US – English
Canada – English
Australia – English
Danmark – Dansk
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
Romanian – Română
How does TaxDome compare to Karbon?
Your team and your clients will use TaxDome in week one, while Karbon’s clients often don’t. 15,000 firms run on TaxDome, and their clients gave the TaxDome app 4.9 stars on iOS. That gap matters when you need client adoption on day one.
Real reviews from the clients of accounting firms, not accountants
The people everyone says are impossible to onboard. They left five-star reviews.
“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
“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.”
“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!”
Comparing TaxDome and Karbon features
| TaxDome | Karbon | |
|---|---|---|
| Client experience | ||
|
Client portal Offer clients a secure, user-friendly portal for document sharing and communication. |
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Top-rated client mobile app TaxDome’s client application is top-100 in iOS and Android, providing excellent client experience. |
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AI document organization Automatically rename and tag incoming client documents using AI. |
Paid add-on | |
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Bookkeeping hub Connect client GL and manage uncategorized transactions. |
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Client requests Streamline client communication with organized, trackable requests for information. |
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Website and branding Customize your firm’s client-facing portal with branded design and personalized web pages. |
Limited | |
|
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. |
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Client Care Firms can delegate platform-related client support to TaxDome’s support team. |
Paid add-on | |
|
White-labeled client app A fully branded white-labeled mobile app, developed and maintained by TaxDome. |
Paid add-on | |
|
Kiosk A tablet-based mode for in-office client visits. Signing, payment, document review, and paper scanning sync directly into the client's TaxDome record, no portal login required. |
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| Client management | ||
|
IRS compliant 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. |
Limited | |
|
Organizers and intake forms Create customizable questionnaires to gather all necessary information from clients. |
Limited | |
|
Client chats Secure, real-time messaging with your clients – fully integrated into your workflow. |
Limited | |
|
Two-way SMS Send and receive text messages directly from your TaxDome account. |
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Synced email Automatically sync your email with TaxDome to track all client communications in one place. |
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|
Document approvals Ensure client satisfaction and accuracy by requesting document approvals before finalization. |
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AI intake Automatically generate a personalized document checklist from a client's prior tax return, so clients know exactly what to upload from the start. |
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AI tax return delivery Deliver completed tax returns in a clear, guided flow with document review, e-signature, and payment built into one process. |
Paid add-on | |
| Firm management | ||
|
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. |
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Built-in PDF editor Edit, annotate, and manage PDFs directly within TaxDome — no external software needed. |
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Business analytics dashboard View firm-wide metrics in one place to track performance and growth. |
Limited | |
|
Wiki pages (SOPs) Create an internal knowledge base to document processes and best practices. |
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Desktop app Access your TaxDome account with a dedicated desktop application and interact with client documents directly from your computer. |
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Firm mobile app Manage your firm on the go with a dedicated mobile app for practitioners. |
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Atlas Turn any repeatable task into an AI agent that acts on its own and waits for your approval before anything goes out. |
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| Revenue operations | ||
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TaxDome Payments $1B+ processed for accounting firms. Unify proposals, document delivery, and payments in one platform. |
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Lock deliverables to invoices Reduce accounts receivable by locking documents to invoices, releasing them only after payment. |
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Proposals and engagement letters Send customizable proposals and engagement letters for faster client approvals. |
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Time and billing Track billable hours and generate invoices automatically for accurate client billing. |
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Packages in proposals Add tiered service lists to proposals for the client to choose from. |
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POS terminal A card payment terminal for in-person customers. |
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Buy now, pay later Let clients split larger invoices into smaller payments over time, with no extra work for your firm. |
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Deposits Let clients prepay toward future invoices, so bills are settled the moment they're issued. |
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| Integrations | ||
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IRS Get transcripts directly from the IRS in your client portal. Request, view, and manage transcripts for each client, whether individuals or business. |
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QuickBooks Online Automatically sync all payments and invoices created in your client portal with your QuickBooks Online account. |
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Zapier Connect your client portal to 2,000+ tools with Zapier. |
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Tax programs Upload docs to your client portal directly from Drake, ATX, AccountingSuite, CCHAxcess, CrossLink, Intuit ProConnect, TaxSlayer, ProSeries, and many more. |
Limited | |
|
Payment providers Stripe, PayPal, Venmo, GooglePay, ApplePay. |
Limited | |
|
Schedulers Calendly, Schedulista, Squarespace, Youcanbook.me. |
Limited | |
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SMS TaxDome has an integration with Twilio to provide two-way SMS messaging features. |
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DATEV Send documents to DATEV Unternehmen Online from your client portal. |
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Companies House Link your account and watch as all information about your UK-based clients is filled in automatically in your client portal. |
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Juno Smart intake, automated data entry into tax software, and delivery. |
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API Connect TaxDome to your own tools and internal systems with our public API. |
Paid add-on | |
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MCP Give AI tools like Claude or ChatGPT direct, secure access to your TaxDome data through our MCP server. |
Paid add-on | |
| Security | ||
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SOC 2 Type II Compliance Built to meet the highest industry standards for data security, availability, and confidentiality. |
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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 and clients Enforce two-factor authentication across your team to keep sensitive client data secure. |
||
Which tools does your firm currently use?
Count active clients only — the ones you work with during the year.
Custom pricing for your firm
Firms with more than 20 team members or 3,000 active clients get a plan built around them. Request a demo and our team will prepare yours.
Chris Farris,
COO of Foundation Group (50+ staff)
One of the easiest platforms to implement – discover the TaxDome onboarding experience
When choosing a practice-management platform, onboarding matters just as much as features. In this video, our onboarding lead explains how TaxDome helps firms get up and running quickly — with a structured process and hands-on support.
Clear onboarding path that gets most firms live in 6–8 weeks
Dedicated onboarding manager — not just documentation
Multiple training formats: 1:1, group, self-guided courses, and ready-made templates
Continuous post–go-live support from our award-winning team
TaxDome and Karbon pricing
Most popular
TaxDome
$
1,500
per year, 20 seats included
TaxDome offers one plan, starting at $1,500 a year for 150 active clients. All core features are included, with no tiers, seat limits, or feature gating.
The plan includes 20 seats, and additional active clients start at $15 each, with lower rates as your volume grows.
Karbon
$
1,068
per year, 1 seat included
Karbon offers three pricing plans, and the most popular one is $1,068 per user annually, with multiple feature limits and paid add-ons. For 20 seats, you will have to pay $21,360.
For example, you will have to pay an additional $299 for contact migration, $6,000 for custom reporting, and so on.
Discover our easy migration process
Bring your firm from Karbon to TaxDome
-
1
Kick-off meeting
Align on your goals, timelines, and migration plan so your move to TaxDome is stress-free.
-
2
Client communication
Keep clients informed and confident with clear messaging about the transition.
-
3
Documents migration
Securely transfer all your files from Karbon to TaxDome.
-
4
Workflow basics, customization, testing
Set up and tailor workflows to your processes, then test to ensure everything runs seamlessly.
-
5
Invoicing and payments
Configure your billing system in TaxDome for faster payments and a better client experience.
-
6
Transition to Customer Success
Move your team fully onto TaxDome with training and support for long-term success.
Switch to TaxDome from Karbon today
Feel the TaxDome effect – streamline your practice management, improve your client experience, and foolproof your growth.
Request migration
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.
Which is the right tool for you? TaxDome vs Karbon
According to Capterra reviews, users prefer TaxDome over Karbon for the following reasons:
Superior client experience that 35k of accounting firms’ clients rate 4.9
Comprehensive functionality without costly add-ons
Simple, all-in-one platform that eliminates the need for multiple software programs
Continuous improvements driven by customer feedback and platform evolution
Why TaxDome is the best choice for you
-
$18,600
saved by firms that use TaxDome per employee yearly
-
4.9 /5
client app rating from 40,000+ reviews. Rated by the people your firm serves, not by accountants.
-
40 hours
saved by firms that use TaxDome per employee monthly
-
15,000+
accounting, tax, and bookkeeping firms that chose TaxDome and haven't needed to shop for software since.
-
2 M+
jobs completed
-
$2 B+
invoices paid
Our client experience speaks for itself
Frequently asked questions
What are the key differences between TaxDome and Karbon?
TaxDome is a full-fledged practice management platform offering comprehensive features, including client communication, document management, workflow automation, billing, and more.
Karbon focuses primarily on internal collaboration and task management. To match TaxDome’s client-facing features, firms often need to integrate third-party tools, which increases complexity and cost.
While Karbon offers a mobile app and client portal, it lacks built-in e-signatures with KBA, proposals and engagement letters, and bookkeeper features.
How do TaxDome and Karbon compare in terms of client management features?
TaxDome provides robust client management tools, including a CRM, secure client portal, top-rated mobile apps, and integrated e-signatures with Knowledge-Based Authentication (KBA).
Karbon offers limited client management features and does not include a client portal or mobile applications, which may hinder seamless client interactions.
How does pricing compare between TaxDome and Karbon?
TaxDome is priced on active clients, not seats: $1,500 a year covers 150 active clients, with additional clients starting at $15 each and lower rates as your volume grows. The plan includes 20 seats and all core features, with no hidden fees or required add-ons.
Karbon’s most popular plan is $1,068 per user per year, which comes to $21,360 for 20 seats, and many features require paid add-ons, for instance, contact migration ($299), custom reporting ($6,000), and some integrations.
Do TaxDome or Karbon offer tools specific for bookkeepers?
TaxDome provides a comprehensive Bookkeeping Hub, integrating directly with clients’ general ledgers at no separate charge. This feature supports bookkeeping tasks and is included in your plan.
In contrast, Karbon focuses on workflow and collaboration tools but lacks dedicated bookkeeping functionalities.
Do TaxDome or Karbon offer tools specific for tax preparers?
TaxDome offers an end-to-end tax workflow, including client intake forms, document requests, e-signatures with KBA compliance, and secure delivery of completed returns.
Karbon provides customizable workflows and task management, but does not offer specialized tax preparation tools like e-signatures or client portals tailored for tax services.
Which platform offers more automation and workflow tools?
TaxDome provides robust automation with conditional task triggers, automatic email and signature requests, pipeline templates, and client-facing workflow steps — all built-in.
Karbon offers internal workflow tools and task templates, but requires integrations for client-facing steps like document requests or communication automations, adding friction and cost.
How do client experience features compare between TaxDome and Karbon?
TaxDome includes a branded client portal and top-rated mobile apps (4.9+ stars on iOS), centralized communication (email, chat, SMS), client-facing automation, and more.
Karbon also provides a client portal and mobile app, but lacks tools like SMS, client chat, and IRS-compliant signature options.
What types of support do TaxDome and Karbon offer?
Both companies offer online and phone support as well as account managers who will help you make the most of each product.
TaxDome offers free, unlimited white-glove support, including screen-sharing onboarding sessions. In addition to this, TaxDome has paid support plans to ensure firms get the right assistance at the right time.
Can I bring my firm from Karbon to TaxDome?
Of course! If you have an existing account with Karbon, 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.
“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.”