{"securityAudit":null,"logoUrl":"/logos/taxdome.png","id":"taxdome","slug":"taxdome","name":"TaxDome","summary":"All-in-one practice software for tax and accounting firms: client portal, document requests, e-sign and billing.","type":"paid","hasFreePlan":false,"license":null,"trust":{"status":"verified","reasons":[]},"pricing":{"model":"usage","basePrice":125,"perSeat":null,"perLocation":null,"estHostingMonthly":null,"label":"From $125/mo + usage"},"setupEffort":"medium","setupLevel":null,"aiMaturity":"ga","worksWith":[{"id":"calendly","name":"Calendly"},{"id":"cch-axcess","name":"CCH Axcess"},{"id":"drake-tax","name":"Drake Tax"},{"id":"lacerte","name":"Intuit Lacerte"},{"id":"quickbooks-online","name":"QuickBooks Online"},{"id":"taxact","name":"TaxAct"},{"id":"zapier","name":"Zapier"},{"id":"zoho-books","name":"Zoho Books"}],"problemIds":["accounting-3","accounting-1","accounting-5"],"rating":null,"securityAudits":[],"url":"https://taxdome.com","aiCapabilities":"AI add-on: AI document organization (auto-rename and tag incoming client documents), AI-guided tax-return delivery (review, e-sign, pay in one flow), 'Atlas and agents', MCP/API.","byoAiKey":false,"priceNotes":"$0.83 per active client per month, billed annually, with a 150-client minimum ($1,500 a year, about $125/mo). AI add-on $200/mo per team.","pricingSourceUrl":"https://taxdome.com/pricing","priceCheckedAt":"2026-11-05","complianceFlags":[],"affiliate":false,"oss":null,"trustChecks":[{"key":"admin_verified","label":"Admin-verified listing","pass":true,"note":"Reviewed by the Catervas team: links and prices checked Nov 5, 2026","checkedAt":"2026-11-05"},{"key":"maintenance","label":"Active maintenance","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"security","label":"No open critical security advisories","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"privacy","label":"Privacy and data policy","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"backing","label":"Company or foundation backing","pass":true,"note":"Vendor named: TaxDome","evidenceUrl":"https://taxdome.com","checkedAt":"2026-11-05"}],"problems":[{"id":"accounting-1","industryId":"accounting","rank":1,"title":"Staff shortage and tax-season burnout","summary":"Finding qualified staff is a top issue for most CPA firms, and the pipeline of new accountants is thin. Workload peaks every tax season.","theme":"hiring","strength":0.6,"howItHelps":"All-in-one client portal + practice management: automated document requests and intake, e-signatures, tax-return delivery, proposals/engagement letters, recurring invoices and 'lock documents to invoices' (client can't download the finished return until paid) — attacking document chasing (#3) and collections (#5) while freeing staff capacity (#1)."},{"id":"accounting-3","industryId":"accounting","rank":3,"title":"Chasing client documents and information","summary":"Most firms report delays getting the documents they need from clients. Fewer than a third fully use automated reminders.","theme":"admin-paperwork","strength":1,"howItHelps":"All-in-one client portal + practice management: automated document requests and intake, e-signatures, tax-return delivery, proposals/engagement letters, recurring invoices and 'lock documents to invoices' (client can't download the finished return until paid) — attacking document chasing (#3) and collections (#5) while freeing staff capacity (#1)."},{"id":"accounting-5","industryId":"accounting","rank":5,"title":"Getting paid: slow fees, paper checks and unbilled extra work","summary":"Most accounting firms are paid late, and many still collect mostly by paper check. Extra work outside the agreed scope often goes unbilled.","theme":"cash-flow","strength":0.6,"howItHelps":"All-in-one client portal + practice management: automated document requests and intake, e-signatures, tax-return delivery, proposals/engagement letters, recurring invoices and 'lock documents to invoices' (client can't download the finished return until paid) — attacking document chasing (#3) and collections (#5) while freeing staff capacity (#1)."}],"integrations":[{"id":"calendly","name":"Calendly","type":"calendar","note":"QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ..."},{"id":"cch-axcess","name":"CCH Axcess","type":"other","note":"QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ..."},{"id":"drake-tax","name":"Drake Tax","type":"other","note":"QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ..."},{"id":"lacerte","name":"Intuit Lacerte","type":"other","note":"QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ..."},{"id":"quickbooks-online","name":"QuickBooks Online","type":"accounting","note":"QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ..."},{"id":"taxact","name":"TaxAct","type":"other","note":"QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ..."},{"id":"zapier","name":"Zapier","type":"other","note":"QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ..."},{"id":"zoho-books","name":"Zoho Books","type":"accounting","note":"QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ..."}],"setupGuide":null,"reviews":[]}