How does TaxDome compare to Thomson Reuters Practice CS?
TaxDome goes beyond basic practice management by offering end-to-end workflows for tax, bookkeeping, and more — a complete operating system for your firm with a unified client experience. Let’s compare TaxDome and Thomson Reuters Practice CS so that you can choose the best fit for your firm.
Our client experience speaks for itself
Comparing TaxDome and Thomson Reuters Practice CS features
| TaxDome | Thomson Reuters Practice CS | |
|---|---|---|
| Client experience | ||
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Ease-of-use and usability User-friendly, modern, and intuitive interface. |
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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 | |
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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 a branded design and personalized web pages. |
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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 | |
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White-labeled client app A fully branded white-labeled mobile app, developed and maintained by TaxDome. |
Paid add-on | |
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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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| Client management | ||
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Unlimited e-signatures and KBA, QES, AdES Collect legally binding electronic signatures, including advanced and qualified e-signatures (AdES and QES), without limits. |
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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 | ||
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Advanced workflow automation Automate repetitive tasks with powerful, customizable workflows. |
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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. |
Limited | |
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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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| 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. |
Limited | |
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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. |
Limited | |
| 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 businesses. |
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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 Drake, ATX, AccountingSuite, CCHAxcess, CrossLink, Intuit ProConnect, TaxSlayer, ProSeries, and many more. |
Limited | |
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Payment providers Stripe, PayPal, Venmo, Google Pay, Apple Pay. |
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 Thomson Reuters Practice CS 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 additional active clients start at $15 each, with lower rates as your volume grows.
Thomson Reuters Practice CS
$
1,000
per year, per user
Thomson Reuters Practice CS doesn’t display its pricing publicly.
According to available information and client reviews, pricing starts at around $1,000 per user annually.
Which is the right tool for you? TaxDome vs Thomson Reuters Practice CS
According to Capterra reviews, users prefer TaxDome over Thomson Reuters Practice CS for the following reasons:
Modern, cloud-based platform with a user-friendly interface
All-in-one functionality without expensive add-ons or outdated modules
Affordable and transparent pricing with no hidden fees
Fast-evolving product with regular updates driven by user feedback
Intuitive client portal and top-rated mobile apps for a better client experience
Switch to TaxDome from Thomson Reuters Practice CS 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.
Discover how easy your setup can be
Bring your firm from Thomson Reuters Practice CS to TaxDome
-
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.
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3
Documents migration
Securely transfer all your files from Thomson Reuters CS to TaxDome.
-
4
Workflow basics, customization, testing
Set up and tailor workflows to your processes, then test to ensure everything runs seamlessly.
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5
Invoicing and payments
Configure your billing system in TaxDome for faster payments and a better client experience.
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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
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$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
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$2 B+
invoices paid
Frequently asked questions
What are the key differences between TaxDome and Practice CS?
TaxDome is an all-in-one, cloud-based practice management platform designed for modern accounting firms, offering integrated features like a client portal, secure messaging, workflow automation, and e-signatures.
In contrast, Practice CS is a legacy system that relies heavily on on-premise infrastructure and lacks many modern features such as a client mobile app, real-time collaboration tools, and comprehensive client communication capabilities.
How do TaxDome and Practice CS compare in terms of security and compliance?
TaxDome provides robust security measures, including SOC 2 Type II compliance, firm-wide activity tracking, and secure client portals with two-factor authentication (2FA).
Practice CS lacks many of these advanced security features and relies on traditional server-based setups, which may not meet current compliance standards.
Which platform offers more comprehensive workflow automation?
TaxDome excels in workflow automation with features like customizable pipelines, automated task assignments, and integrated time tracking.
Practice CS offers basic project management capabilities but lacks the depth and flexibility of automation tools found in TaxDome, making it less efficient for firms seeking to streamline their operations.
How does the pricing structure compare, and what’s included?
TaxDome offers transparent pricing based on active clients, not seats: $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, without hidden costs.
Thomson Reuters Practice CS doesn’t display its pricing publicly, but according to available information and client reviews, pricing starts at around $1,000 per user annually.
Do TaxDome or Practice CS offer tools specific for bookkeepers?
TaxDome provides a Bookkeeping Hub with direct general ledger integration, automating tasks at no separate charge.
Practice CS focuses on time and billing functionalities and lacks dedicated bookkeeping tools, often requiring integration with other Thomson Reuters products.
Do TaxDome or Practice CS offer tools specific for tax preparers?
TaxDome offers an end-to-end tax workflow, including client intake, document requests, e-signatures with KBA compliance, and secure delivery of completed returns.
Practice CS provides time and billing features but lacks specialized tax preparation tools, which are available in other Thomson Reuters products like UltraTax CS.
What unique features does TaxDome offer that Practice CS doesn’t?
TaxDome includes a suite of modern features such as mobile apps for iOS and Android, integrated e-signatures with KBA compliance, real-time client communication tools (including chat and SMS), and a website builder for firm branding.
Practice CS lacks these capabilities, offering a more limited set of tools that may not meet the needs of contemporary accounting practices.
Can I bring my firm from Thomson Reuters Practice CS to TaxDome?
Of course! If you have an existing account with Thomson Reuters Practice CS, 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.
“We moved from all TR products a number of years again and now only have UT, Planner and Fixed Assets. TaxDome is our hub and replaces Practice and their portal.”