Start TaxDome trial

With a free trial period, you can explore TaxDome’s features and decide if a paid subscription is right for you.

Before you start

The free trial lets you experience the features of the Pro subscription before paying for the subscription. You can also join the referral program and get an extra two months for free.

Paid subscriptions are available for 1, 2, and 3 years, with discounts for multi-year commitments. Each team member requires a separate subscription, which can be either annual or monthly.

Start free trial

To begin your free trial of TaxDome, follow these simple steps:

1. Go to the TaxDome homepage.

2. Click Start free trial.

3. Follow the sign-up instructions to create your firm’s TaxDome account.

Note! No credit/debit card is required.

Your free trial will start automatically upon account creation. You can see the remaining trial days in the portal.

Note! If your firm is based in the USA or Canada and has 2+ team members, your flow will differ. Your trial won't be activated immediately. Instead, you'll need to book an implementation session. Your TaxDome manager will set up your firm and show you how everything works. Then, they will provide you access, and your trial will begin.

During free trial

During the trial, you can access a wide range of features to get familiar with TaxDome’s capabilities, including:

White-labeled website and client portal to customize your online presence with your company’s branding
Firm and client mobile apps to operationally access some functions (e.g., document uploads, chats)
Windows app to manage documents efficiently from your Windows devices
Workflow automation to streamline and automate repetitive tasks and processes within your practice
Client communication (email, chats, SMS) to streamline interactions with clients through multiple channels
Client organizers (questionnaires and forms) to collect necessary client information and keep documents organized
Proposals and ELs to pitch your services, explain the value and secure timely payments
Native PDF editor to edit, annotate, and sign PDF documents directly within the portal
Firm Wiki (SOPs) to store and manage standard operating procedures
Time entries to easily track billable hours
Various payment methods (ACH, BACS, SEPA, credit/debit cards) to provide the convenience of payment
Recurring invoices to automate the billing process for ongoing services by generating and sending invoices at regular intervals
Unlimited support and advanced training sessions to maximize your utilization of the platform’s features, ensuring effective implementation and continuous improvement of workflows

Note! During the trial, you cannot publish the website (though you can create a draft) or suggest new features.

Manage free trial

1. Navigate to Settings > Team & plans.

2. View the remaining trial days, subscribe to a paid plan, or cancel your trial.

Note: You can upgrade to the paid Pro plan anytime during the trial period without waiting for it to end. By default, your payment will be charged only on the renewal date. However, if you want to pay immediately, you can click your profile at the top right and select Subscribe now.

After free trial expires

You'll receive an email reminder before your trial ends. After the trial ends, you won't be able to use the portal until you subscribe.

Your team and clients also lose access to TaxDome and can't access the portal anymore until you upgrade the subscription.