TaxDome now prices its standard plan by active client accounts rather than charging a subscription fee for each staff user. The US pricing page shows a minimum of $1,500 per year for up to 150 active clients, with 20 staff seats included. Billing is annual and paid upfront.

That replaces the per-user calculations previously shown here. A five-person firm should not multiply an old $50 seat price by five, and a solo practice should not assume that removing per-seat fees means a lower minimum bill.

Pricing checked November 3, 2026 against TaxDome’s official US pricing page. This is a documentation-based pricing review, not a hands-on test. Check your country, client count, selected extras and written order before purchasing.

The Current Pricing Model

Item	Current published treatment
Standard plan	Priced by active client accounts
Minimum annual subscription	$1,500 for up to 150 active clients
Staff access	20 seats included, without individual seat charges
Larger requirements	Custom pricing for more than 20 seats or 3,000 active clients
Billing	Annual, paid upfront; no monthly billing option listed
Optional services	Separately priced add-ons are available

The minimum works out to $125 per month when divided across a year. That is a budgeting equivalent, not an offer to pay $125 month to month. Likewise, the advertised approximate per-client monthly figure is a way to express an annual subscription, not a separate monthly plan.

Firms below 150 active clients still face the minimum. Above that threshold, use the vendor’s calculator or request a quote rather than multiplying a single headline rate by every client. TaxDome describes volume bands, so the total does not follow one universal flat per-client rate.

Count Client Accounts, Not Just Names in Your CRM

TaxDome defines an active client using activity over the previous 12 months, such as document uploads, messages, logins or invoices. Inactive contacts do not count. Separate client accounts count individually, so a personal tax account and a partnership account can represent two active clients even when they relate to the same person.

Before estimating your subscription, export a working list of the accounts you expect to serve. Separate current engagements from old prospects, dormant contacts and records retained for reference. Do not delete records merely to produce a lower estimate: first understand how the vendor measures activity and how your retention obligations work.

A client count can also change during a busy tax season. Ask how additional active accounts are charged, when those charges appear and whether a volume pack is appropriate. Put those answers alongside the base subscription in your budget. An annual price is useful only when you understand the circumstances that could increase it.

What the Core Plan Covers

The standard subscription brings client intake, document handling, CRM, signatures, workflow automation, proposals and payments into one platform. That can reduce the number of separate systems a firm needs for routine client work.

However, one core plan does not mean every service is included. The current page separately lists an AI add-on, client-care services, premium support, a white-labeled client app and extended API options. Some capabilities are described as coming soon. Confirm availability before making them part of a migration plan.

For a firm comparing its existing stack, map each required workflow to the actual included feature. A client portal is not automatically a substitute for every function in a dedicated document system. Similarly, invoicing inside a platform does not establish that payment processing, external services or every integration will be free.

Optional Add-ons Change the Total

TaxDome lists its AI add-on at $200 per month for the team, without per-seat pricing. It also lists other optional services separately. This is why a blanket claim that TaxDome has no add-ons would be misleading.

For a basic illustration, a firm at the $1,500 annual minimum that also uses a $200 monthly-priced AI add-on for 12 months would budget $3,900 across the year before other charges. This is our arithmetic, not a vendor quote: $1,500 plus 12 times $200. Confirm the add-on’s invoicing terms rather than assuming they match the base plan.

Keep optional services on separate lines in the purchasing decision. If you do not need them, leave them out of the comparison. If they are necessary to deliver the workflow you are buying, include them from the start rather than presenting the base subscription as the full cost.

Compare Firm-Level Costs, Not Just Seat Prices

The relevant inputs are now client volume, required staff access and selected services. A five-person firm and a ten-person firm with the same client volume may have the same base subscription within the included seat allowance. Two equally sized teams with very different client counts may not.

For alternatives, see our TaxDome vs Karbon vs Financial Cents comparison, Karbon pricing guide and Canopy pricing analysis. Compare current written offers for the same workflows, rather than mixing a client-based minimum with a competitor’s single-seat headline.

Also price the transition separately. Inventory the documents, templates, automations and client communications that need to move. Ask who performs each task and whether it is included in the offer. A lower subscription does not by itself establish that a change of platform will save money in the first year.

Existing Customers Should Check Their Renewal

TaxDome says existing customers keep their current plan and price until their first renewal on or after January 1. The public wording does not specify the year in that answer. Confirm the applicable date and transition terms with your account team rather than treating a new-customer price as your immediate bill.

Retain the renewal notice and compare it with your current agreement. If you have an older seat-based contract, label that price as your historical or contracted rate when budgeting; do not present it as the current offer available to a new customer.

FAQ

Does TaxDome still charge per staff user?

The standard offer includes 20 seats without individual seat charges. More than 20 seats requires Custom pricing. No per-seat fee does not mean unlimited staff access on the standard plan.

What if my practice has fewer than 150 clients?

The published $1,500 annual minimum still applies. Compare that minimum with your whole firm’s needs rather than assuming a solo-user discount.

Is TaxDome billed monthly?

The core subscription is listed as annual and paid upfront. Monthly equivalents in this article are budgeting calculations, not monthly subscription offers.

Is everything included without add-ons?

No. Core client-work features are bundled, but optional paid services remain. Check which AI, support, branding or API capabilities your team actually requires.

Is TaxDome Lite still a free option?

The current pricing page does not advertise the free Lite plan previously described here. Do not budget around that old claim. Request a demo and confirm the current purchase terms directly with TaxDome.