TaxDome Launches Public API and MCP Server to Enable AI Integration for Accounting Firms
TaxDome, a practice management platform serving over 15,000 accounting firms, has announced the release of a public API and a Model Context Protocol (MCP) server. These tools allow accounting professionals to integrate AI assistants like Claude and ChatGPT directly with their firm's data. This enables automated workflows such as client onboarding from emails, real-time workload briefings, and seamless synchronization between TaxDome and other business tools like CRMs. The update emphasizes user-controlled security, allowing firm owners to set granular permissions for read/write access based on existing staff privileges. By lowering the technical barrier to automation, TaxDome aims to allow non-developers to build custom operational tools using their own practice data. The rollout will occur over the coming weeks, with a live demonstration scheduled for November 4.
Topics: AI Integration API Launch MCP Server Practice Management Software
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Part of the story TaxDome Launches Client MCP to Enable AI Assistant Integration for Accounting Clients (3 articles)