Evidence dossier / Practice operations
TaxDome
Practice management platform for accounting firms covering CRM, client portal, documents, and e-signatures.
01 / Recorded observations
Evidence card
Values describe what the cited sources supported on the check date. They are not ratings or recommendations.
- Ledger integrations
- QuickBooks Online · Unverified
- Firm-size fit
- Solo · 5-15 clients · 15-50 clients · 50+ clients
- Workflow replaced
- Managing firm CRM, client documents, e-signatures, and task tracking across separate systems.
- Pricing model
- Per userThe official pricing page lists the Essentials plan at $700 per year per seat with a three-year commitment, including unlimited CRM contacts, document storage, and e-signatures.
- AI depth
- Assistive
- Free tier
- Not stated
- Other integrations
- Unlimited document storage
- Verification status
- Checked
02 / Source register
What we checked
- 01Open source
Practice management for accounting firms
Product scope for CRM, client portal, documents, and e-signatures.
TaxDome · observed 2026-09-14 - 02Open source
Pricing
Published Essentials plan price, per-seat basis, and commitment terms.
TaxDome · observed 2026-09-14
03 / Compare records
Other records in Practice operations
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