TaxDome pricing plans, features, and alternatives in 2025

After analyzing TaxDome’s pricing breakdown, I found that add-ons and renewals play a bigger role than the base plans suggest. Here’s what you should know before subscribing in 2025.

TaxDome pricing: At a glance

TaxDome pricing runs on a per-user model with annual billing and discounts for multi-year commitments. You can choose a one-, two-, or three-year license, and all users share the same renewal date.

Here’s how the Essentials, Pro, and Business plans compare in 2025:

You can move to a longer plan as your firm grows, and TaxDome automatically updates your renewal date to match the new term. This makes it easier to scale without losing the time or money left on your current subscription. 

The Pro plan is the only one that supports monthly licenses for seasonal staff.

TaxDome also adds extra costs for certain features, such as SMS credits and payment processing fees. I’ll discuss these additional fees in their own section later.

TaxDome pricing plans breakdown

TaxDome’s plans are designed to support firms of all sizes, whether you’re an independent tax preparer or a multi-office team managing hundreds of clients. Here’s a breakdown of what’s included in each tier:

TaxDome Essentials plan: $800/year (1-year commitment)

• What’s included: CRM tools, client portal, document storage, e-signatures, invoicing, and unlimited clients.
• Best for: Independent accountants, tax preparers, or small firms starting to centralize their client work.
• Pros: Affordable starting point; includes the same security and compliance standards as higher plans; quick setup with no onboarding requirement.
• Cons: Lacks automation and analytics; not ideal for teams managing multiple staff or offices.

Note: The TaxDome Lite plan has been discontinued, and all former Lite users have been moved to the new pricing structure. The Essentials plan now acts as the single-user option, replacing Lite with core tools for client management, file sharing, and communication.

TaxDome Pro plan: $1,000/user/year (1-year commitment)

• What’s included: Everything in Essentials plus workflow automation, task templates, recurring jobs, scheduling, and monthly license options for seasonal staff.
• Best for: Small to midsize firms that manage multiple accountants or recurring clients.
• Pros: Adds automation, client reminders, and customizable workflows; includes flexible short-term seats for seasonal help.
• Cons: Costs rise with each additional user; automations are functional but limited compared to enterprise-level tools.

TaxDome Business plan: $1,200/user/year (1-year commitment)

• What’s included: Everything in Pro, plus AI-powered reporting, advanced analytics, priority support, and a dedicated account manager.
• Best for: Larger accounting firms and multi-branch practices that need deeper visibility across staff and clients.
• Pros: Includes premium support and onboarding assistance; provides AI-powered insights and enhanced reporting tools.
• Cons: Highest per-seat price; can be more than smaller firms need if they don’t require analytics or managed support.

Add-ons that increase your TaxDome pricing

TaxDome’s base pricing covers most essentials, but there are optional add-ons that can increase your overall cost. Watch out for:

• SMS credits: TaxDome charges $0.04 per SMS in the US and Canada, billed through its Twilio integration. Firms also pay a one-time setup fee of about $30.15 USD (or CA$40.70) and a monthly subscription of $11.15 USD (or CA$15.05) per firm, not per user. 
• Extra users: Since every user needs their own license, adding staff increases your total cost. When you add someone mid-subscription, whether on an annual or multi-year plan, TaxDome automatically prorates the charge to match your next renewal date.
• Multi-year licenses: Two- and three-year subscriptions offer the best savings, but they require upfront payment. Firms can upgrade from annual to multi-year plans at any time, with the new term starting immediately and extending the renewal date.
• Payment processing fees: TaxDome integrates with Stripe and CPACharge for online payments. Transaction fees are charged by the processor, typically around 2.9% + 30¢ for Stripe or about 3% for CPACharge credit card payments, with lower rates for ACH transfers.

In my testing, the TaxDome pricing calculator made it easier to estimate total cost, but it didn’t include add-ons, which can shift your total spend. I recommend setting aside about 10–20% above the plan price to cover extras like SMS credits, payment fees, or seasonal users during peak months.

Which TaxDome plan should you choose?

Choosing between plans depends on your firm’s size and how you manage client collaboration. Most firms upgrade once their client load grows or they need more automation.

Choose Essentials if you:

• Work solo or with one assistant and only need a basic client portal.
• Want to store files, send forms, and manage invoices without complex automation.

Choose Pro if you:

• Manage multiple accountants or recurring clients.
• Need automation, workflow templates, and flexible monthly seats.
• Want to balance price with team functionality.

Choose Business if you:

• Run a larger firm with multiple branches or departments.
• Need AI-powered reporting, analytics, and premium support.
• Want a dedicated account manager to train your team and monitor performance.

From what I’ve seen, most small to midsize accounting firms land on Pro. It hits the balance between cost, flexibility, and automation. The Business tier only makes sense for firms that depend on analytics or need constant support.

Is TaxDome worth the cost?

TaxDome is worth it for firms that manage recurring clients and want their communication, billing, and workflows connected in one platform. It’s built for ongoing work, but the per-user pricing means costs can climb as your team expands or when you add extras like SMS credits and premium support.

Here’s how to decide:

• It’s worth it if: You manage recurring clients and want one secure platform for communication, file sharing, and billing.
• It’s best for: Firms that want organized workflows, branded client portals, and automation that keeps projects on schedule.
• Skip it if: You only handle a few clients or prefer flexible, month-to-month software without extra add-ons.

TaxDome alternatives and pricing comparison

If you’re evaluating tools like TaxDome, it’s worth comparing options that handle client collaboration and billing differently. Here’s a look at four strong TaxDome alternatives:

Assembly

We built Assembly to give accounting and professional service firms one place to manage every part of the client relationship after the contract is signed. Firms can manage billing, communication, and project tracking in one secure, branded client portal that keeps everything organized for both teams and clients.

Our platform brings together invoices, contracts, shared files, and progress updates in a way that keeps both sides aligned. Teams can automate onboarding, send reminders, and track deliverables without relying on disconnected systems. Assembly pricing starts at $39 per month, and every plan includes full customization and integrations that adapt to how your firm already works.

We also take security seriously. Assembly is SOC 2, HIPAA, and GDPR compliant, so firms can safely share sensitive financial and client data.

Karbon

Karbon supports larger teams that want structure and collaboration across their workflows. I like that it offers time tracking, client reminders, and real-time visibility into team progress through task dashboards and email integration. Firms that rely heavily on recurring client work appreciate Karbon’s templates for onboarding and engagement tracking.

The Karbon pricing plans start at $59 per user per month. The platform is better suited for internal workflow and team visibility, while TaxDome emphasizes client portals and communication.

HoneyBook

HoneyBook is built for small service firms that want quick setup and simple client management. It helps users send proposals, manage contracts, collect payments, and automate follow-ups in one dashboard. When I tried HoneyBook’s drag-and-drop workflow builder, it made it easy to personalize the client experience without advanced technical skills.

Starting at $29 per month, HoneyBook pricing is accessible for freelancers or solo professionals who want quick setup and reliable client billing, though it lacks advanced automation and analytics.

Dubsado

Dubsado helps small agencies and consultants automate onboarding and forms. It offers customizable forms, scheduler tools, client portals, and built-in invoice tracking, all designed to handle repeat business smoothly. When I tested Dubsado, I found the workflow builder similar to HoneyBook’s but with more flexibility to shape each step of the client onboarding process.

At around $200 per year, Dubsado pricing is reasonable for smaller firms that want more customization and branded workflows than entry-level tools provide.

Assembly vs TaxDome: Which should you choose?

Assembly helps accounting and professional service firms manage client communication, billing, and project delivery in one branded portal, while TaxDome focuses more on internal workflow automation and document management for tax-focused teams.

Use this quick guide to see which platform fits your firm best:

• Assembly is better for: Firms that want a single portal where clients can view invoices, messages, and shared files without switching between systems. It’s ideal for service-based businesses that manage long-term clients, retainers, or multi-step projects.
• TaxDome is better for: Accounting and tax preparation firms that rely on structured internal workflows, automated reminders, and document storage. It’s designed for teams that prioritize back-office efficiency and recurring client work.
• Use both if: You use TaxDome to handle compliance and document-heavy workflows but want to add Assembly for client-facing collaboration, billing visibility, and branded communication.

Want to see how Assembly can help you simplify client delivery and strengthen communication? Try Assembly for free today.

My bottom line on TaxDome pricing

TaxDome is a solid value for solo accountants and small firms that want an all-in-one system for client work, but larger teams may see costs rise quickly once per-user licenses and add-ons come into play.

I think TaxDome’s value comes from consolidation because replacing multiple tools with one platform can save both time and management costs. For firms that already rely on other systems, the per-seat pricing may take longer to deliver a clear return.

What stands out to me is how TaxDome combines CRM, billing, and client communication in a single login. That simplicity is appealing, but license-based pricing and add-ons like SMS and extra users can still raise the total cost over time. 

If your firm values transparency and long-term client relationships, Assembly offers a practical alternative. It brings billing, communication, and project updates together in one branded portal, giving both teams and clients a clear view of progress.

Frequently asked questions

Is TaxDome worth it for small firms?

Yes, TaxDome is worth it for small firms because it helps organize client work, automate recurring jobs, and centralize communication in one place. It’s especially helpful for accountants who handle repeat clients or ongoing tax prep, and many TaxDome reviews mention how it keeps small teams consistent and efficient.

Does TaxDome have hidden fees?

No, TaxDome doesn’t hide its costs; all of its additional charges, like SMS credits, extra users, or short-term licenses for seasonal staff, are clearly displayed before you check out. 

How much does TaxDome charge for SMS?

TaxDome charges $0.04 per SMS in the US and Canada. You buy credits separately from your main subscription, and firms also pay a small Twilio setup and monthly fee to enable texting. Regular users should plan for a few extra dollars each month to cover these costs.