One plan for tax, bookkeeping, and accounting firms, with every core feature from client intake to delivery and payments. Starts at 150 active clients.
An active client is a client with any activity in the past 12 months, such as logging in, uploading documents, sending messages, or receiving an invoice. Contacts without activity cost nothing.
Need unlimited seats, an SLA, or custom security terms? .
$0.83 per client monthly
$1,500 your total, billed annually
What’s included:
Included in Custom pricing:
AI organizes incoming client documents and guides clients through return delivery, so your team spends less time on busywork and more time on clients.
$200 per month
For your entire team, with no per-seat pricing
Have a question about pricing or add-ons?
Thank you for reaching out to uncover what sets TaxDome apart! Our sales representative will contact you soon.
The only practice management platform offering a fully branded iOS and Android app. Stand out from the competition and take full control of your client experience. A 2026 Webby Honoree alongside Apple and TurboTax, now under your brand.
TaxDome Client Care handles your clients' everyday “how do I” questions, so your team doesn't have to. Clients get fast, friendly help with uploading documents, signing forms, and finding their way around the platform, freeing up your team for higher-value work.
$100 per month
Connect TaxDome to your own tools and internal systems with our public API, with extended access to documents and chats.
Get a dedicated team of TaxDome experts you can reach by phone or in a private Slack channel, with up to three 30-minute sessions a month and a reply to every ticket within 2 hours.
$249 per month
Have a question about pricing or add-ons?
Thank you for reaching out to uncover what sets TaxDome apart! Our sales representative will contact you soon.
One experience, multi-entity access.
Secure, user-friendly, for documents and communication.
Top-100 App Store ranking, iOS and Android.
Real-time messaging, integrated into your workflow.
Connect client GL, manage uncategorized transactions.
Clients use TaxDome in their language.
A branded design and personalized web pages for your firm.
In-office signing, payment, and scanning, no login required.
Mobile app branded to your firm.
Available as standalone or part of Custom firm pricing.
Collect tax data with customizable, compliant templates.
Send required documents, track completion.
Deliver finalized returns through the client app.
Predict workloads to allocate team resources.
Get transcripts directly from the IRS, in your workspace.
End-to-end processes for tax, bookkeeping, and CAS.
Move jobs on triggers or conditions.
Trigger actions from answers or approvals.
Label your own stages to match your workflow.
Assign and track tasks to stay organized.
A library for pipelines, organizers, folders, and more.
Auto-generate a document checklist from a prior return.
Real-time insights to make smarter decisions.
Cross-check uploads against outstanding checklists.
Team output, workflow, and revenue analysis.
Profitability by service line, team member, or client.
Turn tasks into AI agents that act, then wait for your approval.
Included in AI add-onGuided return delivery: review, e-signature, and payment in one flow.
Included in AI add-onAuto-rename and tag incoming client documents.
Included in AI add-onConnect TaxDome to your own tools with our public API.
Included in AI add-onSecure access to your TaxDome data for AI tools like Claude or ChatGPT.
Included in AI add-onMonitor capacity, prevent bottlenecks.
Unlimited, built-in, Slack-like chat for your firm.
Tag teammates, get alerts on changes.
Firm-wide metrics to track performance.
An internal knowledge base for best practices.
Add private context to tasks or clients.
365 days of history for every client and job.
Access TaxDome and documents from your computer.
Manage your firm on the go.
One secure, organized CRM for client records.
Ask ad hoc questions without breaking your workflow.
Unlimited data points for segmentation.
Customizable questionnaires to gather what you need.
Email, SMS, and chat in one secure inbox.
Send and receive texts from your TaxDome account.
Reminders for tasks, approvals, and unpaid invoices.
Store your documents securely in TaxDome.
Sign from your desktop or mobile device.
IRS-compliant signature requests with KBA.
Pre-saved templates to finalize documents faster.
Request approval before finalization.
Edit and annotate PDFs directly in TaxDome.
$1B+ processed, with proposals, delivery, and payments in one platform.
Automatic invoices for ongoing engagements.
Reduce A/R with a paywall until paid.
Customizable, for faster approvals.
Up to 3 tiers for clients to pick from.
Track billable hours and generate invoices automatically.
Set time estimates per job.
View unbilled entries and convert them to invoices.
Invoice directly from tracked time.
A card payment terminal for in-person customers.
Let clients split larger invoices into smaller payments.
Let clients prepay toward future invoices.
Sync payments and invoices automatically.
Drake, ATX, AccountingSuite, CCH Axcess, CrossLink, and more.
Stripe, PayPal, Venmo, Google Pay, Apple Pay.
Sync your email to stay on top of updates.
Connect to 2,000+ tools.
Get transcripts directly from the IRS.
Calendly, Schedulista, Squarespace, YouCanBook.me.
Auto-fill info for UK-based clients.
Send documents to DATEV Unternehmen Online.
A branded website, no coding needed.
Meets top industry security standards.
Manage who sees sensitive data.
Role-based control over confidentiality.
Log in securely with Google credentials.
A second verification step at login.
Enforce 2FA for teams and clients.
Track every action across your firm in one place.
Time-stamped trails for signed documents.
Average response time of 6 hours.
Led by TaxDome experts.
Live onboarding and platform assistance.
Work with an account manager who helps drive long-term success (fees apply).
Review your firm's progress and refine strategy (fees apply).
Hands-on setup help (fees apply).
We'll help migrate your client base.
Fast, reliable client support from our team.
Available as standalone or part of Custom firm pricing.
Phone, a private Slack channel, three 30-minute sessions a month, and a 2-hour SLA.
Available as standalone or part of Custom firm pricing.
Most clients avoid their accountant’s software. TaxDome users rate theirs at the top of the App Store, because it works like the apps they already use every day. TaxDome completely changed how I work with my CPA. I can scan and upload documents in seconds, chat securely, and keep track of everything in one place. If I ever had to switch accountants, my first question would be: “Do you use TaxDome?”
You do become part of the TaxDome community. You’re assigned an account manager who will walk through the process with you at every step of the way. And then, after implementation, will continue to offer assistance and be there as a sounding board to help you with any issues.
We were looking for a good portal system for our clients, our old system really hadn't had any significant updates for a long time. We really got lucky that we even found TaxDome.
An active client is someone genuinely working with your firm through TaxDome. Any activity in the past 12 months counts, such as logging in, uploading documents, sending messages, or receiving an invoice. Importing your client list is free and unlimited, and contacts without activity cost nothing.
Each client account counts on its own. If one person has a personal return and a partnership return, they count as two active clients.
Pricing starts at 150 active clients, which is $1,500 a year, or about $0.83 per client a month. That minimum applies even if you have fewer than 150 active clients.
Clients beyond 150 are priced in volume bands, from $15 each on their own down to $5 each in the largest band. We automatically apply the lowest total for your size, so larger firms pay less per client on average. For example:
The pricing calculator at taxdome.com/pricing shows your exact price.
At the end of each month, TaxDome counts any active clients above your plan and invoices the overage, starting at $15 per client. You can also pre-buy a volume pack at any time to bring the per-client rate down.
Every firm gets 20 seats with no per-seat charges, so adding staff doesn’t change your price. If you need more than 20 seats, Custom pricing includes unlimited seats.
Add-ons are optional and priced separately from your plan. AI is $200 a month, Managed Client Care is $100 a month, and Premium support is $249 a month. The white-labeled client app and Extended API are priced on request. Nothing in your plan requires an add-on. See the full breakdown at taxdome.com/add-ons.
Yes. Start with standard pricing today, and talk to sales about Custom pricing any time your firm grows past 20 seats or 3,000 active clients, or needs something standard pricing doesn’t cover.
That’s what Custom pricing is for. You pay one rate per active client with unlimited seats. It includes premium support with a 2-hour response SLA, a dedicated account manager, Managed Client Care, custom security terms, and extended API access (coming soon). Pricing is built around your firm, so talk to sales for a quote.
Nothing changes for you today. Current customers keep their plan and price until their first renewal on or after January 1, when they move to the new pricing. We’ll share the details well before your renewal, and your account team can walk you through them.
Not right now. Plans are billed annually.
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