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TaxDome AI names and files every client document on arrival, delivers returns ready to read, sign, and pay, and connects Claude, ChatGPT, or your own tools to your practice data. More to explore: Atlas and agents.
Atlas doesn’t wait to be opened. It watches your pipeline continuously: jobs going stale, invoices going unpaid, clients going quiet, and acts on what you’ve approved it to handle. Every action is logged, and nothing goes out without your sign-off.
Atlas ships with a library of agents for the tasks every firm repeats: pipeline digests, overdue follow-ups, new client setup. Turn one on and it keeps running, on a schedule or the moment something triggers it.
Describe how your firm handles a workflow in plain English and Atlas turns it into an agent that runs on its own. Save it to your team library so anyone can run it, and it works the way your firm does.
Between the work it runs on its own, Atlas is there to ask. Type “find every job stuck for more than two weeks” and it plans the steps, pulls from your data, and shows you the log before anything goes out.
Connect your tax software, and TaxDome builds a checklist for each client from their prior-year return: the forms they actually need to file. Works with Drake, ProSeries, UltraTax, ATX, CCH Axcess, and Lacerte. Your client drops documents in, each one is matched to its line automatically, and they can see what’s still outstanding without anyone telling them.
More than 2 million client documents renamed and tagged so far. Files are analyzed and renamed with 99% accuracy, then tagged by what they are: W-2, 1099-K, K-1, so finding one is fast and specific.
TaxDome AI reads the completed return and builds the client’s view. Signature fields land where they belong, so it goes out ready to sign. Sections are organized so a 40-page return is navigable, and the numbers that matter surface at the top: what they owe to each tax authority, what they’re getting back, their vouchers and estimated payments. Reminders go to the client before each due date, so your team stays out of it.
Documents collected in TaxDome flow straight into preparation without re-keying, and the finished return comes back to your client through TaxDome.
Connected platforms pull data from source documents, draft the return against prior-year data, and check their own work before your team opens the file.
Every draft comes back for review with source documents attached. Nothing files without your sign-off.
Currently connected: Juno.
Point Claude, ChatGPT, or your own tools at TaxDome data through a secure connector, so they can answer questions and complete work across TaxDome and the rest of your stack. Real-time access to jobs, clients, documents, and messages, with nothing exported, downloaded, or copied elsewhere.
Documented endpoints to build internal tools and connect the rest of your stack, included in the TaxDome AI add-on. Your practice data stays in TaxDome, even when an outside tool is doing the work.
“We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.”
Kurt G.
CEO at an accounting firm
You can add the TaxDome AI add-on to any plan. Once it’s active, turn on document renaming and tagging in your Firm settings. AI intake is included in every plan, and Atlas is coming soon.
Atlas is your firm’s AI Chief of Staff. It runs the operational side of your practice on your TaxDome data: job follow-ups, client reminders, and scheduled firm checks, always with your approval before anything goes out.
Yes, with the TaxDome AI add-on. The open Model Context Protocol (MCP) connector lets your AI tool read and act on TaxDome data directly.
Yes. A documented public API is included in the TaxDome AI add-on, for firms, developers, and integration partners building on top of TaxDome.
TaxDome connects in both directions. It reads each client’s prior-year return from your tax software to build their document checklist, and finished returns come back with one click from any tax software that can print, including Drake, Lacerte, UltraTax, ProSeries, ProConnect, CCH Axcess, ATX, TaxSlayer, and TaxAct.
Yes. Atlas and every TaxDome AI feature run on the same AWS infrastructure that already stores your TaxDome data, with the same enterprise-grade encryption and SOC 2 Type II certification. Full details are in our Trust Center.
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“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?””
Joseph Serrone
President, Polaris Tax & Accounting