TaxDome

TaxDome is a practice management platform that combines CRM, workflow automation, a client portal, document management, e-signatures, and billing in one application for tax and accounting firms.

Firms use TaxDome to consolidate tools that would otherwise require separate subscriptions — client communication, document collection, e-signatures, invoicing, and task management all happen within the platform. Workflows can be automated end-to-end: when a client uploads a document, the system can trigger a task, send a notification, and move the job to the next stage without manual intervention.

The client portal is a core feature, giving clients a branded interface to upload documents, sign engagement letters, pay invoices, view tax organizers, and message their accountant. TaxDome includes a built-in secure messaging system, reducing reliance on email for sensitive communications.

The platform is well-adopted among medium to large-sized tax and accounting firms, particularly those that want to replace multiple point solutions with a single system. It is less commonly used by firms that already have established tech stacks with dedicated tools for each function.

Pricing

Per-user annual billing:

• Essentials: $800/user/year (~$67/month) — single-user firms, basic support
• Pro: $1,000/user/year (~$83/month) — any team size, standard support
• Business: $1,200/user/year (~$100/month) — any team size, premium support

Multi-year discounts available: 2-year at $700/user/year, 3-year at $600/user/year. Monthly seats on Pro plan at $100/seat/month for seasonal staff. No free trial.

Reviews

• G2: 4.7/5 (692 reviews)
• Capterra: 4.7/5 (2,972 reviews)

Features

Workflow Management

Feature	Supported
List view	Yes
Kanban view	Yes
Job/work templates	Yes
Recurring jobs	Yes
Subtasks	Yes
Task dependencies	No
Automations	Yes
Custom statuses	Yes
@Mentions	Yes
Statutory due dates	Yes

Client Management

Feature	Supported
Client directory	Yes
Contacts	No
Client groups	No
Custom fields	Yes
Tags	Yes
Notes	Yes
Leads	No
CRM sync (QBO)	No
CRM sync (Xero)	No

Client Portal

Feature	Supported
Client portal	Yes
Client tasks/requests	Yes
File uploads	Yes
Secure messaging	Yes
Scheduling	No
E-signatures	Yes (with KBA)
White label/custom branding	Yes (custom domain, subdomain)

Email

Feature	Supported
Outlook integration	Yes
Gmail integration	Yes
Shared inboxes	No
Email-to-task	No
Email templates	No
AI email drafting	No
AI email summarization	No
View all client comms	Yes

Time Tracking & Billing

Feature	Supported
Time tracking	Yes
Timers	Yes
Invoicing	Yes
Fixed fee & hourly billing	Yes
Recurring billing	Yes
Online payments	Yes
WIP tracking	No
Write up/down	Yes
Realization reporting	No
QBO invoice sync	Yes
Xero invoice sync	No

Document Management

Feature	Supported
Document storage	Yes
Folders	Yes
Folder templates	Yes
File sharing with clients	Yes
SharePoint integration	No
Google Drive	No
Dropbox	No

Reporting

Feature	Supported
Time reports	Yes
Billing reports	Yes
Capacity/workload	No
Revenue insights	No

Proposals & Engagement

Feature	Supported
Proposals	Yes
Engagement letters	Yes
E-signatures on engagements	Yes (with KBA)

Integrations

Feature	Supported
QuickBooks Online	No
Xero	No
Outlook	Yes
Gmail	Yes
Zapier	No
Make	No
API	No
Webhooks	No

Security & Admin

Feature	Supported
User roles	Yes
Custom permissions	Yes
2FA/MFA	Yes
SSO	No
SOC 2	No
Client access controls	Yes

AI Features

Feature	Supported
AI email drafting	No
AI email summarization	No
AI task suggestions	No
AI document classification	Yes
AI search	Yes

Mobile

Feature	Supported
Mobile-friendly (internal)	Yes
Native mobile app (internal)	No
Native mobile app (client portal)	Yes

Compliance & Regulatory

Feature	Supported
HMRC integration	No
Companies House integration	No
ATO integration	No
IRS transcript pulls	No
MTD support	No
Statutory deadline tracking	Yes

Support & Onboarding

Feature	Supported
Chat support	Yes
Email support	Yes
Phone support	No
Dedicated rep	No
Onshore support	No
Free onboarding	Yes (DIY)
Paid onboarding packages	No
Knowledge base/docs	Yes