name and its access rights per record type, set to read only

Managed Client Care $100/month

Your clients get chat, email, and WhatsApp help with everyday questions from our team, so yours stays on tax and advisory work.

The TaxDome AI Assistant answering a client’s question about uploading documents, with a human one tap away

Premium support $249/month

Real-time answers from a dedicated expert pod in a private Slack channel, up to three 30-minute phone sessions a month, and a 2-hour ticket SLA.

A private Slack channel where a TaxDome expert answers the firm’s question in 38 minutes, inside the 2-hour SLA

Our team sets up every add-on for your firm

Tell us what you need and we’ll walk you through setup and any custom pricing.

Contact sales
A TaxDome specialist pointing at the customer’s laptop as they work through it together

Services from our team

Get your firm’s processes built into TaxDome

  • Workflow optimization

    Three 1:1 sessions with automation specialists to build templates and pipelines that fit your firm and grow with it. Get for $749, or included with a 12-month Account management package.

  • Custom automation setup

    We start with a kickoff call to learn what your firm needs, then build a custom automation with the API, MCP, or no-code tools. Get for $399.

  • Custom domain and website

    A website with your services, team, and testimonials that leads visitors to book. Up to 10 pages, three revisions, built by us. Get for $799.

  • 1:1 with a solutions engineer

    One hour of tech guidance on integrations, the desktop app, or other setup questions. Get for $249.

Help every teammate use TaxDome fully

  • Team training

    Training built around your firm’s workflows, so your whole team works in TaxDome the same way. From $499.

  • On-demand 1:1 training

    Sessions at your pace, on new features or the tools you already use. Get for $199 per hour.

Plan your next stage with our specialists

  • Account management package

    A named account manager who knows your firm and keeps you ready for tax season. Get for $149 a month in 6 or 12-month packs, paid upfront.

  • Executive business review

    Our specialists review your setup against your firm’s goals and give you a clear roadmap for scaling. Get for $199.

Firms already running add-ons

“The amount of help from TaxDome is unparalleled to the other software I’ve worked with, and I’ve had a 20‑year career in this field… We could schedule a meeting anytime to get a certain aspect of TaxDome working for us — customized based on our work processes or what our clients want — and that’s worked fabulously well. The initial hesitancy we had for the first two or three months — that dissipated fast.”

Jason Mathew

Jason Mathew

Director, JM Tax Advisors

“You do become part of the TaxDome community. You’re assigned an account manager who will walk through the process with you at every step of the way. And then, after implementation, will continue to offer assistance and be there as a sounding board to help you with any issues.”

Chris Farris

Chris Farris

Chief Operations Officer, Foundation Group

“I was very surprised by the customized service you guys offer. I wasn’t expecting that at all. When you acquire software, they take care of you for the first three months — after that, you’re on your own. But with TaxDome? Every step of the way since day one.”

Olga Hurtado

Olga Hurtado

Founder, NeatBooks

“Our onboarding consultant was able to answer all of my incredibly difficult questions and help point us in the right direction on how to best use additional features.”

Paige Evans

Paige Evans

Client Engagement Coordinator, 20-20 Accounting Solutions

Frequently asked questions

What are add-ons?

Add-ons are optional and priced separately from your plan. AI is $200 a month, Managed Client Care is $100 a month, and Premium support is $249 a month. The white-labeled client app and Extended API are priced on request. Nothing in your plan requires an add-on.


How do I add an add-on to my account?

Turn on the AI add-on directly from your TaxDome account. For the white-labeled app, Managed Client Care, Premium support, and extended API access, contact our sales team and they’ll set it up for your firm.


Are add-ons covered by the same security as the rest of TaxDome?

Yes. Every add-on runs on the same SOC 2 Type II and GDPR compliant platform, with encrypted storage, granular access controls, and routine independent audits.


Can I add more than one add-on?

Yes. Add-ons are independent of each other, so your firm can combine any that fit how you work.


What if my firm has more than 20 seats or 3,000 active clients?

Custom pricing includes unlimited seats, one rate per active client, premium support with a 2-hour response SLA, a dedicated account manager, Managed Client Care, and extended API access (coming soon). Talk to sales for a quote.

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