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Side-by-side comparison

Taxaroo

vs

TaxDome

Comprehensive comparison to help you choose the right AI tool for your needs

Taxaroo

An all-in-one tax practice management software for small tax practices.
Trial
July 2, 2025
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TaxDome

All-in-one practice management platform for tax & accounting firms
Demo
August 8, 2025
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TL;DR

Taxaroo

  • Taxaroo is a comprehensive tax practice management software.
  • It helps tax professionals automate workflows and client communications.
  • Ideal for small tax, bookkeeping, accounting, and CPA firms.

TaxDome

  • 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

What Is It ?

Taxaroo

Taxaroo is an all-in-one tax practice management software designed specifically for small tax practices, bookkeeping, accounting, and CPA firms. It serves as a client command center that streamlines client communications, automates workflows, and improves operational efficiency. Taxaroo helps professionals save time on administrative tasks, avoid costly mistakes, and enhance client satisfaction by providing tools like client organizers, document management, eSignatures, and AI-assisted answers.

TaxDome

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.

Features

Taxaroo

  • Client Organizer: Collect and organize client information efficiently with customizable client organizers.
  • Document Management: Securely manage and store client documents in one place.
  • Workflows: Automate tax preparation workflows to increase efficiency and reduce errors.
  • IRS Compliant eSignatures: Obtain legally binding eSignatures that comply with IRS regulations.
  • Client Portal: Provide clients with a secure portal to access their tax information and documents.
  • Automated Follow Ups: Automate client communications and follow-ups via text messages, emails, and reminders.
  • AI Tax Assistant: Use AI to quickly answer complex tax questions and conduct research.
  • Appointment Scheduling: Simplify booking with integrated appointment scheduling tools.

TaxDome

  • 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, enhancing the professional experience.
  • 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 based on workflows, 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.

Who Is It For ?

Taxaroo

Taxaroo is an all-in-one tax practice management software designed specifically for small tax practices, bookkeeping, accounting, and CPA firms. It serves as a client command center that streamlines client communications, automates workflows, and improves operational efficiency. Taxaroo helps professionals save time on administrative tasks, avoid costly mistakes, and enhance client satisfaction by providing tools like client organizers, document management, eSignatures, and AI-assisted answers.

TaxDome

  • Solo tax practitioners and CPAs looking to streamline operations and reduce administrative burden
  • Small to mid-size accounting firms (2-50 employees) seeking to scale efficiently
  • Large accounting firms (50+ employees) requiring enterprise-grade features and support
  • Bookkeeping services needing comprehensive client management and workflow automation
  • 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

Key Uses And Applications

Taxaroo

  • Streamlining client onboarding with customizable client organizers
  • Automating client follow-ups to save time on administrative tasks
  • Providing clients with secure access to their tax documents via the client portal
  • Using AI to quickly answer complex tax questions and conduct research
  • Simplifying appointment scheduling and client communications

TaxDome

  • Tax Season Management: Streamline high-volume tax preparation with automated organizers, IRS transcript pulling, and bulk e-signature collection
  • Year-Round Bookkeeping Services: Manage monthly bookkeeping clients with recurring workflows, automated invoice generation, and QuickBooks integration
  • Client Onboarding Automation: Create standardized onboarding pipelines that automatically collect documents, agreements, and payment information
  • Multi-Office Coordination: Centralize operations across multiple locations with unified client data, team collaboration, and performance tracking
  • Advisory Service Delivery: Package and deliver advisory services with proposal templates, engagement letters, and structured communication channels
  • Document Collection Campaigns: Run mass document request campaigns for year-end planning or compliance requirements
  • Remote Team Management: Coordinate distributed teams with real-time collaboration tools, capacity planning, and workload visibility

Pros & Cons

Taxaroo

  • All-in-one platform replacing multiple tools
  • Automated workflows and client communications
  • AI-assisted tax research and client inquiry responses
  • Easy-to-use interface with personalized onboarding
  • Secure client portal with IRS-compliant eSignatures
  • May require time to set up and customize for specific firm needs
  • Some advanced features may have a learning curve

TaxDome

  • True all-in-one solution eliminates the need for multiple software subscriptions, reducing overall technology costs
  • Unlimited document storage and CRM contacts without per-client fees makes scaling more affordable
  • Award-winning client portal and mobile app consistently rated highly by end-users
  • SOC 2 Type II certification ensures enterprise-level security and compliance
  • Extensive integration ecosystem including QuickBooks, IRS, major tax software, and Zapier
  • AI-powered features significantly reduce manual document processing and reporting time
  • Active community of 4,000+ members providing peer support and best practices
  • Comprehensive training resources including TaxDome Academy and live bootcamps
  • Desktop app is only available for Windows, limiting options for Mac-based firms
  • Some advanced features like AI-powered reporting are only available in higher-tier plans

Pricing Info

Taxaroo

AI CHAT PLAN $49 / month

Focused purely on chat, simple and efficient.

  • Al-powered chat for instant tax answers
  • Unlimited text-based queries
  • Quick task completion via chat interaction
  • Available from your Firm Dashboard

AI VIDEO PLUS PLAN $299 / month

Includes AI Chat Plan.

  • Includes 1-hour daily video session
  • Speak conversationally with your Al agent
  • Quick task completion via video interaction
  • Available from your Firm Dashboard

AI VIDEO PRO PLAN $699 / month

Includes AI Chat Plan + everything in AI Video Plus Plan.

  • Enjoy 2-hour daily video sessions
  • Speak conversationally with your Al agent
  • High-priority queue for urgent tasks
  • Available from your Firm Dashboard
  • Available for your clients too — Coming Soon

TaxDome

  • 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
    • $1000/year per seat (1-year commitment)
    • $950/year per seat (2-year commitment)
    • $900/year per seat (3-year commitment)
    • All Essentials features included
    • Direct integrations with client general ledgers
    • IRS integration for tax preparers
    • AI-powered reporting
    • Organized workpapers with TaxDome AI
    • Real-time chat and collaboration tools
    • Effective team workload management
    • Sensitive data protection
    • Full visibility of team and client actions
    • Zapier integration
    • White-label client experience
    • Managed professional website creation
    • Standard support for growing firms
  • 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
    • Unlimited team chat history
    • Comprehensive 365-day activity feed
    • Collaborate on enterprise QuickBooks Online accounts
    • Client import assistance
    • Premium support for large firms

FAQS

Taxaroo

Is there a free trial available for Taxaroo?
Yes, Taxaroo offers a 7-day free trial with no credit card required.
Can Taxaroo integrate with other apps and software?
Yes, Taxaroo integrates with over 7,000 apps through Zapier.
Does Taxaroo support IRS-compliant electronic signatures?
Yes, Taxaroo provides IRS-compliant eSignatures for tax documents.
How does Taxaroo help with client communications?
Taxaroo offers tools like text messaging, emails, video calls, and automated follow-ups to streamline client communications.
Is support available to help set up and use Taxaroo?
Yes, Taxaroo provides personalized onboarding sessions and dedicated support via chat, email, and video calls.

TaxDome

How long does it take to implement TaxDome for an established accounting firm?
Implementation typically takes 2-4 weeks for small firms and 4-8 weeks for larger firms. TaxDome provides migration assistance, with the Premium plan including dedicated client import help. The platform offers step-by-step onboarding guides, TaxDome Academy courses, and live bootcamps to accelerate adoption. Many firms start with a pilot group of clients before full rollout.
Can TaxDome replace my existing tax software like Drake or Lacerte?
No, TaxDome is not tax preparation software - it's practice management software that integrates with your existing tax programs. TaxDome seamlessly connects with Drake, Lacerte, ProSeries, TaxSlayer, and other major tax software to streamline document flow and client communication while you continue using your preferred tax preparation tools.
What happens to my data if I decide to leave TaxDome?
TaxDome provides full data export capabilities, allowing you to download all client information, documents, and communication history. The platform supports bulk exports in standard formats (CSV, PDF) and maintains data portability compliance. Your data remains accessible during a transition period, and TaxDome's support team assists with data migration to ensure a smooth transition.
How does TaxDome's pricing compare to using multiple separate tools?
Most firms save 30-50% on software costs by consolidating to TaxDome. Instead of paying for separate CRM, document management, e-signature, client portal, workflow, and billing tools (which can total $300-500/month), TaxDome provides everything in one platform starting at $58/month for solo practitioners. The platform's savings calculator can show specific cost comparisons based on your current tech stack.
Is TaxDome suitable for firms that don't do tax work?
Yes, TaxDome is equally powerful for bookkeeping-only and advisory firms. The platform includes features specifically for bookkeepers like QuickBooks integration, recurring workflows, and monthly billing automation. Many successful TaxDome firms focus exclusively on bookkeeping, CFO services, or business advisory without offering tax services.