How does TaxDome compare to ClickUp?
TaxDome goes beyond project management, offering end-to-end workflows for tax, bookkeeping, and more — a complete operating system tailored for growing accounting firms that want to provide a unified client experience. Compare TaxDome and ClickUp so that you can choose the best fit for your firm.
Winner Comprehensive Firm Workflow Solution
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
Excel, $180 per user/year, $1,800 for 100 users
TaxDome and ClickUp pricing
Most popular
TaxDome
$
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.
ClickUp
$
84
/per year, per user, for limited functionality
ClickUp has a Free Forever plan with basic task management, docs, boards, and views; an Unlimited plan for $7 per user/month billed yearly with unlimited storage, integrations, dashboards, goals, and native time tracking.
Business (most popular) and Enterprise plans offer advanced features for higher fees.
Which is the right tool for you? TaxDome vs ClickUp
According to Capterra reviews, users prefer TaxDome over ClickUp for the following reasons:
A purpose-built platform for tax, accounting, and bookkeeping firms, going beyond just project management features
An all-in-one system combining workflows, CRM, client portals, e-signatures, billing, and payments
Native client portal for secure document sharing, messaging, and collaboration
Accounting-grade security with SOC 2 Type II compliance, firm-wide audit trails, and enforced 2FA
Automation designed for recurring compliance work, onboarding, and busy seasons
Switch to TaxDome from ClickUp today
Feel the TaxDome effect – streamline your practice management, improve your client experience, and foolproof your growth.
Request migration
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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
Chris Farris,
COO of Foundation Group (50+ staff)