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What is TaxDome?

TaxDome is an end-to-end, AI-powered practice management platform that helps tax, bookkeeping, and accounting firms oversee their clients, jobs, documents, teams, and overall practice in one place. Trusted by 15,000+ firms and 6M+ of their clients, it lets firms of every size streamline their work while keeping a clear overview of operations. You can start with ready-made templates for bookkeeping, tax returns, payroll, and tax resolution, or design your own repeatable, adaptable workflows that move jobs forward automatically. Clients will appreciate the award-winning client app, which is accessible and easy to use for people of all ages and technical abilities. It’s secure, available on web and mobile, and supports eleven languages, so you can serve clients who speak languages other than English. AI is built into everyday work: TaxDome generates intake checklists from last year’s return and sorts and packages tax returns for review, so delivery takes minutes. Atlas works as a full-time operations assistant, and MCP and a public API connect TaxDome to the AI tools firms already use, including Claude and ChatGPT. By bringing internal management (workflow, CRM, and reporting) together with client-facing services (e-signatures, proposals, invoicing, payments, and messaging), TaxDome helps firms run a more organized, efficient practice and build stronger client relationships through seamless communication.

What is Dext Commerce?

Effortlessly gather sales information for your clients from various ecommerce and point-of-sale systems, with the ability to detail transactions, fees, and reimbursements on a per-item basis, all through a single subscription. Dext Commerce offers clients a consolidated view of their sales data from a range of platforms, making it perfect for those selling on Amazon, eBay, Etsy, Shopify, and other similar sites. You can accurately apply tax rates to orders based on their domestic or international status. Furthermore, you gain a comprehensive insight into distinct transactions across different platforms and regions. With your Dext Commerce subscription, you benefit from all digital sales integrations, allowing you to efficiently cater to each client's unique requirements, whether they are operating a small side business or managing a large-scale ecommerce venture. This all-in-one solution simplifies the complexities of sales management, ensuring your clients have the support they need to thrive in a competitive marketplace.

Media

Media

Integrations Supported

Nekton.ai
QuickBooks Online
Stripe
Xero
Axis LMS
CCH Axcess Tax
Intuit ProSeries Tax
Lacerte
Mailchimp
Microsoft Outlook
MyTAXPrepOffice
Rightworks
Schedulista
TaxSlayer
UltraTax CS
Zapier
Zoho Books

Integrations Supported

Nekton.ai
QuickBooks Online
Stripe
Xero
Big Cartel
Etsy
WooCommerce

API Availability

API Availability

Pricing Information

$0.83 per client monthly
TaxDome is an award-winning, end-to-end practice management platform built for tax, bookkeeping, and accounting firms. It brings together CRM, client portals, task workflows, document management, billing, and AI-powered automation in one cloud-native platform. AI handles intake and delivery: checklists are generated from last year’s return, and tax returns are sorted and packaged for your review so delivery takes minutes. TaxDome has one plan with everything you use to work with your clients, from intake and document requests to tax return delivery, proposals, and payments. It’s priced by the clients you serve, with up to 20 team members included. Pricing starts at 150 active clients for $1,500 a year, about $0.83 per client a month, and the price per client goes down as your client base grows. TaxDome has won numerous awards, including CPA Practice Advisor’s Readers’ Choice Awards for Comprehensive Firm Workflow Solutions three years in a row (2024-2026).

Pricing Information

$59 per month
Free Trial Offered?

Supported Platforms

Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

TaxDome

Date Founded

2017

Company Location

United States

Company Website

taxdome.com

Company Facts

Organization Name

Dext

Date Founded

2010

Company Location

United Kingdom

Company Website

dext.com/us/accountants-and-bookkeepers/commerce

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Payroll Management
Tax Management

Accounting Practice Management

Approval Workflow
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Billing & Invoicing
Tax Management

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking

Tax Preparation

Not specified

Categories and Features

Accounting

Not specified

Bookkeeping

Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Spend Management
Tax Management

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