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TaxDome
All-in-one practice platform for tax and accounting firms: CRM, client portal, workflow pipelines, e-signature, billing and AI document tagging.
| What the AI does | TaxDome AI renames and tags client uploads into organized workpapers; AI-powered reporting and AI-driven analytics on firm data (Pro and above) |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Bookkeeping practices, Tax offices |
| Starting price | $800/user/yr (Essentials, solo only, 1-year term) |
| Pricing model | Annual subscription |
| Free trial | Not stated on the vendor site |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Practice Management & Workflow with AI |
| Also fits | Document Collection, OCR & Data Entry |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
TaxDome is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices and tax offices on its own site. The job it gets hired for: running clients, work, deadlines and billing in one place, with AI built into the workflow. It also fits the Document Collection, OCR & Data Entry category.
What it costs
TaxDome starts at $800/user/yr (Essentials, solo only, 1-year term), annual subscription. Ask the vendor about a trial when you reach out.
Good to know
TaxDome is the all-in-one for tax and accounting practices — CRM, client portal and mobile app, workflow pipelines, e-signature, billing — and it is priced per seat per year: Essentials $800 for a solo practitioner, Pro $1,000 and Business $1,200, with multi-year terms taking up to 12.5% off and a $100/mo Pro seat for seasonal staff. TaxDome AI renames and tags client uploads into organized workpapers and recognizes US tax forms and IDs, and AI-powered reporting comes with Pro and above. SOC 2 Type II and ISO 27001 are posted; the vendor counts 15,000-plus firms.
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