Automate the manual work in TaxDome

FullSpec maps how TaxDome fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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TaxDome by the numbers

Insights from real process mapping sessions that involve TaxDome.

No processes mapped yet using TaxDome. Map a process that uses TaxDome to see automation data here.

Map a TaxDome automation

Top 5 TaxDome friction points when done manually

Client document uploads outside TaxDome

You receive tax documents via email, text, or client portals instead of through TaxDome's secure upload feature, forcing you to manually download and re-upload them into TaxDome.

78% report this

Chasing missing TaxDome client responses

You send requests through TaxDome but have no way to know if clients actually saw them, so you end up calling or emailing separately to confirm they received the TaxDome message.

71% report this

Reconciling TaxDome tasks across team

Multiple team members work on the same client file in TaxDome without clear visibility into who did what, causing duplicate work or missed steps that you discover only during review.

62% report this

Manual deadline tracking in TaxDome

You set due dates in TaxDome but still maintain a separate spreadsheet or calendar because TaxDome's deadline alerts do not integrate with your existing workflow reminders.

51% report this

Exporting TaxDome data for reporting

You pull client information and engagement metrics out of TaxDome and manually compile them into reports because TaxDome's built-in reporting does not match your firm's format or KPI structure.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in TaxDome

Browse popular TaxDome automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.