Head-to-head

How we actually compare.

No vague feature grids. Real capabilities, real limitations.

vs. TaxDome · Practice Management

Pipeline, workflows, client portal, and client communications

The category TaxDome has owned for years. We match the practice-management core and put the tools firms usually buy alongside it — cited research, comp studies, review markup, binders, video and certified mail — on one plan.

TaxDome $800 Solo/Essentials · $1,000 Pro · $1,200 Business per user/yr, billed annually; multi-year from $700¹

LedgerOS $1,548/user/yr · all 18 modules

Capability

TaxDome

LedgerOS

Kanban + list view pipeline

Drag-and-drop board, sortable list, filter by anything

Not verified²

Conditional automation rules

Statuses, reminders and assignments driven by rules you set

Client portal & document requests

Your firm subdomain, client uploads land on the record

⁴

E-signatures without a separate vendor

8879s and engagement letters signed in-platform

⁵

Team chat and direct messages

Firm channels, rooms you name, and DMs beside the work

Varies by plan⁵

Internal notes on the client record

A thread about the client that the client never sees

Hosted video meetings

Start the call from the client, the task or the appointment

Not verified²

Reasonable compensation studies

BLS wage data, the investor test, signed memo on your letterhead

Not verified²

Documents named from their own contents

Classified on arrival, renamed to your firm's pattern

Not verified²

Certified mail from the client record

Physical letters, validated addresses, tracked

Not verified²

Cited tax research in the platform

Answers built from allow-listed federal and state authority

Not verified²

Tickmarks, tie-outs and review markup

On the document, in a browser, with your own tickmark set

Not verified²

Engagement binders and cross-references

The binder builds itself as the work lands on the engagement

Not verified²

A real spreadsheet on the engagement

Open the client’s own .xlsx with its formulas intact, and every save is a version on the record

Not verified²

Where TaxDome still leads:

10+ years of feature accumulation and a battle-tested automation engine refined by tens of thousands of firms. E-signatures come on every plan, every tier costs less per seat than ours, and their library of community-shared workflow templates is something we'll build over time.

Where we differ:

every seat carries cited research, reasonable-comp studies, review markup and binders, hosted video and certified mail from the client record, and documents that name themselves. Where a row above reads Not verified, check it against TaxDome's current plan before you weigh it.

Full TaxDome comparison →

LedgerOS columns describe the product as it ships today. Every competitor cell and price is marked with the vendor page it was read from and the day it was read; where no vendor page could be read, the cell says so rather than guess.

Sources for TaxDome

1.static.taxdome.com/2024/12/TaxDome_pricing_plans_2025_US.pdf. Verified Sep 30, 2026.
2.Not verified: the vendor page could not be loaded for a check (taxdome.com/pricing) on Sep 30, 2026. We show no claim until one can be read on the vendor’s own page.
3.static.taxdome.com/2025/06/The-modern-firms-foundation-for-sustai…, checked Sep 30, 2026.
4.static.taxdome.com/2025/08/Client-Portal-Overview.pdf, checked Sep 30, 2026.
5.static.taxdome.com/2024/12/TaxDome_pricing_plans_2025_CA.pdf, checked Sep 30, 2026.

What you actually get

Built for the way modern firms work.

Built to replace what TaxDome, Canopy, and CCH Document do, on one plan.

✓
Document intelligence
Upload scan_20250215.pdf — get back 2024 Smith W-2 Acme.pdf. Auto-rename, auto-tag, auto-organize.
✓
Pipeline & workflow
A board per engagement type — 1040s, 1065s, 1120/1120-S, 990s, bookkeeping — with the stages your firm actually uses, not the ones a vendor picked.
✓
Workpaper assembly
Combine every document into one bookmarked PDF automatically. Regenerates as documents arrive. The TicTie workflow, web-based, included.
✓
Review with tickmarks
Sticky notes, standard accounting tickmarks, embedded calculator with audit tape. Cross-document tie-outs.
✓
Tax research assistant
IRC, Treasury Regs, Court decisions, Revenue Rulings — all searchable. AI-assisted answers with inline citations. IRC § 162(a), not "the tax code."
✓
Client portal
On your firm's own subdomain. Document requests, uploads that land straight on the client record, and 8879s signed in the platform rather than through a separate e-sign vendor.
✓
Bulk communications
Filtered client lists, merged templates, sent on your firm's own sending domain — so your deliverability is yours, not a shared pool's.
✓
Certified mail, in the platform
Compose a letter from the client record and send it physically — certified when it matters — in validated batches. IRS notices get their own center.

All of this in LedgerOS Practice. One plan, $129 per seat.

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The math, plainly

The cost of staying.

Next February, again:

—$2,500–$5,000 a head, every year, for tools that do not talk to each other
—Three weeks in March teaching a seasonal hire 10 different systems, one of which is always down
—Evenings spent on work that is not accounting and never was
—A widening gap between you and the firm down the road that switched
—The same 10 renewals landing again, and again the year after

Price your own stack →

Or, starting this afternoon:

✓Fifteen minutes to be inside it, no card
✓One login, one bill, one thing to teach in March
✓$129 a seat, everything in it, nothing held back for a plan above yours
✓Your book of clients imported before you finish your coffee

Start your free trial →

What moves, and what does not →

Ready to retire the stack?

One plan for the whole practice — $129 per seat, every Practice module included. Start your free trial today; migration support from your current tools comes standard.

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