Practice management and client app · Review
TaxDome review: client intake and portal for a solo shop
Short answer
TaxDome gives a one-person practice the client experience of a much larger firm. Intake, a mobile client app, unlimited e-signatures, and payments are all included. The 150-active-client minimum means a solo user pays $1,500 a year from day one, and it is not resolution software.
By the BestTaxSoftware.com editorial team. Updated . Prices checked on vendor sites that day.
- Our score
- 62.0 / 100
- Overall rank
- 6 of 9
- Price, one user
- $1,500/yr minimum
How does TaxDome work for a one-person practice?
TaxDome prices by active client: the minimum is 150 active clients at $1,500 a year, with 20 seats included. A client counts as active only after qualifying activity such as a document upload, a signed engagement letter, or a paid invoice. For a solo practitioner with fewer clients, the minimum still applies.
It lists IRS transcripts inside the workspace, which helps with intake and prior-year checks, but there is no collection workflow or resolution guidance. Solo practitioners adding resolution typically pair it with a resolution tool.
What are the pros and cons of TaxDome?
Pros
- Best-in-class client app and portal
- Unlimited e-signatures included
- Deep workflow automation
Cons
- $1,500 minimum regardless of client count
- Setup takes real time
- No resolution workflow
Skip it if: You have fewer than 50 clients and mostly meet them in person.
What does TaxDome cost?
| Plan | Price | Notes |
|---|---|---|
| Standard | $1,500 per year minimum | Covers 150 active clients; overage from $15 per client |
| AI add-on | $200 per month | AI document organization and return delivery |
| Premium support | $249 per month | Optional |
Priced per active client; 150-client minimum; 20 seats included.
How did TaxDome score on each criterion?
| Criterion | Weight | Raw | Points |
|---|---|---|---|
| Time to first case | 15% | 5/10 | 7.5 / 15 |
| Learning curve | 15% | 5/10 | 7.5 / 15 |
| Cost at one user | 20% | 7/10 | 14 / 20 |
| Revenue per case enabled | 20% | 6/10 | 12 / 20 |
| Automation depth | 10% | 8/10 | 8 / 10 |
| IRS record handling | 10% | 3/10 | 3 / 10 |
| Client experience | 10% | 10/10 | 10 / 10 |
Which features does TaxDome include?
| Feature | Status |
|---|---|
| Prepares and e-files returns | No |
| Pulls IRS transcripts under your authorization | Partly |
| Points to a resolution path (IA, CNC, OIC) | No |
| Builds collection-case packages (433, 656, 9465) | No |
| Client-facing portal or app | Yes |
| Signatures inside the product | Yes |
| Month-to-month option | No |
| Price shown on vendor site | Yes |
What are the alternatives to TaxDome?
- Canopy review
Best for one login for admin work and occasional resolution. $124/mo with resolution.
- Brevitax Pro review
Best for adding IRS resolution to a solo practice. $79/mo per seat.
Brevitax vs TaxDome, compared
Source: TaxDome pricing and product pages, checked November 14, 2026.