TaxDome product updates

Since 2017, we’ve been building a platform accountants and their clients love to use. We are committed to continued innovation to meet the industry’s needs.

Request demo

What’s coming soon

Client experience

Tax workflows upgrade: intake and delivery in TaxDome

Automate the entire intake and delivery experience in one platform with TaxDome’s new Juno AI integration.

Learn more

Client management

Global communication: one inbox for all conversations

SMS, secure chats, email: centralize every customer conversation in one platform.

Learn more

Firm management

Work forecaster

Gain real-time visibility into job statuses and have timely and accurate forecasts of when jobs will be completed.

Learn more

See how TaxDome helps automate work and focus on the client experience

See how TaxDome helps automate work and focus on the client experience

Watch our take-a-tour video to get acquainted with TaxDome’s capabilities

Quarterly updates

Fall 2025 update

Bring the entire client journey together: start with tiered proposals, seamlessly onboard new clients, and let TaxDome support them along the way.

Summer 2025 Update: End-to-end firm workflows for tax, bookkeeping

Enjoy end-to-end intake and delivery workflows, our new Bookkeeping hub, and global communication. Improve security with account-level access controls, delegate platform-related questions to TaxDome, and more.

Spring 2025 Update: making every second count

Improve team collaboration with internal chats, offer a superior client experience with trusted payment options, scale faster with comprehensive automation.

Client care: Let TaxDome handle platform questions from your clients

Focus on billable work and delegate the rest. Available on the Business plan.

Free up your team for billable work

Your clients will have a direct line to the TaxDome team to ask any platform-related questions, freeing up your team to focus on revenue-generating services.

Accelerate onboarding and platform adoption

Clients get immediate help navigating TaxDome and get familiar with the platform faster, so they’re up and running in no time – no need for your staff to walk them through it.

Discover Client Care

We listened to your feedback and requests, and delivered

Features you can already use in TaxDome

For bookkeepers: connect client GL, manage uncategorized transactions, and perform quality control right inside TaxDome.

Add up to three unique service tiers per proposal — each with its own name, scope, and pricing.

Create the front door to your firm that clients will love — get a fully branded iOS and Android app, built, published, and maintained by TaxDome.

Request important information from your clients and get answers in a timely manner. Ask to upload docs or share additional information, and get answers fast to streamline your services.

See the activity feed for your documents, tasks, and organizers with a comprehensive audit trail. Keep track of all changes made by your clients and team members.

Easily manage exceptions like tax extensions without disrupting your workflow. Custom statuses keep jobs in place, visually distinct, and fully automated, reducing manual work.

Frequently asked questions

How will I know when new features are released?

If you’re interested in a specific feature on our roadmap, click on it and join the waitlist – you’ll receive an update as soon as it’s released. We also publish monthly release notes and other product updates – check our blog.

How can I share my feedback or suggestions?

Our team would love to hear your thoughts! If you’d like to share your insights with our team, join the research panel!

See TaxDome in action with a free demo

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