How does TaxDome compare to Wolters Kluwer’s CCH iFirm?

TaxDome goes beyond basic practice management features, offering end-to-end workflows for tax, bookkeeping, and more — a complete operating system for your practice and a unified client experience. Let’s compare TaxDome and CCH iFirm so that you can choose the best fit for your firm.

4.7/5 across 7,600+ reviews

Our client experience speaks for itself

"Really love the workflow automation and the client portal. As previously stated the client interaction has much improved over my previous software CCH iFirm."

Our client experience speaks for itself

"TaxDome is easy to use and configure. Our clients like what it brings to the table for them. It is a foundational tool for us to grow and expand the practice."

Our client experience speaks for itself

"TaxDome has a ton of features that are simply not available in similar products, or have to be added onto a subscription at a crazy cost."

Readers Choice

Winner Comprehensive Firm Workflow Solution

TaxDome – Momentum Leader, G2 Winter 2024
TaxDome – Small Business Leader, G2 Winter 2024
TaxDome – Accounting Practice Management Leader, G2 Winter 2024
TaxDome – Users Love Us, G2 Award
TaxDome – High Performer Americas, G2 Winter 2024
TaxDome – Small Business Leader Americas, G2 Winter 2024

Comparing TaxDome and CCH iFirm features

Unlimited e-signatures and KBA, QES, AdES

Collect legally binding electronic signatures, including advanced and qualified e-signatures (AdES and QES), without limits.

CRM with unlimited contacts

Store and manage unlimited client records in one secure, organized CRM.

Organizers and intake forms

Create customizable questionnaires to gather all necessary information from clients.

Client chats

Secure, real-time messaging with your clients – fully integrated into your workflow.

Two-way SMS

Send and receive text messages directly from your TaxDome account.

Synced email

Automatically sync your email with TaxDome to track all client communications in one place.

Document approvals

Ensure client satisfaction and accuracy by requesting document approvals before finalization

Intake and delivery

End-to-end intake, preparation, and delivery tax process, powered by Juno integration.

Advanced workflow automation

Automate repetitive tasks with powerful, customizable workflows.

Limited

Team chats

Keep discussions and project updates organized with TaxDome’s built-in Slack-like chat.

Built-in PDF editor

Edit, annotate, and manage PDFs directly within TaxDome — no external software needed.

AI-powered reporting

Use AI-powered search to uncover insights, generate reports on your firm’s performance, and visualize data with templates or custom reports.

Wiki pages (SOPs)

Create an internal knowledge base to document processes and best practices.

Desktop app

Access your TaxDome account with a dedicated desktop application and interact with client documents directly from your computer.

Firm mobile app

Manage your firm on the go with a dedicated mobile app for practitioners.

Ease-of-use and usability

User-friendly, modern, and intuitive interface.

Client portal

Offer clients a secure, user-friendly portal for document sharing and communication.

Limited

Mobile app

A mobile app for your firm's clients for iOS and Android.

Client experience AI

Automatically organize and label incoming client documents with TaxDome AI.

Client requests

Streamline client communication with organized, trackable requests for information.

Website and branding

Customize your firm’s client-facing portal with a branded design and personalized web pages.

Limited

Global communication

Let your clients easily connect with your firm and centralize all communications with an all-in-one inbox for SMS, chats, and emails.

Bookkeeping hub

Connect client GL and manage uncategorized transactions.

Client Care

Firms can delegate platform-related client support to TaxDome’s support team.

White-labeled client app

A fully branded white-labeled mobile app, developed and maintained by TaxDome.

Payments

Accept secure online payments directly through TaxDome via integrated payment processors.

Invoices

Create and send professional invoices, lock documents to invoices, and track payment status effortlessly.

Limited

Proposals and engagement letters

Send customizable proposals and engagement letters for faster client approvals.

Time and billing

Track billable hours and generate invoices automatically for accurate client billing.

Limited

Packages in proposals

Add tiered service lists to proposals for the client to choose from.

IRS

Get transcripts directly from the IRS in your client portal. Request, view, and manage transcripts for each client, whether individuals or businesses.

QuickBooks Online

Automatically sync all payments and invoices created in your client portal with your QuickBooks Online account.

Zapier

Connect your client portal to 2,000+ tools with Zapier.

Tax programs

Drake, ATX, AccountingSuite, CCHAxcess, CrossLink, Intuit ProConnect, TaxSlayer, ProSeries, and many more.

Limited

Payment providers

Stripe, CPACharge, PayPal, Venmo, Google Pay, Apple Pay.

Limited

Schedulers

Calendly, Schedulista, Squarespace, Youcanbook.me.

SMS

TaxDome has an integration with Twilio to provide two-way SMS messaging features.

Companies House

Link your account and watch as all information about your UK-based clients is filled in automatically in your client portal.

DATEV

Send documents to DATEV Unternehmen Online from your client portal.

Juno

Smart intake, automated data entry into tax software, and delivery.

SOC 2 Type II Compliance

Built to meet the highest industry standards for data security, availability, and confidentiality.

Firm-wide activity feed and security audit trails

Track every action across your firm in one place for complete visibility and peace of mind.

Limited

2FA security policies for staff

Enforce two-factor authentication across your team to keep sensitive client data secure.

Which tools does your firm currently use?

SmartVault, $480 per user/year

Ignition, $828 mixed (base per firm + limits per client/user + add-ons)

Keeper, $96–120 per client/year

SafeSend, $13–17 per return ($15/delivery), approx. $1,500 for 100 returns

Liscio, $720 per user/year

Karbon, $1,068 per user/per year

Practice CS, $600 per user/year

Canopy, $1,704 per user/per year

Atom, $1999 per firm/year, unlimited users

ShareFile, $300 per user/year

Jetpack Workflow, $360 per user/year

DocuSign, $300 per user/year

Adobe Sign, $239 per user/year

GetNetSet, $1188 per firm/year

Asana, $299.88 per user/year

Dropbox, $180 per user/year

Slack, $150 per user/year

Typeform, $996 per user/year

ClickUp, $144 per user/year

Monday, $258 per user/year

Financial Cents, $828 per user/year

Cognito Forms, $94 per user/year

UnCat, $108 per client/year, $10,800 for 100 clients

Mango, $660 per user/year

Soraban, $3,000 ($20/return, min. 150)

Stanford Tax, approx. $10 per return, $1,000 for 100 returns

SecureFile Pro, $299.95 per firm/year

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<strong>Chris Farris</strong>,
<br> COO of Foundation Group (50+ staff)

Chris Farris,

COO of Foundation Group (50+ staff)

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

TaxDome and CCH iFirm pricing

Most popular

TaxDome

From

$

700

/per year, per user, for full functionality

TaxDome offers three pricing plans, starting at $700 per user annually (with a 3-year plan).

Each plan provides firms of all sizes with a comprehensive platform for running a practice — without hidden costs or necessary add-ons.

Request demo

CCH iFirm

From

$

675

/per year, per user, for limited functionality

CCH iFirm also offers three feature packages: Client Portal for $675 (document sharing and client portal), Practice Manager for $755 (client data, jobs, statuses), and CCH iFirm Suite for $1,195 (a combination of the previous packages).

Additional users and storage are paid add-ons.

Which is the right tool for you? TaxDome vs CCH iFirm

According to Capterra reviews, users prefer TaxDome over CCH iFirm for the following reasons:

Modern, cloud-based platform with a user-friendly interface

All-in-one functionality without expensive add-ons or outdated modules

A constantly evolving platform with new features based on customer feedback

Affordable, transparent pricing for a cost-effective solution

Seamless integration with multiple tools

Clients love TaxDome’s intuitive platform and top-rated mobile apps

4.7/5 across 7,600+ reviews

Switch to TaxDome from CCH iFirm today

Feel the TaxDome effect – streamline your practice management, improve your client experience, and foolproof your growth.

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1 Fill in the form
2 Get a setup plan
3 Migrate with ease
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 support@taxdome.com — we’ll help you schedule a meeting.

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Your submission was successful. We’ll reach out to you to build a comprehensive migration plan for your firm.

Move to TaxDome now, and we’ll help cover the remaining cost of your contract — with a credit of up to 6 months free of TaxDome.

Why TaxDome is the best choice for you

TaxDome is built to help tax and accounting firms grow efficiently — without complexity or added costs.

$18,600

saved by firms that use TaxDome per employee yearly

4.9/5

in App Store and Google Play

40 hours

saved by firms that use TaxDome per employee monthly

10,000+

firms trust TaxDome

Frequently asked questions

What are the key differences between TaxDome and CCH iFirm?

TaxDome is an all-in-one platform that combines workflow automation, client communication, CRM, e-signatures, billing, a branded client portal, mobile apps, and team collaboration tools in a single subscription.

CCH iFirm focuses on core practice management features, such as jobs, billing, client portal, and document storage. It also often relies on add-ons for features many firms expect from a modern, single-platform solution.

Is CCH iFirm a legacy solution?

CCH iFirm is a widely used product with practice-management roots, some firms describe it as a more legacy-style platform. Firms that prioritize a mobile-first client experience, built-in AI, and an all-in-one operating system often choose modern platforms like TaxDome to reduce tool sprawl and speed up onboarding. 

If you want a single vendor to handle client comms, automation, bookkeeping features, and more natively, TaxDome is designed for that use case.

How does the pricing structure compare between TaxDome and CCH iFirm?

TaxDome offers three transparent pricing plans, starting at $700 per user annually (with a 3-year plan), with all major features included at no extra cost.

CCH iFirm uses tiered licensing and modular add-ons (the vendor lists setup fees, per-user license packs, and storage charges), so costs can vary. Their pricing starts at $675 for the Client Portal package. Many firms need the higher tiers or extra modules to match TaxDome’s bundled functionality.

Do TaxDome or CCH iFirm offer tools specific to bookkeepers?

Yes, TaxDome provides a Bookkeeping Hub with real-time general ledger access, seamless integration with clients’ books, and no per-client fees — an offering typically priced separately in other platforms.

CCH iFirm does not offer dedicated tools for bookkeeping workflows.

Do TaxDome or CCH iFirm offer tools specifically for tax preparers?

TaxDome supports an end-to-end tax workflow: intake via organizers, automated document requests, KBA-capable e-signatures, and integrations with tax programs. 

Firms commonly combine CCH iFirm with other Wolters Kluwer products or third-party tools for a full tax prep pipeline.

How do e-signature capabilities compare between TaxDome and CCH iFirm?

TaxDome offers KBA-compliant e-signatures, meeting IRS requirements for forms like 8879, and supports advanced and qualified electronic signatures (AdES and QES), which meet EU and international standards for global compliance

CCH iFirm supports digital signing via third-party tools and needs add-ins to support full KBA workflows.

What collaboration and team management features are included?

TaxDome supports team chats, internal wikis, role-based permissions, and audit trails to streamline internal operations and compliance.

CCH iFirm focuses on task management but does not offer internal chat or team collaboration tools like wikis.

Do TaxDome or CCH iFirm offer stronger automation and AI capabilities?

TaxDome leads with workflow automation, AI-powered reporting, and triggers for emails, tasks, and status updates, enabling firms to reduce manual work.

CCH iFirm does not offer AI-powered features.

How do TaxDome and CCH iFirm compare in terms of integrations and ecosystem?

TaxDome integrates with QuickBooks Online, IRS, Zapier, tax software, schedulers, Companies House, DATEV, and more, supporting firms with varied needs across regions.

CCH iFirm offers integrations with ATX and TaxWise but does not support native connections to global compliance tools, which may limit efficiency.

Which platform provides stronger data protection and compliance features?

TaxDome is SOC 2 Type II certified, offers firm-wide activity feeds, security audit trails, and enforced 2FA policies, ensuring enterprise-grade compliance.

Wolters Kluwer hosts CCH iFirm in SOC-certified data centers and publishes a CCH iFirm security fact sheet describing data center controls and disaster recovery, but it doesn’t emphasize firm-level enforcement (e.g., client and staff 2FA and firm audit feeds).

Can I bring my firm from CCH iFirm to TaxDome?

Of course! If you have an existing account with CCH iFirm, we have multiple import tools that allow you to bring your firm over to TaxDome quickly and easily. To support your transition, we offer a discount of up to 6 months’ worth of TaxDome free.

See TaxDome in action with a free demo
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