🔥 What your clients want you to know: insights from 1,000 taxpayers. Read the Industry report
🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more
🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more
Receive organized workpapers from your clients without lifting a finger. Every document is correctly tagged and neatly named – automatically.
Bring order to the files your client send you. With TaxDome AI, documents are automatically analyzed and renamed, taking care of file organization for you.
TaxDome AI organizes documents and tags them appropriately – the 1099-K is no longer a needle in the haystack.
We understand the importance of keeping your client data safe. Both TaxDome and OpenAI are SOC 2 compliant. At TaxDome, we have industry-leading security measures in place to ensure that:
Data scanned with TaxDome AI will not be used to train AI models
Data scanned with TaxDome AI will not be stored at all period
We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.
Like
Reply
12h
9
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?
Like
Reply
9h
7
Customers can chat with us via mobile, or a laptop, anytime. Accountants can answer faster, easier, and have a better understanding of their customers.
Like
Reply
7h
3
I feel like I can stay connected with my clients more easily and it saves manual work which is always the goal!
Like
Reply
5h
3
To enable TaxDome AI, go to your Firm Settings.
No, your data will not be used to train AI models or stored anywhere. We keep your client data secure.
Yes! TaxDome prioritizes data security, both OpenAI and TaxDome are SOC 2 compliant.
This website uses cookies and similar technologies to ensure you get the best experience on our website. By proceeding, you agree with our cookie policy.
We use cookies to improve user experience. Choose what cookies you allow us to use. You can read more about our Cookie Policy in our Privacy policy
These cookies ensure that our website works correctly. They cannot be deactivated.
Analytic cookies and technologies improve the quality of our website and its content.
They allow us to understand how our website is being used so that we can continuously optimize our offering. By proceeding, you agree to our cookie policy.
Targeting cookies are used to identify visitors between different websites, eg. content partners, banner networks. Those cookies may be used by companies to build a profile of visitor interests or show relevant ads on other websites.
Functionality cookies are used to remember visitor information on the website, eg. language, timezone, enhanced content.
Unclassified cookies are cookies that do not belong to any other category or are in the process of categorization.
