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Manage your team
Manage your team’s workload, prioritize tasks, monitor progress, and analyze firm performance from a single central dashboard.
Grow your firm without losing control of the details
TaxDome runs your team’s daily operations in one platform, so you can take on more clients and revenue without adding headcount.
Webby Award
honoree
40,000+
verified reviews
4.9★
average rating
App Store
Top 100 FinTech
15,000+
accounting firms worldwide
Automate the busywork that slows your team down
Every hour your team doesn’t spend on repetitive admin is an hour they can spend on billable work, or a new client. Build the pipeline once, and it runs the same way for every job, automatically.
Let Atlas take on the work your team doesn’t have time for
Atlas takes on the work that would otherwise mean hiring another admin: bulk actions, tracking stalled jobs, routine cleanup, while holding every action for your approval before anything goes out. Combined with pipeline automation, this is what lets you take on more work without adding headcount to handle it.
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Execute bulk operations in seconds
Do in one instruction what would take an admin an entire afternoon, push a deadline or retag clients across your whole book at once.
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Catch what’s stalled
Surface jobs stuck for two weeks, invoices past due, or documents waiting on a signature, before a client notices first.
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Clear routine work on autopilot
Clear the busywork that piles up as you grow: idle threads, stale tasks, routine reminders, with a complete audit log of every action taken.
Run a bigger team without losing your grip on what they’re doing
Give every person clear ownership of their work, and get real-time visibility to catch problems before they cost you a client, without adding a layer of management to do it.
Control access rights
Tailor employee access rights and define permissions by responsibility, protecting sensitive client data while giving team members the exact tools they need.
Organize documents
Store, share, collect approvals, and edit files directly in TaxDome using built-in PDF tools, keeping all document activity tied straight to the client record.
Connect every job
Keep client communication, organizers, and tax return deliveries linked directly to the job, so your team always has the full history without switching tools.
Firms that found what they were looking for
“TaxDome is helping me organize my practice so I’m not so stressed about getting things done and forgetting any tasks.”
Sharise N.
Firm owner
“TaxDome is so on it. They’re so on top of their game and they’re pioneering the workflow automation world.”
Corey Whitaker
Managing Partner, Evolved Finance
Increase profitability with a dashboard for payments and invoices
See what you’ve billed, what’s come in, and what’s still owed, all in one dashboard, compared to the same period last year.
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Track billed amounts, cash received, and total overdue at a glance, with year-over-year comparison built in.
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Break down payments by provider and method, from credit card to bank transfer to cash.
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Catch overdue invoices before they turn into collection problems.
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Drill into payments, invoices, or accounts receivable with dedicated views for each.
Why 15,000+ tax, accounting, and bookkeeping firms trust TaxDome
TaxDome makes my life easier — and my CPA’s life easier too
TaxDome completely changed how I work with my CPA. I can scan and upload documents in seconds, chat securely, and keep track of everything in one place. If I ever had to switch accountants, my first question would be: “Do you use TaxDome?”
You got an excellent app and you improved it a couple of times.
We were looking for a good portal system for our clients, our old system really hadn’t had any significant updates for a long time. We really got lucky that we even found TaxDome.
TaxDome is meeting not only our client expectations but also our employee expectations as well.
You do become part of the TaxDome community. You’re assigned an account manager who will walk through the process with you at every step of the way. And then, after implementation, will continue to offer assistance and be there as a sounding board to help you with any issues.
Trusted by firms, loved by clients
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40,000+
professionals work in TaxDome daily. Partners, admins, preparers and bookkeepers are all in one workspace.
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15,000+
firms run on TaxDome. They are multi-person teams through 50-person practices, in tax, bookkeeping and advisory.
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2.5 X
faster payment collection than the industry average. Over $2 billion collected through the platform to date.
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6 million+
clients work with their accountants through TaxDome. They range from single filers to multi-entity business owners, in 10+ languages.
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4.9 /5
on the App Store and a Top 100 Finance app. A 2026 Webby Honoree alongside TurboTax and HSBC, and the only one clients use to work with their accountant.
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90 %+
of clients who log in once keep coming back. They upload, sign and pay in the one portal they'll actually use.
Your firm, wherever you’re working from
Access documents on Windows File Explorer
View and edit documents directly from Windows File Explorer like Dropbox or Google Drive. Print, save, and send documents to TaxDome directly from any tax software.
Manage your firm from your phone, with apps for iOS and Android
Have all your contact and account data at your fingertips, track your firm activity through timely notifications, access secure messaging, calls, and emails on the go.
One accounting practice management platform for your clients and your team
Frequently asked questions
Can TaxDome help me grow my firm without hiring more staff?
Yes. Automation, task assignment, and Atlas, TaxDome’s built-in AI agent, handle the administrative work that would otherwise require additional headcount, so your team’s time goes to billable work and new clients. TaxDome layers its own AI on top, and an open connector lets you bring tools like Claude or ChatGPT to work directly with your practice data.
How long does it take to set up TaxDome for my firm?
Most firms complete setup within one to two weeks, depending on how much of your existing data you’re migrating. TaxDome’s onboarding team helps import client records, documents, and workflows, so your team can start working in the platform without a long transition period.
Can I customize workflows for different types of jobs?
Yes. You can build separate pipelines for tax preparation, bookkeeping, advisory, or any other service your firm offers, each with its own stages, automations, and task assignments. Jobs move through the pipeline that matches the work. Most accounting work is repeatable when the context travels with it, and in TaxDome it does: the client’s documents, history, and conversations sit right where the work happens, so your team executes consistently at any size.
Does TaxDome work for firms with more than one office or department?
Yes. You can organize teams by department, location, or service line, and set access rights so each group sees only the clients and jobs relevant to them. Firm owners keep full visibility across every office from one account. Every plan includes 20 team members with no per-seat charges, and once your firm grows past 20 seats or 3,000 active clients, we’ll build a Custom plan around you.
What happens to my existing client and job data when I switch to TaxDome?
TaxDome’s onboarding team migrates your client records, documents, and active jobs during setup, so your firm isn’t starting over. Historical data stays accessible, and new jobs run on TaxDome’s workflows from day one.
Can I control what each team member can see or access?
Yes. You can set access rights by role, so team members only see the clients, jobs, and documents relevant to their work. Firm owners and managers can adjust these permissions at any time as the team grows or changes.
Does TaxDome integrate with the tax software we already use?
Yes. Finished returns come into TaxDome with one click from any tax software that can print, including Drake, Lacerte, UltraTax, ProSeries, ProConnect, CCH Axcess, ATX, TaxSlayer, and TaxAct. TaxDome installs as a printer on your computer, so documents move between systems without manual re-entry.
“Empower clients to upload, review, approve, and e-sign documents via one portal accessible from multiple devices. The OCD in me is happy. It also makes me feel I can better utilize the calendar and tasks.”
Jayson Werra
Enrolled agent, owner at JCW Tax & Accounting, LLC