Revenue operations
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.
It happens automatically, at checkout, inside the TaxDome app. No separate invoice, no awkward conversation. Just a transparent line item that your clients see before they pay.
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You send the invoice through TaxDome
The processing fee is calculated automatically based on the payment method. Nothing to configure per transaction, you set it just once.
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Your client sees the fee at checkout
The fee appears as a transparent line item before they confirm payment. It’s clear, expected, and takes seconds to accept.
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You receive the full invoice amount
The processing cost never touches your margin. Every transaction, automatically, whether it’s a $200 invoice or a $5,000 return.
A deeper dive into the solution
Proposal to payment to delivery. No platform-hopping.
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.
Our client experience speaks for itself
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.
Frequently asked questions
What is TaxDome Payments?
TaxDome Payments is our new integrated payment solution that lets firms accept payments directly in TaxDome with transparent, competitive pricing and no hidden fees.
Can I pass payment processing fees on to clients?
Yes, you can pass processing fees directly to clients. This helps protect your margins and maintain predictable revenue.
Is TaxDome Payments PCI DSS compliant?
Yes, TaxDome Payments is PCI DSS compliant for secure processing and data protection.
Where is TaxDome Payments available?
Currently, TaxDome Payments is available exclusively for US-based firms and will be coming soon to Canada.
What currencies are supported?
Currently, transactions are only processed in USD; coming soon in CAD.
What payment methods are supported?
Debit cards, credit cards and ACH bank debits are available. Apple Pay, Google Pay, PayPal, Venmo and others are coming soon.
For ACH, there is a direct connection with 10,000+ banks and credit unions, no need to manually enter routing and account numbers, clients securely log on to their bank account and link it.
Does TaxDome Payments integrate with QuickBooks Online?
Yes. Payments and associated fees sync automatically with QuickBooks Online, so reconciliation happens seamlessly without manual data entry.
How can I track payments and cash flow?
From your TaxDome dashboard, you can see payment status in real time. This gives you complete visibility into cash flow without juggling multiple systems.
“TaxDome app enables me to pay wherever I am in the world without the usual distractions and hassles.”