TaxDome
The all-in-one platform for accounting, tax, and bookkeeping firms.
Overview
TaxDome is a comprehensive, all-in-one practice management software for tax, accounting, and bookkeeping firms. It combines a wide range of functionalities including a CRM, workflow automation, a secure client portal, document management, e-signatures, and billing into a single platform, aiming to eliminate the need for multiple disparate tools.
✨ Key Features
- Workflow Automation with Pipelines
- Secure Client Portal
- CRM and Client Management
- Unlimited E-Signatures
- Document Management
- Invoicing & Payments (DomePay)
- Team Collaboration Tools
🎯 Key Differentiators
- All-inclusive pricing model per user with unlimited everything.
- Highly-rated client portal and mobile app experience.
- Rapid feature development and responsiveness to user feedback.
Unique Value: Provides a single, affordable, and user-friendly platform for tax and accounting professionals to manage their entire practice.
🎯 Use Cases (4)
✅ Best For
- Tax firms of all sizes
- Accounting and bookkeeping firms
- Enrolled Agent (EA) practices
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that only need a simple task manager without client-facing features
🏆 Alternatives
Offers a more comprehensive, all-in-one feature set at a simpler price point compared to competitors like Canopy, which often use a modular pricing structure.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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