🔥 What your clients want you to know: insights from 1,000 taxpayers. Read the Industry report

🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Switch-and-save limited time offer

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.

Switch to TaxDome

Please provide your full name to continue
Please provide your email address to continue
Please enter the software you're migrating from
Please complete the captcha to verify you are not a robot
Mandatory fields
By requesting migration, you agree to TaxDome’s terms of service and privacy policy.

Transition to TaxDome with ease

How the switch-and-save program works

Get up to 6 months of TaxDome free

Get up to 6 months of TaxDome free

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

Your partner in seamless onboarding

Your partner in seamless onboarding

Our Onboarding Team is here to support you every step of the way, ensuring a smooth and efficient transition to TaxDome. From setting up your account to providing personalized training for your team, we’ll help you unlock TaxDome’s full potential for your business.

Speak with our team to see if you qualify

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

Canopy

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

 

Compare with TaxDome

Karbon

Karbon

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

 

Compare with TaxDome

Financial Cents

Financial Cents

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

 

Compare with TaxDome

Liscio

Liscio

Customers switch to TaxDome for a comprehensive platform, not limited to client-facing tools

 

Compare with TaxDome

Jetpack

Jetpack

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

 

Compare with TaxDome

Asana

Asana

Customers leave for comprehensive tools that offer client management, signatures, and more on top of workflows

 

Compare with TaxDome

Senta

Senta

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

 

Compare with TaxDome

ClickUp

ClickUp

Сustomers leave because they want more industry- specific features and integrations

 

Compare with TaxDome

Why switch to TaxDome?

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

Build stronger connections

Build stronger connections

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

Manage your firm like a pro

Manage your firm like a pro

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

Centralize all communications

Centralize all communications

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

Trusted by 10,000+ firms in 25+ countries

TaxDome has 6,200+ reviews on CapterraG2 and GetApp with an average score of 4.7/5.

Switch to TaxDome today

Switch to TaxDome today

Your concerns, answered

Frequently asked questions

I'm using another practice management platform. Does this offer help me mitigate the cost?

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

The switch-and-save plan offers new subscribers up to 6 months of TaxDome free when they sign up for our 3-year plan before December 31, 2024. 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.

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.