Smart, AI features to maximize your workflow.
Paloma brings secure AI to your entire tax workflow: automated client intake, intelligent document organization, and AI-assisted tax preparation that plugs into your existing software. One secure platform. Less busywork.
Client Intake and Document Management
Documents automatically formatted to PDF, renamed, and organized.
Client Communication
Automated emails from a secure portal.
AI Tax Prep
Data extraction and data entry integrated with your favorite tax software.
Integrations
Incoming integrations with industry-leading tax software
ProConnect
Coming soon
CCH Axcess
Coming soon
UltraTax
Coming soon
Join a team that understands you
Ready to transform your workflow? Request a demo and see how Paloma can streamline your accounting practice.