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AI tools

Atlas Your AI Chief of Staff Intake and delivery Personalized document checklists and work clients can review and approve Agents Use pre-built agents, or describe one and Atlas builds it

Products

Client experience One branded app your clients actually log into, for every touchpoint Revenue operations Get paid faster and know what drives your revenue Firm management The operational backbone of your firm: every job, deadline, and team member in view Client management More than a CRM: documents, requests, signatures, and every conversation on one record TaxDome Kiosk The in-office experience: clients sign, pay, and scan on a tablet Integrations Tax software, IRS, MCP, API, and more

By scale

Solo and small firms Moving off spreadsheets and email Mid-sized firms Consolidating scattered tools and upgrading client experience Multi-office and large firms Replacing legacy practice management software

Strategic growth

Sell and acquire firms Find a firm to buy, or a buyer for yours, with our M&A team Private equity and roll-ups Standardize operations across acquired firms Franchise networks One playbook every franchisee can follow

Grow your firm

Guided implementation Moving firms off spreadsheets and legacy software Savings calculator See what TaxDome replaces and what it saves Event calendar Conferences and meetups where you can find us, online or in person

Learn

Blog Firm operations, tax tech, and customer stories Help Center Guides, FAQs, and platform resources Product webinars Live or on-demand training sessions

Company and trust

About us 15,000+ firms and 6M+ of their clients, since 2017 Trust and security Security, compliance, and AI data handling Press News and media coverage
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Policies

Last updated: November 2, 2026

November 2, 2026 policies update

We’ve made important updates to our Terms of Service, Privacy Policy, and Data Processing Addendum, effective as of November 2, 2026 for TaxDome users. A few key updates include:

  • Updates to pricing structure, impacting all users;
  • New provisions covering TaxDome AI (and related data use), impacting U.S. users; and
  • New terms regarding approved use of integrations.

Please read each updated document thoroughly.

Thank you,
TaxDome
[email protected]

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