One platform. One client experience. Everything you need to grow your firm
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
Collect client details
Let automation handle data entry
Manage books in one platform
Make requests without slowing down the work
Deliver securely and leave a great last impression
Scale your firm and cut costs with TaxDome’s unified platform
Which tools does your firm currently use?
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
switching to TaxDome — get your tailored savings breakdown now
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Why growing firms choose TaxDome
Christopher Dahl,
owner of Sovereign Solutions ApS, 30+ clients, 5 team members
Patrick Payne,
owner of Your Modern Accountant (1300+ clients, 4 team members)
Lisa Sheldon,
founder of Blueridge Tax Accounting, 100+ clients, 5 team members
Ana Vargas,
advisor at Asesoría ZPM (200+ clients, 2 team members)
Winner Comprehensive Firm Workflow Solution

Chris Farris,
COO of Foundation Group (50+ staff)