• 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

• All-in-one platform to manage deals, proposals, contracts, invoicing, and payments from lead to cash.
• Collect client payment details upfront and automate billing to eliminate accounts receivable.
• Ideal for accountants, bookkeepers, agencies, consultants, and other professional services firms.
• Deep integrations with Xero, QuickBooks, Zapier, Karbon, and more to streamline workflows.

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.

Ignition is a client engagement and billing automation platform that unifies your sales-to-cash workflow across deals, proposals, contracts, invoicing, billing, and payments. Built for service-based businesses, it solves the operational friction of onboarding clients, collecting payment details, automating invoices, and managing renewals—so you get paid on time with less admin. The platform includes a deals pipeline, online proposals with e-signature, engagement letters, a form builder, payments & collections, business insights, and deep integrations with tools like Xero, QuickBooks, Slack, Zapier, Karbon, and Gusto.

• 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.

• Online Proposals & E‑Signatures — Create professional proposals with clear service scopes, tiered options, and built-in e-signature to accelerate client approvals and reduce back-and-forth.
• Contracts & Engagement Letters — Standardize compliant engagement letters and auto-attach terms to reduce risk while keeping client onboarding consistent and fast.
• Payments & Collections — Collect client payment details upfront in the proposal and automate collections post-signature to eliminate accounts receivable and improve cash flow.
• Billing Automation & Invoicing — Automate recurring billing and invoice schedules so charges go out on time, every time, with less manual work and fewer errors.
• Sales Pipeline Management — Track deals from lead to won with pipeline views that connect directly into proposal creation and client onboarding.
• Form Builder (Leads & Clients) — Capture lead and client information with customizable forms that feed directly into proposals and client records.
• Business Insights Dashboard — Monitor revenue performance and billing activity with built-in dashboards for faster, data-driven decisions.
• Bulk Send & Renewals — Send or renew multiple client agreements at once, streamlining annual rollovers and seasonal proposal spikes.
• Client Experience Customization — Add videos and landing pages to proposals, set expiry dates, and use custom domains and email branding to boost trust and conversion.
• Integrations Ecosystem — Sync billing and workflows with Xero, QuickBooks, Zapier, Slack, Karbon, Xero Practice Manager, Gusto, ProConnect, and more to eliminate double entry.
• Security & Compliance — SOC 2 Type 2 certification and enterprise controls (approvals, reviews) help larger teams scale client engagements safely.

• 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

• Accounting and Tax Firms
• Bookkeeping Practices
• Marketing and Advertising Agencies
• Consulting Firms and Advisors
• Financial Advisory and Professional Services Providers
• Operations Managers and Firm Administrators
• RevOps and Business Operations Teams at service-based companies

• 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

• Automating client onboarding from lead capture forms to signed engagement letters with payment details on file.
• Eliminating accounts receivable by charging upfront and scheduling automated recurring billing for retainers.
• Sending and renewing proposals in bulk for annual service rollovers or tax-season engagements.
• Managing scope changes by instantly updating proposals and billing additional work to prevent revenue leakage.
• Syncing invoices and payments to Xero or QuickBooks to keep accounting ledgers current without manual entry.
• Standardizing pricing and packaging with proposal templates that improve win rates and upsell opportunities.
• Tracking new business in a deals pipeline that flows directly into proposals and client activation.

• 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

Solo -$49 / month

For solopreneurs with under $150k in annual revenue*

• 20 active clients
• 1 user
• 1 e-signature per proposal
• Email & in-app support

Core -$149 / month

Streamline your client agreements, billing and payment collection

Solo plan plus

• 50 active clients
• 3 users
• Send proposals in bulk
• Renew single proposals
• Set up assistance included
• Custom brochure design included in set-up

Pro -$279 / month

Boost profits and efficiency with more customization and automated workflows

Core plan plus

• 350 active clients
• 15 users
• 2 e-signatures
• Renew proposals in bulk
• Add videos & landing pages to proposals
• Custom domain on links
• Custom email branding
• Proposal expiry dates
• Lead & client forms
• More integrations, like Zapier, XPM, Karbon & more
• Support response within 4 hours

Enterprise -Custom pricing

For scaling businesses requiring advanced scalability and flexibility.

Pro plan plus

• Custom active clients tiers
• Unlimited users
• 10 e-signatures
• Proposal reviews
• Proposal approvals
• Deals pipeline management
• Advanced features
• Tailored onboarding
• Priority support with 1-hour response time