Learn more about e-signatures in our new live webinar.

Join live daily webinars to get up to speed on automations, invoicing and team collaboration.

TaxDome Pricing

No hidden fees and annoying limits. Grow your practice on your terms. Free support & implementation included.

An integrated hub for client, team, and document management with online payments & practice management automations.

An integrated hub for client, team, and document management with online payments & practice management automations.

$ From
50
Per month, per user Save 25% with a multi-year plan

All plans billed upfront

Replace
  • Workflow automation
  • Time & Billing (ACH, BACS, SEPA, Credit Card)
  • Proposals & recurring invoices
  • Client forms, organizers & engagement letters
  • Native PDF Editor
  • Firm Mobile App
  • Client Mobile App
  • Firm Wiki (SOPs)
  • Calendar Integrations
  • White-labeled website and client portal
  • Unlimited support and advanced training sessions

The operating system for your practice

Save up to 25%

All TaxDome products and automations at a lower price:

2 year subscription

2 year subscription

$

700

/yr

$58/mo

Save $100 per year

1 year subscription

1 year subscription

$

800

/yr

$66/mo

Award winning industry leader

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

Capterra/Best Value
Capterra/Best Ease Of Use
Capterra/Best Value
Quality Choice
Trusted Vendor
Happiest Users
GetApp/Leaders
G2/Leader-Fall
G2-Momentum Leader
Momentum Leader
High Performer/Summer
High Performer/Winter
Leader
Users Love Us

In-depth look at pricing

Features

In-depth look at pricing

Organization

Accounts/Contacts

Unlimited

Insights

 

Additional users

600$/yr – 3 Year Plan
700$/yr – 2 Year Plan
800$ – 1 Year plan
85$/m

Document Management

Document storage

Unlimited

Folder templates

 

Request client approval

 

Secure document exchange

 

Unlimited e-signatures

 

KBA $1 per signee

 

Windows desktop applications

 

Virtual Drive

 

Client mobile scanner

 

Expiring share links for 3rd parties

 

Contracts & engagement letters

 

PDF Editor

 

SMS

 

Client organizers (forms)

 

Client Management

CRM

 

Tag management

 

Custom fields

 

Bulk actions

 

Email templates

 

Client portal

 

Client mobile app

 

Unlimited secure messages

 

Client tasks

 

2 Factor Authentication

 

Audit trail

 

Automated client reminders

 

Email notifications

 

Custom branded system emails

 

Custom branded client portal & URL

 

Practice Management & Workflow Automation

Job & task tracking

 

Kanban board/Calendar views

 

Recurring/Scheduled jobs

 

Recurring tasks

 

Automated client sign up form

 

Automated client onboarding

 

Workflow automations

 

Templates

 

Time & Billing

Invoicing

 

Accept credit cards

 

ACH payments

 

Time tracking

 

Recurring billing

 

Proposals

 

Team Management

Email sync

 

Team @mentions

 

Firm mobile app

 

Roles and permissions

 

Reporting

 

Integrations

Print from Tax Programs to TaxDome

 

QuickBooks Online

 

Zapier

 

Payment processors

 

Stripe & CPACharge

 

Schedulers (Calendly, Acuity, etc)

 

Website Building

Website builder

 

Website templates

 

Website transition

 Free

Website hosting

 Free

Support & Education

Chat & phone support

 (priority)

Help area & video tutorials

 

Dedicated client help area & video tutorials

 

TaxDome Academy

 

White-glove onboarding session

 

Private Facebook community

 

Trial Facebook support group

 

Unlimited screen-sharing

 Free

Advanced team training

Always free of charge

Grow your practice on your terms. Free support & onboarding sessions are always free of charge.

  1. Bank level security

  2. Pay in USD

  3. Unlimited clients

  4. Customer support & training

  5. Multilingual support

  6. Help area with video tutorials for your clients

  7. Import services

  8. Unlimited file storage

Always free of charge

Your concerns, answered

Frequently asked questions

Can I purchase licenses with different duration for my employees?

Sure. If your primary subscription is a 3 year duration you can buy additional licenses for 3 years at a price of $600 per year, for 2 years at a price of $700 per year and for 1 year at a price of $800. You can also purchase a monthly subscription for seasonal employees at a price of $85 per month.

If your primary subscription is a 2 year duration you can buy additional licenses for 2 years at a price of $700 per year and for 1 year at a price of $800. Also you can purchase a monthly subscription for seasonal employees at a price of $85 per month.

If your primary subscription is a 1 year duration you can buy annual  additional licenses and monthly subscriptions for seasonal employees at a price of $85 per month.

Can I buy a 1-year subscription for $800, then upgrade to a multi-year and still get the discounted price?

If you buy a 1 year plan and want to upgrade to a 2 or 3 year subscription, you can do so within 30 days. Please reach out to support to change your plan.

Can multi-year licenses be transferred from one employee to another?

You can deactivate the first user and assign the license to another employee.