Client experience

Incorporate AI into your client experience

Receive organized workpapers from your clients without lifting a finger. Every document is correctly tagged and neatly named — automatically.

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Ensure faster project turnaround

Replace admin work with TaxDome AI

No more 4353458223.pdf

Stop sorting and renaming endless files. With TaxDome AI, client documents are auto-tagged, categorized, and renamed with the highest accuracy. Say goodbye to chaos like 4353458223.pdf and hello to clean, searchable records.

Organized documents: no longer a myth

TaxDome AI tags documents appropriately (e.g. “W-2”) – the 1099-K is no longer a needle in the haystack.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Kurt G.
CEO at an accounting firm

“We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.”

Joseph Serrone
President of Polaris Tax & Accounting

“At all stages, our clients have a pulse on exactly what’s going on with their return, which stops them from having to call or email saying, ‘Hey, I haven’t heard from you, what’s going on?”

<strong>Chris Farris</strong> <br>COO of Foundation Group (50+ staff)

Chris Farris
COO of Foundation Group (50+ staff)

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

Christina S.
Tax accountant at an accounting firm

“I feel like I can stay connected with my clients more easily and it saves manual work which is always the goal!”

Winner Comprehensive Firm Workflow Solution

Frequently asked questions

What is TaxDome AI and how does it help my firm?

TaxDome AI automates document recognition and organization. It detects file types (like 1099s or engagement letters), assigns them to the correct clients and folders, and reduces the time you spend sorting documents manually.

How do I enable TaxDome AI?

To enable TaxDome AI, go to your Firm Settings.

Will my client data be used to train AI models?

No, your data will not be used to train AI models or stored anywhere. We keep your client data secure.

Is my client data secure?

Yes! TaxDome prioritizes data security, and both OpenAI and TaxDome are SOC 2 compliant.

Can I turn off AI automation if needed?

Yes. You have full control over automation settings in TaxDome. You can choose when and how AI organizes documents or review suggestions before confirming.

Is there an extra cost to use TaxDome AI?

TaxDome AI is included with your subscription, you don’t have to pay for additional tools or AI add-ons.

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.

Incorporate AI into your client experience

Replace admin work with TaxDome AI

Keeping your data secure

The fastest growing practice management platform on the planet

Is your firm scaling or just getting harder to run?

Frequently asked questions

Incorporate AI into your client experience

Replace admin work with TaxDome AI

Keeping your data secure

The fastest growing practice management platform on the planet

Is your firm scaling or just getting harder to run?

Frequently asked questions

The fastest growing practice management platform on the planet