Sound familiar?
What tax and accounting firms on TaxDome tell us before a project starts.
- Leads come in by email and form and are added to TaxDome by hand.
- Every new client needs the same set of steps and somebody forgets one.
- Busy season exposes who is behind, too late to do anything.
- We can't see revenue and workload without building a spreadsheet.
- Information in TaxDome and our accounting software drifts apart.
What we build
Each one is a working piece you can open and check when it's done.
Lead to client
Website and scheduler leads create the contact and account in TaxDome, with the welcome message and proposal sent for review.
n8n, Make and Zapier automation API integrations and data syncJob and checklist set-up
A new engagement creates the right jobs and tasks for the service, with assignees and due dates.
n8n, Make and Zapier automationDocument collection
Organiser answers and uploaded files checked for completeness, with reminders to the clients who are missing items.
n8n, Make and Zapier automation PDF and document data extractionZapier links to other tools
TaxDome has no public API, so we build on its Zapier integration and are open about what that can and cannot do.
API integrations and data syncAccounting and billing sync
Client and invoice details kept consistent between TaxDome and your accounting software.
QuickBooks, Xero and HubSpot integrationsFirm reporting
Jobs by stage, overdue work and workload by person, collected into one page.
Dashboards and reportingWhat we connect it to: Zapier, QuickBooks, Xero, Google Sheets, Calendly, Gmail.
Industries that use it: Accounting, Bookkeepers, Financial advisors.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Booked call to account
Example: a tax firm wants each booked consultation to create the contact and account in TaxDome and send the intake questionnaire before the call.
Calendly, Zapier, TaxDomeExample project
Busy-season checklist
Example: a practice wants the same set of jobs and tasks created for every return client, assigned by preparer and dated against the filing deadline.
TaxDome, Zapier, a template sheetExample project
Workload sheet
Example: a partner wants open jobs per preparer and how many are overdue, updated every morning.
TaxDome exports, Google SheetsQuestions people ask first
Does TaxDome have an API?
TaxDome's help centre says it has no public API and points firms to its Zapier integration. We build on what Zapier offers and exports, and tell you where the limits are.
Is client tax information kept safe?
We keep client files in TaxDome and the systems your firm already uses for them, and build only on the details a step needs.
Who owns what you build?
You do. It runs in your accounts, with notes for your staff.
How do we start?
Tell us which part of onboarding or busy season hurts most. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com