By the ClientBrief Team · Last updated October 2026
TaxDome costs $800 to $1,200 per user per year in 2026, billed annually upfront: Essentials at $800/user/year, Pro at $1,000/user/year, and Business at $1,200/user/year. That works out to roughly $67-100 per user per month, but nothing is billed monthly: every plan is paid upfront, and the only monthly option is extra seats for short-term staff on Pro, at $100 per seat per month. Essentials is single-user only, so any firm with a second person starts at Pro.
Only need clients to upload documents? TaxDome starts at $800 per user / year; ClientBrief is $7.99/month flat — unlimited clients and checklists, no per-user or per-request pricing, no client login.
TaxDome prices per user, per year, and expects payment upfront for the full term. There is no free plan — the pricing page points prospects to a live demo. Multi-year commitments earn a discount that varies by tier, reaching roughly 12.5% on a three-year Essentials commitment, 10% on Pro, and 8.3% on Business. Because the model is annual and per-seat, adding a staff member mid-year means adding a prorated seat rather than a smaller monthly increment.
Annual, upfront
Single user only. Unlimited CRM, client portal and mobile app, unlimited document storage and e-signatures, ready-made workflow automations, integrated email, SMS and secure chat, proposals and payment collection, and client intake forms. Everything a solo practice needs — adding a second user means upgrading to Pro.
Annual, upfront — monthly seats for short-term staff at $100 / seat
Everything in Essentials plus multi-user team features — roles and permissions, team chat, a 30-day activity feed, AI-powered reporting — along with a custom firm URL and branded emails, ledger integrations for bookkeeping (120 connections included), and an IRS transcript integration. The tier every firm with more than one person is on.
Annual, upfront
Everything in Pro plus Client Care (TaxDome's support team answers your clients' platform questions), unlimited ledger connections, unlimited team chat history, a 365-day activity feed, client import assistance, 4-month seasonal seats, and a 6-hour average support response. A fully branded mobile app is a separate paid add-on, not part of this tier.
| Seasonal seats (Business plan) | About $500 per seat for a 4-month term — designed for tax-season temps |
| Monthly seats (Pro plan) | $100 per seat per month — for short-term staff on a yearly Pro plan |
| Multi-year discount | Up to 12.5% (Essentials), 10% (Pro), 8.3% (Business) on longer commitments |
| Fully branded mobile app | Paid add-on — price not published |
| Payment processing | Standard card and ACH processing rates apply on top of the subscription |
| Firm setup | Annual cost |
|---|---|
| Solo practitioner, Essentials | $800 / year |
| Solo practitioner, Pro | $1,000 / year |
| 3-person firm, Pro | $3,000 / year |
| 5-person firm, Pro | $5,000 / year |
| 10-person firm, Business | $12,000 / year |
TaxDome is priced as a consolidation play: it's expensive per seat, but it replaces a portal, an e-signature subscription, an invoicing tool, and a workflow spreadsheet. Firms that fully adopt it generally find the math works. Firms that buy it for one feature — usually document collection — end up paying $800-1,200 per user per year for something a dedicated tool does for a fraction of that.
Comparing against ClientBrief: ClientBrief is $7.99/month flat — no per-user pricing, no seat minimums, no annual commitment, and unlimited clients and checklists. It covers document collection only: send a checklist, clients upload without an account, reminders go out automatically. It is not a replacement for TaxDome's wider feature set, and firms often run both.
How much does TaxDome cost per month?
Nothing on TaxDome is billed monthly by default — every plan is paid upfront for the term. The monthly equivalent is $67 (Essentials), $83 (Pro), or $100 (Business) per user. The only monthly purchase is extra seats for short-term staff on Pro, at $100 per seat per month.
Does TaxDome have a free plan?
No. TaxDome has no free plan, and its pricing page points prospects to a live demo. Canopy, which used to offer a free Client Management tier, discontinued it in 2026, so that's no longer an alternative either.
Is TaxDome billed per user or per firm?
Per user. Every team member who needs access requires a paid seat, and there's no discounted seat type for light users. That's why the cost scales fast for firms with administrative staff.
What is a TaxDome seasonal seat?
A seasonal seat is a 4-month license, priced around $500, available on the Business plan. It's meant for tax-season temporary staff so a firm doesn't pay a full year for a preparer who works January through April.
Is TaxDome worth it for a solo practitioner?
It depends on how much of it you'll use. At $800 a year for Essentials — a plan built for single users — it's competitive with paying separately for a portal, e-signature, and invoicing. If you only need document collection, it's roughly ten times the cost of a dedicated tool like ClientBrief at $7.99/month.
How much does TaxDome cost for a firm of 5?
Essentials isn't an option for five people — it's single-user only. Five users on Pro is $5,000 per year and on Business $6,000, all billed upfront at the start of the term. There is no volume discount by headcount; the only discount is for multi-year commitment, which reaches roughly 12.5% on a three-year Essentials term, 10% on Pro and 8.3% on Business.
Does TaxDome have a free trial?
TaxDome's pricing page points prospects to a free live demo and doesn't advertise a self-serve trial; there's no free plan. Because every plan bills upfront, ask about a trial during the demo and test the workflows you actually intend to run before committing a year.
Are there hidden costs with TaxDome?
The two that catch firms out are both structural rather than concealed. First, every seat is a full-price seat: an office administrator who only uploads documents costs the same as a senior preparer, so firms with support staff pay far more than the per-preparer figure they budgeted. Second, the annual upfront model means adding a person mid-year is a prorated seat purchase, not a small monthly increment.
How much do you save on TaxDome annual billing?
There's no monthly plan to compare against — every TaxDome plan is paid upfront. Savings come from term length instead: a three-year commitment brings the per-seat price down to $700 (Essentials), $900 (Pro) and $1,100 (Business) a year, against $800, $1,000 and $1,200 on a one-year term. Monthly seats exist only for short-term staff on Pro, at $100 per seat per month — about 20% more than a Pro seat's annual rate if kept all year.
Is TaxDome worth it?
It is worth it for firms that genuinely run billing, e-signatures, engagement letters and workflow through it, because it replaces several separate subscriptions whose combined cost is comparable. It is poor value for firms that use two of its five major functions — at $800-1,200 per user per year you are paying suite prices for point-solution value. The honest test is whether you will have implemented it fully before your next filing season.
What is the cheapest alternative to TaxDome?
For full practice management, Financial Cents starts at $19/month for a solo user and $49/user/month on annual Team billing — the cheapest credible option in that category. If document collection is the only piece you need, ClientBrief is $7.99/month flat with unlimited clients.
Pricing checked against the vendor's public pricing page in August–September 2026. Software vendors change prices, tier names, and included features regularly — always confirm current numbers directly with the vendor before signing.
Verified against TaxDome's official pricing page →