🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
Comprehensive plans for every firm
Solo
What’s included:
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Organize every client and contact seamlessly with an unlimited CRM built for accounting firms
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Categorize bookkeeping transactions with zero fees per client
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Streamline tax, bookkeeping, and accounting workflows with ready-made automations
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Deliver a premium client experience with an award-winning web portal and mobile app
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Communicate securely with clients using integrated email, SMS, and secure chat
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Get paid faster by sending proposals and collecting payments in one place
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Simplify client onboarding with intake forms to collect accurate client information upfront
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Enjoy unlimited document storage and e-signatures at no extra cost
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Receive organized workpapers automatically with TaxDome AI
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IRS integration: download transcripts directly to client accounts
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Access unlimited educational resources, including live bootcamps, webinars, and TaxDome Academy
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Essential email and chat support for solo practitioners. Average response time: 24h
Pro
All Solo features, plus:
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Stay connected with your team through real-time chat and collaboration tools
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Unlock growth opportunities by gaining smarter insights with AI-driven analytics
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Manage team workloads effectively and optimize capacity
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Protect sensitive data by controlling access and permissions with account roles
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Gain full visibility of team and client actions with a dedicated activity feed
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Create a professional online presence with a custom domain and website
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Simplify your transition with client import assistance
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Standard support for growing firms. Average response time: 12h
Most Popular
Business
All Pro features, plus:
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Deliver white-glove service with TaxDome Client Care, exclusive client-facing support
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Optimize your strategy with bi-annual business reviews
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Collaborate with a dedicated Customer Success Manager for tailored solutions
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Preserve every conversation with unlimited team chat history
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Monitor year-long activities with a comprehensive 365-day activity feed
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Collaborate on enterprise QuickBooks Online accounts with an increased 1.5 GB upload limit
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Premium support for large firms. Average response time: 6h
The operating system for your practice
Offering the highest security standards
At TaxDome, we’re committed to providing best-in-class services, including enterprise-grade security measures. TaxDome is SOC 2 compliant — we handle sensitive data with care, protecting your firm from fraud and breaches.