US – English
Canada – English
Australia – English
Danmark – Dansk
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
Romanian – Română
How does TaxDome compare to Soraban?
TaxDome goes beyond admin automation, intake, and tax form processing, offering end-to-end workflows for tax, bookkeeping, and more — a complete operating system for your practice and a unified client experience. Let’s compare TaxDome and Soraban so that you can choose the best fit for your firm.
Our client experience speaks for itself
Comparing TaxDome and Soraban features
| TaxDome | Soraban | |
|---|---|---|
| Client management | ||
|
Unlimited e-signatures and KBA, QES, AdES Collect legally binding electronic signatures, including advanced and qualified e-signatures (AdES and QES), without limits. |
Limited | |
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CRM with unlimited contacts Store and manage unlimited client records in one secure, organized CRM. |
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Organizers and intake forms Create customizable questionnaires to gather all necessary information from clients. |
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Client chats Secure, real-time messaging with your clients – fully integrated into your workflow. |
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Two-way SMS Send and receive text messages directly from your TaxDome account. |
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Synced email Automatically sync your email with TaxDome to track all client communications in one place. |
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Document approvals Ensure client satisfaction and accuracy by requesting document approvals before finalization. |
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AI intake Automatically generate a personalized document checklist from a client's prior tax return, so clients know exactly what to upload from the start. |
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AI tax return delivery Deliver completed tax returns in a clear, guided flow with document review, e-signature, and payment built into one process. |
Paid add-on | |
| Firm management | ||
|
Advanced workflow automation Automate repetitive tasks with powerful, customizable workflows. |
Limited | |
|
Team chats Keep discussions and project updates organized with TaxDome’s built-in Slack-like chat. |
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Built-in PDF editor Edit, annotate, and manage PDFs directly within TaxDome — no external software needed. |
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Business analytics dashboard View firm-wide metrics in one place to track performance and growth. |
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Wiki pages (SOPs) Create an internal knowledge base to document processes and best practices. |
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Desktop app Access your TaxDome account with a dedicated desktop application and interact with client documents directly from your computer. |
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Firm mobile app Manage your firm on the go with a dedicated mobile app for practitioners. |
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Atlas Turn any repeatable task into an AI agent that acts on its own and waits for your approval before anything goes out. |
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| Client experience | ||
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Client portal Offer clients a secure, user-friendly portal for document sharing and communication. |
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Mobile app A mobile app for your firm's clients for iOS and Android. |
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AI document organization Automatically rename and tag incoming client documents using AI. |
Paid add-on | |
|
Client requests Streamline client communication with organized, trackable requests for information. |
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Website and branding Customize your firm’s client-facing portal with branded design and personalized web pages. |
Limited | |
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Global communication Let your clients easily connect with your firm and centralize all communications with an all-in-one inbox for SMS, chats, and emails. |
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Bookkeeping hub Connect client GL and manage uncategorized transactions. |
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Client Care Firms can delegate platform-related client support to TaxDome’s support team. |
Paid add-on | |
|
White-labeled client app A fully branded white-labeled mobile app, developed and maintained by TaxDome. |
Paid add-on | |
|
Kiosk A tablet-based mode for in-office client visits. Signing, payment, document review, and paper scanning sync directly into the client's TaxDome record, no portal login required. |
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| Revenue operations | ||
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TaxDome Payments $1B+ processed for accounting firms. Unify proposals, document delivery, and payments in one platform. |
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Invoices Create and send professional invoices, lock documents to invoices, and track payment status effortlessly. |
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Proposals and engagement letters Send customizable proposals and engagement letters for faster client approvals. |
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Time and billing Track billable hours and generate invoices automatically for accurate client billing. |
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Packages in proposals Add tiered service lists to proposals for the client to choose from. |
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POS terminal A card payment terminal for in-person customers. |
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Buy now, pay later Let clients split larger invoices into smaller payments over time, with no extra work for your firm. |
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Deposits Let clients prepay toward future invoices, so bills are settled the moment they're issued. |
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| Integrations | ||
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IRS Get transcripts directly from the IRS in your client portal. Request, view, and manage transcripts for each client, whether individuals or business. |
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QuickBooks Online Automatically sync all payments and invoices created in your client portal with your QuickBooks Online account. |
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Zapier Connect your client portal to 2,000+ tools with Zapier. |
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Tax programs Upload docs to your client portal directly from Drake, ATX, AccountingSuite, CCHAxcess, CrossLink, Intuit ProConnect, TaxSlayer, ProSeries, and many more. |
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Payment providers Stripe, PayPal, Venmo, GooglePay, ApplePay. |
Limited | |
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Schedulers Calendly, Schedulista, Squarespace, Youcanbook.me. |
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SMS TaxDome has an integration with Twilio to provide two-way SMS messaging features. |
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Companies House Link your account and watch as all information about your UK-based clients is filled in automatically in your client portal. |
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DATEV Send documents to DATEV Unternehmen Online from your client portal. |
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Juno Smart intake, automated data entry into tax software, and delivery. |
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API Connect TaxDome to your own tools and internal systems with our public API. |
Paid add-on | Limited |
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MCP Give AI tools like Claude or ChatGPT direct, secure access to your TaxDome data through our MCP server. |
Paid add-on | |
| Security | ||
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SOC 2 Type II Compliance Built to meet the highest industry standards for data security, availability, and confidentiality. |
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Firm-wide activity feed and security audit trails Track every action across your firm in one place for complete visibility and peace of mind. |
Limited | |
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2FA security policies for staff and clients Enforce two-factor authentication across your team to keep sensitive client data secure. |
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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)
TaxDome and Soraban pricing
Most popular
TaxDome
$
1,500
per year, 20 seats included
TaxDome offers one plan, starting at $1,500 a year for 150 active clients. All core features are included, with no tiers, seat limits, or feature gating.
The plan includes 20 seats and unlimited e-signatures, with pricing based on active clients rather than the number of returns filed.
Soraban
$
3,000
per year ($20/return, min 150)
Soraban charges per return, starting at $20 per return with a 150-return minimum, with custom bundles available for complex workflows.
Pricing follows the number of returns filed, so costs vary with return volume rather than with the number of clients served.
Which is the right tool for you? TaxDome vs Soraban
According to Capterra reviews, users prefer TaxDome over Soraban for the following reasons:
A truly all-in-one platform covering workflows, client communications, billing, and compliance
A mature product with desktop and mobile apps for both staff and clients
Solid security practices to keep all data safe
Strong integrations with accounting tools, payment providers, and compliance systems
Unlimited e-signatures, 20 seats, and all core features included in one plan, priced on active clients, not returns
Switch to TaxDome from Soraban today
Feel the TaxDome effect – streamline your practice management, improve your client experience, and foolproof your growth.
Request migration
Thank you!
Your submission was successful. We’ll reach out to you to build a comprehensive migration plan for your firm.
Move to TaxDome now, and we’ll help cover the remaining cost of your contract — with a credit of up to 6 months free of TaxDome.
Bring your firm from Soraban to TaxDome
Discover our easy migration process
-
1
Kick-off meeting
Align on your goals, timelines, and migration plan so your move to TaxDome is stress-free.
-
2
Client communication
Keep clients informed and confident with clear messaging about the transition.
-
3
Documents migration
Securely transfer all your files from Soraban to TaxDome.
-
4
Workflow basics, customization, testing
Set up and tailor workflows to your processes, then test to ensure everything runs seamlessly.
-
5
Invoicing and payments
Configure your billing system in TaxDome for faster payments and a better client experience.
-
6
Transition to Customer Success
Move your team fully onto TaxDome with training and support for long-term success.
Why TaxDome is the best choice for you
-
$18,600
saved by firms that use TaxDome per employee yearly
-
4.9 /5
client app rating from 40,000+ reviews. Rated by the people your firm serves, not by accountants.
-
40 hours
saved by firms that use TaxDome per employee monthly
-
15,000+
accounting, tax, and bookkeeping firms that chose TaxDome and haven't needed to shop for software since.
-
2 M+
jobs completed
-
$2 B+
invoices paid
Frequently asked questions
What are the key differences between TaxDome and Soraban?
TaxDome is an all-in-one operating system designed for tax, accounting, and bookkeeping firms. It combines workflow automation, CRM, e-signatures, billing, client portals, mobile apps, and communication tools in one package.
Soraban focuses mainly on automating admin tasks (questionnaires, tax forms, reminders, e-signs) using AI.
How does the pricing structure compare between TaxDome and Soraban?
TaxDome pricing is based on active clients, not returns: $1,500 a year covers 150 active clients, with additional clients starting at $15 each and lower rates as your volume grows. The plan includes 20 seats and all core features, with unlimited e-signatures.
Soraban is priced per return ($15 to $30 per return with minimums), so costs follow return volume, while TaxDome’s price is based on active clients, not the number of returns.
Do TaxDome or Soraban offer tools specific for bookkeepers?
Yes, TaxDome provides a Bookkeeping Hub with real-time general ledger access and seamless integration with clients’ books, included in the plan at no separate charge. Other platforms typically price this kind of offering separately.
Soraban does not provide bookkeeping-specific tools.
Do TaxDome and Soraban platforms offer AI capabilities?
TaxDome provides workflow automation, conditional triggers, and AI-powered reporting with dashboards and natural-language search. With TaxDome’s new integration with Juno, users can use AI to automatically extract all relevant data from uploaded source documents with 99.94% accuracy, no templates or manual entry needed. They can also prepare draft tax returns based on prior year data, and seamlessly sync them with your tax software for review and filing.
Soraban focuses AI on form recognition, questionnaires, and reminders.
Is TaxDome or Soraban more secure?
TaxDome is SOC 2 Type II certified, with firm-wide audit trails and enforced 2FA – you can learn more about TaxDome’s security on our Trust Center.
Soraban is SOC 2 Type I compliant with MFA and logging, but lacks some of TaxDome’s enterprise-grade controls.
Can I bring my firm from Soraban to TaxDome?
Of course! If you have an existing account with Soraban, we have multiple import tools that allow you to bring your firm over to TaxDome quickly and easily. To support your transition, we offer a discount of up to 6 months’ worth of TaxDome free.
“TaxDome had better reviews and my peers who had recently started to use the platform had expressed how much they liked it.”