TaxDome overview

Firm management

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

Workflow automation

Team collaboration

AI-powered reporting

Firm dashboards

🔥 Recently released

TaxDome Payments: billing brought into the platform your team already uses

TaxDome Kiosk: in-office experience built in

See what’s new

Client management

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

Document management

Secure file sharing

Global Communication

⭐ 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.

Time and billing

Proposals and engagement letters

Packages in proposals

TaxDome Payments

Client experience

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

Client mobile app

Website and branding

Global communications

Client requests

White‑labeled client app

🚀 Industry report

What your clients want you to know: insights from 1,000 taxpayers

See what’s new

Company size

Small firms (2-4 staff)

Mid-sized firms (5+ staff)

Multi-office and large firms (50+ staff)

Franchise networks

Integrations

IRS Transcripts

QuickBooks Online

Companies House

View all integrations

Resources

Self-paced, expert-led courses.

Online and in-person events.

Switch to TaxDome easily.

Industry insights, best practices.

Guides, FAQs, platform resources.

Savings calculator

See how much you could save by switching to TaxDome

Library of financial terms.

Our client's success stories.

Hire TaxDome implementation experts.

Hands-on live training.

Pre-built templates created by firms and TaxDome experts.

Paid onboarding services

Get hands-on guidance and expert setup.

Company

Explore our mission and values.

Learn about security and privacy.

Real-time support status

Live support performance data.

See our clients review.

Connect with top professionals — join our industry community.

Latest news, press and media resources.

Get a custom quote

Designed for firms with 25+ seats.

Get in touch for tailored solutions.

Join the TaxDome team

Pricing Pricing

Find a CPA, bookkeeper, or tax advisor you can work with anytime, anywhere

Sign documents, scan or load files, pay invoices, and message your accountant from one app. Every professional here runs on TaxDome. Search by location, specialty, or language.

Find the right specialist

Firm directory

Find the right professional for your situation

Accountants

Tax preparation, small business accounting, catch-up bookkeeping, and year-round advisory.

Browse accountants

Bookkeepers

Monthly reconciliations, transaction tracking, financial reporting, and cleanup projects.

Browse bookkeepers

Financial advisors

Retirement planning, investment strategy, wealth management, and long-term financial guidance.

Browse financial advisors

Fractional CFOs

Cash flow planning, forecasting, budgeting, and fundraising support for growing businesses.

Browse fractional CFOs

What’s different about working with these professionals?

Everything runs through one app. Every document, payment, and message in one place. Nothing gets lost. Here’s how it works.

Everything runs through one app

Everything runs through one app

No more digging through your inbox

Documents, payments, invoices, messages, and status updates all in one place. No digging through emails and texts. No wondering where things stand.

One login for everything

Personal taxes, business accounts, family members. Switch between them in one app. One login, no juggling.

It all works from your phone

Sign documents, make payments, message your accountant, and check your status from one app. Snap a photo of any document and it converts to a PDF instantly. Use your phone, your computer, or both. Everything stays in sync.

4.9/5

Average rating from 35,000+ people who work with their accountant through this app.

<1 min

To scan a document, sign it, and send it back to your accountant.

1 App

For documents, payments, messages, and status updates. No email chains.

35,000+ people already work with their accountant this way

"I can’t believe how easy and quick it was to provide all the information needed to process my taxes. I’m a very senior citizen and technology-challenged but the app is so simple with guided steps. It was a very positive experience."

35,000+ people already work with their accountant this way

"I actually enjoyed filing my taxes. It’s not a mess of emails and portals. Your phone can upload or photograph anything."

35,000+ people already work with their accountant this way

"Initially, I thought this would be a huge learning curve, but this app experience was surprisingly easy to use, and communication was fast. Doing taxes has never been easier."

East Coast Ginger, TaxDome iOS user

35,000+ people already work with their accountant this way

"Love to use this app as a Client Portal who is using TaxDome as their Client Management Tools! This is SO SIMPLE, REFRESHING, and CONVENIENT compared to having to commute or setup an email."

35,000+ people already work with their accountant this way

"We are not computer experts but this app was so easy to use. We were able to send our information to John and he completed our taxes and called us to explain how to sign and submit payments and fees. It was simple."

35,000+ people already work with their accountant this way

"This is by far the easiest app I have used ! I love the ability to just take a picture of the documents and send them. Will eliminate the need for me to keep all these papers. I am impressed so far."

35,000+ people already work with their accountant this way

"The platform is SO smooth and I adore using it. It actually makes me love working with taxes and my accountant, which is something I never thought of saying!"

35,000+ people already work with their accountant this way

"Imagine having a tax app that you like! My tax preparer is in the loop of technology. Taxes filed on the fly, what more could you ask for. Download the app, you can thank me later."

35,000+ people already work with their accountant this way

"This app has made my tax prep way easier than last year! The "scan" and "upload" functions are built in seamlessly and worked flawlessly. Received an invoice from my tax preparer and was able to pay by credit card without even having to switch to a different screen."

Already have an accountant you like? They can offer this too.

Send them a quick note. It takes 30 seconds, and you might just change how tax season feels.

What to expect when you work with someone listed here

What to expect when you work with someone listed here

You’ll hear back.

Every professional here is easy to reach and quick to respond. You get answers without chasing anyone down.

You’ll know what’s happening.

They’ll tell you exactly what they need from you and when. Fewer surprises, clearer expectations from the start.

Your documents stay secure.

Everything is handled in the app. No email attachments. No third-party file sharing. Your financial information stays where it belongs.

You’ll find someone who fits your situation.

Browse by specialty or services, whether that’s personal taxes, a small business, or something more complex.

Frequently asked questions

What is the TaxDome Accountant & Advisor Finder?

The TaxDome Accountant and Advisor Finder is a free tool for finding accountants, bookkeepers, tax preparers, and fractional CFOs. Every professional listed here works through the same secure, highly rated client app, so you know exactly what working with them will feel like before you ever reach out.

What makes the TaxDome Accountant & Advisor Finder different from other directories?

Most directories list professionals and stop there. The TaxDome Accountant and Advisor Finder tells you what the experience will actually be like. Every professional here uses the same secure client app rated 4.9 stars by real clients, so there’s no guessing how they communicate, where your documents live, or how payments work. It all happens in one place from day one.

Is my personal information safe when I browse?

Yes. This isn’t an ad-supported directory. TaxDome is a software company, we make money when professionals subscribe to our tools, not when you fill out a form. Browse freely. No one gets your contact details unless you choose to share them.

How do I know which professional is right for me?

Browse by specialty and services, whether that’s personal tax prep, small business accounting, monthly bookkeeping, or strategic finance support. Each profile shows what the professional specializes in and who they typically work with. If you’re unsure, reach out to a few and see who responds in a way that feels right. There’s no cost to browse and no obligation to commit.

What happens after I contact someone from the directory?

Once you choose to work with a professional, they’ll invite you to a secure client app where you can upload documents, sign forms, send messages, make payments, and track the status of your work — all in one place, from your phone or computer. No email attachments. No third-party file sharing tools. Everything stays organized from day one.

Is the client app free to use?

Yes. The client app is completely free for you. The professionals listed here pay for their own practice management software. You get a secure, organized, mobile-friendly experience at no cost just by choosing to work with someone who runs their practice this way.

Own a firm? Get in front of clients who are already looking

Thousands of people search for tax and bookkeeping help every month. TaxDome firms can get listed and put their firm in front of clients who are already looking.