The TaxDome alternative for firms that want to pay monthly and run simpler
TaxDome is a capable client-facing platform on yearly, per-user contracts. ZenWorkflow runs workflows, timesheets, billing, staff leave and AML/KYC month to month from €39 per user, and most teams are working in it within days. Here is what switching involves.
When firms start looking for a TaxDome alternative
TaxDome reviewers rarely complain about what it does. These are the moments that send them looking.
The renewal invoice
Every seat is paid a year in advance at $800 to $1,200 per user. Adding a trainee for busy season means a yearly seat, or a seasonal one at $100 a month.
Setup never quite finished
Pipelines, organisers and automations take a season to configure. Firms that wanted a system their team adopts in a week end up with one that needs an administrator.
Compliance lives elsewhere
There is no PEP or sanctions screening and no risk assessment, so EU and UK regulated firms run a second tool for AML/KYC.
Work is tracked, people are not
Staff leave, balances and capacity are outside the product, so planning around who is available still happens in a spreadsheet.
What you keep, what you gain
Most of what your team does in TaxDome carries straight across. The rest is what they have been doing in other tools.
You keep: pipelines as workflows
Every TaxDome pipeline becomes a workflow template with sections, checklist items, owners and due dates. Recurring work launches itself on the same schedule.
You keep: invoicing and time
Time entries, fixed fees and expenses flow onto invoices the same way, with estimates, credit notes and receipts in the same ledger.
You gain: AML/KYC on the client
Screening, risk assessments and KYC document expiry sit on the client record, with reports on who is due for review.
You gain: leave and capacity
Leave requests, balances and a team calendar next to the work, so deadlines are planned around real availability.
What you give up when you leave TaxDome
What you give up is the client-facing layer: TaxDome's branded portal, mobile app, unlimited e-signatures and two-way SMS. ZenWorkflow shares documents and statements through secure links and email instead. If the portal is the heart of how you work with clients, read the side-by-side comparison before deciding.
What to export from TaxDome before you cancel
Do this ahead of your renewal date, while you still have full access. Everything below imports into ZenWorkflow from a spreadsheet or lands in your Google Drive.
- Contacts and accounts to CSV, including custom fields and tags
- Client documents from each account's Docs tab (bulk download per folder)
- Open jobs and their pipeline stage, so nothing in flight is lost
- Invoices and payments history to CSV for your records and client statements
- Pipeline and task templates, exported or screenshotted, to rebuild as workflow templates
- Signed engagement letters and organiser responses as PDFs
Switching from TaxDome in four steps
Guided onboarding imports your data and validates it with you before go-live.
Export before renewal
Pull contacts, accounts, documents and open jobs out of TaxDome four to six weeks before the renewal date.
Import and verify
Import clients, contacts, directors and shareholders from the spreadsheet. A specialist checks the mapping with you before anything goes live.
Rebuild pipelines as templates
Recreate each pipeline as a workflow template, or let the AI draft it from your description, then launch the next cycle from ZenWorkflow.
Run one cycle side by side
Keep TaxDome read-only for the last month of the contract while the team works in ZenWorkflow, then let it lapse.
Switching from TaxDome: questions firms ask
Straight answers on data, timing and what changes for the team.
It depends on what you are leaving for. If the reason is yearly per-user contracts, a long setup, or missing AML/KYC and staff leave, ZenWorkflow is built for exactly that: monthly billing from €39 per user, a team working in it within days, and compliance and leave included. If you are leaving because you want an even richer client portal, look at Canopy or Karbon instead.
Yes. Contacts, accounts, custom fields and open jobs import from the CSV exports TaxDome provides. Documents go into Google Drive folders connected to each client. Invoice history imports on request.
ZenWorkflow has no branded portal or client mobile app. Clients receive documents, statements and invoices by email and through secure links. Firms that depend on organisers and e-signatures every week should weigh that carefully.
TaxDome contracts are yearly and paid upfront, so time the move to your renewal date. You can run a ZenWorkflow trial and import your data at any point before then without paying for both.
A firm with a few hundred clients is usually live within two to three weeks: a week to export and import, a week to rebuild templates and check the first cycle, and a few days of running the two systems side by side. Larger firms with invoicing history to bring across take longer, and we plan that with you.
Most teams are working in ZenWorkflow after one onboarding session. Workflows, timesheets and invoices follow the way firms already work, and the knowledge center covers every screen. Partners usually need the reporting walkthrough only.
Yes. ZenWorkflow is built in the EU and is used by accounting, audit, tax, legal and corporate-services firms across Europe and beyond. It bills in EUR or USD, supports multiple entities from one login and includes the AML/KYC due-diligence that EU and UK regulated firms need, without a US-tax or Companies-House-only focus.
Yes. Start a free trial with no credit card, import a handful of clients and run one real engagement end to end. Book a demo if you would rather see your own workflows set up first.
Leaving TaxDome? Bring one engagement across and see
Start a free trial, or book a demo and we will import a handful of your clients and run one real job end to end.
No credit card required. Free 14-day trial.