The backlog every firm has, handled by agents. Coming soon.

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.

Client comms

Agent 47

Who's waiting on us

Billing

Agent 84

Overdue invoices reminder

Workflow

Agent 31

Overdue tasks by owner

Atlas

Build an agent by describing it

Reporting

Agent 15

Morning bottleneck report

Client comms

Agent 52

Missing documents follow-up

Client comms

Agent 89

Inbox triage by urgency

Workflow

Agent 36

Clean up stale closed tasks

Atlas

Describe it once, run it for every client

Workflow

Agent 20

Organize client folders

Client comms

Agent 57

Unsigned engagement letters

Tax

Agent 94

Returns sent, not yet approved

Workflow

Agent 41

What's stuck in the pipeline

Atlas

No builder, no rules to configure

Reporting

Agent 25

Firm performance report

Reporting

Agent 62

Client debrief summary

Client comms

Agent 99

At-risk client flag

Client comms

Agent 46

Silent clients follow-up

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40,000+ verified reviews
4.9★ average rating
App Store Top 100 FinTech
15,000+ accounting firms worldwide

The jobs that fall off the list because there’s no time

It’s rarely one big miss, it’s a hundred small ones

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.

Atlas finding the client threads the team has yet to respond to
  • Jobs that go quiet

    A job sits in “awaiting client info” for two weeks. Nobody’s tracking it, so nobody notices until the client asks what happened.

  • Messages that never get answered

    A client question gets buried under the next twenty messages in the thread. It’s still sitting there, unanswered, weeks later.

  • Records nobody has time to touch

    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.

The Atlas Agents page: an event-based agent chasing team replies and ready-made agents recommended for the firm

Your first agents are ready before you write a single prompt

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.

Every overdue job surfaced and ranked, before a client has to ask.

Duplicate clients, stale threads, closed tasks. Atlas proposes the list, you approve it once.

Push a new deadline or reassign work across every affected record at once. Clients see the new date the moment it lands, no separate email required.

Ask when you last heard from a client and get the answer with the record it came from.

Atlas only does what your team lets it do, with your data staying exactly where it is

Agents inherit your existing TaxDome permissions. Atlas asks for approval before editing or deleting anything and logs each approved action under the approver’s name. It runs inside your account with no third-party AI processor. Data is encrypted in transit and at rest, SOC 2 Type II certified, and never used for AI training or shared outside TaxDome.

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Bring Atlas agents to your firm

Join the waitlist to see what they can do for your firm first.

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Ready-made Atlas agents: who is waiting on us, overdue invoices, stale closed tasks and more

Why 15,000+ tax, accounting, and bookkeeping firms trust TaxDome

Frequently asked questions

Do I need to be technical to use this?

No. Ready-made agents are designed to work without setup, and the agent builder doesn’t require code.


What’s the difference between a ready-made agent and a custom one?

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.


Will an agent ever act without my approval?

No. Atlas asks before editing or deleting anything. You can also set hard rules that hold regardless.


Is my client data used to train AI models?

No. Data processed by Atlas stays inside TaxDome and is never used to train any model or shared outside the platform.


Can agents work together on a multi-step task?

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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