Practice management
that doesn't fight you.
Clients, proposals, pricing matrix, engagement letters, RBAC, time tracking, billing — without the $150-per-seat tax. Solo CPAs to 20-seat firms.
Compared against — what we're built to replace
If you've ever said any of this, you're our customer.
“TaxDome is great, but $150/seat × 4 staff = my whole tech budget.”
— solo CPA → 4-person firm
“My pricing is in a spreadsheet. My engagement letters are in Word. My time tracking is in… a different spreadsheet.”
— growing 8-seat firm
“I quoted a client too low. Three months in I realized I was working at a $40/hr effective rate.”
— senior partner, mid-firm
What's inside
Every workflow a tax firm runs, in one app.
No premium tier paywalling the features that should be table stakes.
Auto-pricing matrix
Set your hourly rate and target margin once. Generate fees per service × complexity × entity type (LLC, S-Corp, individual…). Stop quoting from gut.
Engagement letters with merge fields
Templates with {{client_name}}, {{services_table}}, {{total_fee}}. Defaults per category. Version-tracked edits.
6-role RBAC
OWNER → ADMIN → MANAGER → SENIOR → STAFF → READ_ONLY. STAFF only sees their assigned clients. Built-in last-OWNER protection.
CSV migration in minutes
Drop your TaxDome / Canopy / Karbon export. Auto-mapping detects 22+ canonical fields. Dry-run validates, then import.
Time tracking + billing
Per-engagement timers. Approve time. Bill from time. Automatic invoice numbering. Stripe Checkout built in.
Tasks, deadlines, recurring
Quarterly returns? Monthly bookkeeping? Define once, recur forever. Tax deadlines auto-scheduled.
Workload + scope-creep dashboards
See who's overloaded. See which engagements have blown past estimated hours. Catch unprofitable clients before tax season.
Gmail + Outlook + Calendar sync
Two-way email. Two-way calendar. No more “did I email that client back?” panic.
Audit trail on everything
Soft-delete + tenant isolation built in from day one. Engagement letter versions immutable. Built like a SAP-trained PM would build it.
Pricing
Priced for the firms TaxDome ignores.
Start free. Upgrade when you outgrow it. 30-day trial on every paid plan.
SOLO
$29/mo
Solo practitioner.
- 1 user
- Unlimited clients
- Full CPQ (proposals + pricing matrix + engagement letters)
- Client portal
- Email + calendar sync
- 30-day free trial
TEAM
$99/mo
Small firm, up to 5 staff.
- Up to 5 users
- Everything in Solo
- 6-role RBAC (Owner → Read-only)
- Automation rules + recurring tasks
- Team workload dashboards
- Priority email support
FIRM
$299/mo
Growing firm, up to 20.
- Up to 20 users
- Everything in Team
- Advanced analytics + scope-creep reports
- Unlimited e-signatures
- Custom branding (proposals + portal)
- Phone + video support
Need more than 20 seats? Talk to us about Enterprise.
Real-world cost vs TaxDome
| Firm size | TaxDome / yr | HelloCPA / yr | You save |
|---|---|---|---|
| Solo | $600+ | $348 | ~$250 |
| 5 staff | $3,600+ | $1,188 | ~$2,400 |
| 20 staff | $36,000+ | $3,588 | ~$32,000 |
TaxDome list pricing per published rate. Your actual savings will vary; we'll match or beat any competing renewal quote — email hello@hellocpa.io.
Migration
Switching from TaxDome / Canopy / Karbon?
Export your client list as CSV. Drop it in. Our auto-mapper handles the column renames — “Display Name” → DisplayName, “Tax ID” → TaxId, etc. 22+ canonical fields covered.
1.
Export from old tool
Most tools have a "Export Clients to CSV" button buried in settings.
2.
Drop CSV in our importer
Auto-maps columns. Preview the first 5 rows. Adjust if needed.
3.
Dry-run, then import
Validation surfaces row-level errors before any DB write. Then import.
Typical 500-client firm migrates in under 10 minutes. Non-CSV migrations? We'll do it for you free for the first 100 customers.
Compared
HelloCPA vs the incumbents
| Feature | HelloCPA | TaxDome | Canopy | Karbon |
|---|---|---|---|---|
| Solo entry price | $29 | $50+ | $45+ | $59+ |
| Free tier | ✓ 2 users | — | — | — |
| Auto-pricing matrix | ✓ | Add-on | — | — |
| Engagement letters with merge fields | ✓ | ✓ | ✓ | Limited |
| Time tracking | ✓ | ✓ | ✓ | ✓ |
| CSV migration importer | ✓ Auto-mapping | Manual | Manual | Manual |
| Built-in Stripe billing | ✓ | — | — | — |
| 6-role RBAC | ✓ | ✓ | ✓ | ✓ |
| Cost for 5-seat firm/yr | $1,188 | $3,600+ | $2,700+ | $3,540+ |
Pricing reflects published list rates as of 2026-04. We'll keep this honest — see something wrong? tell us.
FAQ
Frequently asked
How is HelloCPA different from TaxDome?+
Same surface area (clients, tasks, proposals, engagement letters, time tracking, RBAC), priced for the firms TaxDome ignores. Solo plan starts at $29/mo with unlimited clients vs TaxDome's $50+/mo entry. The auto-pricing matrix and engagement letter merge fields are built in — not premium add-ons.
Can I migrate my client list from TaxDome / Canopy / Karbon?+
Yes. The CSV importer auto-detects column headers from TaxDome, Canopy, Karbon, and generic accounting exports. Preview the mapping, dry-run for validation errors, then import — typical 500-client firm migrates in under 10 minutes.
Do I need to enter a credit card for the 30-day trial?+
No. Start on the FREE plan (2 seats, 10 clients) with no card. When you're ready to add seats or clients, the 30-day trial of any paid plan starts at checkout and you can cancel anytime in the billing portal.
How does the auto-pricing matrix work?+
Pick the services your firm offers, set your average hourly rate and target margin. The matrix generates a fee per (service × complexity × entity type) combination using industry-benchmark multipliers — Individual = 0.8×, S-Corp = 1.5×, etc. Onboarding a new client then asks 4 questions and proposes a price in seconds.
What does RBAC look like?+
Six roles: OWNER, ADMIN, MANAGER, SENIOR, STAFF, READ_ONLY. Mirrors TaxDome's taxonomy so your team transitions without retraining. STAFF and READ_ONLY are scoped to assigned records only — no firm-wide visibility for preparers.
Is engagement letter signing built in?+
Yes. Templates with merge fields, per-category defaults, and version-tracked edits. Server-side rendering means the PDF the client signs is the exact body you previewed — no surprise drift between draft and final.
Where is data stored? Is it SOC 2?+
Postgres in the same region as your firm's billing address (US-East by default). SOC 2 Type II in progress; we expect Type I by end of 2026 and Type II 6 months after. SOC 2 audit support available on the Enterprise tier today.
Stop paying TaxDome rates.
Join the early-access list. We're letting in 50 firms a week.
No spam. Just a friendly “you're in” email when your slot opens. Privacy policy.
Free for 2-person firms
Forever. No card. No bait-and-switch.
30-day trial on every paid plan
Full features, full team. Cancel any time.
Free migration for first 100 firms
We'll personally move you off TaxDome / Canopy / Karbon.