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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).
Description
Our cloud-based architecture guarantees that as long as there is internet access, you can easily connect to our platform. Say goodbye to limitations! Experience limitless analytical capabilities that deliver a singular, accurate version of the truth. Whether interfacing with your bank, HMRC, Excel, or other business systems, our API facilitates a seamless workflow and eradicates isolated data. We believe in transparency, so everything we develop is shared openly. Your software is perpetually updated to introduce new features while preserving your personalized configuration. With increased adaptability and improved reporting capabilities, iplicit seamlessly integrates with various cloud applications and provides a straightforward transition from your current system. It is the ideal choice for organizations looking to elevate their finance software to the next level while retaining their desired functionalities. iplicit includes a set of standard workflows designed to fulfill common business needs, yet it also allows you to customize workflows to align with your unique business processes, ensuring that your operations remain efficient and tailored to your requirements. This flexibility empowers teams to adapt swiftly to changing business landscapes.
API Access
Has API
No
API Access
Has API
Yes
Integrations
CCH Axcess Tax
Yes
Calendly
Yes
CrossLink
Yes
Drake Tax
Yes
Gmail
Yes
Microsoft Office 2021
Yes
Nekton.ai
Yes
QuickBooks Online
Yes
Rightworks
Yes
Schedulista
Yes
Integrations
CCH Axcess Tax
No
Calendly
No
CrossLink
No
Drake Tax
No
Gmail
No
Microsoft Office 2021
No
Nekton.ai
No
QuickBooks Online
No
Rightworks
No
Schedulista
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
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
TaxDome
Founded
2017
Country
United States
Website
taxdome.com
Vendor Details
Company Name
iplicit
Founded
2013
Country
United Kingdom
Website
iplicit.com
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
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
