Import from TaxDome
This is the detailed, step-by-step guide to moving a firm from TaxDome to Taxporch. Clients, contacts, jobs, tasks and invoices usually move in an afternoon. Documents take longer, depending on how many gigabytes you have and whether you use Windows or a Mac.
What you need
- Owner or admin access to your TaxDome firm.
- About 2 to 4 hours for the structured data, plus download time for documents.
- A Taxporch account (the free trial is enough to do the whole import and check it).
- Ideally, a quiet week before your TaxDome renewal date. Don't wait until days before it.
Step 1: Export your lists from TaxDome
TaxDome exports each list separately, as a zipped CSV file sent to you by email link. Filters apply to exports, so clear all filters first, or you will export only part of a list. TaxDome's menu names below come from its help center and can change.
| What | Where in TaxDome | Notes |
|---|---|---|
| Accounts | Clients → Accounts → export icon | Includes linked contacts and custom fields. Also open the Archived tab and export it if you want archived clients |
| Contacts | Clients → Contacts → Export contacts | Emails and phone numbers live here, not on accounts, so you need this file too. Each contact lists its accounts as "Linked account #1, #2…" |
| Jobs | Workflow → Jobs → export | All job data for the list you exported |
| Job recurrences | Workflow → recurring jobs → export | Optional; helps you rebuild recurring work |
| Tasks | Tasks list → export | |
| Invoices | Billing → Invoices → Export invoices | TaxDome exports one-time invoices only. Recurring invoice schedules are not exported |
| Time entries | Billing → Time entries → Export | Needs owner, admin or time-entry rights |
Each export arrives as an email link that works for 24 hours and needs your TaxDome login, so download each zip when it arrives. You don't need to unzip them. Paid or unpaid status comes with the invoices export; you don't need the payments export.
Step 2: Upload the CSVs to Taxporch
- In Taxporch, open Import → TaxDome.
- Upload the files one at a time, in this order: Accounts, Contacts, then Jobs, Tasks, Invoices and Time entries. You can upload the zip exactly as TaxDome sent it.
- Taxporch detects which list it is and matches TaxDome's columns automatically, including the numbered ones (
Tag #1,Tag #2,Linked account #1). Contacts are joined to accounts by account name, the way TaxDome links them. Any column it can't place is shown for you to map or skip. Columns that look like Social Security, ITIN or bank numbers are skipped and never stored. - Review the dry run: how many accounts, contacts, jobs and invoices will be created, which look like duplicates, and which rows have problems. Nothing is saved yet.
- Click Import. You get a report of what was created and what was skipped.
How TaxDome concepts map:
| TaxDome | Taxporch |
|---|---|
| Account (Individual, Company, Other) | Client account of the same type |
| Contact linked to several accounts | One contact linked to each account (for example spouses on a joint account) |
| Account tags | Tags |
| Custom fields | Custom fields with the same names |
| Team members on an account | Not imported. Give team members access to clients in Taxporch after the import |
| Jobs and tasks | Jobs in the matching pipeline, with their tasks |
| One-time invoices and payments | Invoice history with paid and unpaid status |
| Time entries | Time entries, billed or unbilled |
No emails go to your clients during import. You decide when to invite them (step 5).
Step 3 (optional): Pull data with the TaxDome API
TaxDome has an API. In the US it is part of the AI add-on ($200 a month), but the add-on's 14-day free trial includes the API. The owner starts the trial, turns on Settings → API & MCP → Enable API and creates a key with read-only access. Then:
- In Taxporch, open Import → TaxDome → Connect with an API key and paste a read-only key.
- Taxporch pulls clients, contacts, jobs, tasks and pipelines in the background and shows the same preview as the CSV route.
- The key is used for this import only and then deleted from our systems. Revoke it in TaxDome and cancel the AI trial when you're done.
The API does not cover invoices or time entries, so use the CSV exports for those. If you have no key, skip this step: the CSV route covers the same data.
Step 4: Move your documents
Documents are not part of TaxDome's data export. There are two ways to get them out.
Windows: TaxDome Drive (fastest).
- Install or open the TaxDome Drive desktop app. Your clients' document trees appear as a drive in File Explorer.
- Right-click the clients folder on that drive and choose Send to → Compressed (zipped) folder. Split very large firms into a few ZIPs of up to 2 GB.
- In Taxporch, open Import → Documents and upload the ZIPs. Large files are sent in pieces and an interrupted upload picks up where it stopped.
- Taxporch matches each top-level folder to a client account by ID or name, including near matches (for example "Garcia, Maria & Jose" and "Maria & Jose Garcia"). You review the matches before anything is filed. Duplicates are skipped by fingerprint, and every file is encrypted as it is stored.
Mac (or no Drive app).
- In TaxDome, open a client's documents, select all folders and click Download. TaxDome builds a ZIP; large selections are split (an older TaxDome video mentions 250 MB per ZIP).
- Drop the ZIPs onto Import → Documents in Taxporch. They are unzipped and matched to clients the same way.
- For several hundred clients this is tedious. This is the main reason firms choose the done-for-you migration.
Step 5: Invite your clients
When the data looks right, open Clients, filter No portal access yet, tick the clients (or "all matching") and choose Invite to the portal. Each client gets one short email from your firm with a link to choose a password. The portal works on any phone, and clients can also sign in later with a one-time link instead of a password. Invite in batches if you like, for example your 1040 clients first.
Before you leave TaxDome: what can't be exported
TaxDome's exports don't include everything. Save these yourself while you still have access:
- Signed documents with their audit trails, especially Forms 8879 (keep 3 years) and T183 (keep 6 years). Download the signed PDFs and any signature certificates and upload them to each client in Taxporch. They are then locked for retention like any signed record.
- Chats and messages. No export was found. Print or save the important threads as PDF.
- Organizer answers. Download completed organizers as PDF.
- Proposals and engagement letters with their signatures.
- Recurring invoice schedules. Note them down and recreate them; only one-time invoices export.
- Saved cards and ACH authorizations. Payment methods stored with TaxDome Payments can't be moved. Clients re-enter them on your Stripe checkout the first time they pay.
- Pipelines, automations, email templates and organizer templates. These don't export in a portable form. Start from our presets and adjust, or let us rebuild up to 3 pipelines and 3 organizers in the done-for-you migration.
A realistic timeline
| When | What |
|---|---|
| Day 1, 1 hour | Start the trial, set up two-step sign-in, branding and team |
| Day 1, 2 to 3 hours | Export the TaxDome lists, run the CSV import, check the dry run |
| Days 1 to 3 | Move documents (hours on Windows, longer on a Mac with many clients) |
| Day 3 or 4 | Save what can't be exported; set up pipelines and the organizer |
| Day 4 or 5 | Invite clients in batches; keep TaxDome read-only until your renewal date |
Done-for-you migration
$299 one-time, and free on Team annual plans signed by December 31, 2026. We run the import from your exports, match and upload documents, rebuild up to 3 pipelines and 3 organizers from your TaxDome set-up, and hold a 45-minute go-live call with you. We never ask for your TaxDome password: you send us the export files, and we use a secure upload link.
Questions: support@taxporch.com.