All-in-one practice management platform for tax & accounting firms
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Updated: October 16, 2025
TL;DR
Firm360
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TaxDome
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Firm360 vs TaxDome | Comparison
Firm360 is an all-in-one practice management platform built specifically for accounting firms.
It centralizes project management, client communication, document sharing, and time and billing into a single system.
Ideal for small to mid-sized accounting firms looking to automate repetitive tasks and improve operational efficiency.
Offers tiered pricing plans to scale with your firm's growth, from solo practitioners to larger teams.
Comprehensive practice management software designed specifically for tax, bookkeeping, and accounting firms
Combines CRM, workflow automation, client portal, document management, and billing in one platform
Trusted by 10,000+ firms managing over 3 million clients worldwide
Features AI-powered tools for document handling and reporting to increase efficiency
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What Is It?
Firm360
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TaxDome
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Key Features
Firm360
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TaxDome
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Who is for?
Firm360
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TaxDome
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Key Use Cases
Firm360
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TaxDome
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Pros
Firm360
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TaxDome
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Cons
Firm360
Essential features like e-signatures are not included in the base plan and require an additional fee.
Full integration capabilities via Zapier are locked behind the most expensive premium plan.
TaxDome
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Pricing Information
Firm360
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TaxDome
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Frequently Asked Questions
Firm360
TaxDome
Firm360 is a comprehensive, cloud-based accounting practice management software designed to unify the disparate systems used by modern accounting firms. It solves the core problem of operational inefficiency by providing a single platform for managing projects, clients, documents, billing, and internal communication. By replacing multiple disconnected tools, Firm360 streamlines workflows, enhances collaboration, and provides firm owners with clear, data-driven insights to manage their practice more effectively and scale with confidence.
Small to Mid-Sized Accounting Firms: Practices looking to move away from spreadsheets and multiple software solutions to a single, integrated platform.
CPAs and Bookkeepers: Professionals who need to manage a diverse client base and a variety of compliance and advisory projects.
Firm Administrators: Staff responsible for overseeing daily operations, staff productivity, and client billing.
Tax Preparation Professionals: Individuals and firms that need to efficiently manage high volumes of client work during tax season.
Streamlining Tax Season Workflow: Manage thousands of tax returns by tracking status, assigning tasks, and communicating with clients through the portal.
Automating Billing and Collections: Set up recurring invoices, track time against projects, and use automated reminders to reduce outstanding accounts receivable.
Improving Client Collaboration: Use the client portal to securely request and receive documents, send documents for e-signature, and answer client questions.
Data-Driven Firm Management: Utilize advanced reporting to analyze firm profitability, assess staff utilization, and make informed business decisions.
Designed by accountants, ensuring the platform's workflow and features are logically structured for accounting professionals.
Effectively consolidates multiple business functions (CRM, projects, billing, documents) into a single subscription, reducing software costs and complexity.
Praised for its comprehensive onboarding and responsive customer support, which helps firms transition smoothly.
Provides robust, data-driven reporting that gives firm leaders clear visibility into operational performance.
Basic Plan - $49/month: Described as 'Best for Small Firms'. Includes Client Management, Document Management, Secure Client Portal, Time Tracking and Billing, Basic Reporting, and Payment Collection. E-Signature integration is an extra fee.
Standard Plan - $79/month: Billed as 'MOST POPULAR'. Includes everything in Basic, plus 1 E-Signature License, Project Management, Automated A/R Collections, Advanced Reporting, Custom Fields, and Standard Integrations.
Premium Plan - $99/month: Described as 'Best Value'. Includes everything in Standard, plus Unlimited E-Signature Licenses, Zapier integration, Premium Training and Onboarding, and a Dedicated Customer Success Manager.
Track projects, tasks, deadlines, and staff assignments in one place to ensure work is completed on time and nothing falls through the cracks.
Project Management:
Client Management (CRM): Maintain a centralized database of all client information, communications, and documents for a complete 360-degree view of every client relationship.
Secure Client Portal: Provide clients with a professional, secure, and easy-to-use portal for document exchange, communication, and making payments, enhancing the overall client experience.
Time Tracking and Billing: Capture billable hours accurately, automate invoicing, and collect payments online via credit card and ACH to improve cash flow.
Document Management: Securely store and organize all firm and client documents in a centralized, cloud-based system with easy access and version control.
Advanced Reporting: Gain real-time visibility into your firm’s performance with dashboards and reports on work-in-progress, accounts receivable, staff productivity, and profitability.
TaxDome is a comprehensive practice management platform specifically designed for tax, bookkeeping, and accounting firms. It consolidates all essential practice management functions into a single, unified system, eliminating the need for multiple disparate tools. The platform addresses the core challenge of managing complex workflows, client relationships, and revenue operations by providing an integrated solution that includes CRM, document management, workflow automation, client portal, billing, and AI-powered features. As an all-in-one accounting practice management solution, TaxDome streamlines operations from client onboarding to payment collection, while maintaining bank-level security and compliance standards.
AI-Powered Document Management: Automatically tags, categorizes, and renames client documents with high accuracy, eliminating manual filing work and making records instantly searchable.
Workflow Automation: Pre-built and customizable workflows automate repetitive tasks, track project progress, and ensure nothing falls through the cracks during busy seasons.
White-Label Client Portal & Mobile App: Provides clients with branded access to documents, secure messaging, and task completion from any device.
Unlimited CRM & Document Storage: Centralizes all client information, communications, and files in one secure location without storage limitations or per-client fees.
Integrated Time Tracking & Billing: Tracks billable hours automatically, generates invoices, and accepts payments through integrated processors like Stripe and CPACharge.
IRS Integration & E-Signatures: Direct access to IRS transcripts and built-in IRS-compliant e-signature functionality streamlines tax preparation and document collection.
AI-Powered Analytics & Reporting: Generates custom and pre-built reports on firm performance, team productivity, and revenue metrics with AI-assisted search capabilities.
Team Collaboration Tools: Real-time chat, task assignments, capacity planning, and workload management features keep teams coordinated and productive.
Solo tax practitioners and CPAs looking to streamline operations
Small to mid-size accounting firms (2-50 employees)
Large accounting firms (50+ employees) requiring enterprise-grade features