Client experience

Incorporate AI Into Your Client Experience — For Canadian Businesses

Receive organized workpapers from your clients without lifting a finger. Every document is correctly tagged and neatly named — automatically.

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Ensure faster project turnaround

Replace admin work with TaxDome AI

No more 4353458223.pdf

Stop sorting and renaming endless files. With TaxDome AI, client documents are auto-tagged, categorized, and renamed with the highest accuracy. Say goodbye to chaos like 4353458223.pdf and hello to clean, searchable records.

Organized documents: no longer a myth

TaxDome AI automatically tags documents correctly (for example, “T4 Slip” or “GST/HST Return”) — so your T1s, T2s, and other CRA forms are easy to find when you need them. No more hunting for that one receipt or slip in a mountain of paperwork. Stay organized, accurate, and fully PIPEDA-compliant.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Kurt G.
CEO at an accounting firm

“We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.”

Joseph Serrone
President of Polaris Tax & Accounting

“At all stages, our clients have a pulse on exactly what’s going on with their return, which stops them from having to call or email saying, ‘Hey, I haven’t heard from you, what’s going on?”

Are Berg Hjelle
Partner at Athene Group 100+ employees

“Customers can chat with us via mobile, or a laptop, anytime. Accountants can answer faster, easier, and have a better understanding of their customers.”

Christina S.
Tax accountant at an accounting firm

“I feel like I can stay connected with my clients more easily and it saves manual work which is always the goal!”

Winner Comprehensive Firm Workflow Solution

Frequently asked questions

What is TaxDome AI and how does it help my firm?

TaxDome AI intelligently detects file types — whether it’s a T4 slip, T1 return, GST/HST return, or an engagement letter — and automatically assigns each document to the correct client and folder. This means less time spent sorting files by hand and more time focusing on serving your clients and staying compliant with CRA requirements and PIPEDA.

How do I enable TaxDome AI?

To enable TaxDome AI, go to your Firm Settings.

Will my client data be used to train AI models?

No, your data will not be used to train AI models or stored anywhere. We keep your client data secure.

Is my client data secure?

Yes! At TaxDome, protecting your clients’ data is our top priority. Both TaxDome and OpenAI are SOC 2 compliant, and we adhere to Canadian privacy standards under PIPEDA. Your information is encrypted, securely stored, and never used to train AI models — giving you and your clients complete peace of mind.

Can I turn off AI automation if needed?

Yes. You have full control over automation settings in TaxDome. You can choose when and how AI organizes documents or review suggestions before confirming.

Is there an extra cost to use TaxDome AI?

TaxDome AI is included with your subscription, you don’t have to pay for additional tools or AI add-ons.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

Incorporate AI Into Your Client Experience — For Canadian Businesses

Replace admin work with TaxDome AI

No more 4353458223.pdf

Organized documents: no longer a myth

Keeping your data secure

The fastest growing practice management platform on the planet

Frequently asked questions

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Firms/practitioners

Clients

The fastest growing practice management platform on the planet