Connect to TaxDome Payments

Work in progress

TaxDome Payments is available to all US firms that haven’t connected Stripe, while those with Stripe will be migrated in a later phase. We are gradually rolling out the feature to all users.

In this guide, you will learn how to connect TaxDome Payments, verify your account, and start accepting payments from clients. You will also find details on transaction fees.

TaxDome Payments, explained

TaxDome Payments is an integrated payment solution for U.S. firms, powered by Stripe. It allows you to accept card and ACH payments directly in TaxDome, with fast payouts to your bank account and automated workflows that eliminate manual reconciliation work.

Why use TaxDome Payments:

• Seamless client experience: Clients access and pay invoices directly in their portal without being redirected to external payment pages
• Document control: Lock documents to invoices , ensuring clients can only access files after payment is received.
• Workflow automation: Set up automations to move jobs to the next pipeline stage automatically when invoices are paid
• Consistent QuickBooks syncing: All transactions and fees sync reliably to QuickBooks without manual adjustments
• Enable payment technology fees: Charge clients a 3% payment technology fee when they pay by credit card, helping offset processing costs
• Correct handling of failed payments: Failed payments are properly reported and tracked in the system
• Accurate real-time payment statuses: Payment statuses update immediately and reflect the true state across all systems
• Fast ACH verification: Clients complete ACH payments without waiting for micro-deposit verification
• Quick payments: Clients can pay via the TaxDome mobile app or secure link without logging into the portal

Coming soon

The ability to pay on behalf of clients using saved payment methods is coming soon.

Transaction fees

Transaction fees are:

• Cards & wallets: 2.9% + $0.30 per transaction
• American Express & international cards: Additional 1% per transaction
• ACH debit: 1% per transaction (maximum $10)

TaxDome Payments have no monthly fees and no hidden costs. Transaction fees sync to QuickBooks as expenses automatically.

Before you start

Only the firm owner and admins can connect TaxDome Payments. Before starting, make sure you have:

• Your personal information (name, date of birth, phone number, email address, SSN)
• Home address matching your tax documents
• Business details (legal name, business type, address, contact information)
• Bank account information for receiving payouts (account number, routing number, account type)
• Employer identification number (EIN) if your business is a corporation or partnership
• Merchant category code (MCC) for your business

Identity verification by Stripe typically takes 1-2 business days after you submit your application. In some cases, Stripe may request additional documents or information beyond what is listed above.

Note

TaxDome Payments is available only to firms in the United States and processes payments in USD.

Switching from another payment provider

If your firm currently uses CPACharge and you connect TaxDome Payments, the following will remain unchanged:

• Your default payment method settings
• Your invoice and proposal templates
• Any unpaid invoices or unsigned recurring invoices

Step 1. Connect to TaxDome Payments

To start using TaxDome Payments, go to Settings > Integrations. On the Payments tab, click Connect.

You will be redirected to Stripe to complete the onboarding process for TaxDome Payments. Check your email, enter your phone number, then click Continue.

Note

Even if you already have a Stripe account, you need to complete the TaxDome Payments onboarding process.

Enter the verification code sent to your phone number.

Business type

Fill in the business information for compliance verification: select your business location, business type and structure. Click Continue.

Tip

If you have not filed paperwork to register as a business entity, your business type is likely to be Individual.

Tell us about your business

Fill in your business information:

a. Legal business name: Enter your legal business name as it appears on IRS-issued documents.

b. Business name (Doing Business As): Optional. Enter the operating name of your company if it differs from the legal name.

c. Employer identification number (EIN): Enter your EIN as it appears on IRS-issued documents. If you use your Social Security number for business tax purposes, you can enter that instead.

d. Business address & phone number: Enter the physical location where you operate your business and your working phone number.

e. Industry: Select your industry category. Use the search field to find your merchant category code quickly.

f. Business website: Enter the website where you sell or promote products or services. Generic URLs or websites under construction are not supported.

Set your statement descriptor

Enter the name that will appear on your clients’ bank and credit card statements when they pay an invoice.

a. Statement descriptor: Enter your firm’s name or a recognizable variation of it. Must be 5–22 characters. To prevent chargebacks and disputes, it should be similar to your business name or URL.

b. Shortened descriptor: Optional. This will appear on your client’s statement when you add a service description.

Note

If you leave the statement descriptor empty, the default value—TaxDome—will be used. Setting it to your firm’s name helps clients recognize the charge and reduces the risk of disputes.

You can update it at any time after onboarding in your Stripe dashboard under Account Settings > Public Details.

Provide your personal details

Fill in your personal information for identity verification:

a. Legal name: Enter your first and last name exactly as recorded with government agencies.

b. Email address: Pre-filled from your Stripe account setup.

c. Date of birth: Enter your date of birth.

d. Home address: Enter your home address. Make sure it matches the residential address on your tax documents.

e. Phone number: Enter your phone number.

f. Last 4 digits of Social Security number: The IRS requires collecting this information for account verification. You can also provide a government-issued ID number instead.

Select payout account

Choose a bank account for receiving payouts. You can link your bank account using instant verification or manual verification.

Connect with instant verification

Select your bank from the list of institutions or search for your bank. Instant verification allows you to connect your account using your online banking credentials.

Click Agree and continue to authorize the connection between your bank account and Stripe.

If your bank supports OAuth instant verification, you will see a list of available accounts. Select the account you want to use for payouts and click Connect account.

Save account with Link

After selecting your bank account, you may be offered to save your account with Link for faster connections in the future. Enter your email address and phone number, then click Save with Link. You can also click Not now to skip this step.

After successfully connecting your bank account, you will see a confirmation showing your linked bank account with the last four digits of the account number.

Review and submit

Review all the information you provided. You can click Edit next to any section to make changes. The review screen shows:

• Business type: Company, business structure, and location
• Business details: Legal name, URL, address, and other information provided
• Public details: Customer support information
• Business representative: Your personal details
• Payout details: Bank account information for receiving payouts

Since some data is verified instantly, when reviewing, you may see that some details are incomplete. Click Edit next to any incomplete sections to add missing info, then submit.

Click Agree and submit to submit your application.

Step 2. Account approval

After completing all steps, your application will be submitted for verification. Identity verification typically takes 1-2 business days.

If you need to upload documents or update your information, the status of your application will change. You can send documents by replying to that email. To update your information, edit your previously submitted application and submit it again. Afterward, please allow additional time for your application to be approved.

After succesful approval, you can select payment methods , then start issue invoices that clients can pay in the client portal. For details on creating invoices, the client view, and tracking sent invoices, see our guide on invoicing .

Share

Link copied