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Verifiedlast checked 21 Oct 2026 · re-checked every 3 days

TaxDome

Practice management platform for tax and accounting firms with client portal, workflow automation, AI document organization, and integrated billing

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Pricing (as verified)
$700/year (Essentials, 3-year); $800/year (Essentials, 1-year); $1,000/year (Pro); $1,200/year (Business)
Free plan / trial
No free plan · trial: Demo only (no self-serve trial)
Works in
Worldwide, United States, Australia
Best for
Solo, Small teams, Larger teams and companies
Does
Planning projects and tracking work, Tax preparation, Invoices, expenses and bookkeeping · AI-assisted: a conventional product with real AI features
Connects with
QuickBooks Online, Zapier, Calendly, Microsoft Outlook, Drake Tax, Lacerte, ProSeries, tax preparation software
Company
2017
Billing and payment
Bills in USD (US/CA), GBP, EUR, AUD, NZD, JPY, and other local currencies by region. Accepts Visa, Mastercard, Amex (via Stripe or TaxDome Payments for subscriptions). For client invoicing: credit/deb
Worth knowing: Annual billing required, paid upfront; no monthly option for base plans. Pricing starts at $800/year per user (1-year term) or $700/year (3-year term). Setup can be time-consuming according to reviews.

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