Small firms

One platform. One client experience. Everything you need to grow your firm

TaxDome combines CRM, document management, e-signatures, invoicing, and automation into a single, affordable platform for tax, accounting, and bookkeeping firms.

All-in-one growth engine, built for smaller teams

Grow confidently without adding overhead

Save hours every week. Automate follow-ups, reminders, and task handoffs so you can stop manually chasing clients.

Keep all your processes in one place. Documents, messages, invoices, client info, and more are available in a single login.

Know what you’re paying for. All TaxDome features are included in your subscription — no surprise add-ons, just one flat fee.

Get up and running fast. You don’t need IT support — our guided onboarding gets your team fully operational in days, with ready-to-use templates and step-by-step training.

From proposal to payment — how small firms deliver a big-firm experience with TaxDome

Send proposals and ELs

Customize, share, and collect e-signatures online to kick off work quickly.

Collect client details

No more missing info. Use smart organizers and checklists to gather W-2s, 1099s, and questionnaires. TaxDome sends reminders for you, so nothing slips through.

Let automation handle data entry

With Juno, client docs are scanned and pushed straight into your tax software (Lacerte, Drake, and more). You just review — no more late nights with manual entry.

Manage books in one platform

Connect directly to client general ledgers, view and categorize transactions, reclassify uncategorized items, and sync changes instantly with QuickBooks Online — all within TaxDome, with no per-client fees.

Make requests without slowing down the work

Request W-9s or bank statements directly from TaxDome. Clients can respond on desktop or our top-rated mobile app. Built-in quality checks help you catch errors before they reach the client.

Deliver securely and leave a great last impression

Send completed returns, reports, or financials through a branded client portal and app. Clients get one login, instant notifications, and an experience that feels modern and professional.

Scale your firm and cut costs with TaxDome’s unified platform

Replace multiple tools with one comprehensive practice management solution. Get end-to-end tax and bookkeeping workflows, transparent pricing that grows with your firm, and most importantly — a unified client experience.

Which tools does your firm currently use?

Please select at least 4 apps for the calculator.

SmartVault, $480 per user/year

Ignition, $828 mixed (base per firm + limits per client/user + add-ons)

Keeper, $96–120 per client/year

SafeSend, $13–17 per return ($15/delivery), approx. $1,500 for 100 returns

Liscio, $720 per user/year

Karbon, $1,068 per user/per year

Practice CS, $600 per user/year

Canopy, $1,704 per user/per year

Atom, $1999 per firm/year, unlimited users

ShareFile, $300 per user/year

Jetpack Workflow, $360 per user/year

DocuSign, $300 per user/year

Adobe Sign, $239 per user/year

GetNetSet, $1188 per firm/year

Asana, $299.88 per user/year

Dropbox, $180 per user/year

Slack, $150 per user/year

Typeform, $996 per user/year

ClickUp, $144 per user/year

Monday, $258 per user/year

Financial Cents, $828 per user/year

Cognito Forms, $94 per user/year

UnCat, $108 per client/year, $10,800 for 100 clients

Mango, $660 per user/year

Soraban, $3,000 ($20/return, min. 150)

Stanford Tax, approx. $10 per return, $1,000 for 100 returns

SecureFile Pro, $299.95 per firm/year

How many team members do you have?
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How many business clients do you have?
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<strong>Chris Farris</strong>,
<br> COO of Foundation Group (50+ staff)

Chris Farris,

COO of Foundation Group (50+ staff)

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

4.7/5 across 7,600+ reviews

Why growing firms choose TaxDome

From easy onboarding and fast migration to responsive support and time-saving automation — small firms around the world trust TaxDome to streamline their workflows, reduce manual work, and focus on what matters most: their clients.
CD

Christopher Dahl,
owner of Sovereign Solutions ApS, 30+ clients, 5 team members

“The onboarding process with TaxDome was really positive. There is a lot of material in the system that you can see; videos on how to set it all up. So it’s very easy to find information yourself, and in the areas where I had doubts, my questions were quickly answered.”
<strong>Patrick Payne,</strong> <br>owner of Your Modern Accountant (1300+ clients, 4 team members)

Patrick Payne,
owner of Your Modern Accountant (1300+ clients, 4 team members)

“Now, using TaxDome, having the ability to reassign work from one team member to another, and still having all of that information, what’s been going on, the notes from the previous team member, the files that have been sent to the client, the chats with the client, all in one location for the new team member to absorb has been a huge time saver.”
<strong>Lisa Sheldon,</strong> <br>founder of Blueridge Tax Accounting, 100+ clients, 5 team members

Lisa Sheldon,
founder of Blueridge Tax Accounting, 100+ clients, 5 team members

“You’re making things so easy for me and my team… it’s hard to justify an extra team member, even though I’m growing rapidly. It’s not replacing labor; it’s just letting accountants do accounting work — the software does the things that we don’t want to do.”
AV

Ana Vargas,
advisor at Asesoría ZPM (200+ clients, 2 team members)

“Now, just with the automations, every month, it’s telling the customer when to upload the invoices. It helps a lot with the load level of the team, and it also helps the customer to be more organized in their time.”
Readers Choice

Winner Comprehensive Firm Workflow Solution

TaxDome – Momentum Leader, G2 Winter 2024
TaxDome – Small Business Leader, G2 Winter 2024
TaxDome – Accounting Practice Management Leader, G2 Winter 2024
TaxDome – Users Love Us, G2 Award
TaxDome – High Performer Americas, G2 Winter 2024
TaxDome – Small Business Leader Americas, G2 Winter 2024

Grow with confidence without juggling tools

Equip your team with a powerful, affordable platform — designed to support your growth.

Frequently asked questions

Is TaxDome a good fit for a small tax or accounting firm?

Yes. TaxDome is designed to give small firms the same powerful tools larger firms use without the complexity or added costs. It helps streamline client communication, document management, invoicing, and workflows — all in one easy-to-use platform.

How long does it take to get set up?

Most small firms are fully onboarded in just a few days, with guided training and ready-to-use templates.

Can I migrate my existing data to TaxDome?

Yes. TaxDome offers data migration assistance to help you move clients, files, and other important information from your current system. We make the switch simple and stress-free.

Do I need technical expertise to use TaxDome?

Not at all. TaxDome was built for firm owners and teams — not IT pros. The interface is intuitive, and our support team is here to help every step of the way.

Is TaxDome SOC 2 certified?

Yes. TaxDome is SOC 2 Type II certified and uses bank-level encryption, two-factor authentication, and role-based access controls to keep client data safe and compliant.

Does TaxDome help with client communication?

Yes. TaxDome includes a secure client portal, built-in messaging, email sync, and automated reminders — making it easier to stay in touch with clients and reduce back-and-forth.

Can I replace my existing tools with TaxDome?

Yes. TaxDome combines document storage, e-signatures, invoicing, CRM, secure messaging, and more in one platform.

Does TaxDome integrate with QuickBooks or email?

Yes, TaxDome has multiple integration options: QuickBooks Online, email, schedulers, tax tools, and so many more.

See TaxDome in action with a free demo
If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.
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