TaxDome for Accountants

Boost Your Efficiency with These 10 Essential TaxDome Templates

Managing a CPA firm is no small feat—time-consuming tasks, client communication gaps, and compliance complexities can slow you down. That’s why TaxDome templates are a game-changer for accountants and tax professionals.

These pre-built, automated workflows eliminate manual tasks, ensure compliance, and provide a seamless client experience. Whether you’re handling tax prep, bookkeeping, or advisory services, each of these templates is designed to save you time and streamline your process. Find the one that fits your needs, automate your practice, and scale your accounting business effortlessly.

How to get the OneStop CPA’s Signature TaxDome Templates

1. Sign up for TaxDome. (Click here to get one months free).
2. After Sign up, Login, Click Templates, Marketplace and then. Pipelines.
3. Select the Pipeline of your choice
4. Easily Customize to your liking.

We have popular Free Templates within the TaxDome Marketplace

Brian with Petar Iliev, Chief Revenue Officer of TaxDome

1040 TAX PREP

Simplify individual tax preparation like never before. This template is tailored for CPAs handling 1040 tax returns, automating document collection, e-signature requests, and client reminders. No more back-and-forth emails or missing paperwork—just a smooth, efficient tax prep process that ensures accuracy and compliance while saving you hours. Ideal for firms handling multiple personal tax clients.

1065 TAX PREP

Handling partnership tax returns just got easier! This template automates the collection of K-1 forms, partnership agreements, and financial documents while ensuring seamless communication with business partners. Say goodbye to last-minute rushes and overlooked details—this workflow keeps everything organized, error-free, and effortlessly compliant.

1120S TAX PREP

ADVISORY TAX PLAN

Turn compliance clients into high-value advisory clients. This template structures your advisory services, including automated check-ins, financial planning insights, and strategic tax-saving recommendations. A structured, professional approach that boosts your firm’s revenue while delivering real value to your clients.

ADVISORY VIP

Premium advisory services, now automated! This template is designed for accountants offering high-end financial and tax advisory services, keeping clients engaged with regular updates, personalized tax strategies, and financial insights. It transforms your firm into a proactive, value-driven advisory powerhouse.

BOI Pipeline

Stay ahead of Beneficial Ownership Information (BOI) reporting. With new compliance requirements, this template automates data collection, client notifications, and report filing, ensuring your clients remain fully compliant without hassle. Eliminate manual tracking and streamline BOI filings with ease.

BOOKKEEPING ADVANCED

The ultimate bookkeeping automation for CPAs handling complex clients. This template streamlines transaction categorization, reconciliation, and financial reporting, ensuring accuracy and efficiency. Ideal for firms managing high-volume bookkeeping clients who demand precision and timeliness.

BOOKKEEPING BASIC

Perfect for small business clients who need reliable bookkeeping without the complexity. This template automates data entry, reconciliation, and financial reporting, making bookkeeping effortless. A must-have for accountants looking to serve small businesses efficiently.

FORM 2553

Make S-Corp elections seamless and hassle-free. This template automates the preparation and submission of Form 2553, ensuring your clients elect S-Corp status without missing deadlines. No more paperwork headaches—just a streamlined, compliant election process.

FORM 2848

Authorize IRS representation in a click. This template automates the collection and submission of Form 2848, allowing CPAs to handle client tax matters with ease. A game-changer for firms managing multiple client authorizations efficiently.

Ready to Elevate Your CPA Firm?

Every second counts in accounting, and these TaxDome templates are built to save time, eliminate inefficiencies, and increase profitability. Whether you need to streamline tax prep, automate bookkeeping, or enhance client advisory, there’s a template designed for you. Pick the right one, implement it instantly, and watch your practice transform.
Take action now—get the templates that fit your firm’s needs and supercharge your efficiency today!