Month-End Close Checklist for CPA Firm Administrators with TaxDome
The Problem
Every Public Accounting Ops month-end runs on a checklist in Canopy that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.
What We Build in TaxDome
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running TaxDome — uses the native API or agent integration so nothing leaves the system of record.
TaxDome Integration Approach
Audit your TaxDome configuration
We map the specific TaxDome objects, custom fields, and workflows the automation needs to touch for your public accounting ops practice.
Build on the TaxDome API or agent
Integration happens inside TaxDome — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in TaxDome with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your TaxDome instance
30-minute call. We'll look at your actual TaxDome setup and show exactly how this workflow fits.