TaxDome pricing plans (US/CA)
Warning
This article applies to firms in the US and Canada.Discover the TaxDome pricing plans designed to fit your needs, whether you’re a solo practitioner or a growing team. Learn about pricing tiers, key features and ways to save on your subscription.
TaxDome pricing plans, explained
There are three pricing tiers to better align with diverse user needs:
- Essentials: Designed for essential practice needs with basic support.
- Pro: Ideal for any team size with standard support.
- Business: Tailored for any team size, offering premium support.
The cost of your subscription is determined not only by your pricing plan, but also by your billing cycle and the number of team members you have (each should have a seat). Learn more about managing your subscription .
Multi-year subscriptions let you save up to 12.5% per year, per seat. Find out more about upgrading your billing cycle .
What’s included in your pricing plan
The major difference between the Essentials plan and the other ones is the possibility of having only one team member in the account. Thus, all features that relate to team management, collaboration and communication are not available for Essentials users. Here, you can find the list of main features that are included into your subscription:
| Essentials | Pro | Business |
|---|---|---|
| Organize every client and contact seamlessly with an unlimited CRM built for accounting firms | All Essentials features, plus: | All Pro features, plus: |
| Essential support for solo practitioners. Average response time: 24h | Standard support for growing firms. Average response time: 12h. | Premium support for large firms. Average response time: 6h. |
| Stay connected with your team through real-time chat and collaboration tools | Unlock growth opportunities by gaining smarter insights with AI-driven analytics | Deliver white-glove service with TaxDome Client Care , exclusive client-facing support |
| Streamline tax, bookkeeping, and accounting workflows with ready-made automations | Create a professional online presence with a custom domain and website | Optimize your strategy with bi-annual business reviews |
| Deliver a premium client experience with an award-winning web portal and mobile app | Manage team workloads effectively and optimize capacity | Collaborate with a Dedicated Customer Success manager for tailored solutions |
| Communicate securely with clients using integrated email, SMS, and secure chat | Protect sensitive data by controlling access and permissions with account roles | Preserve every conversation with unlimited team chat history |
| Get paid faster by sending proposals and collecting payment in one place | Gain full visibility of team and client actions with a dedicated activity feed | Monitor year-long activities with a comprehensive 365-day activity feed |
| Categorize bookkeeping transactions with zero fees per client: connect up to 10 client general ledgers | Categorize bookkeeping transactions with zero fees per client: connect up to 120 client general ledgers | Categorize bookkeeping transactions with zero fees per client: connect an unlimited number of client general ledgers |
| Simplify client onboarding with intake forms to collect accurate client information upfront | Collaborate on enterprise QuickBooks Online accounts with an increased 1.5 GB upload limit | |
| Enjoy at no extra cost unlimited document storage and e-signatures | ||
| Receive organized workpapers automatically with TaxDome AI | ||
| Join live learning sessions through bootcamps and webinars | ||
| Simplify your transition with client import assistance | ||
| Master TaxDome with access to TaxDome Academy |
Full-term seats pricing
| Country | US, per year, per seat | Canada, per year, per seat |
|---|---|---|
| Essentials, 1 year | $800 | CA$1,100 |
| Essentials, 2 years | $750 | CA$1,050 |
| Essentials, 3 years | $700 | CA$1,000 |
| Pro, 1 year | $1,000 | CA$1,300 |
| Pro, 2 years | $950 | CA$1,250 |
| Pro, 3 years | $900 | CA$1,200 |
| Business, 1 year | $1,200 | CA$1,600 |
| Business, 2 years | $1,150 | CA$1,550 |
| Business, 3 years | $1,100 | CA$1,500 |
Monthly and seasonal seats pricing
Monthly and seasonal seats are intended for firms who can have not only permanent employees, but also temporary ones.
| Seat type | US | Canada |
|---|---|---|
| Pro, monthly seat | $100/month | CA$130/month |
| Business, seasonal seat (4 months) | $500 | CA$600 |
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