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Transition to TaxDome with ease

Leave your old practice management tools behind and migrate your firm to TaxDome —we’ll help cover the remaining cost of your subscription with a discount of up to 6 months' worth of TaxDome free. You’ll also get guided implementation, live training, and full support in getting the most out of TaxDome.

Migrate to TaxDome

By requesting migration, you agree to TaxDome’s terms of service and privacy policy.

Why tax and accounting firms choose TaxDome

TaxDome is an intuitive, modern solution that enables you to work efficiently in a digital world. Increase revenue, save time, and set your firm up for growth with our comprehensive platform.

Visibility and control over all processes

Insight on all work in your firm. TaxDome brings all workflows, notes, emails, documents, and data together in one place.

Enhanced client collaboration

Increase client satisfaction & retention with TaxDome’s mobile app and client portal. Your clients will thank you.

User-friendly interface

The intuitive interface and convenient dashboard help you stay on top of all tasks.

Data security

Enterprise-grade security measures to protect your firm and client data.

Why tax and accounting firms choose TaxDome

Upgrade your workflow

Common software firms move away from

10,000+ firms have embraced TaxDome, switching from a wide range of software solutions such as:

  1. Thomson Reuters

  2. Wolters Kluwer

  3. Avii

  4. Karbon

  5. Canopy

  6. Financial Cents

  7. SmartVault

  8. Senta

  9. Liscio

Common software firms move away from
Switch to TaxDome today

Switch to TaxDome today

Your path to streamlined tax and accounting workflows

How the transition process works:

We make it simple to transition from tools like Canopy, Karbon, and more. Don’t see your current tool listed? No problem—our team specializes in guiding you through a confident and seamless shift to TaxDome.

1. Kickoff meeting

We’ll collaborate with your firm to review goals, assess needs, and design a tailored setup plan for your practice.

2. Workflow analysis

Our specialists will help map out your current workflows and optimize them to leverage TaxDome’s features effectively.

3. Team enablement training

Dedicated training sessions will equip your team with the knowledge and confidence to use the platform successfully.

4. Onboarding completion

When you’re ready to go live, our team will ensure your transition is smooth and hassle-free.

TaxDome is trusted by 10,000+ firms in 25+ countries

Reliable partner for tax, bookkeeping and accounting firms globally

I was an avid Canopy Tax user for many years but was disappointed by the constant changes to their product. TaxDome had better reviews and my peers who had recently started to use the platform had expressed how much they liked it.

We don’t have to worry about having external drives for the data. We don’t have to worry about having a digital signature software provider. It just makes it easier to have everything in one single platform.

TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allowed us to combine the two software platforms. This will help with efficiency within our firm.

Before TaxDome we used one system for handling sensitive documents, one system for sharing documents, one system for task management… Packing that into a single system instead of 10 different ones is great.

All employees are working remotely and 99.5% of clients use the tool to work with us. We are getting compliments from our clients all the time and our business can be scaled thanks to TaxDome.

We loved TaxDome so much that we switched from Karbon Workflow after five years of use because of the client portal and its automation with engagements, tax organizers, client requests, and e-signatures.

I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place. I have been using a number of solutions that don't integrate thoroughly to achieve these things and finally I can have all these features in one place at a fair price.

We only need to log into two programs instead of five or six. TaxDome keeps our practice organized so nothing is missed, and everything is one platform: billing, tax docs, communication with clients, and soon an appointment calendar. And they are constantly improving the software.

Switch-and-save limited time offer

Break free from ineffective practice management software

Stuck with a platform that’s too much work, too expensive, or just not meeting your needs? We’ll assist with your switch to TaxDome and provide a discount of up to 6 months’ worth of TaxDome free to help offset the cost of your current subscription.

 Switch to the most powerful platform for managing teams, clients, and projects today.

Break free from ineffective practice management software

Your concerns answered

Frequently asked questions

Do you have any special offers if I decide to migrate to TaxDome?

Yes, we’re offering new subscribers a discount of up to 6 months’ worth of TaxDome free when they sign up for our 3-year plan before December 31, 2024. The discount will be applied to your subscription upon activation. To be eligible for this offer, you need to have at least 1 month remaining on your current subscription.

We offer this to support firms that aren’t happy with their current practice management solution and want to switch to TaxDome.

You can find more information here.

Which firms are eligible for this offer?

This offer is available only for new subscribers who have at least 1 month remaining on their current subscription and sign up for our 3-year plan.

How long is this offer valid?

The offer is valid until December 31, 2024. Sign up by this date to take advantage of the free months!

Can I combine this offer with other promotions?

This offer cannot be combined with any other promotions or discounts. It is a standalone promotion for new migrating subscribers.

What if I have less than 3 months left on my current subscription?

If your current contract ends in less than 90 days, you won’t qualify for this offer. But don’t worry — you still have a month to plan your migration and onboarding to TaxDome! In the meantime, feel free to reach out to us to discuss your needs.