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Small firms
One platform. One client experience. Everything you need to grow your firm
Built for small tax and accounting firms with 2–4 team members, TaxDome combines CRM, document management, e-signatures, invoicing, and workflow automation into one affordable platform. TaxDome helps you standardize processes, automate repetitive tasks, and operate like a much larger firm, without increasing overhead.
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 your 2–4 person team can stop manually chasing clients and focus on billable work.
Centralize your entire small firm operation in one place. Documents, messages, invoices, client info, and more are available in a single login.
Know what you’re paying for. One plan covers every core feature and up to 20 team members, priced by the number of clients you actively serve. Add-ons are optional.
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.
1300+
clients
4
Team members
100+
clients
5
Team members
4
team members
From proposal to payment — how small firms deliver a big-firm experience with TaxDome
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1
Send proposals and ELs
Customize, share, and collect e-signatures online to kick off work quickly.
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2
Collect client details
No more missing info. Use smart organizers and automated reminders to gather W-2s, 1099s, and questionnaires — reducing admin workload for lean teams.
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3
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.
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4
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 at no extra cost.
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5
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, and reduce bottlenecks that small teams can’t afford.
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6
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
Which tools does your firm currently use?
Count active clients only — the ones you work with during the year.
Custom pricing for your firm
Firms with more than 20 team members or 3,000 active clients get a plan built around them. Request a demo and our team will prepare yours.
Chris Farris,
COO of Foundation Group (50+ staff)
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.
“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.”
Patrick Payne
owner of Your Modern Accountant (1300+ clients, 4 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.”
Lisa Sheldon
founder of Blueridge Tax Accounting, 100+ clients, 5 team members
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 tax or accounting firm with 2-4 staff?
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 a small firm 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.
“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.”
Christopher Dahl
owner of Sovereign Solutions ApS, 30+ clients, 5 team members