Integrate secure payment processing into your workflow – TaxDome

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

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Client management

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

Document management

Secure file sharing

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TaxDome helps a 40-person accounting firm become more efficient

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Revenue operations

Get paid on time with streamlined invoicing and client billing integrated into your workflow.

Time and billing

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Client experience

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

Client mobile app

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White‑labeled client app

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Integrations

Connect TaxDome with your favorite tax programs, schedulers, payment providers, and other apps.

Pricing Pricing

Resources

Self-paced, expert-led courses.

Online and in-person events.

Switch to TaxDome easily.

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See how much you could save by switching to TaxDome

Library of financial terms.

Our client's success stories.

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Company

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Live support performance data.

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Simplify daily work and save time.

Mid-sized and large firms

Streamline operations and scale your team.

Enterprise firms

Scale with security and control.

Franchise networks

Keep every branch aligned and efficient.

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Designed for firms with 25+ seats.

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Integrations

Integrate secure payment processing into your workflow

Seamlessly accept payments online by connecting your TaxDome account to Stripe or CPACharge. Easily accept credit/debit cards, including Google Pay and bank debit payments through TaxDome’s secure integrated processors.

Our client experience speaks for itself

“I like that it integrates with QuickBooks Online and Stripe. There's a lot of value in it.”

Our client experience speaks for itself

“TaxDome keeps our practice organized so nothing is missed, and everything is on one platform.”

Our client experience speaks for itself

"I’ve also integrated my QuickBooks, so it’s all automatically synced. Huge time saver!"

Our client experience speaks for itself

“The ability to sign and pay directly in the TaxDome client portal has been very well received by my clients.”

Our client experience speaks for itself

"With TaxDome I got rid of DocuSign, PayPal and Wave Accounting, my old practice management app."

Winner Comprehensive Firm Workflow Solution

Accept payments with no limits

Accept credit card or bank debits in the USA, Canada, Oceania, and Europe

Work with clients from all over the world.

Apple Pay

Google Pay

SEPA

ACH payments

BECS

PADS

Accelerate payments

Get paid faster with integrated payment processing

Choose your preferred payment method: credit card, bank debit, or let the client decide. For smaller invoices allowing the client to choose may be ideal, while for larger invoices you might prefer to accept only bank payments.

Process all payments directly within your custom-branded client portal. Automatically invoice and charge customers on a set schedule. Get paid faster for your recurring projects to keep your revenue stream flowing.

Ensure you get paid fully by restricting access to documents until the invoice is paid. TaxDome will release the document automatically to the client when invoice is paid.

IRS, tax, bookkeeping integrations, and more

QuickBooks Online

Payments and invoices you create in TaxDome automatically sync with QuickBooks Online.

Schedulers

Without ever leaving TaxDome, your clients can book appointments via such schedulers as Calendly, Acuity, and others.

IRS

Users can request and download transcripts directly from the TaxDome interface, streamlining processes and saving time.

Cloud hosting providers

You can easily use TaxDome on a managed cloud with authorized hosting providers.

Verito Right Networks

Frequently asked questions

Can I accept payments in TaxDome?

You can! Accept payments via credit cards or bank debits in the US, Australia, Europe, and Canada through ACH, SEPA, BECS, and PADs.

Can I integrate my QuickBooks Online account?

Definitely. Connecting your TaxDome account with QuickBooks Online lets the systems automatically sync your invoices and payments from TaxDome directly into your QuickBooks account.

Is it safe to process payments through TaxDome?

Yes, we employ a number of industry standards to keep your and your clients’ data protected and secure.

How to connect to Stripe or CPACharge?

The process is simple:

1. In Settings, go to Integrations, then select Payments subtab.

2. Click on the buttons Connect with Stripe or Connect with CPACharge.

3. To log in with your Stripe account, enter your login. To log in with your CPACharge account, fill in your credentials.

4. Get through the verification process and enjoy your new integration!

Are there additional fees to invoice and receive payments to clients?

No, TaxDome does not charge any fees. You have unlimited contacts, clients, signatures, storage, and bills.

Can I process credit cards or bank payments manually over the phone or in the office?

Yes, you can manually enter credit card or bank details for a transaction, wherever you are.

Can clients make prepayments?

Yes, clients can make prepayments at any time via a button on their client portal.

Can I pay on behalf of my clients?

Sure, you can! Sometimes, instead of paying from their portal, your clients can ask you to pay an invoice on their behalf with their credit card or using their available credits.

If a client has available credits in their account, you can pay an invoice for them right when you create it or later. You can also pay an invoice for a client with their credit card or by entering their bank account details.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

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