TaxDome
TaxDome is an all-in-one practice management platform built for accounting, tax, and bookkeeping firms.
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Our verdict
Who it's for
All-in-one practice management platform for tax, accounting, and bookkeeping firms
Who should look elsewhere
No free plan, only a trial period before committing
Pros
- +Replaces multiple tools (CRM, portal, e-sign, billing) with one platform
- +Pipeline-based automation saves firms time on repetitive tasks
- +Unlimited document storage and e-signatures on all plans
- +Client-facing portal and mobile app improve the client experience
- +SOC 2 Type II certification and bank-level encryption for data security
Cons
- −No free plan, only a trial period before committing
- −Some plans limited to a single user
- −Per-seat pricing can add up for larger teams
- −Annual or multi-year billing required with no month-to-month option on most plans
- −Learning curve can be steep given the breadth of features
Key features
- ✓Visual pipeline-based workflow automation with stage triggers
- ✓Secure client portal and mobile app for document exchange
- ✓Unlimited CRM with full client history and activity tracking
- ✓E-signatures with unlimited signing requests
- ✓Invoicing and automated payment collection
- ✓Document management with unlimited storage
- ✓Proposals and engagement letters with online acceptance
- ✓Team workload management and task assignment
- ✓Integrations with QuickBooks Online, Drake, and Zapier
- ✓SOC 2 Type II certified with bank-level encryption and 2FA
Pricing
No public pricing plans recorded.