TaxDome AI

TaxDome AI is an AI practice management platform offering CRM, workflow automation, and secure client portals.

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TaxDome is an AI-powered practice management platform built for tax, bookkeeping, and accounting firms.

They bring client management, document handling, workflows, billing, payments, and communication into one connected system.

Their AI features include AI-powered document organization, reporting, search, and workflow automation, helping firms reduce repetitive work.

They also provide a client portal and mobile app where clients can upload documents, sign forms, chat securely, and pay invoices.

TaxDome offers Essentials, Pro, and Business plans, starting at $800 per seat/year, with higher plans adding advanced AI, automation, and collaboration features.

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Free Usage Policy	Request Demo
Paid Upgrade Option?	Yes (starting $800/year)
Tool Release Year	2017
Founded by	Tax Dome INC.
Employees	200+
Location	New York, USA
Social media presence
Popularity Index	8.9
Main Features	Practice management, CRM, client portals, workflow automation, billing, secure file sharing
Best Used For	Accounting firms, tax professionals, and bookkeepers needing AI‑powered practice management