SwiftChecklist vs TaxDome
SwiftChecklist gives accounting firms a fast, client-friendly onboarding experience — magic-link portal access, conditional intake forms, and e-signatures at a predictable flat rate. For firms where client adoption and time-to-value are the priority, SwiftChecklist gets your team live in 30 minutes without a weeks-long implementation.
Which is right for your accounting firm?
Start free trial — 30 days, no cardWhy professional services firms choose SwiftChecklist
Predictable flat pricing
One monthly rate for your whole team — no per-user fees that scale up as you add staff.
Clients actually use it
Magic-link access means clients open the portal on the first try — no password resets, no support calls.
Live in 30 minutes
No weeks of onboarding. No implementation project. Your first client workflow is ready the same day.
Feature-by-feature comparison
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| Feature | SwiftChecklist | TaxDome |
|---|---|---|
| Client Intake & Forms | ||
| Native intake forms / organizers | ||
| Conditional logic | Field-level | Section-level only |
| Forms without client login | ||
| Tax organizers | ||
| Client Portal | ||
| No-login magic link access | ||
| Client account required | ||
| Mobile app for clients | Responsive web | iOS & Android |
| White-labeled mobile app | — | |
| Two-way SMS | ||
| Secure messaging | ||
| E-Signatures & Documents | ||
| Unlimited e-signatures | ||
| Knowledge-based authentication (KBA) | ||
| Document storage | Unlimited | |
| Desktop drive integration | ||
| IRS transcript downloads | Pro+ | |
| Workflow & Automation | ||
| Workflow automation | ||
| Conditional pipeline stages | ||
| Time tracking | ||
| Invoicing | ||
| Proposals / engagement letters | ||
| Website builder | ||
| Integrations | ||
| QuickBooks / Xero | ||
| Tax software (Drake, CCH, ProConnect) | ||
| Zapier | Firm plan | |
| Public API | ||
| Multi-language support | 14+ languages | |
| Setup & Pricing | ||
| Estimated setup time | ~30 minutes | Days to weeks |
| Monthly billing available | ||
| Free trial | 30 days | Limited |
| Flat pricing (no per-user fees) | ||
Pricing comparison
SwiftChecklist
One user, 50 clients, forms + e-signatures
8 team members, 250 clients
TaxDome
Annual only ($800/yr). Solo user only
Annual only ($1,000/user/yr)
Annual only ($1,200/user/yr)
💡 A 5-person firm on TaxDome Pro pays $415/mo ($5,000/yr). On Business: $500/mo ($6,000/yr). SwiftChecklist Firm at $89/mo ($1,068/yr) saves $3,932–$4,932 per year. TaxDome prices have increased annually since 2023.
When TaxDome might be a better fit
Different tools are built for different needs. TaxDome is a great choice if your priorities include:
- Firms that want an all-in-one platform — CRM, invoicing, time tracking, proposals, and tax organizers — in a single subscription.
- Practices that need tax-specific features like IRS transcript downloads, KBA e-signatures, or desktop drive integration.
- Multi-language firms with international clients requiring support for languages beyond English.
Why firms choose SwiftChecklist
- Flat $89/mo for 8 team members — one predictable monthly cost that doesn't grow with every hire.
- Magic-link client portal — clients access their documents and checklists with a single click, no account required.
- Send client intake forms without requiring portal login — clients complete forms from any device, frictionlessly.
- Month-to-month billing available — start and scale without an annual commitment.
- 30-day free trial with full access — enough time to run a real client engagement and see the value.
SwiftChecklist is designed for
Solo CPAs and small accounting firms that want a fast, affordable client onboarding platform that clients will actually use — without per-user pricing or a multi-week implementation.
Frequently asked questions
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