Start TaxDome trial

With a free trial period, you can explore all of TaxDome’s features and decide if our solution is right for you. 

Before you start

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

Depending on your country, paid subscriptions are available for 1, 2, and 3 years, with discounts for multi-year commitments and tiered pricing. Each team member requires a separate subscription, which can be either annual or monthly.

Start trial

To begin your trial of TaxDome:

1. Go to the TaxDome homepage.

2. Click Get started.

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

Note! No credit/debit card is required.

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 trial

During the trial, you can access all TaxDome's features, 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
• TaxDome AI to save your time by automatically renaming and tagging documents your clients upload
• AI-driven analytics to instantly gain insights into your team's productivity and firm performance
• 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
• Activity feed to check who and when did this or that action in the portal
• Unlimited support and advanced training sessions to maximize your utilization of the platform’s features, ensuring effective implementation and continuous improvement of workflows
• And more     

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

Manage trial

1. Navigate to Settings > Team & plans.

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

Note! You can upgrade to the paid plan anytime during the trial period without waiting for it to end. If you decide to subscribe and purchase license before the end of the trial period, you will be charged along with the purchase. The trial period left before purchase, will be saved and available after the end of your subscription.

After 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.