TaxDome
New York, New York, United States
What it is
TaxDome is an accounting practice management platform for tax, bookkeeping, and full-service accounting firms. Its client tools include a CRM, portal, document management, tax organizers, e-signatures, secure chat, email, and client requests. Workflow automation 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 features cover invoices, recurring invoices, billable hours, proposals, and payment collection within workflows. Firm and client apps are available for iOS and Android, alongside a dedicated desktop application and web access. Integrations include QuickBooks Online, Stripe, Zapier, Drake, TaxAct, Lacerte, IRS, and Companies House. The Trust Center lists SOC 2 Type II, GDPR, eIDAS, PCI DSS Level 2, and the Gramm-Leach-Bliley Act; it states that data is encrypted in transit with TLS 1.2 and at rest with AES-256. TaxDome has no free plan. Essentials costs $800 a year, Pro costs $1,000 a year, and Business costs $1,200 a year, each billed upfront per seat with a one-year commitment.
For and against
For
- Client portal and document management are included.
- Workflow tools automate reminders and client updates.
- AI can categorize and rename client documents.
- Firm and client apps support iOS and Android.
- Plans include invoicing and payment collection.
Against
- There is no free plan.
- Essentials is limited to solo users.
- The fully branded mobile app is a paid add-on.
- Work forecaster is marked coming soon.
The verdict
TaxDome combines client management, workflow automation, document handling, and billing for accounting practices. Its annual per-seat plans are paid upfront, and the fully branded mobile app is a separate paid add-on.
Who it suits
TaxDome is aimed at tax preparers, bookkeepers, and accountants, with options for solo practices through large and multi-office firms. It may suit firms that want client, document, workflow, and billing tasks managed in one platform.
Plans and prices
Essentials
solo users only · 1 seat · unlimited CRM, document storage, and e-signatures
Read 30 Sep 2026 · taxdome.com
Pro
120 client general-ledger connections · 60 days of team chat history · 30-day activity feed · monthly seats for short-term staff
Read 30 Sep 2026 · taxdome.com
Business
unlimited paid seats · unlimited client general-ledger connections · 365-day activity feed · seasonal seats available on 4-month terms
Read 30 Sep 2026 · taxdome.com
On the record
- AI features
- TaxDome says its AI can tag, categorize, and rename client documents and provide AI-powered analytics and search.taxdome.com · read 30 Sep 2026
- Billing
- TaxDome supports invoicing, recurring invoices, billable-hour tracking, proposals, and payment collection within workflows.taxdome.com · read 30 Sep 2026
- Client management
- The platform includes a CRM, client portal, document management, tax organizers, e-signatures, secure chat, email, and client requests.taxdome.com · read 30 Sep 2026
- Desktop and mobile apps
- TaxDome says firm and client apps are available for iOS and Android, with a dedicated desktop application and cloud-based web access.taxdome.com · read 30 Sep 2026
- Integrations
- The integrations page names IRS, Companies House, DATEV, QuickBooks Online, Zapier, Calendly, Acuity, Stripe, and tax programs including Drake, TaxAct, and Lacerte.taxdome.com · read 30 Sep 2026
- Notable limits
- The pricing page marks the work forecaster as coming soon and identifies the fully branded mobile app as a paid add-on.taxdome.com · read 30 Sep 2026
- Product
- TaxDome describes itself as an accounting practice management platform for tax, bookkeeping, and full-service accounting firms.taxdome.com · read 30 Sep 2026
- Security
- The Trust Center lists SOC 2 Type II, GDPR, eIDAS, PCI DSS Level 2, and Gramm-Leach-Bliley Act, and says data is encrypted in transit with TLS 1.2 and at rest with AES-256.taxdome.com · read 30 Sep 2026
- Support
- Pricing lists average support response times of 24 hours for Essentials, 12 hours for Pro, and 6 hours for Business; Business also includes Client Care for client platform questions.taxdome.com · read 30 Sep 2026
- Who it serves
- TaxDome describes its users as tax preparers, bookkeepers, and accountants, with offerings aimed at solo practices through large and multi-office firms.taxdome.com · read 30 Sep 2026
- Workflow automation
- Its workflow tools automate repetitive tasks such as assigning jobs, tracking progress, sending reminders, and updating clients.taxdome.com · read 30 Sep 2026
