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Send the proposal, get engaged
It starts with the client. Send a branded proposal and engagement letter, then collect the deposit or first payment in the same step, before any tax work begins.
From “we need your documents” to “your return is filed”
Tax season doesn’t have to bounce between five different tools or logins. TaxDome connects every stage into one workflow, under one secure login: engage, collect documents, run AI tax prep, review, deliver, sign and pay, and e-file. Send the proposal, get the data into your tax software, and deliver the finished, filed return, all without leaving TaxDome.
Run your firm’s entire tax journey in one platform
Talk to us about connecting intake, AI-powered prep, and delivery for your whole team.
If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.
One return, start to finish, without leaving TaxDome
Build a checklist for this client
Once the client’s engaged, organizers ask exactly what their situation requires and turn it into a personalized document checklist, no generic templates.
Collect from anywhere, automatically
Clients upload or scan documents from their phone, no printer or email required. Reminders follow up until everything’s in, and documents get organized and tagged as they arrive, so your team always sees what’s outstanding.
AI tax prep takes it from here
Once intake is complete, TaxDome connects to leading AI tax prep solutions that extract the data already collected and push it directly into your tax software, preparing a draft return ready for review.
Review and finalize
The return is ready, but the job isn’t finished. Your team reviews the draft in your tax software, makes any adjustments, and marks it ready for delivery, all without leaving TaxDome.
Deliver a return clients understand
Present the completed return in a clear, branded, client-friendly format, so clients see exactly what they owe or get back, and by when.
Sign and pay in one step
Clients review the return, sign the 8879, and pay, all in one click from desktop or mobile.
Straight through to e-file
Once everything’s signed and paid, the job moves automatically toward e-file, no separate process, no manual handoff. Done.
Firms that found what they were looking for
“We were trying to be more proactive with our clients. We’re always trying to find ways to help inform them of any deadlines and new tax benefits that come down.”
Patrick Payne
Owner, Your Modern Accountant
“Our clients are really appreciating it as well. There’s like this backend portal that makes it easy for them to give us what we need, and keep them on track so they get their tax returns on time and are compliant.”
Corey Whitaker
Managing Partner, Evolved Finance
“The buy-in that we now have from clients completing organizers is exponentially larger than when we were using the static tax organizers.”
John Siebert
Owner, Siebert & Associates, CPAs
“I had a recent call from a client saying “I need all of these for an application. I need copies of my tax returns.” Everything’s in there. Just look in the previous folders, you’ll find all your tax returns. Like, oh, that’s easy, convenient for them. And that saves me a lot of time. So, yes, it’s a win-win for my customers, for us, and for my team as well.”
Ilie Batir
Director, BR Accountant
Leading tax firms simplify tax operations at scale, and clients feel the difference
Clients never see your back-office software. They judge your firm by how secure and connected it feels. Schedule a firm-wide demo to see intake, AI-powered tax prep, and delivery running as one workflow.
Run your firm’s entire tax journey in one platform
Talk to us about connecting intake, AI-powered prep, and delivery for your whole team.
If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.
Thank you for reaching out! Our sales representative will contact you soon.
Most tools cover one part of tax prep. TaxDome covers all of it, from the first proposal to the filed return
| Feature / Experience | TaxDome | SafeSend | SurePrep + TaxCaddy | Drake + GruntWorx |
|---|---|---|---|---|
| Intake | ||||
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Proposals and packages Create, send, and get signed proposals with built-in payment |
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Engagement letters Create and send engagement letters for e-signature. |
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Personalized document checklist Automatically generate tailored checklists based on client info and job type. |
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Smart organizers and reminders Collect client info with custom forms and send automated follow-ups. |
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Client portal Provide clients with a secure, intuitive portal to upload docs, sign forms, and communicate. |
Need manual support | |||
|
AI-document renaming and tagging Save time with AI that renames and tags uploaded files based on content. |
Need manual support | Need manual support | ||
|
AI-automatching Automatically match uploaded documents to the correct account and folder. |
Need manual support | |||
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Monitoring intake status Track client onboarding progress in real time and spot bottlenecks instantly. |
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Mobile app with scanner, convert to PDF Scan documents on the go, convert to PDF, and upload directly to the portal. |
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| Preparation | ||||
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AI document validation AI checks documents to ensure all required details are accurate and complete. |
Need manual support | |||
|
Tax software integration Push data from sourced documents directly into Lacerte, ProConnect, Drake, UltraTax, with CCH Axcess and ProSeries coming soon. |
Made via separate tool (Ultratax) | |||
|
1040 field auto-check Automatically validate each field on the 1040 form against data from source documents. |
Need manual support | |||
| Delivery | ||||
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Invoice gating before signature Require invoice payment before clients can sign documents. |
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Unified package (docs + e-sign + invoice) Send documents, collect signatures, and request payment — all in one package. |
Coming soon | N/A | ||
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E-sign 8879 (KBA, spouse flow) Securely e-sign Form 8879 with identity verification and spouse signing support. |
N/A | |||
|
Voucher table (payment links + status) Show clients upcoming payments with live status and direct payment links. |
Coming soon | N/A | ||
|
Automated reminders Send smart reminders for outstanding tasks like missing docs or unpaid invoices. |
N/A | |||
|
Auto-move Job to e-file ready Automatically update job status to “e-file ready” once all steps are complete. |
Coming soon | |||
Frequently asked questions
How does TaxDome’s AI tax prep integration automate data entry?
TaxDome connects to AI tax prep solutions, like Juno today, that extract data from documents clients upload and enter it directly into your tax software. Juno enters form data, like W-2s and 1099s, with 99% accuracy, and prepares a draft return before you open the file.
Which tax software does TaxDome integrate with?
Through Juno, TaxDome integrates with Lacerte, ProConnect, Drake, and UltraTax, with more tax software and AI tax prep partners coming soon.
Can clients sign and pay for tax prep inside TaxDome?
Yes. Clients review, sign, and pay in one click from desktop or mobile, and the same applies to proposals and engagement letters earlier in the process.
Does TaxDome check tax returns for errors before filing?
Yes. TaxDome’s AI tax prep tools review source documents and prior returns for errors and inconsistencies, learning your firm’s processes over time.
What does TaxDome replace in a firm’s tax prep process?
TaxDome replaces separate tools for proposals, document collection, data entry, and delivery. Your team runs the entire tax intake and delivery process without switching between apps.
“Before TaxDome, we didn’t have any visibility as to where in the process or how long it was taking. We didn’t have a time entry system to track how long it was actually taking us to prepare a tax return, or monthly bookkeeping, or any other tasks that we were doing for clients.”
Ricardo Ardiles
Co-Founder, RX Dental Accountants