December 2020 Update
Improved mobile scanner, client upload without login, automation setup simplified & more
Free KBA: is there such a thing?
Bigfoot, the Loch Ness monster, free KBA e-signatures. What do all these three have in common? Despite claims to the contrary, they don’t exist in real life.
Why SMS is not Secure for Client Communications & Inefficient for Your Practice
Texting clients has become more popular in recent years because it provides an easy mechanism to communicate with clients on the go.
How to Automate Client Onboarding with TaxDome
Onboarding new clients is essential as it sets the tone of your future working relationship and your productivity as a tax professional. This process is often time consuming, but it...
Pipeline Set Up Redesign
Automation, automation, automation: the last 6 months in TaxDome have been dedicated to automations. We’re striving to automate your accounting processes better.
November 2020 Update
Streamline new client onboarding with automation, message improvements & more
The Mascot Contest is Over: Meet General L. Edger
A big thank you to everyone who submitted names and voted to name our mascot – we had so much fun and we hope you did too. Before we announce...
Boundless Tax Experience: How to Establish and Grow Your 100% Virtual Firm
Growing your own business as a tax preparer or a bookkeeper is tough. You wear a lot of hats: you’re a CEO, marketer, client assistant, office manager, so oftentimes the...
Workflow Automation Improvements: Adding Context to Jobs
Link Organizers, Bills, Contracts, Documents, Tasks & More To Jobs, adding context and ease of record-keeping.
Updated Document Workflow: Organize Files & Folders in the Way It Works for Your Firm
We are simplifying the process of uploading and organizing your documents with the goal of giving you full control of the folder structure.
October 2020 Update
Client dashboard redesign, language localization, client tasks, custom CRM fields in accounts, new bulk actions and & more.
What is KBA (knowledge-based authentication) and why you should care
KBA is required for IRS Form 8879. Here, we analyzed five providers and found out that you are probably paying three times more for KBA than you should.
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