test - Bluebox

Comprehensive plans for every firm

Essentials

Start strong with the core tools to manage daily tasks and clients — for solo users only.

$700

/year

(with a 3-year commitment)

Request demo

What’s included:

Organize every client and contact seamlessly with an unlimited CRM built for accounting firms
Deliver a premium client experience with an award-winning web portal and mobile app
Enjoy unlimited document storage and e-signatures at no extra cost
Streamline tax, bookkeeping, and accounting workflows with ready-made automations
Communicate securely with clients using integrated email, SMS, and secure chat
Simplify client onboarding with intake forms to collect accurate client information upfront
Access unlimited educational resources, including live bootcamps, webinars, and TaxDome Academy
Essential email and chat support for solo practitioners. Average response time: 24h

Pro

Built for better visibility, seamless collaboration, and faster results.

$900

/year, per seat

(with a 3-year commitment)

Request demo

All Essentials features, plus:

For bookkeepers: enjoy direct integrations with client general ledgers and categorize transactions with no per-client fees (120 connections included)
For tax preparers and tax resolution specialists: use an IRS integration to download transcripts directly to client accounts
Tap into your firm’s performance insights with AI-powered reporting
Receive organized workpapers automatically with TaxDome AI
Stay connected with your team through real-time chat and collaboration tools (60 days of chat history)
Manage team workloads effectively and optimize capacity
Protect sensitive data by controlling access and permissions with account roles
Gain full visibility of team and client actions with a dedicated 30-day activity feed
Use a Zapier integration to connect TaxDome with your favorite apps
White-label your client experience with a custom firm URL and branded emails
Have an ability to create a fully managed professional website for your firm
Standard support for growing firms. Average response time: 12h

Business

Everything growing firms need to manage complexity, teams, and client service — at scale.

$1100

/year

(with a 3-year commitment)

Request demo

All Pro features, plus:

Enjoy exceptional TaxDome Client Care for your firm; personalized support for your clients
Optimize your strategy with bi-annual business reviews (5+ seats)
Get a white-labeled mobile app when purchasing 25+ seats
For bookkeepers: enjoy direct integrations with client general ledgers, categorize transactions with no per-client fees (unlimited connections)
Preserve every conversation with unlimited team chat history
Monitor year-long activities with a comprehensive 365-day activity feed
Collaborate on enterprise QuickBooks Online accounts with an increased 1.5 GB upload limit
Simplify your transition with client import assistance
Premium support for large firms. Average response time: 6h

Essentials

Start strong with the core tools to manage daily tasks and clients — for solo users only.

$700

/year

(with a 3-year commitment)

Request demo

What’s included:

Organize every client and contact seamlessly with an unlimited CRM built for accounting firms
Deliver a premium client experience with an award-winning web portal and mobile app
Enjoy unlimited document storage and e-signatures at no extra cost
Streamline tax, bookkeeping, and accounting workflows with ready-made automations
Communicate securely with clients using integrated email, SMS, and secure chat
Simplify client onboarding with intake forms to collect accurate client information upfront
Access unlimited educational resources, including live bootcamps, webinars, and TaxDome Academy
Essential email and chat support for solo practitioners. Average response time: 24h

Pro

Built for better visibility, seamless collaboration, and faster results.

$900

/year, per seat

(with a 3-year commitment)

Request demo

All Essentials features, plus:

For bookkeepers: enjoy direct integrations with client general ledgers and categorize transactions with no per-client fees (120 connections included)
For tax preparers and tax resolution specialists: use an IRS integration to download transcripts directly to client accounts
Tap into your firm’s performance insights with AI-powered reporting
Receive organized workpapers automatically with TaxDome AI
Stay connected with your team through real-time chat and collaboration tools (60 days of chat history)
Manage team workloads effectively and optimize capacity
Protect sensitive data by controlling access and permissions with account roles
Gain full visibility of team and client actions with a dedicated 30-day activity feed
Use a Zapier integration to connect TaxDome with your favorite apps
White-label your client experience with a custom firm URL and branded emails
Have an ability to create a fully managed professional website for your firm
Standard support for growing firms. Average response time: 12h

Business

Everything growing firms need to manage complexity, teams, and client service — at scale.

$1100

/year

(with a 3-year commitment)

Request demo

All Pro features, plus:

Enjoy exceptional TaxDome Client Care for your firm; personalized support for your clients
Optimize your strategy with bi-annual business reviews (5+ seats)
Get a white-labeled mobile app when purchasing 25+ seats
For bookkeepers: enjoy direct integrations with client general ledgers, categorize transactions with no per-client fees (unlimited connections)
Preserve every conversation with unlimited team chat history
Monitor year-long activities with a comprehensive 365-day activity feed
Collaborate on enterprise QuickBooks Online accounts with an increased 1.5 GB upload limit
Simplify your transition with client import assistance
Premium support for large firms. Average response time: 6h

Our Group Website

Business Management as a Service.

Incorporation. Accounting. Work Passes.

GROUP HOME

Comprehensive plans for every firm

Essentials

$700

/year

(with a 3-year commitment)

What’s included:

Pro

$900

/year, per seat

(with a 3-year commitment)

All Essentials features, plus:

Business

$1100

/year

(with a 3-year commitment)

All Pro features, plus:

Essentials

$700

/year

(with a 3-year commitment)

What’s included:

Pro

$900

/year, per seat

(with a 3-year commitment)

All Essentials features, plus:

Business

$1100

/year

(with a 3-year commitment)

All Pro features, plus:

Compare plans

Team

Essentials

Pro

Business

Team

1

Unlimited paid seats

Unlimited paid seats

Client experience

Essentials

Pro

Business

One login for tax, bookkeeping, and other services

Award-winning client portal

Client mobile app (top-100 in App Store)

White-labeled mobile app

Secure client chats

Bookkeeping hub

10 accounts

10 accounts

10 accounts

Multi-language support

White-labeled URL

Tax workflow

Essentials

Pro

Business

One login for tax, bookkeeping, and other services

Award-winning client portal

Client mobile app (top-100 in App Store)

White-labeled mobile app

Secure client chats

White-labeled URL

Workflow automation

Essentials

Pro

Business

One login for tax, bookkeeping, and other services

Award-winning client portal

Client mobile app (top-100 in App Store)

White-labeled mobile app

Secure client chats

White-labeled URL

All Capabilities