Agent 47
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Atlas agents will work inside your TaxDome account, watching for what’s stuck, running the cleanup nobody schedules, and handling the bulk work that used to take a hundred clicks. Turn on a ready-made agent for tax, CAS, and advisory work, or build your own to match how your firm operates. You review the results either way.
No single stuck job or unanswered message sinks a firm. It’s the volume: small tasks that each take a few minutes, multiplied across every client, every week, until they add up to hours nobody accounted for.
A job sits in “awaiting client info” for two weeks. Nobody’s tracking it, so nobody notices until the client asks what happened.
A client question gets buried under the next twenty messages in the thread. It’s still sitting there, unanswered, weeks later.
Duplicate clients, stale chat threads, closed tasks that pile up. Cleaning them up one by one never makes it to the top of the list.
Nothing to configure, nothing to learn first
Atlas agents start with a library of ready-made skills, not a blank slate you have to build from (though you can, if your practice needs something specific). Turn one on, and it works on your firm’s real data.
Join the waitlist to see what they can do for your firm first.
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?”
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.
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.
No. Ready-made agents are designed to work without setup, and the agent builder doesn’t require code.
Ready-made agents are pre-built for tax, CAS, and advisory, work with nothing to set up. Custom agents use the agent builder to match a workflow unique to your firm.
No. Atlas asks before editing or deleting anything. You can also set hard rules that hold regardless.
No. Data processed by Atlas stays inside TaxDome and is never used to train any model or shared outside the platform.
Not at launch. Each agent runs one skill at a time, and chaining skills together, so one agent’s output feeds another’s input, is planned.
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