AI add-on (US)

The AI add-on is a monthly subscription that turns on TaxDome’s paid AI features for your whole firm. It costs $200 a month per firm, every team member included, and starts with a 14-day free trial .

AI add-on at a glance

The AI add-on includes these TaxDome AI features:

• Rename documents —TaxDome AI renames the documents your clients upload
• Assign tags —TaxDome AI tags client uploads so you can filter them
• AI in tax return delivery —AI sorts the tax return into sections, prefills the tax summary, and places signature fields
• API and MCP —connect Claude, ChatGPT, or your other software to your TaxDome data, with technical rate limits only

Matching documents to the checklist isn’t part of the add-on—it’s included in every plan. To see which AI features are available outside the US, see which features your firm can use .

The price is the same regardless of how many team members or accounts you have. The AI add-on works with any TaxDome plan, is billed on its own invoice, and doesn’t change your plan, renewal date or subscription price.

Access and permissions

The firm owner and admins can start the free trial , and cancel or resume the AI add-on , in Team & plans. Until your firm has the AI add-on, the AI settings show a Get AI add-on button, and the AI toggles are locked.

Team members don’t need an additional access right to benefit from the AI add-on features, but each feature still follows its own settings. The firm owner or admin turns on document renaming and tagging in Settings > Firm settings, on the TaxDome AI tab. Each feature works independently, and by default they’re all off. Once on, they work automatically across every client account. API and MCP are enabled separately—see API & MCP access .

Start the free trial

The 14-day free trial is available once per firm. It requires a payment method for the first charge—if your firm doesn’t have one yet, you can add it right from the trial dialog.

To start the free trial:

1. Go to Settings > Team & plans from the left menu bar and open the Add-ons tab.

2. On the AI add-on card, click Start free trial.

3. Review the amount due today ($0) and the date of your first $200 payment, then agree to the terms.

4. Confirm to start the trial.

After you start the trial:

• The AI add-on features unlock right away
• TaxDome emails a reminder 7 days before the first charge
• When the trial ends, TaxDome charges $200 to your firm’s payment method
• The AI add-on then renews every month on the same date until you cancel it

If your firm has already used its free trial, the card shows Turn on instead of Start free trial. The steps are the same, but you pay $200 right away, and that day becomes your monthly billing date. You can change the card for the payment right from the purchase dialog.

Cancel the AI add-on

You can cancel the AI add-on at any time:

• During the free trial—the AI add-on stays on until the trial ends, and you aren’t charged
• After the trial—the AI add-on stays on until the end of the month you’ve paid for, then turns off. You aren’t charged again.

To cancel the AI add-on:

1. Go to Settings > Team & plans from the left menu bar and open the Add-ons tab.

2. On the AI add-on card, click Cancel.

3. Confirm the cancellation.

Resume a canceled AI add-on

If you cancel the AI add-on, you can undo the cancellation before the trial or the paid month ends. The AI add-on continues without a break: a trial carries on as before, and a paid add-on takes the next payment on the original date.

To resume the AI add-on:

1. Go to Settings > Team & plans from the left menu bar and open the Add-ons tab.

2. On the AI add-on card, click Resume.