TaxDome
All-in-one client portal and practice management system with AI reporting, AI document tagging, and an IRS transcript integration.
AI features
- AI-powered performance reporting
- AI document tagging and renaming (reported)
- IRS integration for downloading transcripts (Pro)
- Ledger integrations for bookkeepers
Pricing
Reported at $800/yr (Essentials, solo only), $1,000/yr (Pro), and $1,200/yr (Business) per seat on a 1-year term. Check the live pricing page because prices have changed recently.
Best for
Tax-heavy firms that want the portal, e-sign, and billing in one place.
Sources
Last verified 2026-10-15.