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TaxDome overview
TaxDome overview

TaxDome overview

One platform to streamline,
scale, and grow your practice.

Learn more

Firm management

Oversee both strategic planning and manage
day-to-day tasks easily and efficiently.

More
Workflow automation
Team collaboration
AI-powered reporting
Apps overview
Desktop app
Wiki pages
PDF editor
Inbox+
🔥 Recently released

TaxDome Payments: billing brought into the platform your team already uses
See what’s new

Client management

Maintain all client data, documents, communication,
and tasks in a secure, centralized location.

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CRM
Document management
Organizers
E-signatures
Chats
Email
Activity feed
⭐ Success stories

Team of 20+ built enterprise-level client experience for 250+ businesses
Read other success stories

Revenue operations

Get paid on time with streamlined invoicing
and client billing integrated into your workflow.

More
Time and billing

Client experience

Deliver a top-tier experience with a white-labeled client portal and mobile app that your clients will love.

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Client portal
Client mobile app
Website and branding
Global communications
White‑labelled client app
🚀 Industry report

What your clients want you to know: insights from 1,000 taxpayers
See what’s new

Integrations

Connect TaxDome with your favorite tax programs, schedulers, payment providers, and other apps.

More
Zapier
QuickBooks Online
DATEV
Stripe
TaxAct
CCH Axcess Tax
Drake
Lacerte
ProSeries
TaxSlayer
Verito
RightNetworks
Acuity
Schedulista
Calendly
YouCanBookMe
Gmail

Resources

Academy

Self-paced, expert-led courses.

Event calendar

Meet the TaxDome team in person.

Migration

Switch to TaxDome easily.

Blog

Industry insights, best practices.

Live and recorded events

Webinars and live sessions.

Help Center

Guides, FAQs, platform resources.

Calculator

Discover the return on investment.

Glossary

Library of financial terms.

Case studies

Our client's success stories.

Consultants

Hire TaxDome implementation experts.

Company

About us

Explore our mission and values.

Testimonials

See our clients review.

Contact sales

Contact us for tailored solutions.

Community

Connect with top professionals — join our industry community.

Press hub

Latest news, press and media resources.

Careers

Join the TaxDome team

Pricing Pricing
Contact sales
Take a tour
Request demo

How does TaxDome compare to SmartVault?

TaxDome goes beyond document management and file sharing features, offering an end-to-end operating system for your practice with specific workflows for tax, bookkeeping and full-service accounting firms. Let’s compare TaxDome and SmartVault so that you can choose the best fit for your firm.

4.7/5 across 7,600+ reviews

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.

Our client experience speaks for itself

"I switched from SmartVault to TaxDome because SmartVault is only a portal software and costs the same as TaxDome with less features."

Our client experience speaks for itself

"For my purposes, TaxDome's been fantastic. SmartVault seemed to be difficult for my clients. They hated having to upload things. It also seemed clunky and didn't keep up with the times."

Our client experience speaks for itself

"We switched from SmartVault because the cost of TaxDome and the significantly highly number of features when compared to the similarly priced product we were using made the switch a cost effective change."

Our client experience speaks for itself

"We switched from SmartVault to TaxDome because we needed something that was just more than secure upload/downloads of docs."

Readers Choice 2026

Winner Comprehensive Firm Workflow Solution

TaxDome – Momentum Leader, G2 Winter 2024
TaxDome – Accounting Practice Management Leader, G2 Winter 2024
TaxDome – Small Business 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 SmartVault features

Unlimited e-signatures and KBA, QES, AdES

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

Limited

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.

Limited

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.

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.

Limited

Website and branding

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

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.

Coming soon, no per-client fees

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.

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.

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, PayPal, Venmo, GooglePay, ApplePay.

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.

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.

TaxDome and SmartVault pricing

Most popular

TaxDome

From

$

1000

/per year, per user

TaxDome offers three pricing plans, starting at $1000 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

SmartVault

From

$

840

/per year, per user

SmartVault also offers three pricing plans, starting at $840 per user annually, but only if you pay for a minimum of 3 users.

With their basic plan, you will get unlimited cloud-based storage, client portal, reporting and activity logs, and other document management features.

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.

Which is the right tool for you? TaxDome vs SmartVault

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

Comprehensive practice management solution with end-to-end workflows for tax and bookkeeping firms – document management included

Easy to use, unified client experience, including tailored features for clients with multiple entities

A constantly evolving platform with new features based on customer feedback

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

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.

Switch to TaxDome from SmartVault today

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

1 Feel 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 [email protected] — we’ll help you schedule a meeting.

Thank you!

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.

$26,100

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 SmartVault?

TaxDome is a comprehensive practice management solution with workflow automation, billing, CRM, client communication tools, and team collaboration — all under one subscription.

By unifying the firm and client experience, firms are able to offer their clients a true one login experience for every interaction with their firm.

SmartVault focuses on secure document storage and e-signatures, but lacks the broader management features necessary to run an entire practice, resulting in a disjointed client experience that requires logging into multiple apps to interact with their tax, bookkeeping, and accounting firms.

How does the pricing structure compare between TaxDome and SmartVault?

TaxDome offers transparent pricing with all core features included, starting at $1000 per user annually (with a 3-year plan).

SmartVault follows a similar pricing model with three pricing plans, but only offers features such as e-signatures, advanced storage, and document requests, which may not be sufficient for running an entire practice on one platform. Additionally, SmartVault requires a minimum of 3 users, while TaxDome doesn’t.

Do TaxDome or SmartVault offer tools specific for bookkeepers?

TaxDome includes a built-in Bookkeeping Hub that integrates directly with clients’ general ledgers, all with no per-client fees.

SmartVault focuses on secure document storage and does not offer tools specifically designed to streamline bookkeeping workflows.

How do TaxDome and SmartVault compare in terms of e-signature capabilities?

TaxDome also offers advanced and qualified e-signatures (AdES and QES), enabling global compliance and a broader range of signature use cases.

Which platform offers better tools for client and team communication?

TaxDome provides built-in chat, SMS, and automated document approval features, plus internal team chat and wiki pages for collaboration.

SmartVault does not include client chat, SMS, or team collaboration tools, making communication and the client experience more fragmented.

Are there major differences in automation and integration capabilities between TaxDome and SmartVault?

TaxDome features advanced workflow automation, AI-powered reporting, and integrations with tools like QuickBooks, tax software, schedulers, and Companies House and DATEV.

SmartVault lacks workflow automation and does not support direct integrations with tax software or practice-wide schedulers, limiting scalability and customization.

Can I bring my firm from SmartVault to TaxDome?

Of course! If you have an existing account with SmartVault, 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
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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or full-service accounting firm.

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