TaxDome
TaxDome is practice management software for tax, bookkeeping and accounting firms, with CRM, workflow, documents, invoicing and payments, and a branded client portal and mobile app. Its AI features organize client documents and answer reporting questions in plain language, and an AI agent called Atlas is in beta.
What the AI does
- Automatically tags, categorizes and renames client-uploaded documents (enabled in firm settings)
- Plain-language AI search across firm reporting data on jobs, time, billing and pipelines
- Atlas agent (announced, beta waitlist) answers questions and runs bulk, scheduled or event-triggered tasks such as finding stalled jobs or drafting payment reminders
- Juno integration extracts data from source documents and drafts returns that sync to tax software
Summarized from taxdome.com.
Facts, checked against the source
- Category
- Practice managementSource: taxdome.com (opens in a new tab)
- Built for
- CPA firmsSource: taxdome.com (opens in a new tab)
- Ledger integrations
- QuickBooks OnlineAlso documents: Drake, Lacerte, UltraTax CS, CCH Axcess, TaxAct, Juno, Stripe, Zapier.Source: taxdome.com (opens in a new tab)
- Pricing
- From $800 per seat/year (1-year term)Per seat per year, billed upfront: Essentials $800, Pro $1,000 and Business $1,200 on a 1-year commitment; $50 less per year for each additional commitment year (pricing page checked 2026-10-15).Source: taxdome.com (opens in a new tab)
- Free plan
- NoThe vendor's pricing shows no free plan.Source: taxdome.com (opens in a new tab)
- SOC 2
- Type IISource: taxdome.com (opens in a new tab)
- Trains on customer data
- NoTaxDome's privacy policy says customer data is not used for AI model training. AI runs on OpenAI and Google: data sent to OpenAI is not kept after processing, while Google may hold some processed data for up to 30 days for abuse monitoring.Source: taxdome.com (opens in a new tab)
- Human review
- Human reviewTaxDome says automated agent tasks log what they did and wait for the team's approval before anything goes out; document tagging and renaming run automatically once turned on.Source: taxdome.com (opens in a new tab)
- Company
- Unconfirmed
- Funding
- Unconfirmed
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- taxdome.com/
- taxdome.com/taxdome-ai
- taxdome.com/ai-powered-reporting
- taxdome.com/pricing
- taxdome.com/integrations-overview
- taxdome.com/security
- taxdome.com/policies/privacy
- taxdome.com/about
- taxdome.com/press
- taxdome.com/2025-annual-report
- www.prnewswire.com/news-releases/taxdome-launches-kiosk-the-in-person-client-experience-now-digitally-integrated-302795764.html
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
TaxDome questions
- Does TaxDome train AI on customer data?
- TaxDome's published policy says customer data is not used to train AI models. TaxDome's privacy policy says customer data is not used for AI model training. AI runs on OpenAI and Google: data sent to OpenAI is not kept after processing, while Google may hold some processed data for up to 30 days for abuse monitoring.
- Does TaxDome have SOC 2?
- TaxDome states that it holds a SOC 2 Type II report.
- Which accounting systems does TaxDome integrate with?
- TaxDome documents integrations with QuickBooks Online.
- How much does TaxDome cost?
- TaxDome lists pricing starting at $800 per seat/year (1-year term) on its site, as of October 14, 2026.
- What are alternatives to TaxDome?
- Other practice management tools in this directory include Aiwyn, Canopy, Financial Cents, Karbon and Uku.