4.7/5 across 7,600+ reviews

The new era of client connection: Summer update and live reveal

Watch how 15,000+ firms run on TaxDome, with 4 million+ of their clients.

This season, it got two big things: AI that organizes your intake and handles data entry into your tax software, and TaxDome Kiosk, the industry’s first in-office digital experience, so now every client fits, online or in person.

Watch how it all fits together, with two firm owners who run it every day.

Industry leader trusted by 10,000+ firms

Winner Comprehensive Firm Workflow Solution

Get instant access: webinar recording and a free report

Get the Accounting Industry Index (Q1 2026) and see how top-performing firms structure pricing, workflows, and client operations.

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If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.

Watch how 15,000+ firms run on TaxDome, with 4 million+ of their clients.

Watch how it all fits together, with two firm owners who run it every day.

Industry leader trusted by 10,000+ firms

Winner Comprehensive Firm Workflow Solution

Speakers

Ilya Radzinsky

CPO, TaxDome

Petar Iliev

CRO, TaxDome

Stephanie Kroeger

Senior Accountant, Koerner & Koerner, P.A.

Channika Daniels

EA, CTRS, NTPI

Johnny (LJ)

Office Manager, The New Beginnings Team

What you’ll see

See how advanced AI and in-office touchpoints work together to deliver a complete client experience at every milestone, from intake to delivery. Plus a first look at what’s next: Work Forecaster, more AI across the journey, and where we’re taking the platform with our API, MCP support, and TaxDome’s own agents. Live walkthrough + Q&A. A recording goes to everyone who registers.

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Every client fits, including walk-ins

With TaxDome Kiosk, in-office clients sign, pay, review, and scan on a tablet during the appointment, all synced to their record automatically. An industry first.

Intake that organizes itself

TaxDome AI builds a checklist from the client’s prior-year return, then renames, tags, and matches every document as it arrives, so your team opens an organized file, not a pile.

Data entry into your tax software + upskilling your team

Through the Juno integration, documents auto-populate individual and business returns into Drake, Lacerte, UltraTax, and ProConnect at 99.4% accuracy, so the same team takes on more returns without adding headcount.

Delivery that gets you paid

Your client gets a guided return with highlighted sections, line-item notes, and a video walkthrough in your words, then reviews, signs, and pays in one flow. 120,000+ delivered in beta this season.

See what firms say, then join them live

Gina Altidor, CEO/Founder at Advanced Consulting Experts

“Excellent presentation and Q&A were very informative. Transparent and looking through the lens of the customer. I am just learning and assisting a client as a cyber guy but love the software.”

Hilary Trottier, Office administrator at Reconciled CPA

“Seeing things done in real time. Also, seeing what the client sees next to how it looks in the pipeline. As a new Tax Dome user, I’m consistently blown away by Tax Dome’s capabilities. I feel supported by this company.”

Gabriella DeVille, EA, tax manager at Scott M Aber CPA PC

“The in-depth hands-on demo with TD was very helpful, along with the insights provided on best practices. It was also nice to see the app format in use versus the website.”

Lynnorra P., Senior partner at an accounting firm

“Love that billing, client portal, document sharing, and communications between the firm and the client are so seamless! I use this to manage my practice and scale services in one place.”

One recording, one step toward a better client journey

See what firms that closed the gaps are doing differently, and what one change could look like for your firm.

Frequently asked questions

Who is this webinar for?

This webinar is for accounting firm owners and managers who want to see what a better-designed client journey looks like in practice, from intake to delivery to payment.

Whether you’re evaluating TaxDome, comparing solutions, or exploring how to improve how your firm operates, this session is designed to give you a concrete picture of what’s possible.

Will there be live demos during the webinar?

Yes. The session includes live walkthroughs showing how firms connect intake, document collection, prep, and delivery into one path, with real firm examples throughout.

Is the webinar free to attend?

Yes, completely free. Just register in advance to reserve your spot.

Do I need to be a TaxDome user to join?

Not at all. This session is designed for firms exploring how to improve the client journey, regardless of which tools they currently use.

How long is the webinar and what’s the format?

The session (~60 minutes) includes:

real-world examples from accounting firms

practical workflow walkthroughs

operational strategies firms are implementing today
live Q&A

Where can I find more information about the topic after the session?

You can explore our Help Center or contact us at [email protected] for more details.

How can I become a panelist?

If you’re a TaxDome user and want to share your insights, we’d love to hear from you. Reach out at [email protected] with a short intro about your firm and our team will follow up!

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.