AI Insight
Strong growth trajectory detected in APAC region based on recent metrics.
Top Region
Singapore
+24%
ROI
+450%
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)
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)
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
Most popular
Business
Everything growing firms need to manage complexity, teams, and client service — at scale.
$1100
/year
(with a 3-year commitment)
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)
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)
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
Most popular
Business
Everything growing firms need to manage complexity, teams, and client service — at scale.
$1100
/year
(with a 3-year commitment)
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