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No. 4 of 28 ·Accounting Practice Management Software

TaxDome

Web · Windows · Mac · Android · iPhone · paid plans from $66.67/mo

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Freedom report

Two barsScore 5.3

  • Free tierNo free tier on record
  • Open codeNo open-source code on record
  • Runs widely5 of 6 device platforms
  • DocumentedPlans, terms and facts published

TaxDome is an accounting practice management platform for tax preparers, bookkeepers, and accounting firms, from solo practices to large and multi-office firms. Its CRM, client portal, document management, tax organizers, e-signatures, secure chat, email, and client requests bring client work into one platform. Workflow tools can assign jobs, track progress, send reminders, and update clients. TaxDome says its AI can tag, categorize, and rename client documents, and provide analytics and search. Billing covers invoices, recurring invoices, billable hours, proposals, and payment collection within workflows. Integrations include QuickBooks Online, Stripe, Zapier, Drake, TaxAct, and Lacerte. The Trust Center lists SOC 2 Type II, GDPR, eIDAS, PCI DSS Level 2, and the Gramm-Leach-Bliley Act; it also describes encryption in transit and at rest. Firm and client apps are available for iOS and Android, alongside desktop and web access. Plans are paid, with Essentials at 800.00 USD per year, Pro at 1000.00 USD per year, and Business at 1200.00 USD per year, billed upfront per seat under a one-year commitment.

Who it is for

Tax preparers, bookkeepers, and accountants looking to manage clients, documents, workflows, and billing in one platform may find it suitable. Its offerings cover solo users as well as larger and multi-office firms.

What is good

  • Client portal, CRM, document tools, and e-signatures included
  • Automates job assignments, progress tracking, and reminders
  • AI can categorize and rename client documents
  • Supports invoicing, proposals, and payment collection
  • Apps for iOS and Android, plus desktop and web access

What to know first

  • No free plan
  • Work forecaster is marked as coming soon
  • Fully branded mobile app costs extra
  • Essentials is limited to solo users

Verdict

TaxDome brings client management, workflow automation, document handling, and billing together for accounting practices. Buyers should note the paid plans, upfront annual seat pricing, and the paid add-on for a fully branded mobile app.

TaxDome plans and pricing

All plans
Essentials $800/yr $800 /year, per seat (with a 1-year commitment); $750 /year, per seat (with a 2-year commitment); $700 /year, per seat (with a 3-year commitment); billed upfront solo users only · 1 seat · unlimited CRM, document storage, and e-signatures taxdome.com · 30 Sept 2026
Pro $1,000/yr $1000 /year, per seat (with a 1-year commitment); $950 /year, per seat (with a 2-year commitment); $900 /year, per seat (with a 3-year commitment); billed upfront 120 client general-ledger connections · 60 days of team chat history · 30-day activity feed · monthly seats for short-term staff taxdome.com · 30 Sept 2026
Business $1,200/yr $1200 /year, per seat (with a 1-year commitment); $1150 /year, per seat (with a 2-year commitment); $1100 /year, per seat (with a 3-year commitment); billed upfront unlimited paid seats · unlimited client general-ledger connections · 365-day activity feed · seasonal seats available on 4-month terms taxdome.com · 30 Sept 2026

Compared on accounting practice management software

Free plan
No
Client portal
Yes
Workflow automation
Yes
Time tracking
Yes
Billing and invoicing
Yes
Document management
Yes
Deadline tracking
Yes
Staff capacity planning
Yes

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