TaxDome is end-to-end practice management platform for accounting and tax firms with client portal, workflow automation, and document management, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
TaxDome is end-to-end practice management platform for accounting and tax firms with client portal, workflow automation, and document management, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
TaxDome is a comprehensive end-to-end practice management platform serving over 10,000 accounting and tax preparation firms and 30,000 professionals globally, combining CRM, workflow automation, document management, client portal, billing, and communication tools in a unified system designed to run entire firm operations from client onboarding through payment collection. The platform's visual pipeline-based workflow automation allows firms to design client journeys as stages with automated triggers that execute actions like task creation, email sending, document requests, and status updates without manual intervention, ensuring consistent service delivery and reducing administrative overhead.
TaxDome's standout feature is its secure, white-labeled client portal and mobile app that provides clients with professional, intuitive access to upload documents, e-sign forms, chat with their preparer, make payments, and view all tax and financial documents anytime, anywhere. The document management system provides unlimited cloud storage for all firm and client files with TaxDome AI automatically analyzing client-uploaded documents, assigning relevant tags, renaming files descriptively, and organizing them appropriately without manual sorting.
The integrated e-signature capability is built natively into the platform, eliminating the need for third-party signature services, with support for IRS e-file forms (8879, 8878) and general business documents. TaxDome provides automated client communication through templated email sequences, SMS messages, and in-app notifications triggered by workflow stages or manual sends, keeping clients informed throughout the engagement.
Time tracking and billing features capture billable hours, generate invoices, accept online payments via credit card or ACH, and track payment status with automated payment reminders. Secure messaging enables encrypted conversations between firm and clients with threaded discussions, file attachments, and read receipts.
Team collaboration tools include internal notes, task assignments, @mentions, and shared calendars to coordinate work across the firm. Reporting and analytics powered by TaxDome AI provide insights into firm performance, team productivity, client acquisition, and revenue trends with customizable dashboards.
With EEZYCLOUD, you can run TaxDome on a secure, Azure-powered cloud desktop accessible from any device, anywhere. Our BYOL (Bring Your Own License) model means you keep using your existing license — cloud desktops start at $58.30/user/month plus $5.50/user/month per hosted application.
Small businesses choose TaxDome cloud hosting to address these common challenges:
Connect to your hosted TaxDome environment from Windows, Mac, iPad, or any device with a web browser. Work from the office, home, or on the go — your data and applications are always available.
Your data is protected by 256-bit AES encryption, SOC2-compliant data centers, and daily automated backups with 30-day retention. All hosted on Microsoft Azure infrastructure in US-based data centers.
Eliminate the cost and hassle of maintaining local servers. EEZYCLOUD handles all infrastructure management, updates, and monitoring — so you can focus on running your business.
Multiple team members can access TaxDome simultaneously without complex networking or VPN setups. Changes sync in real time across all connected users.
EEZYCLOUD uses a BYOL (Bring Your Own License) model — you keep your existing software license and we provide the cloud infrastructure:
| Item | Price | Includes |
|---|---|---|
| Cloud Desktop | $58.30/user/mo | Azure-powered cloud desktop with backups, SOC 2 security, and US-based support |
| Software Hosting | +$5.50/user/mo | Per hosted application per user (e.g. TaxDome hosting, backups, SOC2 security, multi-user access, US support |
Bring your existing TaxDome license — no need to repurchase. Get started with a free consultation.
Sign up at eezycloud.com/get-started, and our team will help migrate your existing TaxDome installation to our Azure cloud. Most migrations are completed within 24 hours.
No. EEZYCLOUD uses a BYOL (Bring Your Own License) model. You keep your existing TaxDome license and we provide the cloud infrastructure to host it. This saves you from paying for both a new license and hosting.
Yes. All data is encrypted with 256-bit AES encryption, hosted in SOC2-compliant US data centers on Microsoft Azure. We perform daily automated backups with 30-day retention and maintain PCI-DSS compliance for payment processing.
Yes. Our cloud desktops support multi-user access. Multiple team members can work in TaxDome simultaneously from different locations without any special networking configuration.
Join thousands of businesses running TaxDome on EEZYCLOUD. Secure, reliable, and accessible from anywhere — cloud desktops from $58.30/user/month.
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