Explore Growth solutions
Table of Contents
Note
Growth solutions are available for US/Canada firms only.Growth solutions bring together valuable resources, tools, and partner offers in one place, making it easy for your firm to access services that enhance efficiency, reduce costs, and support business growth. All offers are organized into clear categories for quick navigation.
Additional services
Access paid services for implementation, support, training, website setup, and custom integrations. To browse them, go to Growth solutions > Additional services from the sidebar menu.
Implementation
| Service | Price | Description |
|---|---|---|
| Workflow optimization | $749 | Optimize workflows with three dedicated 1:1 sessions with automation specialists. Get help designing templates and custom pipelines that mirror firm processes, ensuring the setup scales with client growth. |
| Premium support | $249/month | Priority, proactive support so issues are resolved fast and billable hours stay protected. Includes a readiness diagnostic and checklist, direct phone access, up to 3×30-min sessions/month (within 72 hours), a private Slack channel with a dedicated expert pod, real-time guidance without formal tickets, and a 2-hour ticket response SLA. |
| Enhanced onboarding package | from $1,999 | Optimize firm operations with eight 1-hour consultations. Get expert support on CRM setup, contact import, three workflows, time entries, and invoicing. Ideal for firms with 6+ team members. |
| Team training | from $499 | Build a strong foundation with training tailored to your firm. Equip your team to leverage TaxDome fully in daily tasks, ensuring aligned, efficient workflows and readiness to scale with confidence and consistency. |
| Custom integration setup | $399 | Create a seamless system with expert support: up to 10 Zapier workflows to connect TaxDome and business tools, plus Twilio SMS setup for automated client alerts, notifications, and reminders, all managed by our team. |
| Custom domain & website (Starter) | $499 | Max 5 Pages | 2 Revisions. Just starting out or need a clean online presence without the hassle? Get a professionally built 5-page landing page connected to your own domain. Share who you are, what you offer, and how to reach you—our team handles everything technical. Done in days, not weeks. |
| Custom domain & website (Professional) | $799 | Max 10 Pages | 3 Revisions. Ready to grow? A 10-page custom website gives your firm the space to build trust at every step—showcase your services, introduce your team, feature client testimonials, and guide visitors to book. Built and launched by our team, so you can focus on running your practice. |
Ongoing support
| Service | Price | Description |
|---|---|---|
| Annual success plan | $999 | Get premium support with a dedicated customer success manager for strategic growth guidance, priority email/chat (6-hour response), 10 expert hours, 4 reviews, early feature access, and integration support. |
| Executive business review | $199 | Discover growth opportunities with strategic on-demand consultations. Our specialists review your setup to align TaxDome with business goals, offering a clear, implementable roadmap for efficient scaling and service improvement. |
| 1:1 with solutions engineer | $249 | Unlock your firm’s full potential with personalized 1-hour tech guidance from solutions engineers. Get help with integrations, desktop app setups, and more to streamline your operations and meet your unique technical needs. |
| On-demand 1:1 training | $199/hour | Stay confident with personalized training that adapts to your pace. Explore new features or master existing tools as our experts help you utilize each feature fully to achieve your goals and improve workflow efficiency. |
| Guided onboarding package | $999 | Scale your practice with five 1-hour consultations tailored to your needs. Set up your CRM, import contacts, optimize workflows, and master new time entry and invoicing tools. Ideal for firms with 2 to 9 team members. |
Insurance
Insurance programs help protect your firm against industry-specific risks. To use insurance services:
-
Go to Growth Solutions > Insurance.
-
Review the plan details and select the option that fits your needs.
-
Click Get quote to complete your application on the partner’s website.
Perks & offers
Access exclusive discounts from trusted partners in multiple areas of the accounting industry. To take advantage of these offers:
-
Go to Growth Solutions > Perks & offers.
-
Browse by category or select All to see all available offers.
-
Choose the offer and proceed on the partner’s website. Please note that you will be subject to the third-party terms regarding data privacy and security.
Perks & offers categories include:
- Retirement: Programs designed to ensure financial stability and comfort for you and your employees in retirement.
- Cloud hosting: High-performance web hosting solutions with dynamic load balancing to ensure reliable and scalable website performance.
- Security & Compliance: Cybersecurity platforms to protect client data, maintain compliance, and safeguard sensitive information.
- AI Tools: AI-powered assistants to help streamline tax preparation, accounting tasks, and productivity.
- Workflow Management: Proven automation systems and ready-to-implement workflows to optimize your firm’s operations, streamline processes, and scale with precision.
Refer & earn
Save on the cost of your TaxDome subscription by referring friends and colleagues to the platform. Through our referral program, you receive a personal link to share via email, social media, or direct message, and you earn rewards when someone signs up using your link.
Learn more about the referral program in this article .
Was this article helpful?
Share
Table of Contents
Share
Save