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 per active client, not per seat: a $59.99/month base plus $4.99 per active client with unlimited users, free for up to 2 users / 10 clients, and a 90-day free trial with 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, pricing that scales on clients instead of staff seats, and 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.
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
| Criterion | HelloBooks | TaxDome |
|---|---|---|
| Price & value | Strong | Partial |
| Practice + bookkeeping in one | Strong | Limited |
| Pricing scales on clients, not seats | Strong | Not offered |
| Free tier & trial | Strong | Limited |
| Workflow & client portal | Partial | Strong |
| Tax-software integrations | Partial | Strong |
| Onboarding & time-to-value | Strong | Partial |
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.
| 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 active client + flat base — users are unlimited and free | Per user — every staff seat is billed |
| Starting price (US) | Free up to 2 users / 10 clients, then $59.99/mo base + $4.99 per active client | ~$800–$1,200 per user / year (Essentials → Business), billed annually upfront |
| Billing terms | Month-to-month, no lock-in; 90-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 |
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. TaxDome also prices per user; HelloBooks prices per active client with unlimited users.
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 a $59.99/month base plus $4.99 per active client with unlimited users. A five-person firm pays TaxDome for five seats; on HelloBooks those five staff cost nothing extra — you only pay for the clients you serve. Verify current TaxDome pricing on taxdome.com.
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.
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, per-client pricing of 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 90-day free trial gives you room to run both in parallel before you commit.
HelloBooks Practice is free for up to 2 users and 10 clients, and every paid plan comes with a 90-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.
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.
Practice management for firms
Run clients, documents, workflow, and the books in one platform.
HelloBooks for accountants
How CPAs and bookkeepers run their firm on HelloBooks.
AI bookkeeping software
The accounting engine underneath HelloBooks Practice.
Pricing
Per-client Practice pricing with unlimited users.
Find an accountant
Join the HelloBooks CPA/CA partner network.
Contact sales
Moving your firm off TaxDome? We can help you plan the switch.