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TaxDome

accounting and finance > Accounting Practice Management Software

Customer Review
10
10.0

TaxDome is workflow automation software created for the tax and accounting industry, allowing you to automate processes, have clear visibility into your work, and ensure nothing slips through the cracks. Use ready-made templates (bookkeeping, tax returns, payroll, resolution and more) or create your own customizable, repeatable business processes that enable you to take your firm to the next level. It is an all-in-one platform for CPAs, bookkeepers, and accounting firms.

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App Pricing Page

Lite	<ul> <li>Unlimited clients, document sharing, storage, e-signatures</li> <li>1 user - for individuals only</li> <li>CRM with custom fields</li> <li>Client portal with mobile app</li> </ul>	25.00	Month
Pro	<ul> <li>Pricing per user</li> <li>Native PDF Editor</li> <li>Firm Mobile App</li> <li>White-labeled website and client portal</li> </ul>	50.00	Month

This app has yearly payment discounts available.

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Independent Reviewer Comments

Review For TaxDome

Max K.

I love TaxDome. I can't think of a single negative thing about it.

Pros:

N/A

Cons:

N/A

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Customer Questions

No one has asked any questions yet.

TaxDome

Get TaxDome

Lite

<ul> <li>Unlimited clients, document sharing, storage, e-signatures</li> <li>1 user - for individuals only</li> <li>CRM with custom fields</li> <li>Client portal with mobile app</li> </ul>

25.00

Month
Pro

<ul> <li>Pricing per user</li> <li>Native PDF Editor</li> <li>Firm Mobile App</li> <li>White-labeled website and client portal</li> </ul>

50.00

Month

Dapper

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Enterprise

<ul> <li>Bulletproof security</li> <li>Proven reliability</li> <li>Detailed analytics</li> <li>Constant refinement</li> </ul>

Custom

Other

Causal

Get Causal

Free

<ul> <li>5 models</li> <li>25 category items</li> <li>Unlimited dashboards</li> <li>Google Sheets integration + CSV upload</li> </ul>

Free

Month
Startup

<ul> <li>2 Members (add additional members for $29/month)</li> <li>Unlimited models, 10 scenarios + 100 category items</li> <li>Standard data integrations</li> <li>Version comparison (budget-vs-actuals)</li> </ul>

250

Month
Business

<ul> <li>5+ Members</li> <li>Premium data integrations</li> <li>Unlimited items per category</li> <li>White-glove implementation</li> </ul>

Custom

Month

Carta

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Launch

<ul> <li>Cap table & ESOP management</li> <li>Electronic securities</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>

Custom

Other
Paid

<ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>

Custom

Other
CartaX

<ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>

Custom

Other

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