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Early summer update 2026: an industry first for in-office clients, AI-powered prep, and a complete journey from yes to paid
This summer, we’re introducing the first in-office digital experience in accounting, and rethought how payments, intake, AI-powered prep, and delivery work together inside one system. See it in action. Ensure your next tax season is effortless for your clients and predictable for your team.
From the first yes to the final payment, one place
Proposals, AI-powered prep, in-office visits, tracking, and delivery. Here’s what each one looks like now.
Start with a firm yes
Clients sign the proposal and pay a deposit before work begins, so nothing starts without clarity.
AI organizes intake. Juno preps the return
TaxDome AI builds the document checklist from prior-year returns and organizes documents as they arrive. Then Juno, our prep partner, prepares and reviews individual and business returns.
Every in-office visit, handled completely
TaxDome Kiosk guides in-office clients through signing, payment, and documents on a tablet.
Catch delays before they become problems
Work Forecaster gives your team real-time visibility into every job in progress and estimates what’s on track and what’s at risk.
One step to close every return
Payment, signature, and delivery happen in one place. Nothing open, nothing left to track down.
See it all in one place
How TaxDome Kiosk brings walk-in clients fully into your system
How redesigned Intake with AI organizes documents before your team touches them
How Juno auto-populates returns into your tax software at 99.4% accuracy
How Tax Return Delivery guides clients through review, signature, and payment in one flow
Payment locked in from the beginning
The proposal goes out, work begins, and payment becomes a conversation you’d rather not have. With TaxDome Payments, the deposit and saved payment method are part of signing the proposal. Clients get a single clear step to complete and only commit once, and the final invoice collects automatically. The engagement starts without friction on either side. And when clients pay by card, you can offset your processing costs with a payment technology fee, with per-client control.
AI handles the prep work. Your team handles the judgment.
AI builds the checklist. Clients complete it.
Juno prepares the return before your team opens the file
The in-office visits stay personal. The records stay digital.
Every firm has a client they’ve stopped trying to move online. With TaxDome Kiosk, you finally can. The first of its kind, this in-person digital experience connects the relationship in the room and the system behind it. You hand your client a tablet. They sign, pay, and submit during the visit. Everything lands in their TaxDome record automatically. For the first time, no client falls outside your system.
The visibility growing firms have been asking for
When you have hundreds of jobs in progress, the ones that miss deadlines are the ones nobody saw coming. Work Forecaster shows you which jobs are on track, which are at risk, and where your team’s capacity is stretched, so you act before deadlines slip, not after.
Not just the final step of an engagement. The first touchpoint of a returning client.
Even in public beta, 120,000+ returns were delivered through Tax Return Delivery this season. A return can run 100+ pages, so TRD guides your client to the numbers that matter, sends automated payment reminders, and presents it all as a branded experience with a video walkthrough in your own words. They review, sign, and pay in one flow. This is where you show everything you did for them this year and what’s coming next. In a world where clients can file with AI or do it themselves, it’s the moment that earns next year’s engagement.
From all-in-one to open. The AI era of TaxDome.
TaxDome will always be your all-in-one platform. As AI matures and more of your team can use it without code, we’re adding API and MCP support. Picture your TaxDome data, the AI tools your team already uses like Claude/ChatGPT, and TaxDome’s own agents working together, with your firm always in control of what connects and what it can do. Our API is in private beta today; MCP support is on the way, as are TaxDome Agents that know your clients well enough to handle the routine work on their own, from inside TaxDome.
See what other firms changed, then join us live
“We are advocates for TaxDome software and we think all tax practices should absolutely be using TaxDome”
“Thinking about moving forward with TaxDome? Do it.”
“Try TaxDome! You’ll never go back.”