Stuck with your current practice management software?

TaxDome offers you a way out.

For a limited time, the switch-and-save program will help you cover the cost of your existing contract.

Bring your firm to TaxDome and we’ll provide up to 6 months of TaxDome free.

Winner Comprehensive Firm Workflow Solution

Switch to TaxDome today

By requesting migration, you agree to TaxDome’s terms of service and privacy policy

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.

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How the switch-and-save program works – your easy transition to TaxDome

Get up to 6 months of TaxDome free

Get a credit to cover the remaining cost of your current practice management software subscription.

Our implementation specialists will guide your migration

Our team will handle your data migration, onboard your staff, and guide you through implementation. Plus, we offer live training to ensure a smooth transition for your entire firm.

Speak with our team to see if you qualify

Fill out the form on this page to speak with a TaxDome specialist, and let them know the details of your current practice management plan.

Common software that firms leave from

Don’t see your current practice management software in this list? We migrate from other tools too

Canopy

Customers struggle with limited automation options and a less intuitive user interface.

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Karbon

Customers switch to TaxDome for automation capabilities and client experience on desktop & mobile.

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Financial Cents

Customers switch to TaxDome for all-in-one platform with customizable automations and client mobile apps.

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Liscio

Customers switch to TaxDome for a comprehensive platform for both firm & client, not limited to client-facing tools.

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Jetpack

Customers leave because of lack of mobile apps, invoicing features, and CRM.

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Asana

Customers leave for comprehensive tool, including not just workflow but client management, signatures, client mobile app and more.

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Senta

Customers might face limitations in mobile apps, workflow automations, and integrations.

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ClickUp

Customers may find their practice management needs compromised by a lack of industry-specific features and integrations.

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Why switch to TaxDome?

Experience the most powerful platform to manage your clients, teams, and projects.

Award-winning client experience

A top-rated mobile app and client portal that ensure an outstanding client experience.

Team and project management under one roof

Tools for efficient team management and collaboration: AI-based reporting, capacity planning, and many more.

Centralized communication

A complete communication infrastructure: emails, chat, SMS, automated reminders, and notifications.

Migrate to TaxDome today

Enjoy multiple benefits with one simple transition.

Frequently asked questions

How will TaxDome help my firm switch?

We’re offering new subscribers up to 6 months of TaxDome free when they sign up for our 3-year plan before July 31, 2026. The discount will be automatically applied upon activation of your subscription. To be eligible, you need at least 3 months remaining on your current practice management software subscription.

We’re committed to helping firms that are ready to leave behind inefficient software and switch to TaxDome for a better, more powerful solution.

You can find more information here.

Do I qualify for this offer?

This offer is exclusively for new subscribers who have at least 3 months left on their current software subscription and sign up for TaxDome’s 3-year plan.

Can I combine this offer with other promotions?

No, this promotion cannot be combined with any other discounts or offers. It is a standalone deal for new subscribers migrating to TaxDome.

What if I have less than 3 months left on my current subscription?

If you have less than 90 days left on your current contract, you won’t be eligible for this offer. However, you still have time to plan your migration and onboarding with TaxDome! Contact us, and we’ll help you prepare for a seamless transition.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.