Conditional stages, scheduled emails, improved UI in organizers, archive accounts, e-signature flow boosted & more

Maria Kris

12 07 2021

While many companies dole out large discounts on certain holy consumer days of the year, at TaxDome we prefer to keep our pricing simple and boring all year long. 

Ilya Radzinsky

12 03 2021

Not too long ago we introduced conditional automations. This powerful feature allows you to run different automations for different types of clients within one pipeline based on account tags. For example, you can send different email templates to new and returning...

Maria Kris

12 02 2021

Level up your accounting business, by belonging to the best Facebook groups for accountants and tax professionals. You’ll network, get the answers you need, and learn new strategies.

Helga Khasin

11 24 2021

In a previous update, we introduced a native PDF editor, allowing you to annotate and modify  PDF documents in TaxDome just like you would with Adobe Acrobat, incorporated into your practice management workflow. Today, we are announcing the release of an integrated PDF...

Maria Kris

11 22 2021

Are you a night owl? Many of us are, too - but we may not want our clients to know that. Today we’re happy to introduce the ability to schedule emails in TaxDome.

Constantine Vasilakis

11 18 2021