AI connector
Let your own AI tool work with TaxDome
Give your AI tool access to TaxDome data and actions, so it can answer questions and complete tasks using information from every system your firm runs.
Use TaxDome alongside your tax software, accounting tools, and scheduling apps. Bring documents into client accounts, sync billing records, and give clients one place to work with your firm.
Keep your tax software. Simplify what happens next. Print or save prepared documents into TaxDome client folders using the desktop app, and bring the files into the client account where your firm manages delivery and signatures.
Request IRS transcripts, import company records from Companies House, and send client documents to DATEV, each built for the systems your practice already depends on.
Request transcripts directly from the TaxDome interface using our official IRS integration. Access your clients’ essential financial information in one secure platform.
Link your account to Companies House to import UK company records directly into TaxDome.
Send client documents, financial records, and tax documents from TaxDome to DATEV.
Connect TaxDome to thousands of apps to add prospects, sync spreadsheets, and update mailing lists automatically.
AI connector
Give your AI tool access to TaxDome data and actions, so it can answer questions and complete tasks using information from every system your firm runs.
Public API
Developers and integration partners can build custom connections using TaxDome’s public API.
Yes. Print or save prepared documents into TaxDome using the desktop app, and manage delivery and signatures from the client account.
Invoices and payments you create in TaxDome sync to QuickBooks Online automatically, so you don’t have to enter them twice.
You can, but you don’t have to. If your firm runs a hosted desktop environment, TaxDome works with Verito and Rightworks as supported providers.
Zapier connects TaxDome to thousands of apps today. An AI connector and public API are coming soon, joinable through the waitlist.
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“Our clients love using TaxDome… Having everything integrated into one system from onboarding to document sharing, signatures, and invoicing. I’d say our clients are very happy that we’re using TaxDome now compared to any other prior services.”
Patrick Payne
Owner at Your Modern Accountant