# AI Automation for TaxDome

> 8 workflow automations purpose-built on top of TaxDome — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/taxdome/
- **Automation count:** 8
- **Roles:** CPA Firm Administrator

## Automations

- [Tax Document Gathering for CPA Firm Administrators](https://calish.com/workflows/with/tax-document-gathering-for-cpa-firm-administrator-with-taxdome/) — AI monitors Canopy and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends 
- [Tax Return Review for CPA Firm Administrators](https://calish.com/workflows/with/tax-return-review-for-cpa-firm-administrator-with-taxdome/) — AI reconciles each line of the return against source docs in Canopy and the prior year, explains variances over 5%, and produces a review wo
- [Client Status Communication for CPA Firm Administrators](https://calish.com/workflows/with/client-status-communication-for-cpa-firm-administrator-with-taxdome/) — AI drafts personalized status replies from the live matter state in Canopy, surfaces anything the client is blocking, and escalates tax-sens
- [Bank & Credit Card Reconciliation for CPA Firm Administrators](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-cpa-firm-administrator-with-taxdome/) — AI matches bank and card feeds to Canopy entries, auto-codes recurring transactions with learned rules, and surfaces only the true exception
- [Bill Capture & AP Processing for CPA Firm Administrators](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-cpa-firm-administrator-with-taxdome/) — AI pulls bills from every channel, extracts line items, assigns GL codes using Public Accounting Ops patterns, routes approvals, and sends p
- [AR Collections & Dunning for CPA Firm Administrators](https://calish.com/workflows/with/ar-collections-and-dunning-for-cpa-firm-administrator-with-taxdome/) — AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Canopy, and flags accounts that need a human 
- [Month-End Close Checklist for CPA Firm Administrators](https://calish.com/workflows/with/month-end-close-checklist-for-cpa-firm-administrator-with-taxdome/) — AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window c
- [Audit PBC List Management for CPA Firm Administrators](https://calish.com/workflows/with/audit-pbc-list-management-for-cpa-firm-administrator-with-taxdome/) — AI manages the PBC list, pulls each requested schedule from Canopy, answers auditor follow-ups from the workpapers, and logs every deliverab

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