Revolutionizing Tax Management with Integrated Workflow Solutions
Revolutionizing Tax Management with Integrated Workflow Solutions
New Intake & Delivery Features Combine with Juno's AI-Powered Preparation to Streamline Tax Work from Start to Finish
TaxDome, a leading practice management solution for tax professionals, bookkeepers, and accounting firms, is setting a new industry standard with the unveiling of its innovative Intake & Delivery functionality. This newly launched feature seamlessly integrates with Juno and marks a significant advancement in the tax preparation process, offering a truly unified, end-to-end workflow from proposal to payment while incorporating automation at every step.
"Clients demand a cohesive experience without juggling multiple portals and logins," expressed Ilya Radzinsky, the co-founder of TaxDome. "Firms also require complete tax workflows that operate efficiently end to end. Our latest launch addresses both needs by providing one seamless client experience paired with AI-driven tax preparation, eliminating manual data entry within tax software and significantly boosting productivity for firms."
Dave Haase, CPA and founder of Juno, adds, "Having spent years contemplating a solution that provides one login through the entire process – from gathering client documents to completing the return – I’m thrilled to say that with TaxDome, we’ve made that dream a reality."
Intake and Delivery – A Unified Solution
TaxDome accommodates end-to-end workflows for full-service accounting firms, including:
Proposals and Engagement Letters
This feature allows for sending proposals and engagement letters to multiple clients, either manually or through automation.
Intake and Preparation
The AI-powered document checklists used for intake facilitate effortless extraction from necessary documents like W-2s, 1099s, K-1s, and more, feeding directly into the tax software.
Review Enhancements
With AI-enhanced error checks, the software flags issues and summarizes key information to streamline the final review process.
Efficient Delivery
Returns can be assembled within minutes, complete with built-in summaries, e-signatures, and payment reminders.
With Juno embedded directly into the TaxDome platform, clients benefit from a mobile-friendly, branded experience, eliminating the need for additional portals or logins.
This integration enables firms to automate data entry processes, scale their capacities without needing extra hires, and improve both accuracy and turnaround times significantly.
Unlike competitors that intertwine separate systems and logins, TaxDome distinguishes itself by owning the entire tax journey.
Built by a CPA, Trusted by Professionals
Josh Bennett, founder at Vincere Tax, stated, "The enhancements we’ve experienced with Juno are astonishing. Tasks that required hours of manual prep and review are now streamlined, allowing us to catch errors that might have otherwise gone unnoticed. Juno has not only saved us time; it’s enhanced our overall operational efficiency."
This advancement is particularly beneficial for mid-sized and larger firms managing numerous returns, as well as modern practices eager to automate and enhance their workflows without sacrificing quality.
See why countless firms trust TaxDome and revolutionize your workflow to achieve greater efficiency.
About TaxDome
Launched in 2017, TaxDome arose from a deep understanding of the tax, bookkeeping, and accounting fields. Today, it serves over 30,000 professionals globally and has garnered recognition for excellence in various categories, including Firm Workflow Solutions and Practice Management Systems.
About Juno
Juno is an innovative company founded by a CPA and firm owner committed to enhancing the tax preparation landscape. It empowers modern tax professionals to manage tax preparation, review, and advisory tasks without compromising on quality.
Frequently Asked Questions
1. What is TaxDome's new feature?
TaxDome has launched an Intake & Delivery feature that integrates with Juno for a seamless tax prep experience.
2. How does the AI feature improve the tax workflow?
The AI feature automates data extraction from financial documents, reducing manual entry and enhancing accuracy.
3. Can firms automate their processes with TaxDome?
Yes, TaxDome allows firms to automate data entry, increasing efficiency and capacity without additional hires.
4. Who can benefit from using TaxDome?
TaxDome is ideal for full-service accounting firms, especially mid-sized and large ones with high volumes of returns.
5. How does Juno enhance TaxDome's functionalities?
Juno improves TaxDome by offering AI-driven document checks and seamless integration into tax preparation workflows.
About The Author
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