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AI tools

Atlas Your AI Chief of Staff Intake and delivery Personalized document checklists and work clients can review and approve Agents Use pre-built agents, or describe one and Atlas builds it

Products

Client experience One branded app your clients actually log into, for every touchpoint Revenue operations Get paid faster and know what drives your revenue Firm management The operational backbone of your firm: every job, deadline, and team member in view Client management More than a CRM: documents, requests, signatures, and every conversation on one record TaxDome Kiosk The in-office experience: clients sign, pay, and scan on a tablet Integrations Tax software, IRS, MCP, API, and more

By scale

Solo and small firms Moving off spreadsheets and email Mid-sized firms Consolidating scattered tools and upgrading client experience Multi-office and large firms Replacing legacy practice management software

Strategic growth

Sell and acquire firms Find a firm to buy, or a buyer for yours, with our M&A team Private equity and roll-ups Standardize operations across acquired firms Franchise networks One playbook every franchisee can follow

Grow your firm

Guided implementation Moving firms off spreadsheets and legacy software Savings calculator See what TaxDome replaces and what it saves Event calendar Conferences and meetups where you can find us, online or in person

Learn

Blog Firm operations, tax tech, and customer stories Help Center Guides, FAQs, and platform resources Product webinars Live or on-demand training sessions

Company and trust

About us 15,000+ firms and 6M+ of their clients, since 2017 Trust and security Security, compliance, and AI data handling Press News and media coverage
Customers Customers
Pricing Pricing
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Policies

Last updated: November 2, 2026

Refund policy

Except as described below, TaxDome does not provide refunds or credits for any service, subscription, add-on, firm balance, or usage credit.

You may request a refund of your first subscription purchase or of a renewal purchase within 7 days of payment, if you cancel your subscription at the same time. Extra clients billed on your monthly statement and client packages are not refundable once purchased. If a billing error is on our side, we will add clients to your allowance instead of issuing a cash refund.

TaxDome offers a range of paid support services to assist clients with setup, customization, troubleshooting, and optimizing their TaxDome account. These services are optional and designed to provide additional guidance beyond our standard support. For more information, please visit our Support Services page.

Should you have any questions, please contact us at [email protected]. 

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Firms/practitioners

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or full-service accounting firm.

Clients

I am a client of a firm that uses TaxDome.

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