---
title: "TaxDome bookkeeping and accounting, done for you"
description: "Dedicated TaxDome bookkeepers and accountants: setup, daily bookkeeping, reconciliation, clean-up and reporting inside TaxDome."
url: https://ledgerbpo.com/software/taxdome/
updated: 2026-09-11
publisher: LedgerBPO (SS Support Network LLC)
language: en-US
---

# TaxDome bookkeeping and accounting, done for you

LedgerBPO's TaxDome bookkeeping services give accounting firms a named dedicated accountant who works inside the firm's own TaxDome account: moving jobs through pipelines, clearing organizer and document requests, posting client bookkeeping in the linked ledger, and preparing tax workpapers under IRS section 7216 consent. Your firm reviews, signs and files. We never do.

- Since 2020
- Your subscription, your data
- Practice management
- US · CA · UK · AU

[Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) In short

- Named accountant working inside your TaxDome pipelines and client portal
- Bookkeeping, workpapers and tax-return data entry; your firm reviews and signs
- Section 7216 consent collected before any US tax-return data reaches us

Updated September 2026

## Why businesses on TaxDome outsource

Firms adopt TaxDome to standardize how work flows: pipelines, automations, organizers and e-signatures all live in one place. The bottleneck then shifts from process to people. Jobs sit in the waiting-on-documents stage, bookkeeping for write-up clients falls behind, and partners spend evenings on data entry that a trained accountant could do inside the same system.

Outsourcing the staff-level work keeps the firm's TaxDome setup intact while adding capacity without headcount. A dedicated accountant takes the pipeline stages your team has defined, works them in order, and hands each job to your reviewer with the workpapers attached. The firm keeps client ownership, sign-off and the client relationship. Month-to-month terms mean capacity can flex with tax season.

## What we do inside TaxDome

### Pipelines and automations

We work the stages you build in TaxDome pipelines, complete the tasks attached to each stage and move jobs forward so automations fire on schedule. Nothing is re-engineered without your approval.

### Organizers and document requests

We send organizers, follow up on unanswered document requests through secure messages, and file what arrives into the client's TaxDome Docs folders using your naming rules.

### Client bookkeeping in your ledger

For write-up clients we post, categorize and reconcile in the linked QuickBooks Online or Xero file, then attach the trial balance and reconciliation reports to the TaxDome job.

### Tax preparation support: your firm reviews and signs

We prepare workpapers, enter data into the return in your tax software and clear diagnostics for e-file readiness. Your firm reviews, signs and e-files. We hold no PTIN and never sign or transmit a return.

### Section 7216 consent tracking

Before any US tax-return information is shared with our team, we help the firm obtain IRS section 7216 written consent through TaxDome e-signature and log the consent against the client record.

### Invoices, time and payments

We raise invoices from TaxDome time entries or your fixed-fee templates, track payments taken through TaxDome's payment processing, and reconcile them to the firm's own books each month.

## Integrations we reconcile

- **[QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/)** We reconcile TaxDome invoices and payments synced to the firm's QuickBooks Online file and clear unmatched items monthly.
- **[Drake Tax](https://ledgerbpo.com/software/drake-tax/)** Returns printed to TaxDome from Drake are filed to the client folder and linked to the job for reviewer sign-off.
- **[Lacerte](https://ledgerbpo.com/software/lacerte/)** Lacerte outputs saved through the TaxDome print driver are matched to the pipeline job and the section 7216 consent on file.
- **[UltraTax CS](https://ledgerbpo.com/software/ultratax/)** UltraTax return packages are stored in TaxDome Docs and routed for e-signature of Form 8879 by the firm.
- **[Stripe](https://ledgerbpo.com/software/stripe/)** Client card payments taken through TaxDome are matched to Stripe payouts and posted to the firm's ledger.

## Migration to and from TaxDome

### Moving to TaxDome

Moving a firm onto TaxDome means rebuilding client lists, contacts, pipelines and document folders in a new structure. We help import clients by CSV, map existing job stages to TaxDome pipelines, upload prior-year files into client folders and set up organizer templates. The firm approves every pipeline before it goes live. We do not change engagement terms or client-facing messaging without written sign-off.

### Moving from TaxDome

If the firm is leaving TaxDome for Karbon, Canopy or another platform, we export client records, open jobs, time entries and documents in an ordered set. Each export is checked against a control count before the old account is closed. Invoices and payments are reconciled to the general ledger so no revenue or receivable is lost in the move, and prior-year files stay retrievable.

[Accounting software setup and migration](https://ledgerbpo.com/services/accounting-software-setup/)

## Common TaxDome reconciliation problems we fix

1. ### Jobs stalled at document stages
Pipelines only move when someone chases the missing items. We follow up on open organizer and document requests every business day and log each contact in the client record.
2. ### Write-up clients behind at tax time
Bookkeeping for small business clients often waits until the return is due. We keep monthly books current all year so the tax job starts from a reconciled trial balance.
3. ### Partners doing data entry
Senior staff entering source documents into returns is expensive capacity. We enter data and prepare workpapers; the partner reviews and signs.
4. ### Firm invoicing lags the work
Time sits unbilled when nobody turns entries into invoices. We bill from TaxDome each week or month on the schedule you set and reconcile payments to your ledger.
5. ### Consent and access records are scattered
Section 7216 consents, engagement letters and signed 8879s need to be findable in one place. We file each against the client folder and confirm the consent exists before touching return data.

## Other practice management platforms

- [Canopy](https://ledgerbpo.com/software/canopy/)
- [Karbon](https://ledgerbpo.com/software/karbon/)
- [All 50 platforms](https://ledgerbpo.com/software/)

## Frequently asked questions

### How much do TaxDome bookkeeping services cost?

Pricing depends on volume and scope, so we send a custom quote within 1 business day. The quote reflects how many clients sit in your pipelines, whether you need bookkeeping, tax preparation support or both, and seasonal peaks. As a market reference, offshore staffing for CPA firms typically runs $10 to $25 per hour against $40 to $75 for US-based staff (Madras, Acculink, 2026).

### Do you work inside my existing TaxDome account?

Yes. Your firm adds our named accountant as a team member with the access rights you choose. Clients, pipelines, documents and billing stay in your account, under your subscription and your firm's name. Nothing is copied to a separate system.

### Will you sign or e-file returns from TaxDome?

No. We provide tax preparation support only: workpapers, data entry and diagnostics review. Your firm reviews, signs and e-files every return. We hold no PTIN. See our tax preparation support page for the full division of duties.

### How is IRS section 7216 consent handled?

Before any US tax-return information is shared with our team, the firm obtains written section 7216 consent from the client, which can be signed through TaxDome e-signature. We record the consent date against the client record and do not open return data until it is in place.

### Can you run our client bookkeeping as well as the tax work?

Yes. Many firms have us keep the monthly books in the client's QuickBooks Online or Xero file, then prepare the year-end workpapers from those reconciled books. The firm's reviewer sees one connected set of files. Our dedicated accountants page describes the staffing model.

### Who on your side will we deal with?

A named accountant, a trained backup and a team lead. Your firm messages them directly through TaxDome or the LedgerDesk portal. The same people stay on your account month to month, so they learn your pipelines, your naming rules and your clients.

Next step

## Books closed. Invoices paid. Every month.

Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close.

- Reply from a named person within 1 business day
- No setup fee, month-to-month
- Your software, your data, no lock-in

Start with a custom quote

[Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours.

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Source: https://ledgerbpo.com/software/taxdome/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt
