For solo and small tax firms in the US and Canada
One flat price. Unlimited clients. Locked in writing.
Taxporch is the client portal and practice manager for firms that just want to get returns done. $690 a year for a solo, $1,690 for up to 5 users, never priced per client. Switch from TaxDome in an afternoon.
No card needed. Unlimited clients from day one.
- $690per year, Solo
- Unlimitedclients on every plan
- 36 monthswritten price lock
- FreeTaxDome importer and full export
The problem: your client list became a meter
On November 2, 2026 TaxDome moved to per-client pricing. The new plan is $1,500 a year for 150 active accounts, plus $15 for every account above that, billed on demand (prepaid packs cost less). Existing firms move over at their first renewal on or after January 1, 2027.
TaxDome figures from public sources dated November 2026: Accounting Today, Nov 4, 2026. Check your own quote; packs and transition discounts can lower it. Run the numbers for your firm.
What you get
Everything a solo uses every day, in one login. Nothing you have to pay extra to unlock.
Client portal
A secure, phone-friendly portal with your logo. Clients sign in with a magic link or a password and see one to-do list: sign, pay, upload, answer.
Documents
Folders per client and year, client-visible or firm-only. Drag-and-drop and phone-camera upload. Every file encrypted at rest with its own key.
E-signature, Form 8879 included
Engagement letters and 8879/8878 with remote KBA, in-person ID check or a wet-signature upload. Each signature comes with a sealed audit certificate.
Organizers
Build questionnaires with conditions and repeatable sections, or start from the 1040 organizer. Clients save as they go; you get a PDF.
Requests and reminders
Ask for the W-2, the 1099s, a quick answer. Clients get automatic reminders every few days until it's done.
Invoices and payments
One-time and recurring invoices, paid by card or ACH through your own Stripe account. We add no markup.
Pipelines
Kanban boards for 1040s, business returns and bookkeeping. Stages can send requests, invoices and messages, and jobs move on when the client is done.
Secure messages
A chat thread per client with internal notes your client never sees. Email alerts say only that something is waiting.
Time tracking
Timer or manual entries, work in progress, and billable time straight onto an invoice.
TaxDome importer
Upload TaxDome's CSV exports and your document folders. Headers map automatically, you preview a dry run, and clients get no emails until you say so.
Full export, any time
One click gives you every CSV, every document, every signature certificate and the audit log in a ZIP. Free, on every plan, forever.
Security basics done right
Two-step sign-in required for staff, idle sign-out, roles with per-client access, and a tamper-evident audit log.
What we don't do yet
We would rather tell you now than after you've moved.
Native mobile app
Clients install the portal from the browser to their home screen instead. It works like an app on iPhone and Android, with camera upload.
SMS / text messages
Reminders and alerts go by email for now.
QuickBooks sync
Export invoices and payments as CSV in the meantime.
AI add-ons
No AI features in v1, so nothing to upsell. If we add any later, they will be in the plan price and off until you turn them on.
Print-to-portal driver
Save the PDF from your tax software and drag it into the client's folder.
Canadian data region
All data is hosted in the United States today. Canadian firms: see the T183 sheet for the notice to give clients.
Reviews
We're new, so there are no customer reviews on this page yet. We won't show any until real firms write them. Want to talk to us first? Email support@taxporch.com, and a person who built this will answer.
Questions firms ask
Is it really unlimited clients?
Yes. Both plans have no client limit and no per-client meter. You pay the same whether you have 80 clients or 800.
What does the price lock say?
Firms that sign by January 31, 2027 keep their price for 36 months. After that, any increase is capped at 5% a year with 90 days' written notice. We will never move you to per-client or per-seat pricing. It's written into the Terms, not just this page.
How long does switching from TaxDome take?
Clients, contacts, jobs and invoices usually take an afternoon: export the CSVs from TaxDome, upload them, check the preview, done. Documents take longer if you have many gigabytes, because you download them from TaxDome first. See the import guide, or let us do it for $299.
Can my clients keep using their phone?
Yes. The portal is built for phones first. Clients can add it to their home screen and upload photos of documents straight from the camera.
Is remote signing of Form 8879 supported?
Yes, with knowledge-based authentication (KBA) through an identity-verification provider, plus in-person and wet-signature options. Read the Form 8879 sheet for exactly what we record and the open questions.
Who holds the payments?
You do. Invoices are paid into your own Stripe account at Stripe's standard rates. We don't take a cut and card numbers are entered on Stripe's hosted pages, never on ours.
Where is my data?
In the United States, on servers we run in a US cloud region, with encrypted backups in a second US region. Nobody outside the US has access to client data.
What if I want to leave?
Export everything with one click, at any time, free. We'd rather you stay because you like it.
Get your old price back, and keep it.
No card needed. Unlimited clients from day one.