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Fall update 2025
We’re bringing the entire client journey together with this fall update. Start with tiered proposals, seamlessly onboard new clients, and let TaxDome support them along the way. We’ve hosted 2 hands-on workshops to help you master these new features before the upcoming tax season – watch the recordings now!
Close more deals with tiered proposals
Give clients clear choices with up to three customizable service tiers in a single proposal.
Packages make your firm look more professional, increase your average deal size, and boost close rates.
After the accepted proposal, start the client intake process.
Seamlessly start the end-to-end intake and delivery workflow
Stop using multiple disconnected tools for a single process.
If you’re using one tool for engagement, another for collecting documents, a third for delivery – that’s about to change with TaxDome + Juno integration.
We’re bringing every step of the intake and delivery process into one connected workflow.
The only platform to provide end-client support: meet Client Care
We’ll make sure your clients have an easy TaxDome experience. With Client Care, your team doesn’t have to field client questions – your clients have direct access to our support team for guidance on logging in, uploading docs, completing requests, and all other platform-related questions. This means fewer questions for your staff and more time to focus on billable work.
More fall releases: white-labeled client app to put your brand in the app stores
Get your own fully branded mobile app with zero development, built, published, and maintained by TaxDome
Your clients can log in, sign, pay, upload documents, and more – all under your brand
One secure workflow. More growth, more scale.
With tiered proposals, AI-powered intake, AI tax prep powered by Juno, and client delivery all in one place, your firm runs faster and more profitably. Close more clients, get returns out the door quicker, and scale each team member’s capacity without extra overhead.
Watch our Fall Update video overview to discover the latest updates
Close more deals with flexible, tiered proposals
Simplify your workflow from intake to delivery
Get your own branded mobile app, built and maintained by TaxDome