Catervas tools library

TaxDome

All-in-one practice software for tax and accounting firms: client portal, document requests, e-sign and billing.

AI capabilities

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.

Pricing

$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.

Source: https://taxdome.com/pricing, checked 2026-11-05

Trust checks

  • Admin-verified listing: Pass · Reviewed by the Catervas team: links and prices checked Nov 5, 2026
  • Active maintenance: Not checked · Not checked yet
  • No open critical security advisories: Not checked · Not checked yet
  • Privacy and data policy: Not checked · Not checked yet
  • Company or foundation backing: Pass · Vendor named: TaxDome

Problems it helps with

  • Staff shortage and tax-season burnout: 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).
  • Chasing client documents and information: 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).
  • Getting paid: slow fees, paper checks and unbilled extra work: 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).

Works with

  • Calendly · QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ...
  • CCH Axcess · QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ...
  • Drake Tax · QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ...
  • Intuit Lacerte · QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ...
  • QuickBooks Online · QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ...
  • TaxAct · QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ...
  • Zapier · QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ...
  • Zoho Books · QuickBooks Online (invoices/payments sync), Drake, TaxAct, Lacerte, CCH Axcess, Zoho Books, IRS transcript integration, Calendly/Acuity schedulers, Rightworks/Verito hosting, Zapier (spreadsheets, ...

Data as JSON: /api/tools/taxdome · Compare tools: /compare · llms.txt

Information, not professional advice. Rankings can't be bought.