We may earn a commission if you buy through links on this page. It never changes a score or a ranking. How we make money
Paid plans start at $125/mo.
TaxDome’s listed entry price is $1,500 billed annually, equivalent to $125 a month, for 150 active clients. The One plan includes 20 seats, unlimited CRM, document storage and e-signatures; inactive contacts cost nothing. Monthly billing is not published, and AI costs extra: $200 a month for the whole team. The headline price does not cover every capability, so firms should confirm their active-client count and add-on needs before comparing TaxDome with another practice platform.
01Every plan, line by line
| Plan | Billed annually | Billed monthly | Built for |
|---|---|---|---|
| One plan | $125 | — | Tax, bookkeeping, and accounting firms |
| Custom | — | Quote | Firms needing custom terms or scale |
Add-ons and overages
- AI add-on: $200/month for the entire team, with no per-seat pricing
- Managed Client Care: $100/month
- Premium support: $249/month
- White-labeled client app: pricing not published
- Extended API: pricing not published
02What the plan grid doesn't tell you
Annual price, monthly unknown
The page lists $1,500 billed annually ($125/month equivalent) at 150 active clients. Monthly billing pricing is not published.
150-client price anchor
The listed price is for 150 active clients; One plan includes 20 seats. Pricing for other client counts is not published on the vendor's site.
AI is an extra
The AI add-on costs $200/month for the entire team, with no per-seat pricing.
Support and extras
Managed Client Care is $100/month and Premium support is $249/month. White-labeled app and Extended API pricing are not published.
03Which plan should you buy?
| If you are… | Get | Why |
|---|---|---|
| Firms at the listed client scale | One plan | It is listed at 150 active clients and includes 20 seats, unlimited CRM, document storage and e-signatures. |
| Firms needing custom terms | Custom | It includes unlimited seats, a dedicated account manager and onboarding, premium support with a 2-hour response SLA, and a white-labeled client app. |
| Firms wanting team-wide AI | One plan | Add the $200/month AI option for the team; the listed add-on has no per-seat pricing. |
04Is TaxDome worth the money?
TaxDome’s value proposition is consolidation: client communication, document exchange, workflows, billing and CRM sit in one practice platform, with AI available as a team add-on. That may suit firms replacing several separate tools, but the published pricing details do not establish savings against any particular stack. At $1,500 billed annually for 150 active clients and 20 seats, plus optional AI, it is not a low-commitment price. Get a quote for your client count and required add-ons before switching.
TaxDome pricing FAQ
Is TaxDome any good?
TaxDome brings client communication, documents, tasks, workflows and payments into one platform, and offers AI agents for document and administrative work. Whether it is good value depends on your client count, seat needs and add-ons. The listed One plan costs $1,500 annually at 150 active clients, while AI adds $200/month.
What is the best CRM for tax professionals?
There is no single best CRM for every tax firm. TaxDome is one option for practices that want CRM alongside client document exchange, e-signatures, workflows and billing. Its listed One plan includes unlimited CRM and 20 seats at the 150-active-client price point; check whether its annual billing and add-on costs fit your firm.
What are the payment processing fees for TaxDome?
The published TaxDome pricing details do not publish payment processing fees, so we can’t give a rate or estimate the per-transaction cost. Ask TaxDome for the current processing schedule and confirm whether fees vary by payment method or transaction type before budgeting.
Is TaxDome considered a CRM?
Yes. The One plan lists unlimited CRM, and TaxDome also combines client communication, documents, workflows, tasks and payments. It is broader than a standalone contact database, but firms should compare its workflow and client-service features with the CRM functions they actually need.