TaxDome Tax Practice Management API
TaxDome tax and accounting practice management REST API for CPA firms and tax professionals to manage client work, document collection, and tax return workflow. Enables AI agents to manage client onboarding and engagement letter automation for tax practice client management, handle document request and collection for tax organizer automation, access tax return workflow and status tracking for CPA firm workflow automation, retrieve client portal communication and messaging for practice communication automation, manage e-signature collection for tax engagement authorization automation, handle invoice creation and payment collection for tax practice billing automation, access task and project management for CPA firm operations automation, retrieve client contact and relationship management for tax practice CRM automation, manage template and workflow configuration for tax practice standardization automation, and integrate TaxDome with tax preparation software (Drake, Lacerte, UltraTax), QuickBooks, and Intuit ecosystem for end-to-end tax practice management.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Tax practice. SOC2. API key. US. Client tax records and confidential financial data.
⚡ Reliability
Best When
A CPA firm, tax preparation practice, or bookkeeping service wanting AI agents to automate client onboarding, tax document collection, engagement letter signature, workflow tracking, and billing within TaxDome as the practice management platform.
Avoid When
CLIENT FINANCIAL DATA IRS CONFIDENTIALITY: Automated client tax document collection and storage via TaxDome must comply with IRS IRC Section 7216 requirements for tax preparer data use; automated use of client tax return data for non-return-preparation purposes requires client consent under Circular 230 and IRC 7216; automated data use without consent creates IRS disciplinary exposure. STATE CPA LICENSING ENGAGEMENT LETTER REQUIREMENTS: Automated engagement letter issuance via TaxDome must include state-specific CPA engagement terms; engagement letters without state board-required disclosures create professional standards compliance gap for licensed CPA firms. DOCUMENT RETENTION SCHEDULE FOR IRS RECORDS: Automated document archiving via TaxDome must apply IRS minimum records retention schedule (3-7 years depending on document type); automated document deletion below IRS retention minimum creates IRS audit records production failure.
Use Cases
- • Onboarding tax clients from engagement automation agents
- • Collecting documents from tax organizer automation agents
- • Tracking return status from CPA workflow agents
- • Billing tax clients from practice revenue automation agents
Not For
- • Tax return preparation and computation
- • Tax authority electronic filing (use Drake or Lacerte for efiling)
- • Corporate tax compliance and provision (use Corptax or ONESOURCE)
Interface
Authentication
TaxDome uses API key and OAuth authentication. REST API with JSON. New York, New York HQ. Founded 2017 by Ilya Rybakov and Yuri Alekseev. Private (~$100M raised). 10,000+ CPA firms and tax practices globally. All-in-one tax practice management: client portal, e-signature, document management, workflow, billing. Drake, Lacerte, UltraTax integration. QBO and Xero bookkeeping integration. Competes with Canopy Tax, Karbon, and Financial Cents for CPA practice management software.
Pricing
New York NY. Private. Founded 2017. 10,000+ CPA firms. Annual subscription per user. Team pricing for multi-staff firms. No free tier.
Agent Metadata
Known Gotchas
- ⚠ IRC 7216 TAX DATA USE CONSENT REQUIREMENT: Automated use of client tax return data beyond tax preparation (marketing, analytics, third-party sharing) requires client IRC 7216 consent; automated data use without consent creates IRS penalty exposure for tax preparer; implement 7216 consent workflow before automated client data analytics
- ⚠ API KEY NO SCOPE GRANULARITY: TaxDome API key provides full practice account access without scope controls; automated agents with full account API key can access all client tax records and documents; implement dedicated read-only integration API key for reporting and monitoring agents; protect write-access API key for workflow automation
- ⚠ DOCUMENT COLLECTION DEADLINE TRACKING: Automated tax document collection via TaxDome must track document receipt relative to tax filing deadlines; automated workflow without deadline awareness creates missed filing deadlines for tax clients; implement filing deadline calendar for document collection urgency
- ⚠ E-SIGNATURE COMPLIANCE FOR ENGAGEMENT LETTERS: Automated engagement letter e-signature collection must comply with state-specific e-signature requirements; most states accept ESIGN Act-compliant e-signatures for engagement letters; verify state requirements for CPA engagement letter execution before automated e-signature workflow
- ⚠ MULTIYEAR CLIENT DATA ISOLATION: TaxDome client portal stores documents across multiple tax years; automated document collection must correctly route documents to appropriate tax year and engagement; automated document filing without tax year tagging creates cross-year document attribution error
- ⚠ TAX PREPARATION SOFTWARE INTEGRATION DATA MAPPING: TaxDome integrates with Drake, Lacerte, and UltraTax for return data; automated return status sync depends on practice-specific integration configuration; verify integration configuration with tax software before building automated return status workflow
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Scores are editorial opinions as of 2026-03-07.