TaxDome subscription - US/CA: Everything you need to know
Find out everything you need to know about TaxDome subscriptions: pricing plans, monthly payments for seasonal staff, renewals, transfers to other team members, changes in billing information, and much more.
TaxDome subscription plans
TaxDome comes with three simple plans:
- Essentials: Designed for single-user firms with basic support.
- Pro: Ideal for any team size with standard support.
- Business: Tailored for any team size, offering premium support.
Each plan has 1-year, 2-year, or 3-year licenses, allowing you to purchase multi-year plans at discounted rates.
TaxDome also offers monthly licenses for seasonal employees, but only in the Pro plan.
Learn more about subscription plans and prices in the detailed article.
Convert a trial to a paid subscription
When you start your TaxDome trial, you'll have 14 days on the Business plan to experience all its features. You can downgrade to the Pro or Essentials plan at any time during the trial. If you already understand that TaxDome will benefit you, you can start the subscription anytime.
Once the trial period ends, you’ll need to purchase an annual subscription, also called a license, in order to continue using TaxDome. As a firm owner, you cannot buy a monthly subscription.
To purchase a TaxDome subscription:
1. Go to Settings > Team & Plans and open the Plan overview tab, then click Subscribe now in Your plan section.
2. Select your pricing plan.
If you add team members during your trial, you’ll be offered to buy subscriptions for them. Team members will have the same pricing plan as the firm owner, but you can choose different license periods.
- If you don’t need subscriptions for some of your team members, clear the checkboxes next to their names. You can return to the Team members tab to Upgrade team licenses later.
- Multi-year options for the team members will be available only if you choose a multi-year plan for the firm owner.
Review your plan and click Next.
3. Confirm your subscription. The trial period left before purchase will be saved and available after your subscription ends. If you agree with the displayed message, select the checkbox and click Next.
4. Enter your credit or debit card or bank debit ( for the US users only) details and click Submit payment. To learn more about available payment options for you, visit the article on subscription payment.
How your subscription cost is calculated
The date when your trial ends (sign-up date + two weeks) is your renewal date. Regardless of when you add a user to your account, the renewal date stays the same.
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. There’s no chance of losing any free days!
Your annual subscription is valid for 365 days.
Upgrade subscription plan or duration
You can change your subscription plan or upgrade your 1-year subscription to a 2-year or a 3-year plan and save on cost. You can also upgrade from a 2-year subscription to a 3-year one. Since the subscription automatically renews with a 1-year license, we recommend you upgrade to a multi-year plan before your renewal date.
- If upgrade is performed before your renewal date:
In this case, your new subscription will start immediately and payment is processed the same moment. For example, if you upgrade from a 1-year Pro plan to a 3-year Business plan 60 days before your renewal date, it will cost $1100 * 3 - (1000 * (365 − 305) ÷ 365) = $3300 - 164.38 = $3135.62.
Your upgrade date becomes your renewal date and subscription will last for the next 3 years.
- If upgrade is performed after your renewal date:
Did you miss the chance to upgrade before your current billing period ended, and, for example, your Business plan has already been automatically renewed at the price of $1200 for 1 year? If you wish to save by upgrading to a 2- or 3-year plan, you can still do so within 30 days of your renewal.
In this case, you will pay for the days you've used on your current 1-year plan and pay for the remaining days with the prorated amount. For example, if you are upgrading to a 3-year plan 10 days after your subscription has been automatically renewed for a 1-year license, it will cost $1100 * 3 − $1200 * [(365 − 10) ÷ 365] = $3300 - $1167.12 = $2132.88.
To upgrade subscription plan or duration, follow these steps:
1. Go to Settings > Team & plans and click Change plan in the Plan overview tab.
2. Select the 2-year or 3-year license, repeat for all team members (optional), then click Continue button.
3. Confirm your payment.
Add a team member in the middle of your annual subscription cycle
The annual subscription cost for a new user is based on the number of days remaining until your renewal date.
For example, if you are adding a team member to your account 60 days after your renewal date, it will cost $1200 * [(365 − 60) ÷ 365] = $1002.74. The annual subscription for all users ends on your original renewal date, no matter when you purchased annual subscriptions for your team members.
- How to add a subscription for a new team member
- How to add a subscription for a team member who had been deactivated
Upgrade a monthly subscription to an annual one
Coming soon! If you signed up in 2025, fill out the form to upgrade your subscription. This flow will be updated shortly.
Your team members can be on either an annual or monthly subscription (available for Pro plan only). You can upgrade a monthly subscription to an annual one at any time and save on cost.
The expiration date of a monthly subscription is displayed in the Renewal column of the Team members tab.
The annual subscription price for a user with an active monthly subscription is based on the number of days remaining in the paid month and the number of days remaining before your subscription-renewal date.
For example, if you are upgrading a team member 22 days before their monthly subscription ends and 357 days before your annual subscription ends, it will cost $1000 × (357.873 ÷ 365) − $100 × (22.366 ÷ 30) = $980.47 − $74.55 = $905.92.
The upgrade cancels the monthly license, adding the user to the firm’s annual subscription.
Since the monthly subscription is user-based, you can choose to upgrade all of your team members who have monthly subscriptions or only some of them.
1. Go to Settings > Team & Plans and open the Team members tab, then click Upgrade team licenses.
2. In the Upgrade team licenses sidebar, find a team member for whom you want to upgrade the license. Right now, in the License period column, they have Monthly. Click the arrow in the License period column next to the team member name and select the license period you want to upgrade to. If you already have available annual subscriptions, you can apply them by selecting the Use available licenses checkbox.
3. Review the subtotal, click Upgrade button, then Confirm and pay.
Note! Your team can be on different duration cycles than the firm owner but cannot have a license that expires after the firm owner.
Change from annual to monthly subscription
To change your team members' subscriptions from annual to monthly (available for Pro plan only):
1. Deactivate their licenses at least 24 hours before the expiration date.
2. Restore their account and choose the monthly subscription instead of the annual one.
Transfer the subscription from one team member to another one
If your team members have changed in the middle of a subscription cycle, there’s no need to buy additional licenses for the new people.
Instead:
- Deactivate a team member who doesn't need their license anymore. As a result, you will free up a license for a new team member.
- Add a new team member to your account and upgrade their license. The available license will be used by default.
Attention! When you add a new team member, double check if you choose the same plan. For example, if you paid for an 3-year plan for the ex-employee, you should select the 3-year plan for a new employee as well. In any other case, you will be charged despite having an available free license.
Note! Available annual and monthly licenses will also be used by default when you’re restoring team members who might have been previously deactivated.
Review your subscription
To review all information regarding your annual subscription, go to Settings > Team & Plans from the left menu bar and open the Plan overview tab. Here’s what you’ll find out:
- Your plan: Your selected pricing plan.
- Firm renewal date: The day your trial or annual subscription ends.
- Next estimated bill: Your expected renewal payment amount based on the number of used licenses.
- Used licenses: The number of team members currently active on your firm’s TaxDome account.
- Available licenses: Once you’ve deactivated a team member, their subscription (whether annual or monthly) becomes available to any team member you add and will be used by default for upgrading team licenses and restoring deactivated team members.
- Bonus days: Trial days left or referral program benefits.
Does TaxDome provide a W-9?
We do not perform work or provide services to your accounting firm. TaxDome sells software your firm pays for with an annual fee.
This is a documented deductible expense that does not require filing out a W-9 form.