TaxDome

TaxDome is a practice management platform built for tax, bookkeeping, and full-service accounting firms. Trusted by 15,000+ firms and 6M+ of their clients, it brings internal communication, a secure client portal, CRM, and project management into one place to help firms of every size scale their practice and hit deadlines. TaxDome has won CPA Practice Advisor’s Readers’ Choice Award for Comprehensive Firm Workflow Solutions three years in a row (2024–2026).

Just some of TaxDome’s features include:

• AI-Powered Tax Prep – Intake & Review – AI generates client intake checklists from last year’s return and sorts and packages tax returns for review, so delivery takes minutes.
• Atlas – AI Operations Assistant – Atlas works as a full-time operations assistant, taking on routine firm tasks so the team can focus on client work.
• AI Integrations – MCP & Public API – MCP and a public API connect TaxDome to the AI tools firms already use, including Claude and ChatGPT.
• Lead Capture – Automated Onboarding – Workflow automation turns leads into clients without manual work, sending personalized messages, contracts, invoices, organizers, and more based on client responses.
• Automatic Client Communication – Secure message and email automations triggered by job status keep clients informed about the work happening behind the scenes.
• Schedules – Recurring Jobs – Users can set up recurring jobs that are created automatically on any schedule.
• Accept Credit Cards & ACH Payments – Integrated, secure payment processing lets firms accept credit card and ACH payments directly in TaxDome.
• Lock Documents to Invoices – Documents can be locked until the related invoice is paid and unlock automatically after payment, helping firms reduce accounts receivable and get paid faster.
• CRM – Unlimited Contacts – Firms can manage all clients and associated contacts with filters, search, and progress tracking. There is no limit on contacts, so costs don’t rise as the firm grows.
• Targeted & Personalized Bulk Emails – Using an existing email account, firms can send emails from TaxDome to one or multiple clients at once.
• Time Tracking – Online Timesheets – Users select a client, start the timer while working, stop it when done, and add notes about the task.
• Employee Time Monitoring – Time tracking helps teams stay focused on productivity, and timesheets are integrated with billing.