Comparison · Last updated 2026-07-14

HelloBooks vs TaxDome: Practice management that also keeps the books vs a per-user client-portal & workflow platform

TaxDome is a cloud practice-management platform for accountants, bookkeepers, and tax pros — CRM, a secure client portal, unlimited document storage, e-signatures, mature workflow/pipeline automation, and integrated billing. It is priced per user (roughly $800–$1,200 per user per year across Essentials, Pro, and Business, billed annually upfront with multi-year commitment discounts) and it sits on top of your accounting software rather than keeping the books itself.

HelloBooks Practice is practice management built on top of a real accounting engine: the same client portal, document management, e-signatures, workflow, and billing — plus the actual double-entry ledger, AI bookkeeping, bank feeds, and tax filing underneath. US pricing is $9.99 per user per month (a launch discount off the $50/user list price), free for up to 2 users / 10 clients, with a 30-day free trial, month-to-month billing and no annual lock-in.

Choose TaxDome if you want a tax-season-hardened workflow and client portal with deep tax-software integrations and you already keep the books elsewhere. Choose HelloBooks if you want one platform that runs the practice AND the books, at roughly a tenth of the per-seat cost, with no annual upfront commitment.

Researched & written by the HelloBooks editorial team. Checked against TaxDome's public pricing and docs on 2026-07-14 · how we compare.

Scorecard: how they stack up

An at-a-glance rating on the criteria that decide an accounting-software purchase. Ratings reflect verifiable facts — not an invented score. See how we compare.

HelloBooks rates strong on 5 of 7 buyer criteria

HelloBooks vs TaxDome — criteria scorecard
Criterion	HelloBooks	TaxDome
Price & value	Strong	Partial
Practice + bookkeeping in one	Strong	Limited
Per-seat cost	Strong	Limited
Free tier & trial	Strong	Limited
Workflow & client portal	Partial	Strong
Tax-software integrations	Partial	Strong
Onboarding & time-to-value	Strong	Partial

Side-by-side feature comparison

Where a value is shown as “—”, the feature was not verified at review time. See TaxDome's site for the latest specifics. No paid placements — how we compare.

HelloBooks vs TaxDome— feature-by-feature comparison
Feature	HelloBooks	TaxDome
Product model	Practice management + the accounting ledger in one platform	Practice management (CRM, portal, workflow) layered on top of your accounting software
Keeps the books (general ledger)	Yes — full double-entry GL, 95%+ AI categorization, bank feeds	No — TaxDome is not a bookkeeping ledger; books stay in QuickBooks / Xero
Pricing model	Per user, billed monthly — unlimited clients on every paid seat	Per user, billed annually upfront
Starting price (US)	Free up to 2 users / 10 clients, then $9.99 per user / month (list $50/user)	~$800–$1,200 per user / year (Essentials → Business) ≈ $67–$100 per user / month, billed annually upfront
Billing terms	Month-to-month, no lock-in; 30-day free trial	Annual upfront; 1-, 2-, or 3-year commitments for the best rates
Client portal & messaging	Client portal, secure messaging, mobile access	Client portal, secure messaging, branded mobile app (a TaxDome strength)
Documents & e-signature	Unlimited document storage, e-signatures, document requests	Unlimited storage, e-signatures (KBA available), document management
Workflow automation	Pipelines, tasks, recurring jobs, and client requests	Mature pipeline/workflow automation with templates (a TaxDome strength)
Proposals & billing	Proposals, engagement letters, invoicing, and online payments	Proposals/engagement letters, invoicing, and integrated payments
Tax-software integration	Bookkeeping-first; connects to filing where supported	Direct integrations with Drake, Lacerte, ProConnect and more (a TaxDome strength)
Onboarding	Self-serve — live in days	Typically a 6–8 week setup with a steeper learning curve
Who it is for	CPAs, bookkeepers & CAS firms who want the practice and the books in one place	Tax & accounting firms wanting an all-in-one client, portal, and workflow platform

When to choose HelloBooks

You want one platform that runs your practice AND keeps the books, instead of buying practice management and a separate accounting tool.
You are growing your team and want the per-seat cost to stay small — $9.99/user/month against $67–$100/user/month equivalent, billed monthly instead of a year upfront.
You want to start free (up to 2 users / 10 clients) or trial for 30 days, with no annual upfront commitment.
You want to be live in days rather than running a multi-week TaxDome implementation.

When to choose TaxDome

You already keep the books in QuickBooks or Xero and only need a client portal, CRM, and workflow layer on top.
You rely on direct integrations with tax-prep software like Drake, Lacerte, or ProConnect.
You want a tax-season-hardened, highly configurable workflow engine and have the time to set it up.
Your firm is comfortable with per-user, annually-committed pricing in exchange for a mature all-in-one client experience.

Frequently asked questions

What is the main difference between HelloBooks and TaxDome?

TaxDome is a practice-management platform — CRM, client portal, documents, e-signatures, workflow, and billing — that sits on top of the accounting software where you keep the books (QuickBooks or Xero). HelloBooks Practice offers the same practice-management layer but is built on its own accounting engine, so the double-entry ledger, AI bookkeeping, and tax filing live inside the same platform. Both price per user, but HelloBooks is $9.99/user/month against a TaxDome equivalent of roughly $67–$100/user/month.

Is HelloBooks cheaper than TaxDome?

It usually is, and the gap widens as your team grows. TaxDome charges per user — roughly $800–$1,200 per user per year (Essentials → Business), billed annually upfront. HelloBooks Practice (US) is $9.99 per user per month, billed monthly, with unlimited clients on every paid seat. A five-person firm pays roughly $600/year on HelloBooks against $4,000–$6,000/year on TaxDome, and pays monthly rather than a year upfront. Verify current TaxDome pricing on taxdome.com.

Does TaxDome do bookkeeping?

No. TaxDome is not an accounting ledger — it manages the practice around your books, and you keep the actual books in QuickBooks Online or Xero. HelloBooks includes a full double-entry general ledger with AI categorization and bank feeds, so the practice and the books live in one platform.

Does HelloBooks have a client portal, e-signatures, and workflow like TaxDome?

Yes — HelloBooks Practice includes a client portal with secure messaging, unlimited document storage, e-signatures and document requests, workflow pipelines with recurring jobs, and proposals, engagement letters, and billing. TaxDome remains strong on highly configurable workflow automation and tax-software integrations, so weigh those against the all-in-one platform and the far lower per-seat cost of HelloBooks.

Can I switch from TaxDome to HelloBooks?

Yes. Because your books live in QuickBooks or Xero underneath TaxDome, you can use the HelloBooks guided migration to bring the ledger across, then rebuild your client list, portals, and workflows in HelloBooks Practice. The 30-day free trial gives you room to run both in parallel before you commit.

Is there a free plan or free trial?

HelloBooks Practice is free for up to 2 users and 10 clients, and every paid plan comes with a 30-day free trial and month-to-month billing. TaxDome does not offer a free plan; it offers a trial but is billed annually upfront once you buy.

Migrating from TaxDome?

HelloBooks supports CSV import for chart of accounts, customers, vendors, items, invoices, and bills. For QuickBooks Online, we offer a built-in two-way sync. For other platforms, our migration team can assist with a structured cutover.

Start free Talk to migration team View pricing