ProCharted vs TaxDome
ProCharted vs TaxDome
TaxDome is an all-in-one platform sold by the year. ProCharted gives your firm the everyday essentials with AI included, from $47 a user a month, with no upfront year.
Why firms choose ProCharted
- $47 per user a month, with no year to pay upfront.
- Month to month if you prefer; TaxDome is sold by the year only.
- AI you can use today: Ask ProCharted, AI writing and summaries.
- Free seasonal staff from February 1 to April 30, instead of paid seasonal seats.
- Shared work queues by role, so work waits for the next free Bookkeeper or Reviewer.
Where TaxDome is stronger today
- Text messages and chat with clients.
- A client phone app (branded for an extra fee).
- Gmail integration.
We'd rather you know up front. If one of these matters a lot to your firm, tell us on a demo.
Side by side
| ProCharted | TaxDome | |
|---|---|---|
| Month-to-month option | ✓$59 per user, any team size | ✕Yearly only |
| One plan with every feature | ✓Yes | ✕3 plans |
| AI included | ✓Ask questions, create work and reports by asking, write emails | ~Document AI; AI assistant announced |
| Recurring work and automations | ✓Yes | ✓Yes |
| Shared work queues by role | ✓Yes | ~Partly |
| Client portal | ✓Yes | ✓Yes |
| E-signatures included | ✓Yes | ✓Yes |
| Client folders and documents | ✓Yes | ✓Yes |
| Automatic client reminders | ✓Email sequences | ✓Yes |
| Email inside the app | ✓Outlook | ✓Gmail, Outlook, IMAP |
| Time tracking and invoices | ✓Yes | ✓Yes |
| QuickBooks Online | ✓Yes | ✓Yes |
| Text messages (SMS) to clients | ✕No | ✓Yes |
| Mobile app | ~Works in the phone browser | ✓Firm + client apps |
| Seasonal staff | ✓Free, Feb 1 – Apr 30 | ~Paid 4-month seats |
| Unlimited clients | ✓Yes | ✓Yes |
Compared on October 26, 2026 using each company's public website (taxdome.com). Features and plans change; please check each company's website for current details. ✓ yes · ~ partly or on some plans · ✕ no. All trademarks belong to their owners.
Switching is easier than you think
Import your clients from a spreadsheet and our team helps you set up, at no extra cost. Try every feature free for 14 days.