ApproveThis manages your TaxDome Integration approvals.

When Boring Paperwork Meets Automation

Let's be real - tax professionals didn't sign up to chase down signatures or play middleman in approval limbo. Yet here we are, with accounting firms wasting 12 hours a week on manual approvals according to IRS efficiency reports. That's why smart practices are connecting TaxDome's practice management with ApproveThis' approval automation through Zapier. No more sticky notes on monitors or "did you see my email?" Slack messages. Just clients getting served faster and staff keeping their sanity.

Why This Combo Hits Different

TaxDome's great at keeping your practice organized - client portals, document templates, deadline tracking. ApproveThis? It's the missing piece for decisions that can't be fully automated. Together through Zapier, they handle:

• The hand-off: TaxDome triggers approval workflows when specific events happen (new client intake, document uploads)
• The human part: ApproveThis routes requests to the right people with context from TaxDome records
• The paper trail: Every approval/rejection syncs back to TaxDome automatically

Key thing here? Your partners/clients approving things don't need TaxDome logins. Huge when working with external stakeholders who just need to say yes/no without jumping through hoops.

Real-World Uses That Actually Matter

1. New Client Onboarding That Doesn't Suck

Scenario: Your firm lands a new client. TaxDome automatically creates their account, but you need internal approvals before starting work (conflict checks, scope validation, etc.).

The Fix: Zapier triggers an ApproveThis workflow the moment TaxDome creates the account. Partners get an email with key details - no logging into either system required. Approval? TaxDome auto-enables the client portal. Denial? Client gets a polite auto-email from TaxDome. Bonus: Use ApproveThis' calculated fields to flag high-risk clients based on revenue thresholds pulled from TaxDome data.

2. Client Requests That Don't Fall Through Cracks

Scenario: Client uploads a last-minute document via TaxDome requesting tax strategy changes. Needs urgent partner review.

The Fix: TaxDome file uploads trigger ApproveThis requests with document links. Partners approve/deny via email, comments sync back to TaxDome client notes. If denied, staff get automated follow-up tasks in TaxDome. Pro Tip: Set up approval thresholds so junior staff can handle small-scope changes without partner involvement.

3. Compliance Stuff That Actually Complies

Scenario: Quarterly filings need multiple eyes before submission. Current process? Email chains and crossed fingers.

The Fix: TaxDome deadline alerts trigger ApproveThis workflows with embedded checklists. Sequential approvals ensure preparer → reviewer → partner sign-off. Each rejection restarts the clock in TaxDome's deadline tracker. Vacation delegation means out-of-office partners don't bottleneck the process.

Setting This Up Without Losing Your Mind

Good news: If you can make a sandwich, you can connect these systems. Here's the 4-step recipe:

1. Pick your trigger: In Zapier, choose TaxDome events like "New Account Created" or "File Uploaded"
2. Feed data to ApproveThis: Map TaxDome fields to your approval request template (client name, doc links, amounts)
3. Set approval rules: Define who approves what, in which order, with which conditions
4. Close the loop: Send approval outcomes back to TaxDome to update records or trigger next actions

Total setup time? About 15 minutes if you're slow at clicking. Maintenance? Zero - it's all automagic after that.

Who Benefits (Besides Your Sanity)

Partners/Owners

Real-time visibility into approval bottlenecks without micromanaging. Vacation mode automatically reroutes requests so firms don't grind to halt during ski season.

Client Managers

Auto-approved routine requests mean less back-and-forth. Rejected requests come with reasons logged in TaxDome, so they know exactly what to fix.

Operations Teams

Audit trails for every decision, synced between both systems. No more "I thought Janet approved that!" debates during compliance reviews.

The Nuts & Bolts You Care About

ApproveThis plays nice with TaxDome's structure:

Custom Fields: Pull client IDs, matter numbers, or TaxDome document links into approval requests. Approvers see exactly what they need without hunting through folders.

Conditional Logic: Auto-route high-value client requests to senior partners. Send standard filings to junior staff. TaxDome data determines the path.

Mobile-Friendly: Approvers click email links to review full context (including embedded TaxDome docs) on any device. No app installs required.

No, Really - Why This Beats Spreadsheets

If you're still using shared sheets or email for approvals, let's break down the math:

Time: 12 approval requests/day × 15 minutes chasing each = 3 hours daily. With automation? Maybe 10 minutes to review batched approvals.

Errors: Manual entry mistakes drop from ~18% to near zero when data flows between systems automatically.

Client Experience: "Your request is with accounting" → "Your request was approved Tuesday at 2:15PM and filed with IRS." Which firm would you pick?

Getting Started Without the Sales Circus

No need for a demo (unless you want one). Most firms start here:

1. Grab a free ApproveThis trial
2. Connect to TaxDome via Zapier using pre-built templates
3. Automate one process (client onboarding works well)
4. Watch your team actually take lunch breaks again

Total time investment? Less than your last coffee run. ROI? Measurable by next quarter's client satisfaction scores.

The Bottom Line for Busy Firms

TaxDome keeps your practice organized. ApproveThis keeps decisions moving. Together via Zapier, they remove the approval constipation that plagues growing firms. Less herding cats, more billable hours. Fewer frantic deadline nights, more margarita Mondays. You get the idea.

Ready to stop being a human router? Set it up before your next filing deadline.