Jetpack Workflow vs TaxDome (2026): which should you pick?

Jetpack Workflow

• Bookkeeping and accounting firms with recurring client deadlines
• Firm owners who want status across staff without check-in meetings
• Solo accountants moving client work off spreadsheets

TaxDome

• Tax and accounting firms that want one system for clients and work
• Firms that exchange documents and signatures with clients online
• Firms that bill clients in QuickBooks Online

Jetpack Workflow

• Time tracking, budget reports and capacity management need the Premium plan.
• Document storage is an add-on at $5 per 100GB, available at checkout.
• An onboarding setup and training package is an optional $1,500 one-time add-on.
• Pricing is per seat, so cost rises with the number of staff who log in.

TaxDome

• Pricing could not be read: the vendor's site answered with a bot check, so no plans or prices are listed here.
• Clients need their accountant to sign up for TaxDome before they can use the client portal app.
• The mobile apps listed here are for iPhone and iPad; no Android listing was read.

Jetpack Workflow

Recurring project templates

Set up a service template with custom fields and tasks, give it a recurring schedule, and assign it to one or many clients in bulk.

Client management

A native CRM makes client data available and filterable by any project or task.

Change management

Updating a template can push the change to all related projects and tasks instead of editing each one.

Time tracking and budgets

Premium logs staff time across clients and projects and compares budgets with actuals in reports.

Capacity management

Premium shows weekly and yearly staff capacity so firm owners can see who has room for more work.

TaxDome

Client portal

A custom-branded website and client portal for secure messages, client tasks, document exchange and payments.

Workflow automation

Project management and automation designed for tax and accounting work, with team @mentions and notifications.

CRM and messaging

A CRM synced with the firm's email, with contact and account records, notes and one-tap text, call or email from the mobile app.

E-signatures and engagement letters

The listing says e-signatures, contracts and engagement letters are unlimited, so no separate signing service is needed.

Invoicing and organizers

Invoices can be paid by ACH or credit card and sync with QuickBooks Online; customizable organizers replace generic PDF forms.

Jetpack Workflow

• Starter$40

  per seat / month, billed annually ($49 billed monthly)

  Unlimited projects, clients and templates, customizable automation, team collaboration and live chat and email support.

• Premium$50

  per seat / month, billed annually ($59 billed monthly)

  Everything in Starter plus time tracking and logs, budget and actuals reports and weekly and yearly capacity management.

• EnterpriseCustom

  For large firms with security requirements and heavy customization: SSO and a dedicated account manager.

TaxDome

Pricing could not be confirmed. See taxdome.com.

Jetpack Workflow

• Annual discount

  Lower per-seat price with annual billing

  The pricing page lists Starter at $40 and Premium at $50 per seat a month billed annually, against $49 and $59 billed monthly.

TaxDome

No public discounts listed.