Pay and manage your TaxDome subscription

Depending on your country, you can pay for TaxDome services, such as subscriptions, additional seats or accounts, and top up your firm balance by card, bank debit or mobile app. This article lists available methods and provides all instructions you may need.

Pay for your subscription

You can pay for your TaxDome subscription by bank debit or card. Any applicable sales tax is calculated automatically and shown before you confirm payment. If your firm has the AI add-on , it’s billed monthly on its own invoice and doesn’t change your subscription price or renewal date.

Note

Your payment method is stored securely in our payment processor, Stripe , a trusted and PCI-compliant provider that encrypts and carefully stores your payment details.

Paying by bank debit

TaxDome offers a variety of ways to pay by bank debit:

• Paying by ACH or US bank debit

• Paying by SEPA Direct Debit

Paying by ACH or US bank debit

Tip

You can earn a bonus when paying by US bank debit. The bonus amount will be displayed during payment and added to your firm balance once the payment is complete. The bonus can be applied toward KBA, SMS, and more—learn how it works with your firm balance in this article .

To pay by the US bank debit, select the US bank account on the Payment page:

To proceed, enter your Email and Full name and then you’ve got two options:

• Select your bank and continue entering all the required details on its website via the Stripe payment provider
• Or, click the Enter bank details manually instead link at the bottom of the sidebar and type in your Routing number, Bank account number and other required details, then click Submit

Once done, click Submit payment. Your bank account is verified automatically, so there’s no waiting period or bank statement code to enter—your subscription payment goes through right away.

Paying by SEPA Direct Debit

Note

This payment option is exclusively for firms in the EU countries where the Euro is the official currency.

To pay by SEPA Direct Debit , select SEPA Debit on the Payment page:

To proceed, enter the following information:

• IBAN
• Email
• Full name
• Country
• Address
• Postal code
• City

Once done, click Submit payment and reload your firm’s page.

The processing time for payments can extend up to 14 business days. In the event of a payment failure, you will receive notification via email and an orange status bar will appear at the top of your portal. During subsequent attempts to charge the account, you will be provided with a grace period of 14 days.

Important

If all attempts are unsuccessful after the grace period, you will lose access to the account. Please reach our support team for assistance.

Paying by card

To pay for TaxDome services by card, select Card while paying for any TaxDome service.

Enter the following details:

1. Card number

2. Card expiration date

3. CVC/CVV (the three-digit number on the back of your card)

4. Your country

Depending on your country, you may need to enter additional details. In the US, this would be your ZIP code.

Then click Submit. Depending on your bank, you may also be required to complete 3D-Secure verification.

Change & delete payment method

When you need to change or delete your payment method, follow these steps:

1. Go to Settings > Team & plans and open the Plan overview tab.

2. Click Update in the Payment method section.

Here, you can:

• Change your payment method with a new one by clicking Add new card
• Change your payment method to any existing one by clicking on it
• Delete your payment by hovering over it and clicking the trash icon to the right. You cannot delete the payment method you are using right now (first, select another one).

Handle failed subscription payments

When payment for an upgrade, additional seats or accounts, or subscription renewal fails (for example, due to insufficient funds), you’ll receive an email notification and see an alert at the top of your screen.

Click the notification to update your payment method and retry the payment. If you don’t take action, the system will automatically retry charging your payment method after several days. If the payment continues to fail, your subscription will become past-due.

Important

When a subscription becomes past-due, you, your team, and your clients lose access to the TaxDome portal.

Pay a past-due subscription

To process your subscription renewal:

1. Log in to your portal and click Pay in the status bar at the top.

2. Review what’s being renewed and confirm.

3. Enter the payment details and click Save.

Note

Payment of a past-due subscription does not change your renewal date.

Access your invoices

To access your invoices, go to Settings > Team & plans, open the Invoices tab and click Download invoice on the right or print it by clicking the print icon.

Here, you will find all the invoice details:

• Invoice number: Each invoice has a unique number

• Description: A memo about the contents of the invoice, e.g. ‘Subscription renewal’.

• Status: An invoice can be Paid or Unpaid

• Date: The date the invoice was issued

• Amount: The amount of the invoice

Cancel your TaxDome subscription

Important

Cancellation requests should be submitted at least 7 business days before your renewal date.

TaxDome subscriptions can’t be paused and resumed later—only canceled. If you wish to cancel your TaxDome subscription:

1. Go to Settings > Team & plans and open the Plan overview tab.

2. In the Plan overview section, click the three dots and select Cancel subscription, then submit the form.

After your subscription is canceled, you’ll still be able to access the portal until the subscription expiration date.

Tip

Export all your data if you wish not to renew or to cancel your subscription.

Note

Subscriptions for TaxDome services are non-refundable. If you think there’s been an error in billing, please contact our support team and we’ll work with you to find a solution.

Delete your TaxDome account

Only a firm owner can request permanent deletion of a firm’s account. This is different from canceling your subscription: deletion permanently erases all client data, uploaded files, billing history, team member data, and tasks/pipelines—it can’t be undone or recovered.

To request deletion, email [email protected] from the address linked to your user account.

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