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features
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Description

Recognizing that every accountancy firm has its own distinct characteristics, the IRIS Accountancy Suite is tailored to provide exceptional adaptability for all practices. You can select from a wide array of accountancy software modules listed below to meet the diverse needs of your clientele effectively. With an unparalleled compliance history, our accountancy solutions deliver the broadest selection of integrated and automated tools suitable for any successful practice. Explore our extensive product offerings below to discover the perfect fit for your organization, or reach out to our knowledgeable and approachable advisors who are ready to assist you in identifying the most suitable accountancy software for your specific needs. IRIS ensures that every facet of your operations and every phase of the client experience, from start to finish, is encompassed by its comprehensive digital solutions. For example, IRIS OpenSpace allows for swift and secure, GDPR-compliant document sharing and approval, while IRIS Docs offers a robust digital document management system. Additionally, our solutions are designed to evolve alongside your practice, ensuring you stay ahead in a rapidly changing industry landscape.

Description

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Actin Time Yes 
Algonomy Yes 
Axis LMS No 
CCH Axcess Tax No 
Calendly No 
Dayshape Yes 
Gmail No 
Google Sheets No 
Intuit ProSeries Tax No 
Lacerte No 
Mailchimp No 
Microsoft Office 2021 No 
MyTAXPrepOffice No 
Stackreaction No 
Staffology HR Yes 
Stripe No 
TaxSlayer No 
Verito No 
Virtual Cabinet Yes 
Zapier No 

Integrations

Actin Time No 
Algonomy No 
Axis LMS Yes 
CCH Axcess Tax Yes 
Calendly Yes 
Dayshape No 
Gmail Yes 
Google Sheets Yes 
Intuit ProSeries Tax Yes 
Lacerte Yes 
Mailchimp Yes 
Microsoft Office 2021 Yes 
MyTAXPrepOffice Yes 
Stackreaction Yes 
Staffology HR No 
Stripe Yes 
TaxSlayer Yes 
Verito Yes 
Virtual Cabinet No 
Zapier Yes 

Pricing Details

$320 one-time payment
Free Trial No 
Free Version No 

Pricing Details

$58 per month
TaxDome is an award‑winning, end‑to‑end practice management platform built for tax, bookkeeping, and accounting firms. It unites CRM, client portals, task workflows, document management, billing, and AI‑powered automation — all in one cloud‑native hub. Notably, TaxDome has earned the Comprehensive Firm Workflow Solutions award from the CPA Practice Advisor Readers’ Choice Awards two years in a row, underscoring how deeply practitioners trust its unified workflows to power everything from client intake to engagement, billing, and delivery.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

IRIS Software Group

Founded

1978

Country

United Kingdom

Website

www.iris.co.uk

Vendor Details

Company Name

TaxDome

Founded

2017

Country

United States

Website

taxdome.com

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management Yes 
Project Accounting No 
Purchase Orders No 
Tax Management Yes 

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing No 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management Yes 

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

Alternatives

Alternatives