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Agent 47
Who's waiting on us
Atlas AI, an operations hire for the work no one has time for
Atlas picks up the busywork every firm wishes it had someone for: the bulk updates, the stuck jobs nobody noticed, the follow-ups that fall off the list. Atlas is built within TaxDome’s complete platform, covering everything from intake and signatures to billing. It acts across your entire firm with full context, handing you results to approve rather than work to clean up.
Webby Award
honoree
40,000+
verified reviews
4.9★
average rating
App Store
Top 100 FinTech
15,000+
accounting firms worldwide
How Atlas powers your operations
Ready-made agents or custom workflows, tailored to your firm
Work the way that fits your practice best. Turn on pre-built agents for tax, CAS, and advisory to handle routine operational work. Or use our simple agent builder to automate workflows unique to your firm’s exact process.
Atlas can only do what your team is permitted to do
It inherits your TaxDome permission structure automatically, ensuring centrally restricted settings remain off for Atlas. Every action Atlas proposes is logged and attributed to the real person who approved it, giving your firm a complete audit trail of who signed off on every action.
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Atlas asks before it edits or deletes anything
Atlas asks for your approval before it edits or removes a file, record, or client. You can also set hard rules, like never delete documents, so that requirement holds even if Atlas gets something wrong.
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Your data stays where it already lives
Atlas works directly inside your TaxDome account. There’s no third-party AI processor in the loop, so your practice data never leaves the system of record you already trust. Every document, message, and record is encrypted in transit and at rest, backed by SOC 2 Type II certification and independent security audits.
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Your practice data is never used to train AI models
Data processed by Atlas stays inside TaxDome. Our customers’ data is not used by third parties for training AI.
Power your entire firm with native AI, or bring the tools you already love
Use AI built into TaxDome, or bring the tools you already have. With the TaxDome AI add-on, connect your AI assistant through an open connector (MCP) or hook up internal systems through our API. Either way, your firm data stays in one place.
Bring Atlas AI to your firm
Join the waitlist to see what it can do for your firm first.
Why 15,000+ tax, accounting, and bookkeeping firms trust TaxDome
TaxDome makes my life easier — and my CPA’s life easier too
TaxDome completely changed how I work with my CPA. I can scan and upload documents in seconds, chat securely, and keep track of everything in one place. If I ever had to switch accountants, my first question would be: “Do you use TaxDome?”
Our revenue increased 43%. Our bottom line increased 77%. We are running the business more efficiently.
We’ve definitely seen more referrals and great feedback. Even clients who used to hate logging into platforms are now saying, ‘Oh, this is nice.’ And when clients feel good, they talk about it. They’ve referred us, and that’s been super valuable.
We had reached a growth crossroads.
We realized that to continue to grow the right way, we would need better tools to support our clients and our staff. We ultimately landed on TaxDome. It provided the interface design and performance we desired for our clients. It also provided much better insight for our team into what our clients needed and helped them produce the promised service delivery at a much higher pace.
Frequently asked questions
Is my client data secure with TaxDome AI?
Yes. Atlas and every TaxDome AI feature run on the same AWS infrastructure that already stores your TaxDome data, with the same enterprise-grade encryption and SOC 2 Type II certification. Full details are in our Trust Center.
Will Atlas ever edit or delete something without my approval?
No. Atlas asks for your approval before it edits or deletes anything. You can also set hard rules, such as never delete documents, that hold no matter what.
Is my client data used to train AI models?
No. Your data stays inside TaxDome, and it is never used to train public AI models.
Do I need to be technical to use Atlas?
No. Atlas is built for firms that would rather skip setting up and managing their own AI tooling. Firms that already run their own AI tools can connect them through the MCP connector instead.
What does Atlas cost?
Atlas is free to try on every plan. Join the waitlist to be first in line.
Can I connect my own AI tool, like Claude or ChatGPT, to TaxDome?
Yes, with the TaxDome AI add-on. The open Model Context Protocol (MCP) connector lets your AI tool read and act on TaxDome data directly.
Is there a public API?
Yes. A documented public API is included in the TaxDome AI add-on, for firms, developers, and integration partners building on top of TaxDome.