What is TaxDome?
TaxDome is an all-in-one practice management platform that helps streamline tax, bookkeeping, and accounting workflows. It offers a comprehensive suite of tools that helps accounting firms manage client communication, automate repetitive tasks, and enhance collaboration.
Pro Tip: Want to expand your practice? Learn how to get bookkeeping clients effectively.
TaxDome Features
TaxDome provides accounting professionals with solutions to be more efficient, automated, and communicative with clients. Its top features include:
- Built-in CRM tools to manage client relationships efficiently
- Unified platform to communicate with clients seamlessly
- Secure store and sign of documents
- Automation tailored for accounting firms
- Award-winning interface for easy access
- Organization solutions for workpapers management and improved efficiency
- Features to download transcripts directly to client accounts
- Payments and proposals management in one place
- In-app training and support
Also Read: Check out this bookkeeping client onboarding checklist to ensure a seamless setup for new clients.
Who Is TaxDome For?
TaxDome has made scalable solutions for diverse clients, whether it is a single person practice or a large firm with diverse operations.
- Solo Practitioners: Automation tools, CRM, and document management features to streamline operations and improve client communication.
- Small to Mid-Sized Firms: Leveraging team collaboration tools, workflow automation, and AI analytics for adding productivity and efficiency.
- Large Accounting Firms: Gain advanced control over user roles, data security, and team workload management for optimal performance across multiple users.
- Firms Looking to Enhance Digital Presence: Utilize secure messaging, proposal and payment collection, and unlimited document storage at no extra cost.
- Firms with Seasonal Staff: Take advantage of flexible pricing to scale operations as needed.
Whether transitioning from traditional processes or seeking a comprehensive practice management solution, TaxDome equips accounting professionals with the tools necessary for growth and operational success.
Also Read: Firms looking for a competitive advantage can explore software for accounting firms that enhances workflow efficiency.
TaxDome Pricing and Plans
TaxDome offers flexible pricing options based on different commitment levels. All plans are billed upfront, with seasonal staff access available for Pro users at $100/month.
I. One-Year Commitment
- Solo: $800/year per user
Unlimited CRM, workflow automation, secure communication, client onboarding, unlimited document storage, AI-organized workpapers, IRS integration, and 24-hour email/chat support.
- Pro: $1,000/year per user
All Solo features plus real-time team chat, AI-driven analytics, role-based access controls, activity feed, custom domain and website, client import assistance, and 12-hour response support.
- Business: $1,200/year per user
All Pro features plus personalized client support, bi-annual business reviews, dedicated Customer Success Manager, unlimited chat history, enterprise QuickBooks Online collaboration, and 6-hour response support.
II. Two-Year Commitment
- Solo: $750/year per user
Includes all features of the Solo plan with a discounted annual rate.
- Pro: $950/year per user
Includes all features of the Pro plan with a lower cost per year.
- Business: $1,150/year per user
Offers all Business plan features at a reduced price for long-term users.
III. Three-Year Commitment
- Solo: $700/year per user
Best value for long-term users with Solo plan benefits.
- Pro: $900/year per user
Provides all Pro plan features at the lowest yearly rate.
- Business: $1,100/year per user
Maximizes savings while offering the complete Business plan benefits.
Pro Tip: Need to streamline your pricing model? Here’s how to price accounting services for maximum profitability.
Each plan provides varying levels of automation, collaboration, and support, making it easy for firms to choose the right solution for their needs. You can read the complete TaxDome pricing plans here.
Also Read: An important tax return checklist for clients for just about anything when preparing for the tax season.
3 Top Alternatives to TaxDome
TaxDome is a popular all-in-one practice management software for accountants and tax professionals. However, some users find its interface challenging, its automation features limited, and its pricing restrictive due to the required long-term commitment. If TaxDome doesn’t quite meet your firm’s needs, here are three top alternatives:
1. Cone
Cone is a unified proposal and accounting practice management software designed for bookkeepers and accountants who need an intuitive, efficient, and fully automated workflow starting at 5$ per user/month with no commitments.
Cone’s Top Features:
- Workflows, projects and tasks
- Client requests - E-signatures, File Uploads
- Impressive proposals
- Built-in automated billing system to ensure timely payments
- Client portal
- Document Management System
- Integrated billing and invoicing with recurring payments and reminders
- Faster approvals with a built-in e-signature, a feature missing in many alternatives
- Syncs seamlessly with QuickBooks and Xero for real-time data updates
- Integrates with Stripe and GoCardless
Cone Pricing:
- Starter: $5 (annually) | $8 (monthly)
- Essentials: $11 (annually) | $16 (monthly)
- Growth: $17 (annually) | $24 (monthly)
2. Karbon
Karbon practice management software is a cloud-based practice management tool designed to enhance collaboration and boost efficiency for accounting firms.
Karbon's Top Features:
- Smart analytics and reporting to track firm performance
- Shared task lists and workflow automation to improve collaboration
- Centralized client communication tracking with email synchronization
- Billable hours tracking to maximize profitability
- Secure document storage and client history management
Karbon Pricing:
- Team: $59/user/month - billed annually or $79/user/month - billed monthly
- Business: $89/user/month - billed annually or $99/user/month - billed monthly
- Enterprise: Custom
Read the full details on Karbon pricing plans here.
3. Canopy
Canopy accounting software is a robust alternative to TaxDome, offering enhanced client management features for accounting professionals.
Canopy’s Top Features:
- Secure document management with encrypted file sharing
- Built-in CRM to streamline client communications and task tracking
- Automated workflows for better efficiency in tax preparation and compliance
- Customizable dashboards to monitor projects and deadlines
- Cloud-based access with mobile-friendly functionality
Canopy Pricing:
- Starter Plan: $540/year ($45/user/month - billed annually) | $60/user/month - billed monthly
- Essentials Plan: $792/year ($66/user/month - billed annually) | $88/user/month - billed monthly
Pricing varies based on modules selected; custom quotes available.
You can also read the detailed Canopy pricing here.
Also Read: Discover the best tax practice management software for accounting firms looking to optimize efficiency.
Why Choose Cone?
The right accounting software streamlines your workflow and simplifies client management. Cone’s work management software excels in these areas, offering a comprehensive and efficient experience.
Cone stands out because of its:
- Cost-effective plans tailored for small firms
- Impressive Proposals
- Scalable solutions for firms of all sizes
Also Read: Learn how to implement a well-structured accounting workflow process.
While TaxDome, Karbon, and Canopy offer useful features, Cone provides the most robust system for workflow automation, invoicing, e-signatures, and an end-to-end proposal software process.
Try Cone for free today!