LedgerOS vs TaxDome
The category TaxDome has owned for years. We match the practice-management depth and fold in the tools you buy alongside it — e-signatures, research, comp studies, video, certified mail, team chat — on one plan, at less per seat than the TaxDome tier that actually compares.
Every module, every seat. No tiers and nothing priced per module.
On TaxDome you are still buying, separately: e-signatures without a separate vendor; team chat and direct messages; internal notes on the client record; hosted video meetings; reasonable compensation studies; documents named from their own contents; certified mail from the client record; cited tax research in the platform; tickmarks, tie-outs and review markup; engagement binders and cross-references; a real spreadsheet on the engagement. Add up your stack →
Pipeline, workflows, client portal, and client communications
Feature by feature, on the product as it ships today.
| Capability | LedgerOS | TaxDome |
|---|---|---|
| Kanban + list view pipelineDrag-and-drop board, sortable list, filter by anything | Yes | Yes |
| Conditional automation rulesStatuses, reminders and assignments driven by rules you set | Yes | Yes |
| Client portal & document requestsYour firm subdomain, client uploads land on the record | Yes | Yes |
| E-signatures without a separate vendor8879s and engagement letters signed in-platform | Yes | Varies by plan |
| Team chat and direct messagesFirm channels, rooms you name, and DMs beside the work | Yes | Separate tool required |
| Internal notes on the client recordA thread about the client that the client never sees | Yes | Varies by plan |
| Hosted video meetingsStart the call from the client, the task or the appointment | Yes | Separate tool required |
| Reasonable compensation studiesBLS wage data, the investor test, signed memo on your letterhead | Yes | Separate tool required |
| Documents named from their own contentsClassified on arrival, renamed to your firm's pattern | Yes | Varies by plan |
| Certified mail from the client recordPhysical letters, validated addresses, tracked | Yes | Separate tool required |
| Cited tax research in the platformAnswers built from allow-listed federal and state authority | Yes | Separate tool required |
| Tickmarks, tie-outs and review markupOn the document, in a browser, with your own tickmark set | Yes | Separate tool required |
| Engagement binders and cross-referencesThe binder builds itself as the work lands on the engagement | Yes | Separate tool required |
| A real spreadsheet on the engagementOpen the client’s own .xlsx with its formulas intact, and every save is a version on the record | Yes | Separate tool required |
LedgerOS columns describe the product as it ships today. Competitor columns are summarized conservatively from each vendor’s public materials, and list prices were last confirmed on 20 August 2026. Where we could not verify a competitor’s behavior we say so rather than guess.
10+ years of feature accumulation and a battle-tested automation engine refined by tens of thousands of firms. Their library of community-shared workflow templates is something we'll build over time.
one plan that already contains the e-signature tool, the research subscription, the document archive, the review and binder tools, the comp-study tool, the video seat and the mail house you are currently buying alongside it — plus team chat, internal notes on the client, and documents that name themselves.
One seat, 18 modules
The reason the price comparison above is not like-for-like: a LedgerOS seat is not a practice-management seat with add-ons available. Every module is in it, at one price, and there is no tier that withholds one.
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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