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The payment experience your clients already rate 4.9 stars, built into TaxDome
Your clients sign, pay, and receive their documents in one place — no extra logins, no redirects. And when they pay through TaxDome, you can pass processing fees directly to them, improving your margins without a single awkward conversation. Your team stops tracking down invoices and starts collecting automatically.
Your clients won’t need to re-enter a thing
We migrate your stored client payment methods when you switch to TaxDome Payments. No friction for your clients, no manual re-entry. Current TaxDome customers also get preferential ACH processing rates for a limited time. Book a demo to see how it works.
Bring billing into the platform your team already uses
The only practice management platform with a payment experience clients choose to come back to
No separate processor, no client redirects. Just proposals, payments, and document delivery, all in TaxDome.
Increase margins with payment fee passthrough
Your clients pay through the TaxDome app; no new login, no redirect
Eliminate accounts receivable with document paywalls
Accepts credit cards, ACH, and more, with instant bank verification across 10,000+ banks
No hidden fees or monthly costs
Automatic sync with QuickBooks Online
Quick merchant onboarding and payment method configuration
Your clients pay the processing fee. You keep every dollar.
You send the invoice through TaxDome
Your client sees the fee at checkout
You receive the full invoice amount
A deeper dive into the solution
Proposal to payment to delivery. No platform-hopping.
Stop absorbing processing fees. Pass them directly to clients and protect your margins on every single transaction, automatically.
Clients pay through the TaxDome app or a secure no-login link — the same place they sign documents and communicate with your team.
No micro-deposits, no manual routing numbers.
Automatically gate document delivery behind payment. When the invoice is settled, the tax return is released. Your team doesn’t follow up, the platform does it for them.
See every payment, in every stage, without leaving TaxDome. Built-in reporting means your cash flow picture is always current without spreadsheets or separate dashboards.
Payments sync automatically with QuickBooks Online, with separate line items for fees included. Reconciliation happens without touching it.
Merchant onboarding takes minutes. Set your payment methods, configure fee passthrough, and you’re collecting before your next client call.
Even more coming soon
TaxDome Payments is getting smarter. Here’s what’s coming next.
The product is already in use across thousands of firms. What’s coming next extends it further.
Collect preferred payment methods during client onboarding
Manage payment methods with proactive updates and expiration alerts
Redesigned deposit collection, both fixed and variable options
Payments AI: automatically generate invoices based on actual hours and services delivered.
Winner Comprehensive Firm Workflow Solution
Secure-by-design
Your clients’ financial data is protected at every step. TaxDome Payments is PCI DSS compliant, SOC 2 certified, and GDPR compliant, with two-factor authentication built in.
Your clients are already rating payment experiences. Make sure they’re rating yours.
The firms switching to TaxDome Payments aren’t just simplifying their billing. They’re giving clients a payment experience worth rating, and collecting faster because of it.