Ahead of 2025 Tax Season: Quality-of-Life Updates

The 2025 tax season is just around the corner, and we understand how critical this time is for tax, bookkeeping, and accounting firms. That’s why we’re rolling out a series of productivity, communication, and security enhancements on TaxDome—designed to make this busy period as productive as possible. These updates focus on saving time, reducing errors, and making collaboration with your team and clients more seamless.

This post outlines features focused on quality of life improvements set to release over the next two months, many of which will be available before January 1.

Document Management: Smarter, Faster, More Intuitive

Distraction-Free Document Viewing

You will soon be able to review client files in a distraction-free, full-screen view for uninterrupted workflows. Whether verifying uploads or finalizing reports, this enhancement will ensure a smooth and focused document experience:

• Switch between both views
• Set a default view 
• Use keyboard shortcuts for quick access

Move Documents Between Accounts

You will also be able to move documents between accounts with ease. This feature will complement TaxDome’s many-to-many relationship framework, allowing you to set up accounts for married couples filing jointly while maintaining individual contact details or create separate accounts for a client managing multiple businesses, ensuring precise communication and document organization.

Although the client experience makes it clear what account they are operating in, and ability to switch accounts seamlessly without having additional passwords, clients can upload documents in batches. You will have the ability to move files and folders (one-by-one or in bulk) between accounts, except for files with signature or invoice attachments, ensuring accurate audit logs. This feature will also include the ability to duplicate a file within the same folder.

Automatic Document Sorting with AI

Manual categorization will soon be a thing of the past. Our upcoming AI-powered feature will automatically organize client uploads, saving time and reducing clutter. Fully integrated across all client upload areas, this feature will rename and categorize images and PDFs based on their content.

• Automatically name and tag documents.
• Support US tax documents and personal IDs like driver’s licenses.

Document Tags

You can create and manage document tags within your firm. Automatic document tagging is done with AI, but you can also utilize document tags for internal workflow purposes. Example: noting files that have been ‘Reviewed’ and those that have been entered into Tax software. 

Adjust Signature Placeholder Size

You will soon be able to resize the signature field on e-signature requests to meet specific needs. This will be particularly helpful for documents that will be printed and sent to the IRS, where larger signature fields may be required.

Organizers

Global Organizer Section

All organizers, across all clients, in one section. You will be able to view all organizers, filter them, and perform bulk actions, such as archiving for any incomplete organizers from prior years.

Default Folder for Document Uploads for Organizers

You will have the option to designate a default upload folder for each organizer, improving organization and reducing the need to sort manually. 

Filters

Client List Filter Updates

We’ve simplified how filters operate, prioritizing usability and clarity. Key updates include an easier way to toggle between filter operators like “Any of” and “All of,” reducing complexity and saving time. These improvements will be rolled out gradually across the product, and we’re planning further UI updates to deliver an even smoother and more seamless experience.

Workflow Automation Upgrades

Custom Job Statuses

Managing non-linear workflows will become easier with custom job statuses for better process visibility.

• Previously limited to “Active” or “Archived,” jobs will now have multiple custom statuses.
• Custom statuses will include unique visuals (background and status bar) and can be filtered or hidden.
• Automations will trigger when a custom status is applied or reverted.

A preloaded “Missing Information” status will be available for all firms, with the option to create additional custom statuses to fit your needs.

New Automations for Custom Job Statuses

You will soon be able to trigger specific automations when custom statuses like “Missing Information” are applied. For example, once a client fulfills a missing request, the job can automatically revert to “Active” status.

Account Roles

Streamlining task assignments will become easier with standardized roles like Partner, Preparer, Manager, Admin, or Bookkeeper.

• Assign roles directly to accounts, with bulk assignment or unassignment options.
• Automate role-based task assignments, reducing the need for templates and tags.
• Filter by roles and access new reporting features for insights on job statuses and pipeline stages.

Roles will empower firms to delegate routine work and maintain consistent task assignments, improving efficiency and focus.

Chat Interface Upgrades

Redesigned Chat Interface

You will soon be able to view more messages at once with a cleaner, more intuitive layout.

Internal-Only Chats

You will have the option to leave private notes on chat threads visible only to your teammates.

Reply-to Specific Messages

Replying directly to individual messages will soon be possible, enabling clearer communication in busy conversations—mirroring familiar messaging platforms like iMessage and WhatsApp.

Reminder Logic Visible in Chat

Ensuring clients see and respond to messages promptly will be easier with a clearer UI for reminder logic. Reminders will stop automatically when tasks are completed or when the client replies.

Inbox+ Enhancements

Teamwide Archiving

When archiving a message, you will have the option to indicate whether to archive just for yourself or for your entire team. A common use case for this will be when a client sends a chat—all teammates following the account will receive a notification. However, when someone responds (e.g., an admin), they will be able to archive the notification for everyone.

Payments, Proposals and QBO Sync 

Delete Offline Payments

Unnecessary payments will soon be removable to maintain accurate financial data.

• Delete mistaken payments or promo credits.
• Mark invoices as unpaid to enable edits or removal.

Edit Paid Invoices

You will be able to maintain consistency between TaxDome and QuickBooks Online by editing non-monetary invoice details, such as:

• Description
• Team Member
• Invoice Number
• Date

Link Proposals to Jobs

Invoices created from proposals will soon be automatically linked to corresponding jobs for seamless tracking. Anything that is automatically created chats, invoices, tasks, proposals, etc) by a job is automatically linked to that job. However, invoices created by the proposal were not. This update ensures that any one-time invoices created by a proposal are also going to be linked to the corresponding job. 

QBO Sync

Track deleted or inactive entities in QBO (accounts, services, invoices, and payments) and update their sync status automatically, giving you complete visibility and confidence in your data. Previously, if entities were deleted in QBO, they remained synced in TD.

Advanced Security Policies

Mandate Two-Factor Authentication for Team & Clients

While two-factor authentication (2FA) for your team is already available, this update will extend the feature to firm clients. These security options will include a soft-launch feature, allowing gradual transitions to higher security levels.

According to the Federal Trade Commission (FTC) Safeguards Rule, businesses handling sensitive client data—especially in tax preparation—must implement strict security measures like multi-factor authentication (MFA).

Client Mobile App

Push Notification Localization

Push notifications will adapt to your clients’ preferred language. For example, Spanish-speaking clients will see notifications in Spanish, creating a more client-friendly experience.

Additional payment options supported (Australia)

BECS – bank debit payments will be accepted through the client mobile app. Previously, payment was only available on the web. 

Fillable PDFs on Mobile App

Clients will be able to fill out and submit PDFs directly from the mobile app, making it easier to engage with your firm anytime, anywhere. Note – fillable PDFs have always been available in the web portal, this update will add them to the client mobile app. 

Client Requests

Client Request Templates

You will be able to create and manage reusable templates for client requests. These templates will standardize common requests such as gathering missing documents, client approvals, or additional information, saving time and ensuring consistency across your firm.

Add Client Request Templates to Workflows

Integrating client request templates into workflows will allow you to automate repetitive tasks, such as a monthly document request for Bookkeeping. When a workflow stage requires client input, the appropriate client request template can be automatically added and sent.

Usability Updates

Menu-Bar Color Switcher

The sidebar will have two modes – dark & light – with the dark mode allowing for greater contrast. 

Snack Bar Clean-Up

The timing and usability of snack bars will be improved based on user feedback, ensuring a smoother interface experience.

Here’s to a Productive and Successful 2025!

These updates are coming soon to help you handle tax season with ease. From smarter document management to enhanced security, every improvement is designed to make your work more efficient and your client experience more seamless.

Stay tuned for these updates and share your feedback—it’s key to shaping the future of TaxDome.