These two overlap on the client portal and engagement letters, and many firms could use both. TaxDome describes itself as the operating system for a practice: client portal, proposals and engagement letters, invoicing and payments, and workflows in one product. Briefi does not run your firm’s work or take payments. It prepares and writes up the client meeting, signs the engagement letter with its fee schedule, collects documents and keeps the register of each client’s entities. If you want one product to run the practice, look at TaxDome. If your gap is the client conversation, look at Briefi.
What each does today. Every line about TaxDome links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | TaxDome | |
|---|---|---|
| Clients | ||
| Client portal | Briefi AdvisorAdvisor plansOff by default for each workspace; switch it on where you want it | TaxDomeYesA client portal and mobile app on all plans2 |
| Engagement letters signed online | Briefi AdvisorYesYour own wording, with the fee schedule inside what is signed and a certificate page on the signed PDF | TaxDomeYesProposals and engagement letters, with unlimited e-signatures at no extra cost21 |
| Requests for client documents | Briefi AdvisorYesAsk for the year’s records, track what has come back; your team accepts or waives each file | TaxDomeYesClient requests are listed on its overview page1 |
| Invoicing and online payments | Briefi AdvisorNoBriefi does not take payments from your clients | TaxDomeYesInvoicing and Stripe payments2 |
| Connections | ||
| QuickBooks Online, Stripe and Zapier | Briefi AdvisorNo direct connectionBring a client list across from an export, or send entities and lodgement status through the API | TaxDomeYesIts overview lists QuickBooks Online, Stripe, Dropbox, Calendly and Zapier1 |
TaxDome runs the practice. Briefi runs the client conversation. TaxDome’s pages we read describe no meeting tools and do not name Xero, but a page that does not mention something is not proof it is absent, so those are not scored. A row appears only where TaxDome’s own pages say something we could check.
If any of these decides it for you, TaxDome is likely the better fit today.
TaxDome describes itself as practice management for tax, bookkeeping and accounting firms, with portal, workflows, billing and a branded mobile app available as an add-on. Briefi is not a job or workflow manager for your team.12
TaxDome lists invoicing and Stripe payments, with documents locked to invoices. Briefi takes no payments from your clients.21
TaxDome includes the client portal on all plans. Briefi’s portal is on the Advisor plans and starts switched off.2
TaxDome’s security page states SOC 2 Type II, ISO 27001 and other certifications and attestations.3
Briefi was built for practices that meet the same families for years. It does not replace a practice management system. It covers what happens with the client around it.
A brief generated before you meet, a recap after with decisions and actions that have an owner, and a follow-up drafted for you to check and send from your own mailbox.
The fee schedule is part of what is signed, and the signed PDF carries a certificate page with names, times and a SHA-256 digest. Initials carry forward on an amendment.
Ask a client for the year’s records, see what has come back and chase the rest. Your team accepts or waives each file.
A register of the companies, trusts and super funds a family group controls, with the lodgements each owes. It never holds a tax file number.
Briefi’s identity checks are not available yet, and it does not take payments from your clients. It has no direct connection to TaxDome; a client list can come across from an export, or through the API.
Briefi charges a monthly plan price, with the seats and allowances each plan includes set out on the pricing page. TaxDome charges for each seat, billed upfront for the year. Its figures are as shown on its pricing page on the date given, and the plan cards name no currency; check the page before you decide.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
No, and it is not meant to. TaxDome runs the practice, including billing and payments. Briefi handles the client meeting, signing, document requests and the entity register.
Yes. Many firms could use TaxDome to run the work and Briefi for the client conversation. There is no direct connection between them, so a client list comes across from an export or through the API.
Yes, on the Advisor plans. It is off by default for each workspace until you switch it on.
No. Briefi signs the engagement letter and keeps the fee schedule in it, but does not invoice or collect from your clients.
In Briefi, stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are.
Last reviewed 15 October 2026. Facts about TaxDome come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages