Switching from TaxDome

How the move works, step by step

Most firms move clients, contacts, jobs and invoices in an afternoon. Documents take a little longer. Here is every step: what you click in TaxDome, and what happens in Taxporch.

Start free and importSee what you'd save
  • 2 to 4 hoursfor your lists
  • No passwordwe never ask for your TaxDome login
  • Dry runsee everything before it is saved
  • 0 emailsto clients until you invite them

The seven steps

  1. Start your trial and set up the firm

    15 minutes

    In Taxporch

    • Create your firm (no card), turn on two-step sign-in, add your logo and colour.
    • Invite your team. Each person gets their own login, never a shared one.

  2. Export your lists from TaxDome

    20 minutes

    In TaxDome

    • Clear all filters first. Exports follow the filter you have on, so a filtered list exports only part of your clients.
    • Clients > Accounts > export icon. Open the Archived tab and export it too if you want archived clients.
    • Clients > Contacts > export. TaxDome keeps emails and phone numbers on contacts, not accounts, so you need both files.
    • Workflow > Jobs, Tasks, and Billing > Invoices and Time entries: export each one you use.
    • TaxDome emails a download link for each file. The link works for 24 hours and needs your TaxDome login, so download each zip when it arrives.

    Faster, optional: TaxDome's API. The owner starts TaxDome's free 14-day AI add-on trial, turns on Settings > API & MCP > Enable API, and creates a read-only key. Paste it into Taxporch and we pull clients, contacts, pipelines, jobs and tasks for you. The key is deleted after the import. Revoke it and cancel the trial afterwards.

  3. Upload and check before anything is saved

    30 minutes

    In Taxporch

    • Import > Lists: upload each zip as it is, Accounts first, then Contacts, Jobs, Tasks, Invoices and Time entries.
    • Taxporch recognises which list it is and matches TaxDome's columns (Account Name, Tag #1, Linked account #1 and so on). Anything it can't place is shown for you to decide.
    • A dry run shows exactly what will be created and every warning. Nothing is saved until you click Import.
    • Run a file twice and nothing is duplicated. Clients are matched by TaxDome ID, email, then name.
    • Columns that look like Social Security or bank numbers are skipped and never stored.

    No emails go to your clients during an import.

  4. Move your documents

    1 hour to 1 day

    In TaxDome

    • In Documents, select client folders and click Download. TaxDome builds ZIP files of about 250 MB each.
    • On Windows with TaxDome Drive, you can also zip the Drive folder yourself.

    In Taxporch

    • Import > Documents: upload the ZIPs, up to 2 GB each. Big files go in pieces, and an interrupted upload picks up where it stopped.
    • Each top folder is matched to a client by ID or name, near matches included. You review the matches before any file is filed.
    • Your folder structure is kept. Folders named Private, Internal or Firm only stay hidden from clients. Files we already have are skipped.

    Hundreds of clients on a Mac? This is the slow part. Our done-for-you migration ($299) takes it off your hands.

  5. Save what TaxDome doesn't export

    30 minutes

    In TaxDome

    • Signed Forms 8879 and 8878 with their audit trail (keep 3 years) and T183 forms (keep 6 years).
    • Important chats, organizer answers and signed engagement letters, saved as PDF.
    • Your recurring invoice schedules: write them down, only one-time invoices export.
    • Saved cards and bank authorisations stay with TaxDome Payments. Clients enter them again the first time they pay you.

    In Taxporch

    • Drop those PDFs into each client's folder, or put them in the document ZIPs inside a folder called Firm only.

  6. Get the season ready

    20 minutes

    In Taxporch

    • A ready-made 1040 pipeline is waiting: it sends the organizer, then the document checklist, waits for the client's approval and signature, and moves jobs on by itself.
    • Starter organizers (1040, small business, new client, Canadian T1), request checklists and an engagement letter. Adjust them or use them as they are.
    • Clients > filter a tag (for example 1040) > tick all > Create a job, and every client is on the board.

  7. Invite your clients

    5 minutes

    In Taxporch

    • Clients > filter No portal access yet > tick all > Invite to the portal.
    • Each client gets one short email from your firm with a link to choose a password. It works on any phone.
    • Send in batches if you prefer, for example your 1040 clients first.

    Tip: keep TaxDome until you have compared client and document counts, then cancel before your renewal date.

What comes over

From TaxDome's own exports, checked against its help center in November 2026.

From TaxDomeMoves?How
Accounts, contacts, tags, custom fieldsYesCSV or API
Spouses and contacts linked to several accountsYesCSV or API
Pipelines, stages and jobsYesCSV or API (stages are created by name)
TasksYesCSV or API
One-time invoices with paid statusYesCSV
Time entriesYesCSV
Documents and foldersYesDocument ZIPs
Signed 8879s and audit trails, chats, organizer answersAs PDFsYou save them from TaxDome, we file them
Recurring invoice schedulesNoRecreate them in a minute each
Saved cards and ACH authorisationsNoClients add them again on your Stripe checkout
Automations, email and organizer templatesNoStart from our presets, or we rebuild 3 of each in the done-for-you migration
Social Security numbersNeverNot needed in the portal; skipped on purpose

What your clients see

One email from you

A short invitation in your firm's name with a link to choose a password. No app to install.

A familiar to-do list

Sign, approve, upload, answer and pay, in one list on their phone, just like before.

Signing that just works

First-time signers set their password and land straight on the form. Spouses sign separately, as the IRS expects.

Questions firms ask before switching

Do you need my TaxDome password?

No, never. Everything uses TaxDome's own export buttons or a read-only API key you create and revoke. Don't give your password to anyone, and don't use browser robots on TaxDome: its terms allow it to suspend accounts that do.

How long does it really take?

Your lists (clients, contacts, jobs, invoices) take an afternoon. Documents depend on how many gigabytes you have: a few hours on a fast connection, longer if you download client by client on a Mac.

Will my clients notice anything during the move?

No. Importing sends nothing to clients. They hear from you only when you click Invite to the portal, and then they get one short email from your firm.

Can I switch in the middle of tax season?

Yes. Run both side by side: import everything, invite clients in batches, and keep TaxDome read-only until your renewal date. Re-running an import later only adds what is new.

What if a client name doesn't match?

Every list and every document folder goes through a review step. Near matches such as "Garcia, Maria & Jose" and "Maria & Jose Garcia" are suggested; you confirm, change or skip each one.

We're on a Mac. Is that a problem?

Only for documents: TaxDome Drive is Windows-only, so you download ZIPs from TaxDome's web app instead. It works, it just takes longer. That's what the done-for-you migration is for.

Can you do it for us?

Yes. For $299 one-time (free on Team annual plans signed by December 31, 2026) we import your exports, upload and match your documents, rebuild up to 3 pipelines and 3 organizers, and do a 45-minute go-live call. You send the export files through a secure upload link.

Is there a full step-by-step guide?

Yes: the detailed import guide covers every export and column. Or compare what you'd pay first.

Ready when you are

Start your free trial and importSee pricing

Free importer on every plan. Done-for-you migration: $299.