2 Week Free Trial

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Client Portal

Mobile App

CRM

Unlimited Clients

Unlimited File Storage

Unlimited Electronic Signatures

Accept Credit Card & ACH Payments

Bank Level Security

Email Sync

Workflow & Project Management

Automations

Notifications

Team Management & User Permissions

Integration with Windows Tax Software

Expiring Share Links for 3rd Parties

Time Tracking

Secure Messaging

Engagement Letters

Customizable Organizers

Virtual Desktop Drive

QuickBooks & XERO Integration (coming)

Multiple Currency Support (USD, EUR, NZD, GBP, CAD, AUD)

Bulk Emails

Client Tags

Custom Branding & URL

Custom Fields

File Audit Trail

Business & Personal Accounts Supported

Business Intelligence

Frequently Asked Questions

Is the cost for firm employees the same $600 per year?

It’s either $50 a month on an annual plan or $600 per year, and the first user should have an annual plan. Anyone after the first can have a monthly plan of $75 a month.
Is the fee based on the individual year or billed at the beginning of the year?

The plan begins on your sign-up date, whatever date that is. It’s good for 365 days.
What is included in the TaxDome’s subscription?

There are no hidden or extra prices with TaxDome. We keep adding new features, but the fee does not change. You’ll have extra-secure storage, a website, and your own URL address for the regular price of $50 per user.