Tax Document Gathering for CPA Firm Administrators with TaxDome
The Problem
Chasing Public Accounting Ops clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.
What We Build in TaxDome
AI monitors Canopy and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. 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.