US – English
UK – English
Canada – English
Australia – English
New Zealand – English
Danmark – Dansk
Deutschland – Deutsch
Österreich – Deutsch
Schweiz – Deutsch
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
België – Nederlands
Brasil – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
International – English
Romanian – Română
Comprehensive plans for every firm
Essentials
The all-in-one platform to run
your entire firm with ease.
$
800
/year, per user
(with a 1-year commitment)
$
750
/year, per user
(with a 2-year commitment)
$
700
/year, per user
(with a 3-year commitment)
What’s included:
Organize every client and contact seamlessly with an unlimited CRM built for accounting firms
Deliver a premium client experience with an award-winning web portal and mobile app
Enjoy unlimited document storage and e-signatures at no extra cost
Streamline tax, bookkeeping, and accounting workflows with ready-made automations
Communicate securely with clients using integrated email, SMS, and secure chat
Get paid faster by sending proposals and collecting payments in one place
Simplify client onboarding with intake forms to collect accurate client information upfront
Access unlimited educational resources, including live bootcamps, webinars, and TaxDome Academy
Essential email and chat support for solo practitioners. Average response time: 24h
Pro
Advanced tools for collaboration,
visibility, and efficiency.
$
1,000
/year, per user
(with a 1-year commitment)
$
950
/year, per user
(with a 2-year commitment)
$
900
/year, per user
(with a 3-year commitment)
All Essentials features, plus:
For bookkeepers: enjoy direct integrations with client general ledgers and categorize transactions with no per-client fees (100 connections included) Coming soon
For tax preparers and tax resolution specialists: use an IRS integration to download transcripts directly to client accounts
Receive organized workpapers automatically with TaxDome AI New
Stay connected with your team through real-time chat and collaboration tools
Manage team workloads effectively and optimize capacity
Protect sensitive data by controlling access and permissions with account roles
Gain full visibility of team and client actions with a dedicated 30-day activity feed
Use a Zapier integration to connect TaxDome with your favorite apps
White-label your client experience with a custom firm URL and branded emails
Have a fully managed professional website built for your firm
Standard support for growing firms. Average response time: 12h
Most popular
Business
The most advanced tools in the market
for premium client experience.
$
1,200
/year, per user
(with a 1-year commitment)
$
1,150
/year, per user
(with a 2-year commitment)
$
1,100
/year, per user
(with a 3-year commitment)
All Pro features, plus:
Enjoy exceptional TaxDome Client Care for your firm; personalized support for your clients
Optimize your strategy with bi-annual business reviews
For bookkeepers: enjoy direct integrations with client general ledgers, categorize transactions with no per-client fees (unlimited connections) Coming soon
Collaborate with a dedicated Customer Success Manager for tailored solutions
Preserve every conversation with unlimited team chat history New
Monitor year-long activities with a comprehensive 365-day activity feed Coming soon
Collaborate on enterprise QuickBooks Online accounts with an increased 1.5 GB upload limit
Simplify your transition with client import assistance
Premium support for large firms. Average response time: 6h
Offering the highest security standards
At TaxDome, we prioritize the security of your firm’s sensitive data. Our SOC 2 Type II certification reflects our dedication to maintaining the highest standards of data protection, ensuring your information remains secure and confidential.
Why your peers love TaxDome – first-hand stories
“You got an excellent app and you’ve improved it a couple of times.”
Russel Hoskins, partner of Hoskins Quiros Osborne & LaBeaume, CPA (17+ staff)
“TaxDome is meeting not only our client expectations but also our employee expectations as well”
Chris Farris, COO of Foundation Group (50+ staff)
“The relationship with TaxDome was right away a “yes” for us”
Christina Villanueva, Co-founder of Negozee
Winner Comprehensive Firm Workflow Solution
