🔧 TaxDome implementation support options
New to TaxDome? We are here to help you with implementation and setup. Find out about assistance options to help your firm get started with TaxDome smoothly.
Free implementation assistance
Get free implementation assistance tailored to your firm’s needs based on its size (amount of annual licenses). Our structured sessions and business reviews ensure you receive the right level of support. Learn how to book your free implementation session in the detailed article.
For more advanced options, explore the paid implementation packages section below.
| Firm size | Description |
| 5-9 licenses |
|
| 10-24 licenses |
|
| 25+ licenses |
|
Paid implementation assistance
Get started with TaxDome by choosing from flexible implementation packages tailored to firms of all sizes. From essential consultations to comprehensive training, find the right support to maximize efficiency and success for your team. To activate an implementation package, go to Growth solutions > Support plans from the sidebar menu, then select Implementation. You can also schedule a consultation on assistance options.
The available options are:
| Implementation package | Price | Description |
| Essentials package | $499 | Ideal for firms with up to 5 team members. Start strong with three 1-hour consultations. Get guided steps to import contacts, set up your CRM, and create a custom workflow. |
| Growth package | $999 | Ideal for firms with 5 to 9 team members. Scale with five 1-hour consultations. Set up CRM, import contacts, build workflows, and gain mastery in new time entry and invoice tools. |
| Enterprise package | From $1,999 | Ideal for firms with 10+ team members. Optimize firm operations with eight 1-hour consultations. Get expert support on CRM setup, contact import, three workflows, time entries, and invoicing. |
| Team training | From $499 | Upskill your entire team. 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. |
Setup & workflow assistance
Get expert support for integrations, branding, website setup, and client migration—so you can focus on what matters most.
The available options are:
| Setup assistance | Price | Description |
| Help with importing clients | Free | Do you have a long client list and are unsure how to migrate it to TaxDome from your current CRM? We offer free assistance. |
| Custom integration setup | $199 | 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 setup | Free | Remove .taxdome.com from your address by using a standalone web domain. For example, if you own Sampletax.com, your login page can be portal.sampletax.com. We’ll help set up this cost-effective solution. |
| Website setup | $299 | A professional landing page enhances credibility, but building one can be challenging and costly. Our support team offers a website (landing page) creation service—just share your vision, and we’ll take care of the rest. |
