• 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

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.

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
• Bookkeeping services needing comprehensive client management
• Tax preparation firms handling high volumes during tax season
• Full-service accounting firms offering tax, bookkeeping, and advisory services
• Multi-location firms requiring centralized management across offices

• Tax Season Management: Automated organizers, IRS transcript pulling, and bulk e-signature collection
• Year-Round Bookkeeping Services: Recurring workflows, automated invoice generation, QuickBooks integration
• Client Onboarding Automation: Standardized pipelines for collecting documents, agreements, and payments
• Multi-Office Coordination: Unified client data, team collaboration, and performance tracking
• Advisory Service Delivery: Proposal templates, engagement letters, and structured communication channels
• Document Collection Campaigns: Mass document requests for year-end planning or compliance
• Remote Team Management: Real-time collaboration tools, capacity planning, and workload visibility

• True all-in-one solution reduces overall technology costs
• Unlimited document storage and CRM contacts without per-client fees
• Award-winning client portal and mobile app
• SOC 2 Type II certification ensures enterprise-level security and compliance
• Extensive integrations including QuickBooks, IRS, major tax software, and Zapier
• AI-powered features reduce manual document processing and reporting time
• Active community of 4,000+ members for peer support
• Comprehensive training resources including TaxDome Academy and live bootcamps

• Desktop app only available for Windows
• Some advanced features like AI-powered reporting are only in higher-tier plans

Essentials Plan

• $800/year (1-year commitment)
• $750/year (2-year commitment)
• $700/year (3-year commitment)
• Unlimited CRM built for accounting firms
• Award-winning web portal and mobile app
• Unlimited document storage and e-signatures
• Ready-made automations for workflows
• Secure communication with clients
• Faster payment collection
• Simplified client onboarding
• Unlimited educational resources
• Essential email and chat support for solo practitioners

Pro Plan

Premium Plan

• $1200/year per seat (1-year commitment)
• $1150/year per seat (2-year commitment)
• $1100/year per seat (3-year commitment)
• All Pro features included
• Exceptional TaxDome Client Care
• Bi-annual business reviews
• Direct integrations with client general ledgers