TaxDome review

TaxDome sells a single plan, and the price follows how many active clients the firm has rather than how many staff log in. At the entry tier of 150 active clients the total is $1,500 a year, which the page shows as $0.83 per client a month, and 20 seats are included. An active client is one with any activity in the past 12 months, such as logging in, uploading documents or receiving an invoice, so dormant contacts are free. The plan bundles a client app for web and mobile, intake and document requests, unlimited CRM, storage and e-signatures, ready-made tax and bookkeeping automations, proposals with payments, and IRS transcripts. That is a wide set for one price. The trade-offs are the 150-client floor, which a solo preparer with 60 clients still pays for, and add-ons such as the $200 per month AI package, which organizes incoming documents and guides clients through return delivery.

Who it is for

Tax and bookkeeping firms with 150 or more active clients that want CRM, portal, e-signatures and payments under one firm-wide price.

Price

From $1,500 per year for 150 active clients, about $0.83 per client per month, with 20 seats included.

$1,500 your total, billed annually
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Client app for web and mobile with intake, document requests and tax return delivery
• Unlimited CRM, document storage and e-signatures
• Ready-made automations for tax and bookkeeping workflows
• Proposals and payments in the same platform
• IRS transcripts and integrations with tax preparation software

Strengths and weaknesses

• Strength: One plan covers every core feature, with 20 seats included
• Strength: Contacts with no activity in the past 12 months cost nothing
• Strength: TaxDome reports more than 15,000 firms and 6 million clients
• Weakness: Pricing starts at 150 active clients, so very small firms pay for capacity they may not use
• Weakness: AI document organization and return delivery cost an extra $200 per month
• Weakness: Premium support and a white-labeled app need custom pricing

Key facts

• Pricing model: Per active client, billed annually
• Seats included: 20
• Minimum: 150 active clients
• Security: SOC 2 Type II

Where it ranks

TaxDome is No. 2 in our Best Practice Management Software for Accountants verdict.