TaxDome Launches Industry-First AI System to Transform Client Document Management in Time for Tax Season

TaxDome, an award-winning premier practice management solution for tax professionals, bookkeepers and full-service accounting firms, has launched TaxDome AI, the first AI system for the profession designed to eliminate time-consuming document management. TaxDome AI completely automates repetitive manual workflows and provides practitioners with organized workpapers – all in time for tax season.

“We aim to bring AI into the client experience, making it easier for clients to provide their accountants, tax preparers and bookkeepers organized documents from the get-go,” said Ilya Radzinsky, co-founder of TaxDome. “This innovation not only makes work easier but truly transforms the way firms operate, setting a new standard in our industry. Our goal is to replace repetitive workflows entirely, allowing professionals to focus on more valuable aspects of their work and saving countless hours during the hectic tax season.”

TaxDome’s AI-powered features address core issues faced by tax professionals, including the disorganization of client workpapers, time-consuming manual document management, and the inefficiencies caused by non-descriptive file names. By automatically processing client uploads to assign meaningful tags and descriptive names, TaxDome streamlines document organization, reduces the potential for human error, and significantly speeds up project completion.

This enhanced efficiency not only allows firms to service more clients per employee but also frees up valuable time for professionals to focus on higher-value tasks and client interactions.

Key Features:

• Automatic Tag Assignment: Documents uploaded by clients are instantly tagged with relevant categories.
• Descriptive Naming: AI technology assigns descriptive names to client-uploaded documents, transforming “IMG_2024_12_33.pdf” into “2024 W-2 Being Inc. – John Smith.pdf.”
• Improved Searchability: Filter client documents by type (e.g., 1099, driver’s license) to quickly locate relevant files.
• Reduced Client Clarifications: Minimize time spent asking clients for clarifications with accurately named and tagged documents.
• Security and Privacy: TaxDome is SOC 2 compliant, does not use scanned data to train AI models, and does not store scanned data.

To learn more about TaxDome and its solutions for tax professionals and accountants, visit http://www.TaxDome.com.