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Bringing your firm to TaxDome
Migrate to TaxDome from other CRM and workflow tools — or even Excel. Guided implementation, live training, and customized packages for your firm’s needs and processes.
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.
Your path to streamlined tax and accounting workflows
TaxDome migration process
We ensure a seamless transition from ShareFile, Karbon, Canopy, and other software to TaxDome, allowing your firm to quickly adapt to the platform and enjoy its full range of benefits.
Kick-off meeting
Our migration specialists assess your firm’s goals and setup requirements for a successful onboarding.
Workflow review
Next, our team will analyze your current processes and workflows to provide a strategy for optimal implementation.
Team training
TaxDome’s training sessions will help your team quickly learn to use TaxDome’s features and maximize the platform’s potential.
Going live
Time to go live! Our team will be with you every step of the way.
Switch to TaxDome today
One transition, multiple benefits: save time and money, ease your day-to-day, improve your client experience, and set the stage for growth. You’ll thank us, and your clients will thank you. Do it today.
Migrate to TaxDome
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.
Jessica Smith
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.
Joseph Serrone
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.
Christina F.
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.
Are Berg Hjelle
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.
Jake Mitrovic
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.
Jennifer T.
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.
Nicholas R.
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.
Greg Bayramian
Your concerns answered
Frequently asked questions
How do I start the migration process?
Just fill out the migration interest form above, and one of our migration specialists will contact you.
What data can be migrated?
We help you transfer all essential firm data from your previous systems to our centralized platform. This includes client details, workflows, templates, and more. We’ll get you up and running quickly.
Can I switch to TaxDome from Karbon, Canopy, or another practice management software?
Absolutely! We offer migration support to help you seamlessly transition to our platform from Karbon, Canopy, FinancialCents, or any other software.
How long does the migration process take?
The exact duration will depend on the size and complexity of your firm’s data landscape and workflows. During the kick-off call, one of our migration specialists will review key details about your system, the number of users, and typical processes. Once our specialists have an understanding of your requirements, they can provide an accurate time estimate for the migration. They’ll then work with you to finalize a migration plan.