TaxDome’s New Per-Client Pricing Explained: What Your Firm Will Pay From 2027

TaxDome has replaced its per-seat plans with one plan priced by active clients. We read the new pricing page on 3 November 2026. This post sets out the tiers, what counts as an active client, when the change reaches existing customers, and what it means in dollars for firms of different shapes. We make Tidyflow, a competing product, so the comparison at the end is ours; the TaxDome numbers come from taxdome.com/pricing.

What changed

Until this change, TaxDome sold three per-seat plans, billed a year upfront: Essentials at $800 per user per year (solo firms only), Pro at $1,000 and Business at $1,200, with discounts for two- and three-year terms.

Now there is one plan. You pick the number of active clients you serve, and the price follows that number. Every tier includes 20 seats, so a team of one and a team of 20 pay the same for the same client count. Billing is still annual and paid upfront. The multi-year terms are gone. For a solo preparer with 400 clients, that means $4,125 a year, up from $800.

Each client beyond 150 costs between $15 and $5, depending on how many you have. Above 20 seats or 3,000 clients, TaxDome quotes a custom price with unlimited seats, premium support and a dedicated account manager.

Add-ons are priced separately: AI (document organization, AI return delivery, API and MCP access) at $200 a month for the whole firm, Managed Client Care at $100 a month, and premium support at $249 a month.

What counts as an active client

TaxDome defines an active client as any client with activity in the past 12 months: logging in, uploading documents, sending messages or receiving an invoice.

For a tax firm that definition is broad. A 1040 client who signs an engagement letter in January and receives an invoice in March is active, even if they never log in again. If you run 700 returns a year, expect roughly 700 active clients plus your monthly bookkeeping clients, not the smaller number who use the portal regularly. TaxDome counts each client account on its own: its own example is a person with a personal return and a partnership return, who counts as two active clients.

When it starts

New customers pay the per-client price now. For existing customers, TaxDome’s page says nothing changes today: you keep your plan and price until your first renewal on or after 1 January, when you move to the new pricing, and your account team will share details before the renewal.

So the date that matters is your renewal date. A firm that renewed in October 2026 has until October 2027 at the old price. A firm that renews in February 2027 moves to per-client pricing in the middle of tax season.

Worked examples: old price against new

The table compares the old one-year per-seat list price with the new per-client price for the same firm. Essentials was solo only, so firms of two or more are shown on Pro.

The pattern is simple. The new plan charges for the size of your client list, not your team. Large teams with modest client lists pay less. Small teams with large client lists, which describes most solo preparers and small 1040 practices, pay several times more.

What to do before your renewal

1. Find your renewal date. It sets your deadline. If it falls inside tax season, decide before January, because nobody wants to migrate in March.
2. Count your active clients the way TaxDome does. Use the 12-month activity definition above, not your portal login count. Merge duplicate client accounts, since each account counts.
3. Price the new tier plus add-ons. If you rely on AI document organization, add $200 a month. Compare the total with what you pay today.
4. Compare the total for a year. Add the tier, any add-ons and the cost of paying a year upfront. For some firms, especially larger teams, the new plan costs less and staying is the easy call. If your bill goes up, compare other tools before you renew.
5. Export your data before you decide. The TaxDome migration checklist lists every export, how to keep clients’ saved cards, and the order to move.

How Tidyflow compares

Tidyflow charges per user and bills monthly or annually, with no seat minimum. Pro is the plan TaxDome firms usually need: it adds conditional organizer questions, returns locked until the invoice is paid, and your portal on your own domain, for $69 a user a month or $55 billed annually. Core, at $39 ($29 billed annually), suits firms that don’t need those. Both include the client portal, client requests with automated reminders, ready-made US organizers for Forms 1040, 1120-S, 1065, 1120 and 1041, e-signatures, proposals and engagement letters, invoicing with card and ACH payments, and Tidyflow Agent.

The same firm shapes on annual billing:

Solo and two-person firms pay less on Tidyflow Pro whatever their client count, and a 5-person firm’s comparison depends on how many clients it serves. For a 20-person team on Pro, TaxDome is cheaper, and TaxDome still has the deeper CRM pipeline and in-portal client chat (client chat in Tidyflow is due in November 2026). Which TaxDome features Tidyflow has, which are coming and which are missing is listed in TaxDome features in Tidyflow, and the full comparison is in Tidyflow vs TaxDome.

Tidyflow’s price is fixed for each billing term, with at least 90 days’ notice by email before any price change reaches your renewal. Contact support within 30 days of your first annual payment, and we’ll confirm in writing that your per-user price will stay the same for two years from that payment, as long as your subscription stays active and you stay on the same plan. The pricing page explains how we handle price increases.

If you decide to move, plan the cutover around your renewal date and outside January to April. Most firms finish in-flight TaxDome work, import their TaxDome client exports and client folders into Tidyflow, and run the next season from one system. Help with the move is free. Switching from TaxDome covers the imports and the cutover, and a 14-day trial needs no card.

Sources

Checked on 3 November 2026:

• TaxDome: pricing (tiers, seats, active-client definition, add-ons and the existing-customer FAQ), refund policy
• Old per-seat prices: TaxDome’s pricing page as read on 24 September 2026
• Tidyflow: pricing