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Description

TaxCycle offers a comprehensive suite of professional tax software tailored for accountants and bookkeepers in Canada, simplifying the tax compliance process. This innovative software has expanded to include various modules that cater to firms of any size, ensuring that all tax compliance needs are met efficiently. With features that encompass forms, calculations, and essential tools, users can prepare tax returns for various entities, including personal, corporate, trust, and partnership returns, as well as information slips. It is designed to assist professional preparers in every jurisdiction across Canada, including the province of Québec. Users receive immediate notifications about potential issues, and Quick Fix solutions allow for instant resolution with a single click. Additionally, you can opt to disable unnecessary review messages, facilitating a more streamlined workflow. The software also supports multiple reviewers by providing review marks and memos for easy management. Its search functionality is designed to mimic popular search engines, enabling users to find information by keyword, line number, amount, account number, name, business, and more. Furthermore, within any form, users can search the text on the page to quickly access the specific field they need, thereby enhancing overall efficiency and effectiveness in tax preparation. With TaxCycle, accountants can navigate the complexities of tax compliance with greater ease and confidence.

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

Axis LMS No 
CCH Axcess Tax No 
Calendly No 
CrossLink No 
Drake Tax No 
Gmail No 
Google Sheets No 
Intuit ProSeries Tax No 
Mailchimp No 
Nekton.ai No 
ProConnect Tax No 
QuickBooks Online No 
Schedulista No 
TaxAct No 
TaxSlayer No 
TaxWise No 
Xero No 
Yahoo Finance No 
Zapier No 
iCloud No 

Integrations

Axis LMS Yes 
CCH Axcess Tax Yes 
Calendly Yes 
CrossLink Yes 
Drake Tax Yes 
Gmail Yes 
Google Sheets Yes 
Intuit ProSeries Tax Yes 
Mailchimp Yes 
Nekton.ai Yes 
ProConnect Tax Yes 
QuickBooks Online Yes 
Schedulista Yes 
TaxAct Yes 
TaxSlayer Yes 
TaxWise Yes 
Xero Yes 
Yahoo Finance Yes 
Zapier Yes 
iCloud Yes 

Pricing Details

$2,390 one-time payment
Free Trial Yes 
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

TaxCycle

Founded

2010

Country

Canada

Website

www.taxcycle.com

Vendor Details

Company Name

TaxDome

Founded

2017

Country

United States

Website

taxdome.com

Product Features

Tax Practice Management

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

CCH Axcess Tax Reviews

CCH Axcess Tax

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Alternatives

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ATX

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UltraTax CS Reviews

UltraTax CS

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