Scale your firm and cut costs with TaxDome’s unified platform

Item: TaxDome
Rating: 5
Author: Are Berg Hjelle, Partner at Athene Group, 100+ employees

Replace multiple tools with one comprehensive practice management solution. Get end-to-end tax and bookkeeping workflows, transparent pricing that grows with your firm, and most importantly — a unified client experience.

Which tools does your firm currently use?

Please select at least 4 apps for the calculator.

How many team members do you have?

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How many individual clients do you have?

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How many business clients do you have?

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Save

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per year by
switching to TaxDome — get your tailored savings breakdown now

Replace X apps with 1 robust solution, secure your stack and costs.

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Are Berg Hjelle, 
Partner at Athene Group, 100+ employees

“Before TaxDome, we used one system for handling sensitive documents (GDPR), one system for sharing documents, one system for task management, one system for time-tracking… Packing that into a single system instead of 10 different ones is great.”

Run your entire firm on TaxDome

All the solutions you need… Client and team communication: …are there for you, in TaxDome

Secure internal chats for your team and clients, email sync, secure branded client portal, and mobile apps for messaging, tasks, invoices, and more.

All the solutions you need… Workflow automation and project management: …are there for you, in TaxDome

Custom pipelines and built-in automations for emails, tasks, documents, and jobs, triggered by pipeline stages. Notes and templates to build SOPs tied to workflows.

All the solutions you need… Document and data management: …are there for you, in TaxDome

Secure, unlimited storage, built-in PDF editor, legally binding IRS-compliant signatures, custom organizers and forms with conditional logic, and audit trail.

All the solutions you need… Billing and payments: …are there for you, in TaxDome

Recurring billing, integrated payment providers (Stripe, and more), built-in tracking of billable hours, and automatic invoicing.

All the solutions you need… Client onboarding and engagement: …are there for you, in TaxDome

Unlimited contacts CRM with tags, statuses, automations; customizable and appealing proposals and engagement letters with services, prices, and signatures.

All the solutions you need… Bookkeeping and financial management: …are there for you, in TaxDome

Core accounting integrations and reconciliation support; features for bookkeepers (coming soon): GL integration, uncategorized transaction clean-up, quality control workflows.