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Tax & accounting workflow automation

Save time and drive operational efficiency. Use ready-made templates or configure custom workflows that align to each of your business processes – tax, accounting, bookkeeping, wealth management, CAS and more.

Ensure nothing slips through the cracks and automate status updates, reminders, create dependency and more.

1.2M+

Jobs completed in 2023

1M+

Email and secure chat sent automatically

300k+

Proposals and engagement
letters signed

£1bn

Payments processed with TaxDome

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Award winning solution

2024 winner of Comprehensive Firm Workflow Solutions Winner

More than 5,500 tax preparers, bookkeepers and accountants voted TaxDome the winner in CPA Practice Advisor’s Readers’ Choice Awards

2024 winner of Comprehensive Firm Workflow Solutions Winner

Achieve more in less time

Prioritise work and manage workloads

With a growing practice, there’s no need to manually monitor the status of every Job — a fully customisable Insights dashboard allows you to review team performance, collect data on critical output and efficiency metrics, and stay on top of client pending activity.

Insights

A single place to plan work and manage workloads.

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Calendar

Visualise your work in timeline format.

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Automate work assignments

Set repeatable processes and automate menial tasks

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Automate client communications

Send automated emails and messages to proactively keep clients up-to-date.

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Team collaboration

@mention your teammates to bring them up to speed.

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Insights
Calendar
Automate client communications
Team collaboration

TaxDome Marketplace for templates

Streamline your practice with templates for all your workflows. Discover best practices from industry experts in accounting, bookkeeping, and tax prep.

  1. Download ready-made templates for any process in TaxDome to apply best practices easily

  2. Become a creator and list your own templates on TaxDome Marketplace
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TaxDome Marketplace for templates

Build it your way

Flexible and customizable workflows

Increase the efficiency of your team. Whether you’re an established practice with multiple offices, a growing firm or a solo practitioner, use ready-made templates or build your own ideal workflows for each of your business processes: accounting, tax, bookkeeping, payroll, etc.

Flexible and customizable workflows

Build it your way

Flexible and customizable workflows

Increase the efficiency of your team. Whether you’re an established practice with multiple offices, a growing firm or a solo practitioner, use ready-made templates or build your own ideal workflows for each of your business processes: accounting, tax, bookkeeping, payroll, etc.

Flexible and customizable workflows

Build it your way

Flexible and customizable workflows

Increase the efficiency of your team. Whether you’re an established practice with multiple offices, a growing firm or a solo practitioner, use ready-made templates or build your own ideal workflows for each of your business processes: accounting, tax, bookkeeping, payroll, etc.

Flexible and customizable workflows

Build it your way

Flexible and customizable workflows

Increase the efficiency of your team. Whether you’re an established practice with multiple offices, a growing firm or a solo practitioner, use ready-made templates or build your own ideal workflows for each of your business processes: accounting, tax, bookkeeping, payroll, etc.

Flexible and customizable workflows

Build it your way

Flexible and customizable workflows

Increase the efficiency of your team. Whether you’re an established practice with multiple offices, a growing firm or a solo practitioner, use ready-made templates or build your own ideal workflows for each of your business processes: accounting, tax, bookkeeping, payroll, etc.

Flexible and customizable workflows

More focus, more billable hours

Deliver value faster with automation

Make your practice run like clockwork. Ensure nothing slips through the cracks as your team and clients know when and what they need to action.

Dependency intra-firm, client-firm, and client-client

Jobs often require multiple stakeholders to be completed. Teammates can easily see what tasks they’re waiting on from others and know when to get started on their portion of work. Create the dependencies you need to ensure success, every single time.

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Automate communication updates

TaxDome enables you to send personalised, automated updates every step of the way. By being proactive, you can provide the high-level experience your clients are looking for without the heavy administrative effort it would require otherwise.

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Automate communication updates

Get all your deadlines under control

Bring transparency to your workflow. Navigate projects and processes with ease. Plan and manage the strategic side of work down to everyday tasks. Each client, job and task will be attended to.

Online work Calendar

Online work Calendar

Never miss a deadline with the customisable TaxDome Calendar: visualise your work in a handy timeline format. Adjust it to your firm’s workflow and define how work gets done. Easily prioritise and reassign your team’s workload for the next day, week or month.

Explore TaxDome Calendar
Kanban and list view

Kanban and list view

Kanban and list view of your Jobs gives you a bird’s-eye view of your team’s tasks, statuses, priorities and deadlines. Manage and create workflows, quickly identify problematic stages and eliminate bottlenecks. Apply quick filters and find essential information faster.

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Implementation and Training "We have you covered"

Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Premium support
  • Free group onboarding
  • Paid advanced team training
Implementation and Training

Your concerns, answered

Frequently asked questions

What’s a pipeline?

A pipeline is a business process — a sequence of steps that a Job must go through to go from start to finish. TaxDome’s Pipelines feature automates those steps to help you manage your client flow and keep track of where any given job is at any time. Each business process (bookkeeping, personal or business tax prep, payroll, etc.) requires a unique set of steps. TaxDome allows you to fully customise each process and ensure foolproof processing as your firm grows.

What’s the difference between the Pipeline and Task features?

The pipeline is the entire process, such as an annual tax return. And your firm may have 1,000 concurrent tax returns (Jobs) in progress, all at different stages of the process.

At each stage of the Job (doc review, prep, e-filing, etc.), there are separate tasks required to complete the process. The power of the pipelines is in the automation, which ensures that each Job is performed and nothing is missed.

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