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TaxDome Launches Public API and MCP Server for AI Solutions

TaxDome, a widely acclaimed practice management platform catering to over 15,000 accounting firms, has made a significant advancement by releasing a public API and an MCP (Model Context Protocol) server. This new feature is designed to seamlessly integrate AI agents and tools, enhancing the capabilities of accounting practices.

The public API access allows accounting firms to connect various AI assistants, including Claude and ChatGPT, to their TaxDome data. This means that with minimal technical knowledge, users can now build customized tools that streamline their specific needs, which previously required months of engineering effort. According to Ilya Radzinsky, co-founder of TaxDome, “Someone with no development background and a Sunday afternoon can now build what would have taken engineers three months in 2023.”

Key Features of the New Release

The introduction of the MCP server facilitates interactions with AI assistants, enabling firms to request information about overdue jobs, briefings on clients prior to calls, and new client setups—all within a single conversation thread. Furthermore, the public API allows read/write access that keeps TaxDome aligned with other tools used by firms, enhancing overall operational fluidity. For instance, finishing a meeting could automatically transition a job to its next phase based on updates in the system.

Controlled Access for Enhanced Security

One of the standout features of this release is the control that firm owners retain over API and MCP access. Owners can determine who on their team can utilize these features and whether they can merely read data or also make changes. This limitation ensures that users can only access the client information they are authorized to see, promoting data security and confidentiality.

Over 200 accounting firms participated in the beta testing of these new features. One such participant, Sarah Eck from Eck Tax, expressed her satisfaction, stating, “The TaxDome MCP connector for Claude and ChatGPT has transformed how I run my practice. It brings our data together so I can get answers on workload, deadlines, and client activity in seconds.”

Future Development Plans

As part of its goal to create AI-native tools, TaxDome plans to use these new capabilities to continue enhancing its platform. Clay Welch, EA of Trailhead Tax, mentioned, “Our tools can see what's waiting, what's missing, and what's next, so nothing depends on someone remembering.” This constant evolution in their service offerings reflects TaxDome's commitment to empowering firms of all sizes by providing tools that improve efficiency and client engagement.

The rollout of the public API and MCP server is set to take place over the coming weeks, and TaxDome will showcase these features during its Fall Update webinar on November 4. Interested firms can register for this event to learn more about leveraging these new tools effectively.

About TaxDome

TaxDome is a leading practice management platform specifically designed for tax, bookkeeping, and full-service accounting firms. With a presence in over 25 countries and a client app highly rated with 4.9 stars from more than 40,000 reviews, TaxDome has garnered recognition, including being named a 2026 Webby Award Honoree. This robust software solution is intended to scale practices, streamline operations, and deliver a client experience that rivals the best in the industry.

In summary, with the introduction of the public API and MCP server, TaxDome is enhancing its mission to assist accounting firms in adapting to the evolving landscape of technology, ultimately improving their workflow and service delivery.