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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.
Recently released
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.
Global communication: one inbox for all conversations
SMS, secure chats, email: centralize every customer conversation in one platform.
What’s coming soon
Work forecaster
Gain real-time visibility into job statuses and have timely and accurate forecasts of when jobs will be completed.
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
Summer 2025 update
Spring 2025 update
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Client care: Let TaxDome handle platform questions from your clients
Free up your team for billable work
Accelerate onboarding and platform adoption
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.