TaxDome bookkeeping and accounting, done for you

Why businesses on TaxDome outsource

Firms adopt TaxDome to standardize how work flows: pipelines, automations, organizers and e-signatures all live in one place. The bottleneck then shifts from process to people. Jobs sit in the waiting-on-documents stage, bookkeeping for write-up clients falls behind, and partners spend evenings on data entry that a trained accountant could do inside the same system.

Outsourcing the staff-level work keeps the firm's TaxDome setup intact while adding capacity without headcount. A dedicated accountant takes the pipeline stages your team has defined, works them in order, and hands each job to your reviewer with the workpapers attached. The firm keeps client ownership, sign-off and the client relationship. Month-to-month terms mean capacity can flex with tax season.

What we do inside TaxDome

Integrations we reconcile

• QuickBooks OnlineWe reconcile TaxDome invoices and payments synced to the firm's QuickBooks Online file and clear unmatched items monthly.
• Drake TaxReturns printed to TaxDome from Drake are filed to the client folder and linked to the job for reviewer sign-off.
• LacerteLacerte outputs saved through the TaxDome print driver are matched to the pipeline job and the section 7216 consent on file.
• UltraTax CSUltraTax return packages are stored in TaxDome Docs and routed for e-signature of Form 8879 by the firm.
• StripeClient card payments taken through TaxDome are matched to Stripe payouts and posted to the firm's ledger.

Migration to and from TaxDome

Accounting software setup and migration

Common TaxDome reconciliation problems we fix

1. Jobs stalled at document stages

   Pipelines only move when someone chases the missing items. We follow up on open organizer and document requests every business day and log each contact in the client record.

2. Write-up clients behind at tax time

   Bookkeeping for small business clients often waits until the return is due. We keep monthly books current all year so the tax job starts from a reconciled trial balance.

3. Partners doing data entry

   Senior staff entering source documents into returns is expensive capacity. We enter data and prepare workpapers; the partner reviews and signs.

4. Firm invoicing lags the work

   Time sits unbilled when nobody turns entries into invoices. We bill from TaxDome each week or month on the schedule you set and reconcile payments to your ledger.

5. Consent and access records are scattered

   Section 7216 consents, engagement letters and signed 8879s need to be findable in one place. We file each against the client folder and confirm the consent exists before touching return data.

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