WeCloseBooks + TaxDome
WeCloseBooks and TaxDome: different jobs, same goal
TaxDome is an all-in-one practice-management suite for tax and accounting firms. WeCloseBooks does one job: collecting client documents and answers so engagements are ready to work on. Many firms use a suite to run the practice and a focused layer to fix the client-side bottleneck.
What TaxDome does
- All-in-one practice management: workflows, client portal, e-signatures, invoicing, and more in one system.
- Designed to be the system of record for running the whole firm.
- A broad feature set, which can mean more setup and more for staff and clients to learn.
Where WeCloseBooks fits
- A simple client portal focused only on getting documents and answers in — minimal friction for clients.
- A per-engagement document library, so this month's files aren't mixed with last year's.
- Questionnaires that decide which documents are actually needed before you ask.
- AI extraction from tax returns, so staff start from structured details instead of retyping.
- On the roadmap: a reminder engine, upload↔request matching, and a close-readiness dashboard.
- A direct TaxDome connection is Coming Soon, so the two can work side by side.
Common questions
- Does WeCloseBooks replace TaxDome?
- No. TaxDome runs practice management; WeCloseBooks focuses on client document collection and readiness. A direct TaxDome connection is Coming Soon so firms can keep their suite and add a focused collection layer.
- Why add WeCloseBooks if we already have a portal in our suite?
- Suite portals store files, but teams often still chase clients over email and check status by hand. WeCloseBooks is built around the request itself: what was asked for, what arrived, and what's still missing.
- Can clients use WeCloseBooks without another login to manage?
- Clients are invited to a simple portal for their engagement. The goal is the least friction possible for uploading documents and answering questionnaires.
See how WeCloseBooks fits alongside TaxDome
A 15-minute walkthrough of your firm's client document workflow — what's live today and what's coming.