TaxDome now charges by active client. New customers have paid this way since November 2, 2026. Existing customers move over at their first renewal on or after January 1, 2027. The plan starts at $1,500 a year for up to 150 active clients.
Sources: countingworkspro.com and financial-cents.com, checked November 3, 2026.
If your renewal quote went up, you have three real options. The right one depends on which parts of TaxDome you use.
First, list what you actually use in TaxDome
TaxDome bundles many tools. Write down the ones you use before you look at anything else.
| TaxDome part | Do you use it? |
|---|---|
| Client portal and mobile app | |
| Secure messages | |
| Document requests and organizers | |
| E-signature and engagement letters | |
| Invoicing and client payments | |
| Proposals | |
| Jobs, pipelines and deadlines | |
| Time tracking |
Did you check only the top four rows? Then you pay per client for a portal.
Option 1: Stay on TaxDome and negotiate
Get your renewal offer from TaxDome in writing. Find out whether a transition discount applies, and for how long. Then confirm what counts as an active client on your account.
Choose this if you run billing, jobs and time tracking in TaxDome every day. Moving all of that in tax season is a real cost.
Option 2: Move to another all-in-one suite
Other practice management suites also bundle billing, workflow and a portal. Canopy is one. Check whether a suite prices per user, per client or per module.
Source: tidyflow.com, checked November 3, 2026.
Choose this if you want one system for everything. Plan time to retrain your staff.
Option 3: Split the client side from billing and workflow
Use one tool for what clients see. Keep billing where your books already are. Add a workflow tool only if you need jobs and time tracking.
- Client side: Liscio handles messages, document requests, files and signatures.
- Billing: your accounting software, which many firms already run.
- Jobs and time: a workflow tool, if you need one.
Choose this if you mostly bought TaxDome for the portal. The Liscio Platform price is per user, not per client.
What Liscio costs next to TaxDome
| Firm (yearly) | TaxDome new plan | Liscio Platform, $49 per user per month, billed annually, no minimum |
|---|---|---|
| 1 user, 250 clients | $2,700 | $588 |
| 3 users, 1,000 clients | $9,000 | $1,764 |
TaxDome yearly cost = its published price for that client count. Liscio yearly cost = $49 × 12 months × users. Both are list prices, billed annually. Neither column includes add-ons.
Sources: taxdome.com/pricing, seen November 7, 2026. TaxDome’s 1,000 client example as reported by tidyflow.com, checked November 3, 2026. liscio.me/pricing. See the full TaxDome pricing breakdown.
What Liscio does not do
- Liscio does not send invoices or take client payments today.
- Liscio does not track time.
- Smart Tax Organizers and deliveries cost extra. Bought ahead, they are $5 each for 1 to 499. They are $4.50 each for 500 to 999. They are $4 each for 1,000 or more. The count mixes organizers and deliveries. Without a bundle, they cost $7 each. Bundles need at least one Liscio Platform user.
What Liscio does that a portal alone does not
It reads every file a client sends. A phone photo of a W-2 arrives as IMG_8314312.png. Liscio identifies it, then suggests a name, client and year. Your team confirms, and then Liscio files it.
It builds the organizer from last year’s return. Liscio reads the client’s prior-year Form 1040 and builds their request list. It works with any tax software that produces a computer-generated return.
It follows up for you. Liscio sends automatic email and text reminders. Clients can reply STOP to opt out of texts. Organizer return rates are 80%+ for clients who use Liscio online.
It walks clients through the finished return. Tax Delivery shows the client a summary of their refund or amount due. It covers individual (1040) returns.
You can keep the rest of your setup
You do not have to replace your whole back office. Your tax software stays. Billing stays in your accounting software. Files can live in SharePoint, OneDrive, Google Drive or Box, or in Liscio’s own folders.
Test Liscio before your renewal date
Drop a messy client upload at liscio.me/#try. Then test last year’s return in the same place. If it holds up, book a demo and bring your TaxDome renewal quote.
See also: TaxDome pricing 2026, explained and Liscio vs TaxDome.