Finding the right tax software to manage your practice in Canada can feel like an uphill battle.
With so many tax tools built for other markets, it’s getting harder for Canadian tax professionals like you to find a solution that truly fits the needs of their location.
TaxDome is making waves in many countries. It’s a platform packed with tools for automation, client management, and more—but is it really the right fit for Canadian tax pros?
Read on to find out! We’re breaking down TaxDome’s features, how it works in Canada, and whether it’s worth the investment for your firm.
Features of TaxDome for Canadian customers
TaxDome is a comprehensive practice management software designed to streamline tax workflows.
The good news? The core features of TaxDome are the same across all locations—including Canada! That means you won’t miss out on any of the great features users enjoy in places like the US, UK, and Australia.
The standout features of TaxDome include:
1. Workflow automation
TaxDome allows your firm to eliminate repetitive, low-value tasks once and for all. You can set up custom workflows that automatically handle:
- Document collection
- Document filing
- Client follow-ups
- Task assignments
- Deadline reminders
- Client communication and updates
- Data entry and reporting
- Much more!
You get to focus on the high-priority work that truly matters to you while everything else ticks over nicely in the background.
2. Client portal
TaxDome offers tax clients a secure, no-fuss portal where they can upload documents, see how their work is progressing, and have a secure chat with you—whenever they need.
These client-facing tools are available online or via a user-friendly mobile app to help keep everything organised and save both you and your clients valuable time.
3. Team collaboration
Keeping teams in sync is the secret to a smooth-running practice. With TaxDome, you can assign tasks, set deadlines, and track progress so everyone stays on top of their work and nothing slips through the cracks.
4. Time tracking and billing
If you charge hourly rates and need to keep track of billable work for various clients—TaxDome is an excellent solution. You can easily track hours to make sure you’re accurately billing clients for the hours you spend on their projects.
5. Document management
With TaxDome’s document management features, you can keep all your client documents in one easily accessible and secure location. No more hassle, lost files, or piles of paperwork!
6. Customizable templates
TaxDome comes with ready-to-use, customizable templates to simplify client onboarding, improve client interactions, and reduce the need for manual paperwork. From tax client intake forms and engagement letters to document request lists—you’ll find all the templates you need in the platform.
7. E-signatures
Getting client signatures is easier than ever thanks to TaxDome’s built-in e-signature function. Clients can sign multiple documents directly from the portal—no need for printing, scanning, or waiting for signed documents to come in the mail. Everyone saves time!
How much does TaxDome cost for Canadian users?
TaxDome has one simple pricing plan—TaxDome Pro—which includes all its features. With the plan, you’ll also receive free support and training sessions to help you get up and running—fast.
For Canadian users it works like this:
Annual plan
The yearly plan costs $720 CAD per user and must be in place for at least one user in the firm for a full year. Only after this commitment can the firm access the Monthly Plan for additional users.
Monthly plan
At least one user must remain on the Annual Plan ($720 CAD per year), while additional users can switch to or join the Monthly Plan at $60 CAD per month.
Pricing is per user, so one user equals one subscription. This is a great feature, ensuring you only pay for the team members actually using the platform.
Real-life example: How TaxDome has helped one Canadian accounting firm achieve their goals
Impressed with the features of TaxDome but still wondering how they hold up in real life?
Read this short case study to learn how Eccountant—a Canadian CPA firm with a vision to make accounting paperless—completely transformed their operations, all thanks to TaxDome.
Eccountant had one clear goal: to be a more eco-friendly accountancy solution and move everything to the cloud (or at least onto their computers).
But every software solution they tried was missing something essential. Frustrated by the constant gaps, they found themselves juggling over 10 different applications—making their operations more chaotic, confusing, and complicated than ever.
The solution
When Eccountant found TaxDome’s comprehensive firm workflow solution—everything changed. They finally had one platform that did it all—no more switching between multiple apps and platforms.
Having everything centralized in TaxDome helped Eccountant with:
- Email management: Read and reply to emails directly within TaxDome—no more switching back and forth to Outlook.
- Billing and time tracking: Track time and sync everything to QuickBooks automatically for accurate and easy billing.
- Document approvals: Request document approvals online without printing, scanning, and uploading.
- Unlimited file storage: Store as many files as they need, with no storage limits, extra cloud storage fees, or external hard drives.
TaxDome is a powerful platform to help you manage your practice, save time, send secure messages to clients, so you can focus on what truly matters to your business.
If you’re based in Canada and want to improve your practice’s workflow, simplify client management, and keep every team member in the loop—TaxDome is the way forward.
With a simple pricing plan, you’ll only pay for the users who actually use it. And with a proven track record of helping firms like yours streamline their business operations, it’s an all-in-one solution that’s hard to beat.
Introducing Workflows for Tax Pros
Workflows for Tax Pros is a transformative tool designed to simplify your work processes. With a team of TaxDome experts, we make it simple for you (and your team) to switch to the platform with confidence.
To work with us, simply:
- Get our proven TaxDome Template. Sign up for TaxDome’s accounting practice management software to access ready-made signature templates, including onboarding templates, to streamline your automation and work smarter.
- Transform your practice with our W4TP program. Join our 12-month program, led by top experts, to learn how to build an end-to-end automated system and achieve business growth using TaxDome.
- Sign up for your free 2-week trial of TaxDome with our Partner Link, and you will get 3 FREE months of TaxDome when you sign up for your first annual subscription.
Affiliate Disclaimer: We are proud Affiliate Partners of TaxDome. If you do invest in TaxDome for your practice in the future, we may receive a commission but at no cost to you. We only recommend tools that we use ourselves. Yep! Jessica is a proud user of TaxDome in her practice for three years now.
