TaxDome takes a refreshingly simple approach to pricing: one plan, everything included. No feature gates, no “contact us for enterprise pricing,” no surprise add-ons that double your bill. You pay $50 per user per month, and you get the whole platform.

📅 Pricing last verified: June 2026. We check and update pricing quarterly. If you notice a change, email us.

For accounting firms drowning in a patchwork of separate tools for portals, e-signatures, billing, and workflow, that simplicity is the entire selling point. But is $50/user actually a good deal when you look at what you’d spend elsewhere?

Let’s break it down.

TaxDome Pro: What You Get for $50/User/Month

TaxDome’s single plan (TaxDome Pro) includes everything the platform offers:

• Client Portal: Branded, secure portal where clients upload documents, sign forms, pay invoices, and message your team
• CRM: Full client relationship management with custom fields, tags, and pipeline views
• Workflow Automation: Multi-step automations for onboarding, tax prep, bookkeeping engagements
• E-Signatures: Unlimited electronic signatures (no per-envelope fees)
• Invoicing & Payments: Create invoices, collect payments via ACH/credit card, set up recurring billing
• Time Tracking: Built-in time tracking tied to clients and projects
• Secure Messaging: Encrypted client communication (replaces email for sensitive docs)
• Email Sync: Two-way email sync so client emails live inside TaxDome
• Document Management: Organize, store, and request client documents
• Task Management: Assign tasks, set deadlines, track team workload
• Proposals & Engagement Letters: Send, track, and get signatures on engagement letters

That’s genuinely everything. Unlimited clients, unlimited storage, unlimited e-signatures. The only variable is how many team members need access.

Per-User Pricing at Different Team Sizes

Here’s what TaxDome costs as your firm grows:

Team Size	Monthly Cost	Annual Cost
1 user (solo)	$50/mo	$600/yr
3 users	$150/mo	$1,800/yr
5 users	$250/mo	$3,000/yr
10 users	$500/mo	$6,000/yr
20 users	$1,000/mo	$12,000/yr

TaxDome also offers annual billing at a discount (roughly 15-20% off), which brings the effective rate closer to $42/user/month if you commit for a year. There’s also a free tier called TaxDome Lite for solo practitioners who need basic features, but most firms will outgrow it quickly.

The critical thing to understand: these prices include everything. No per-envelope e-signature fees. No portal add-on. No “premium workflow” tier. You’re not going to get hit with a surprise invoice three months in.

What Makes TaxDome Different from Other Practice Management Tools

Most competitors either charge more for less, or nickel-and-dime you with modular pricing. TaxDome’s approach works because it genuinely replaces multiple tools:

Tools TaxDome replaces:

• Client portal (SmartVault, Liscio): $20-40/mo
• E-signatures (DocuSign, HelloSign): $25-50/mo
• Invoicing (Bill.com, QuickBooks): $30-50/mo
• Workflow (Jetpack Workflow): $36/user/mo
• Secure messaging (Liscio): $30-40/mo
• Email (as a separate sync tool): $10-20/mo

If you’re currently using even three of these as separate tools, TaxDome likely saves money on day one.

How TaxDome Compares to Karbon, Canopy, and Jetpack

Let’s put TaxDome’s pricing side-by-side with the main alternatives:

Platform	Price	Client Portal	E-Signatures	Billing	Workflow
TaxDome	$50/user/mo	✅ Included	✅ Unlimited	✅ Included	✅ Included
Karbon	$59/user/mo	❌ No portal	❌ Extra cost	❌ Basic only	✅ Included
Canopy	$45-100/user/mo	✅ Add-on	✅ Add-on	✅ Add-on	✅ Add-on
Jetpack Workflow	$36/user/mo	❌ No portal	❌ Not included	❌ Not included	✅ Included

Karbon ($59/user/mo)

Karbon is excellent for internal workflow and team collaboration. It’s arguably better than TaxDome for complex multi-team workflow management. But it doesn’t include a client portal, and you’ll need separate tools for e-signatures, document collection, and billing. Real cost with add-ons: $90-120/user/month.

For a deeper comparison, check our TaxDome vs Karbon vs Financial Cents breakdown, or see the full Karbon pricing analysis.

Canopy ($45-100/user/mo)

Canopy uses modular pricing: you pick which features you need. That sounds flexible, but in practice, most firms need most modules. Base starts around $45/user, but adding document management, workflow, client portal, and e-signatures quickly pushes you to $80-100/user. See our Canopy pricing breakdown for exact numbers.

Jetpack Workflow ($36/user/mo)

Jetpack is the budget option, but it’s workflow-only. No client portal, no e-signatures, no billing, no document management. Great if you just need task tracking. Terrible if you want an all-in-one solution.

Total Cost of Ownership: The Real Comparison

Let’s model a 5-person accounting firm and compare what they’d actually spend:

TaxDome (5 users):

• TaxDome Pro: $250/mo
• Total: $250/mo ($3,000/yr)

Karbon + Add-ons (5 users):

• Karbon: $295/mo
• Client portal (SmartVault): $50/mo
• E-signatures (DocuSign): $40/mo
• Billing (separate tool): $40/mo
• Total: $425/mo ($5,100/yr)

Canopy Full Stack (5 users):

• Canopy with all modules: $400-500/mo
• Total: ~$450/mo ($5,400/yr)

Jetpack + Everything Else (5 users):

• Jetpack: $180/mo
• Client portal: $50/mo
• E-signatures: $40/mo
• Billing: $40/mo
• Messaging: $30/mo
• Total: $340/mo ($4,080/yr)

TaxDome wins on pure cost for firms that need the full stack. The savings compound as team size grows: at 10 users, the gap between TaxDome and Karbon+add-ons is over $4,000/year.

When TaxDome Isn’t the Right Choice

TaxDome isn’t perfect for everyone:

• Complex enterprise workflow: If you have 50+ staff and need advanced workflow routing, Karbon’s workflow engine is more sophisticated
• Already invested in best-of-breed tools: If you love your current portal and e-signature setup, switching everything to TaxDome is disruptive
• Bookkeeping-heavy firms: TaxDome’s workflow templates lean toward tax prep; bookkeeping firms may need more customization
• Need advanced reporting: Karbon’s reporting and analytics are more mature

The Verdict on TaxDome’s Pricing

TaxDome offers the best value in accounting practice management for firms that want one platform to replace everything. At $50/user/month with no add-ons, no per-transaction fees, and unlimited everything, it’s hard to beat on pure economics.

The question isn’t really about pricing: it’s about whether you want an all-in-one platform or best-of-breed individual tools. If all-in-one appeals to you, TaxDome’s pricing makes the decision easy.

FAQ

Is there a free version of TaxDome? Yes. TaxDome Lite is free for solo practitioners and includes basic client management, a limited portal, and simple invoicing. It’s enough to test the platform, but most firms will need Pro for workflow automation and team features.

Does TaxDome charge per client? No. All plans include unlimited clients. You only pay per team member who needs access to the platform. This makes it especially cost-effective for firms with large client bases but small teams.

Can I switch from TaxDome Lite to Pro mid-year? Yes, you can upgrade at any time. TaxDome prorates the difference. There’s no penalty or contract lock-in for switching plans.

Does TaxDome offer discounts for annual billing? Yes. Annual billing is typically 15-20% cheaper than monthly. For a 5-user firm, that saves roughly $500-600/year compared to paying month-to-month.

How does TaxDome’s e-signature compare to DocuSign? TaxDome’s e-signatures work well for standard engagement letters, organizers, and tax documents. They’re not as feature-rich as DocuSign for complex multi-party signing workflows, but for 95% of accounting firm needs, they’re more than sufficient: and they’re included at no extra cost.