TaxDome
TaxDome v1.0.4
Tax firm and client portal
Competitor profile
Developer declarations; not independently tested. Listing last checked Nov 4, 2026. Package observed Nov 3, 2026.
Declared capabilities
- Read
- Write
Declared limitations
- A general tax question: nothing in it is about the firm's records, so ChatGPT should answer from what it knows. Expected: ChatGPT explains the two forms and calls no TaxDome tool.
- Charging a client's card: the connector has no tool that takes payments, charges a card or issues a refund. Expected: ChatGPT says it can't make payments through TaxDome.
- An unclear request: the firm has asked Jordan Ellis for two documents in chat, and a firm user asks ChatGPT to tell Jordan that one of them arrived without saying which. The connector cannot read chat messages, and Jordan's documents in TaxDome are not enough to tell which one is meant, so ChatGPT should not send anything. Expected: ChatGPT says it is unsure which document is meant and asks the user; nothing is sent. The tools it tries first can vary (for example v4_clients_list, v4_chat_threads_list, v4_documents_list), since the request is deliberately ambiguous.
Not specified in the available declarations: pricing & account requirements.
Onboarding example
Which jobs in TaxDome are in the Intake stage?
Description
From the marketplace listing
Use TaxDome, the practice management software for accounting, tax and bookkeeping firms, in ChatGPT. Firm staff can find overdue jobs, get a brief on a client before a call, list unpaid invoices, and create or update client accounts, contacts, jobs, tasks and notes. Clients of a TaxDome firm can see what their accountant still needs, where their tax return stands and what they owe, fill in the firm's questionnaires and reply to the firm. Everyone signs in with their own TaxDome login, and ChatGPT sees only what that person can see.
Language: English · Automatically detected from descriptions.
Changes
No changes recorded yet. Follow this plugin to keep track of future changes.
First seen Oct 29, 2026. Last seen Nov 4, 2026.
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Keywords
Files & skills
File archives
Release notes
Initial release: firm staff can see which jobs are in each stage, list unpaid invoices, and create or update client accounts, contacts, jobs, tasks and notes in TaxDome. Clients of a TaxDome firm can see what they owe and what their accountant still needs, and reply to the firm. Everyone signs in with their own TaxDome login.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- TaxDome
- Keywords
- See keywords
- Declared availability
- No country restrictions declaredDeclared regions; live availability may differ.
- Commerce declaration
- Does not support commerceThis does not establish whether access is free or paid.
- Review scenarios
- 5 positive · 3 negativeScenario counts, not test results.
Declared capabilities
- Read
- Write
Package observed Nov 3, 2026.
Technical details
- First seen
- Oct 29, 2026 · 12:00 UTC
- Last seen
- Nov 4, 2026 · 06:00 UTC
- Collection status
- Collected
plugin_asdk_app_6ad8d147263c819197fc378cfef44bb3
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