release notes

December 2020 Update

Improved mobile scanner, client upload without login, automation setup simplified & more

Maria Kris Maria Kris
4 mins read
articles

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.

Maria Kris Maria Kris
2 mins read
articles

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.

Maria Kris Maria Kris
4 mins read
articles

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...

Maria Kris Maria Kris
5 mins read
news

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.

Constantine Vasilakis Constantine Vasilakis
1 min read
release notes

November 2020 Update

Streamline new client onboarding with automation, message improvements & more

Maria Kris Maria Kris
5 mins read
news

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...

Ilya Radzinsky Ilya Radzinsky
1 min read
client stories

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...

Maria Kris Maria Kris
6 mins read
news

Workflow Automation Improvements: Adding Context to Jobs

Link Organizers, Bills, Contracts, Documents, Tasks & More To Jobs, adding context and ease of record-keeping.

Constantine Vasilakis Constantine Vasilakis
2 mins read
news

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.

Constantine Vasilakis Constantine Vasilakis
1 min read
release notes

October 2020 Update

Client dashboard redesign, language localization, client tasks, custom CRM fields in accounts, new bulk actions and & more.

Maria Kris Maria Kris
6 mins read
articles

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.

...
Maria Kris Maria Kris
5 mins read