Revenue operations

Win the engagement, collect the deposit, and kick off the job without switching tools

Start your relationships with clients on the right foot. Send a branded proposal, collect a signature and a deposit, and auto-fire the next job in your TaxDome workflow. Included in every plan.

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Get paid faster and streamline revenue operations

Your clients sign and pay in one click

A modern, branded experience: view, sign, pay, accept on any device. Your clients won’t need to download PDFs, follow separate Stripe links, or wait for the deposit.

Your team adopts it without rework

Use templates you already trust, link a proposal to a workflow, and the next job fires automatically once it’s signed. No extra training or external tools used.

Already included in your plan

Proposals and engagement letters are included in every TaxDome subscription. One platform, one bill, one place clients log in.

Get paid faster

Set clear expectations and get paid instantly with proposals and ELs

Describe the services and fees and add discounts. Use the same templates you use for invoices to fill in details automatically.

Outline the terms of the relationship between your firm and client so that all parties agree on deliverables, deadlines and obligations.

Proposals and ELs in TaxDome can include several steps, and you can customize what each step looks like.

Send automated proposals or ELs to multiple clients in bulk, personalize them with shortcodes, attach a customizable message, and more.

Your proposal isn’t where the work stops

Sign and pay is just the first step. The same platform carries the engagement into the next job, the next document, the next client touchpoint, without switching tools or losing momentum. That’s what makes TaxDome a system, not a stack.

See TaxDome in action

From signed to welcomed, automatically

The moment a proposal is signed, the welcome email goes out, using your firm’s templates, in bulk if you need it.

Move the conversation into one place

Replace email threads with a built-in chat and tasks, tied to the same client record as the proposal you just sent.

Collect what you need to start the work

Send the intake form the moment the proposal is signed. Pre-fill with last year’s data so clients answer faster.

Clients stay close, from sign to delivery

Your firm’s branded app keeps the signed proposal, pending tasks, messages and documents in one place — already on their phone.

Our clients’ experience speaks for itself

“We only need to log into two programs instead of five or six. TaxDome keeps our practice organized so nothing is missed.”

“I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless!”

“We needed an easy-to-use and deploy tool to manage client workstreams and implement an effective client portal. TaxDome is easy to use and configure.”

Silver Stevie Winner 2026, sales and customer service

Silver Stevie Winner 2026, great employers

CPA Practice Advisor Readers’ Choice Awards 2026 winner

Is your firm scaling or just getting harder to run?

Many growing accounting firms don’t realize they’ve outgrown their systems until inefficiencies start eroding margins and growth becomes harder to manage. We analyzed 20 high-performing firms representing $100M+ in revenue to uncover how they reduce operational drag and scale without chaos. If your firm has 5+ employees and feels increasingly complex to run, this is your playbook.

Frequently asked questions

How can I customize my proposals and ELs?

You can customize your proposals and ELs in many ways:

– Change formatting, add media

– Add details, such as descriptions, deliverables and discounts

– Choose payment methods

Can I include the logo of my firm in TaxDome to show on my engagement letters?

Yes, you can add an image of your logo to the engagement letter. We strongly recommend using multimedia such as logos and videos to promote your firm’s brand.

Can I combine a proposal and an engagement letter?

Sure!

Can I send proposals and ELs automatically?

Yes! You can link proposals and ELs to jobs inside TaxDome workflows and set up the conditions to send documents automatically.

You can also send proposals to multiple clients in bulk.

Can I request payments right within the proposal?

Yes, your clients can view, sign, make payments and accept the proposal within one click.

Can proposals and ELs be for any type of business — e.g. bookkeeping, accounting, advisory?

Yes, that’s correct! proposals and ELs are fully customizable and flexible. You can tailor them to suit your business’s needs.

Will you provide templates for proposals?

Yes! On TaxDome Marketplace, which is like the App Store but for TaxDome templates, you will be able to find proposal templates provided by TaxDome, our partners and creators.