Accounting practice management
TaxDome
All in one firm platform with client portal, e-signatures, billing and AI document sorting.
A strong choice for tax firms that want one portal for clients, with AI handling document sorting.
Where it appears
Best for client portalsThe Best AI Tools for AccountantsWhat’s good
- Strong client portal
- Seasonal and temporary seats
- Used by 15,000+ firms
What to know
- Billed upfront, no monthly base plan
- No free trial listed
Key features
- Client portal and mobile app with uploads, e-sign, chat and payments
- AI auto tagging, categorizing and renaming of client documents
- AI powered analytics and search
- Workflow automation
- Recurring invoices and billable hours
Where this comes from
01TaxDome pricing
02TaxDome