TaxDome overview

Firm management

Oversee both strategic planning and manage day-to-day tasks easily and efficiently.

Workflow automation

Team collaboration

AI-powered reporting

Firm dashboards

🔥 Recently released

TaxDome Payments: billing brought into the platform your team already uses

TaxDome Kiosk: in-office experience built in

See what’s new

Client management

Maintain all client data, documents, communication, and tasks in a secure, centralized location.

Document management

Secure file sharing

Global Communication

⭐ Success stories

Team of 20+ built enterprise-level client experience for 250+ businesses

Read other success stories

Revenue operations

Get paid on time with streamlined invoicing and client billing integrated into your workflow.

Time and billing

Proposals and engagement letters

Packages in proposals

TaxDome Payments

Client experience

Deliver a top-tier experience with a white-labeled client portal and mobile app that your clients will love.

Client mobile app

Website and branding

Global communications

Client requests

White‑labeled client app

🚀 Industry report

What your clients want you to know: insights from 1,000 taxpayers

See what’s new

Company size

Small firms (2-4 staff)

Mid-sized firms (5+ staff)

Multi-office and large firms (50+ staff)

Franchise networks

Integrations

IRS Transcripts

QuickBooks Online

Companies House

View all integrations

Resources

Self-paced, expert-led courses.

Online and in-person events.

Switch to TaxDome easily.

Industry insights, best practices.

Guides, FAQs, platform resources.

Savings calculator

See how much you could save by switching to TaxDome

Library of financial terms.

Our client's success stories.

Hire TaxDome implementation experts.

Hands-on live training.

Pre-built templates created by firms and TaxDome experts.

Paid onboarding services

Get hands-on guidance and expert setup.

Live and on-demand training sessions.

Company

Explore our mission and values.

Learn about security and privacy.

Real-time support status

Live support performance data.

See our clients review.

Connect with top professionals — join our industry community.

Latest news, press and media resources.

Get a custom quote

Designed for firms with 25+ seats.

Get in touch for tailored solutions.

Join the TaxDome team

Pricing Pricing

Webinar

Security smarts: What to ask your accounting software vendors

On-demand webinar, recorded on September 25

Clear guidance to protect your firm and your clients — from top experts at Verito, Tech Guru, AutomationTown.io, and 1st Step Accounting LLC

The right questions to ask your software vendors

Real-world checklists to evaluate tools and platforms

Confidence to lead security conversations without being a technical expert

Industry leader trusted by 10,000+ firms

Readers Choice

Winner Comprehensive Firm Workflow Solution

Get your webinar recording

Get a free webinar recording featuring security and audit experts in accounting tech

By clicking “Get the recording”, I acknowledge and understand that my personal information may be collected and used as described in TaxDome’s Privacy Policy, including to send me communications about TaxDome products, services, and events.

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.

Webinar

Security smarts: What to ask your accounting software vendors

On-demand webinar, recorded on September 25

Clear guidance to protect your firm and your clients — from top experts at Verito, Tech Guru, AutomationTown.io, and 1st Step Accounting LLC

The right questions to ask your software vendors

Real-world checklists to evaluate tools and platforms

Confidence to lead security conversations without being a technical expert

Industry leader trusted by 10,000+ firms

Readers Choice

Winner Comprehensive Firm Workflow Solution

Expert panel led by industry leaders

Jatin Narang

CEO of Verito, member of the Forbes Technology Council, and former Microsoft Certified Engineer. Webinar moderator

Daniel Moshe

CEO, Tech Guru

Nayo Carter-Gray

Owner and Founder of 1st Step Accounting LLC

Ilya Radzinsky

Founder, Chief Product Officer at TaxDome

Boris Mizhen

Chief Technical Officer at TaxDome

Chad Davis

Founder of AutomationTown.io

Watch this webinar to learn how to protect your practice – no cybersecurity degree needed

Get actionable insights that you can apply immediately, regardless of your current tech setup.

Get the recording

See real-world expertise

Hear directly from cybersecurity experts, product leaders, and accounting professionals.

Get a vendor evaluation checklist

Walk away with a practical checklist to assess any software you’re considering.

Non-technical and approachable

No jargon – just clear explanations, examples, and tools you can use right away.

Get insights from Q&A

Watch our panelists answer key questions from real firms.

Our clients' experience speaks for itself

"Today’s TaxDome webinar was super helpful! Great insights & a clear look at exciting upcoming features. I’m feeling confident and looking forward to what’s next!"

Our clients' experience speaks for itself

"Today’s session was filled with many surprises and great information. TaxDome is a growing company and is always providing their customers new features and enhancements!"

Our clients' experience speaks for itself

"TaxDome has many free resources available to put you in the best position for success, including bootcamps, webinars, the academy and one-on-one trainings."

Our clients' experience speaks for itself

"I began using TaxDome earlier this year, so I am relatively new. I attended the Bootcamp session and several of the month seminars, which have helped me greatly."

Our clients' experience speaks for itself

"Really informative. I am now using the product and the webinars put things into context for me."

Readers Choice

Winner Comprehensive Firm Workflow Solution

Hidden risks lurking in your firm’s tech stack

When trust is your currency, a single breach can cost more than money. This webinar breaks down the real risks and how to safeguard your firm, even without a tech background.

$200,000

average cost of a cyberattack for small and mid-sized firms

25%

of accounting pros admit they don’t fully understand the security risks of the tools they use

90%

of breaches happen due to poor workflows and lack of training

36%

of firms have a formal cybersecurity policy in place

Get your webinar recording

Discover how you can boost your security.

Frequently asked questions

Who is this webinar for?

This session is designed for firm owners, operations leaders, and consultants who want to confidently evaluate software vendors, protect client data, and strengthen trust, all without a technical background.

Whether you’re just building your tech stack or already managing a complex one, you’ll gain clear, actionable guidance.

Is the TaxDome webinar recording free to get?

Yes, it’s completely free to watch.

Do I need to be a TaxDome user to watch the recording?

No, this webinar is open to all accounting professionals — whether you’re a current TaxDome user, exploring different platforms, or simply want to learn how to protect client data better and evaluate software vendors.

How long is the webinar and what’s the format?

It’s a 60-minute session featuring a live panel discussion moderated by a cybersecurity expert.

You’ll hear from product leaders, regulators, and industry specialists, followed by a Q&A session.

Where can I find more information about the topic after the webinar?

You will get an email with a recording, key takeaways, a copy of the security evaluation checklist, and links to additional resources.

If you have more questions, feel free to contact us at [email protected].

How can I become a panelist?

If you’re interested in speaking at future TaxDome events, contact us at [email protected].

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.

Voted #1 across all 9 practice management categories

Benchmark your firm against data from 15,000+ accounting firms in the Accounting Industry Index.

Explore the trends shaping the future of accounting and why its best years are ahead.

Download the 2025 TaxDome Annual Report

350+ companies surveyed: How business clients choose accountants and what they're willing to pay.

Download the report

Download the security guide to learn how to protect client data and build lasting trust.

Discover how a team of 10 with 1,000+ clients achieved 5-star loyalty.