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SPECIFICTION
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TaxDome

taxdome.com

From $66.67/mo WebWindowsmacOSiOSAndroid
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Spec score 7.3 #24 of 29 in Accounting Practice Management Software

What it is

TaxDome is an accounting practice management platform for tax, bookkeeping, and full-service accounting firms. Client work is organized through 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. The maker says its AI can tag, categorize, and rename client documents, and provide analytics and search. Billing tools cover invoices, recurring invoices, billable hours, proposals, and payment collection within workflows. TaxDome offers firm and client apps for iOS and Android, a desktop application, and web access. Integrations include QuickBooks Online, Stripe, Zapier, Drake, TaxAct, Lacerte, and other listed services. The Trust Center lists SOC 2 Type II, GDPR, eIDAS, PCI DSS Level 2, and the Gramm-Leach-Bliley Act, and states that data is encrypted in transit with TLS 1.2 and at rest with AES-256. There is no free plan. Essentials costs $800 a year, Pro $1,000 a year, and Business $1,200 a year, per seat and billed upfront under a one-year commitment.

Spec sheet

Product
TaxDome describes itself as an accounting practice management platform for tax, bookkeeping, and full-service accounting firms.Read 30 Sep 2026 · taxdome.com
Integrations
The integrations page names IRS, Companies House, DATEV, QuickBooks Online, Zapier, Calendly, Acuity, Stripe, and tax programs including Drake, TaxAct, and Lacerte.Read 30 Sep 2026 · taxdome.com
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.Read 30 Sep 2026 · taxdome.com
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.Read 30 Sep 2026 · taxdome.com
Headquarters
New York, New York, United StatesRead 28 Sep 2026 · taxdome.com
Founded
2017Read 28 Sep 2026 · taxdome.com
AI features
TaxDome says its AI can tag, categorize, and rename client documents and provide AI-powered analytics and search.Read 30 Sep 2026 · taxdome.com
Billing
TaxDome supports invoicing, recurring invoices, billable-hour tracking, proposals, and payment collection within workflows.Read 30 Sep 2026 · taxdome.com
Client management
The platform includes a CRM, client portal, document management, tax organizers, e-signatures, secure chat, email, and client requests.Read 30 Sep 2026 · taxdome.com
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.Read 30 Sep 2026 · taxdome.com
Notable limits
The pricing page marks the work forecaster as coming soon and identifies the fully branded mobile app as a paid add-on.Read 30 Sep 2026 · taxdome.com
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.Read 30 Sep 2026 · taxdome.com
Workflow automation
Its workflow tools automate repetitive tasks such as assigning jobs, tracking progress, sending reminders, and updating clients.Read 30 Sep 2026 · taxdome.com

Plans and prices

Essentials $800 a year $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 Read 30 Sep 2026 · taxdome.com
Pro $1,000 a year $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 Read 30 Sep 2026 · taxdome.com
Business $1,200 a year $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 Read 30 Sep 2026 · taxdome.com

Every TaxDome plan and price →

Strong points and limits

Strong points

  • Client portal, CRM, and document management
  • Automates job assignment and client reminders
  • Supports invoicing and billable-hour tracking
  • Firm and client apps plus desktop and web access
  • Lists encryption in transit and at rest

Limits

  • No free plan
  • Essentials is limited to solo users
  • Fully branded mobile app is a paid add-on
  • Work forecaster is marked as coming soon

Who it suits

It suits tax preparers, bookkeepers, and accountants seeking client management, document workflows, and billing tools in one platform. The maker offers plans for solo practices through large and multi-office firms.

Verdict

TaxDome brings client work, workflow automation, and billing into one accounting-practice platform. Its plans are paid per seat, with commitment lengths and upfront annual billing affecting the listed prices.

Where Specifiction places it

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