Tax return intake & delivery
Automate tax preparation from client intake to final delivery.
Tax return intake & delivery explained
Step-by-step explanation on how TaxDome and Juno simplify tax return intake, data entry, and delivery.
Create and send document checklists
Create and send personalized checklists for collecting tax documents from clients.
Track and manage intake document checklist
View, edit, filter and delete document checklists
Send checklists automatically
Automate the delivery of checklists via pipelines to save time and eliminate manual work.
Create & manage checklist templates (Beta)
Create reusable checklist templates for faster document checklist creation.
Bulk import checklists via CSV/Excel (Beta)
Create document checklists for multiple clients at once by importing a CSV or Excel file.
Bulk import checklists from tax software backups (Beta)
Create 1040 document checklists for multiple clients at once from a Drake, ProSeries, Lacerte, UltraTax CS or ATX backup.
Create and send tax return delivery
Create an explanatory note for the tax return and send it to your client along with the document
Use AI in tax return delivery
Set up TaxDome AI to group tax return pages, prefill the tax summary and place signature fields in tax return deliveries.
Track and manage tax return delivery
How to edit, resend, track and delete a tax return delivery
Link tax return delivery to job
Link a tax return delivery to a job, track its status, and set up automove.
Create and manage tax return delivery templates
Save the intro, approval, invoice placement, email message and reminders as a template and apply them to any tax return delivery.