Switch from TaxDome

See what TaxDome's per-client pricing costs your firm, then move in an afternoon with the free importer.

TaxDome, new pricing$3,750$1,500 base + 150 extra accounts x $15
Taxporch Solo$690$690 a year
You would keep about $3,060 a year.

Where the TaxDome numbers come from

Public sources dated November 2026. TaxDome's own pricing page blocked automated reading, so check your quote in your TaxDome account. Prepaid account packs are cheaper than on-demand (competitors report about $4,125 a year for 400 accounts), and TaxDome offers transition discounts to some existing firms. The calculator uses on-demand prices and includes up to 20 team members, as TaxDome's base plan does.

How the move works

  1. Start a free trial. 30 days, no card. You can do the whole import inside the trial and check it before you pay anything.
  2. Export your lists from TaxDome. Accounts, contacts, jobs, tasks, invoices, payments and time entries. Each arrives as a zipped CSV by email. Clear filters first.
  3. Upload the files. Taxporch recognises TaxDome's columns, shows you a dry run with counts and duplicates, and imports on your click. Clients get no emails.
  4. Move documents. On Windows, point the uploader at your TaxDome Drive folder. On a Mac, download client folders as ZIPs and drop them in. Folders are matched to clients for you to review.
  5. Save what TaxDome can't export. Signed 8879s and T183s with their audit trails, chats and organizer answers, as PDFs. Upload them too.
  6. Invite your clients. One "we've moved" email with a sign-in link. No new password to remember.

What you can't bring over

TaxDome's exports don't include chats, organizer answers, proposals, recurring invoice schedules, signature audit trails, or saved cards and bank authorizations. Templates and automations don't export in a portable form either. The full import guide lists each item and how to save it.

How long it takes

Clients, contacts, jobs and invoices: usually one afternoon. Documents: a few hours on Windows, longer on a Mac with hundreds of clients. Plan to finish at least a week before your TaxDome renewal date, and keep TaxDome read-only until then.

Don't want to do it yourself?

The done-for-you migration is $299 one-time, and free on Team annual plans signed by December 31, 2026. We import everything from your export files, rebuild up to 3 pipelines and 3 organizers, and hold a 45-minute go-live call. We never ask for your TaxDome password.

Start the free trial and importSee pricing

The importer is free on every plan. Done-for-you migration: $299.