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Coming soon

Incorporating AI into the client experience

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

TaxDome AI, coming soon

Join the waitlist to receive updates!

By signing up for the waitlist, you agree to TaxDome’s terms of service and privacy policy.

TaxDome AI replaces admin work, ensuring faster project turnaround

No more 4353458223.pdf

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.

Organized documents: no longer a myth

TaxDome AI organizes documents and tags them appropriately – the 1099-K is no longer a needle in the haystack.

TaxDome AI replaces admin work, ensuring faster project turnaround

See how TaxDome AI will improve your client experience.

Keeping your data secure

Keeping your data secure

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

TaxDome is trusted by 10,000+ firms in 25+ countries

Kurt G.

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

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12h

9

Joseph Serrone

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?

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9h

7

Are Berg Hjelle

Customers can chat with us via mobile, or a laptop, anytime. Accountants can answer faster, easier, and have a better understanding of their customers.

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7h

3

Christina S.

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

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5h

3

Your concerns, answered

Frequently asked questions

How do I enable TaxDome AI?

To enable TaxDome AI, go to your Firm Settings.

Will my clients’ 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 clients’ data secure?

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