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 and send tax return delivery
Create an explanatory note for the tax return and send it to your client along with the document
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 & apply intro templates
Learn how to create, apply, and managing reusable intro templates for tax return delivery in TaxDome.