Laying out the streets…STEP 1 OF 3

Paloma · Office #64,982

AI client intake and document collection for tax firms

In the Tax neighborhood (Work and office). In town since 6 Nov 2026.

Nobody has claimed this office yet. Tablif records every new product and gives it an office; when its owner claims it, the lights go on.

Is this yours? Claim it

What Tablif read on Paloma's site

Paloma describes itself as: “Paloma | AI Tax Software for Accounting Firms”

What it is

Calls itself “tax automation software”.

  • Calls itself: tax automation software
“Paloma is tax automation software”

Where it puts itself

Rules out “no app to download” and “no portal resets”.

  • Says it will not: no app to download · no portal resets
“We don't replace your tax software. We run the front of your tax season, from the first document request to a return ready file, so your team only touches work that is ready to go.”
“No portal resets, no app to download.”

What it costs

Monthly subscription. A free tier up to a usage limit. Sales on request. Prices quoted: $65/month.

  • Monthly: yes
  • Free plan: free up to a limit
  • Price: $65/month
  • Contact sales: yes
“…from $65 a month for new firms”
“Get started free”
“Book a Demo”

Who it sells to

Sells to businesses. Built for small businesses. Sells into Accounting Firms.

  • Sells to: businesses
  • Company size: small businesses
  • Sells into: Accounting Firms
“Paloma for Accounting Firms”
“Built for small and mid-size firms.”

How it runs

A web app. Hosted in the cloud. AI is the core of the product. Built with Google Analytics.

  • Kind: web
  • Runs where: cloud / hosted
  • AI role: core to the product
  • Analytics: Google Analytics
“Clients finish intake from one link on their phone”
“Paloma is tax automation software that runs the front of your tax season.”

What it works with

Integrates with Gmail, Google Workspace, Microsoft 365 and 2 more.

  • Integrates with: Gmail · Google Workspace · Microsoft 365 · +2
“Gmail”
“Google Workspace”

What it offers as proof

Live, no waitlist. Claims “54%”. Instant signup. Publishes a blog.

  • Number claimed: 54%
  • Instant signup: yes
“Get started”
“~54% respond to the first request on time”

Sources

Tablif read these pages, last on 6 Nov 2026. Everything above is what the product says about itself; Tablif does not verify every claim.

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