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Business Management as a Service.

Essentials

Incorporation. Accounting. Work Passes.
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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

Compare plans

Team

Essentials

Pro

Business
Team
1
Unlimited paid seats
Unlimited paid seats
Request demo
Request demo
Request demo

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
Request demo
Request demo
Request demo

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
Request demo
Request demo
Request demo

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
Request demo
Request demo
Request demo