April 2025 product update

Tax season is officially behind us — we hope you wrapped up strong and are finally catching your breath! 

With the busiest time of year in the rearview, now’s the perfect moment to step back, regroup, and refine how your firm operates day to day. 

And we’re here to help you do exactly that.

This month’s updates are designed to help you lead with more visibility and control, reduce bottlenecks, keep your team in sync, and more — freeing up time and giving you the confidence to achieve even bigger goals this year.

Let’s dive into what’s new in April.

Prefer a visual walkthrough? Watch a video overview of our April updates and enhancements:

Expanded visibility, stronger security, greater confidence

E-signatures you can trust — and verify

E-signatures eliminate the delays of manual paperwork, helping you get documents signed easily, quickly, and securely. And with our complete e-signature solution, you’re not just getting convenience — you’re getting industry-leading security. 

E-signatures in TaxDome are UETA and E-SIGN compliant, exceed IRS requirements, and offer Knowledge-Based Authentication when identity verification is needed for sensitive documents.

To take your firm’s security and compliance to an even higher standard, an audit trail certificate is now automatically generated for every e-signed document. This downloadable certificate includes who signed, when, and how — with precise IP addresses and timestamps — giving you a complete, verifiable record every time.

And with unlimited e-signatures in every TaxDome plan, there are no limits to the number of documents you can send for e-signing — and no extra costs.

Track every change across your firm, prevent guesswork and risk

We’ve upgraded the Activity Feed to give you deeper, system-level visibility into who changed what and when — because when you’re managing teams and client data, not knowing these can put your firm at risk. 

You’ll now see detailed logs for critical actions, like changes to firm settings, integrations, imports, and exports — with filters by event type or user to find exactly what you need, faster.

With greater transparency and control over what’s happening behind the scenes, you’ll be able to spot issues early, verify key changes, and prevent unauthorized activity before it affects your business.

Client communication that’s personal, sent automatically

Make every client feel seen — without the extra work

Messages sent from a generic admin address can feel cold, breaking the sense of connection your clients expect — especially for collaborative teams that assist clients at different stages.

Now, TaxDome automatically sends messages from the job assignee, so your clients always hear from the actual person doing the work — making every message more personal and intentional.

Best of all, it’s automatic — no setup needed — helping you build trust with less effort.

Effortless document management: smarter tools for busy teams

Act faster on documents with the improved PDF viewer

Reviewing documents should be frictionless — not a source of fatigue or lost time.

That’s why the PDF viewer now puts your most-used tools front and center — including download, print, seal, and request signature — so you can take action faster, in fewer clicks.

You’ll also see clearer tooltips when actions are disabled due to permission settings, so your team always understands what’s happening and why.

Plus, navigating large folders is now quicker and more intuitive thanks to new keyboard shortcuts and visual file indicators — saving valuable time during complex reviews or high-volume periods like tax season.

Add instant clarity to doc status with custom stamps in the PDF Editor

When reviewing documents, clarity matters just as much as efficiency. Your team should be able to see what’s been reviewed — and what hasn’t — without the guesswork.

That’s why you can now save and apply custom stamps in the PDF editor — like “Draft,” “Approved,” or “For Review” — so your team instantly sees the status of every document with clear and consistent labels, standardizing your review process and keeping everyone on the same page — especially when deadlines are tight.

Faster proposal approvals, effortless invoice cleanup 

Prevent proposal delays before they happen

Waiting on every contact to sign a proposal can stall progress — especially when you have business clients with multiple decision-makers who don’t all need to weigh in.

That’s why you now have full control over who needs to sign a proposal. Choose whether all contacts must sign or just one, disable signatures for specific contacts, and even adjust the settings after the proposal is sent.

This helps you keep your proposals moving, allowing you to start work sooner and avoid last-minute rushes.

Declutter invoices in just a few clicks

Keeping your invoices organized is essential for accurate reporting.

That’s why we’ve made it possible to bulk delete invoices in just a few clicks — making it easier and faster to clean up test data, handle account resets, or tidy up your records during seasonal reviews.

With this update, stay better organized and confident, knowing your numbers always reflect reality.

Smarter team alignment, less confusion

Keep your team aligned on service changes — automatically

As your services evolve, so should your workflows. With this update, TaxDome takes care of it for you.

When you rename, archive, or delete a service, you can choose whether to automatically apply those changes across all connected templates — including invoices, recurring invoices, and proposals.

This saves valuable time, removes room for error, and ensures your team is always on the same page.

More notification control, less noise

Stay focused — see the notifications that matter most

When you’re pressed for time, the last thing you need is a flood of updates that overwhelm and distract you — or make it difficult to find what you need.

Now, TaxDome’s centralized Inbox+ hub lets you sort notifications from newest to oldest — or vice versa — and apply date filters to focus on exactly the timeframe you need.

This helps you filter out the noise and stay focused on what matters, so you can spend less time searching and more time doing.

Need help implementing these updates?

Team TaxDome is here to help your firm thrive and succeed — we’re not just support; we’re your growth partner.

So, if you need help putting these updates into action — or want to make sure you’re maximizing every feature to its full potential — just visit our Help Center for step-by-step guides, or reach out to our team directly via in-app chat.

More useful updates

Scale your bookkeeping firm while strengthening client relationships

Bookkeepers tuned in from around the world for our latest live webinar, Bookkeeping Success Formula!

In the webinar, TaxDome CRO Peter Iliev was joined by a panel of experts — Rob Aquino (CEO at JBS Corp), Jo Wood and Zoe Whitman (co-founders of The 6 Figure Bookkeeper), and Matt Bontrager (managing partner at TrueBooks) — as they shared real-world tips to help bookkeeping firms scale without overworking their teams or sacrificing the client experience.

Couldn’t make it live? Watch the full webinar recording here!

Gain more insights to strengthen client relationships and grow your firm

TaxDome’s latest report, Client Satisfaction: What Taxpayers Expect from Their Accountants, reveals eye-opening insights — straight from 1,000 clients who have used tax and accounting firms — on what drives trust, loyalty, and long-term satisfaction.

And the findings are clear: firms that invest in the client experience aren’t just retaining more clients; they’re gaining a competitive edge and scaling faster. 

Discover the insights you need to know to strengthen relationships and secure your firm’s future — download our free report right here.

Education and training

Watch our wellness webinar to reset and recharge post-tax season

More than 52% of accountants experience daily stress — especially during tax season. That’s why we’re hosting a special expert-led webinar on April 23 at 2 PM EST, packed with well-being tips to help you reset and recharge.

You’ve earned this — so make sure not to miss it! Register for the webinar now.

Meet Team TaxDome in person this May

Elevate: Women’s Leadership Forum 2025 — Mountain View, CA on May 1–2

Join TaxDome on May 1–2 at Elevate 2025 — where women in accounting come together to lead, inspire, and empower each other.

At our booth, see how our all-in-one platform will help you take charge of your work and time, own your success, and lead your practice with confidence. 

Meet us there and discover a smarter, more scalable way to grow!

Accountex London — London, UK on May 14–15

Just two weeks after Elevate, we’re heading to Accountex London on May 14–15, where more than 11,000 accountants, finance professionals, bookkeepers, and more will gather to share must-know trends, technologies, and best practices.

Swing by our booth to discover how our powerful, future-ready platform puts those insights into action to help your firm elevate its efficiency, client experience, and growth. 

We’re looking forward to seeing you there!

Wrapping up

And that wraps up our April update — we’re bringing you all the above this month, plus 112 tweaks and fixes!

As always, expect more exciting product innovations and enhancements next month. In the meantime, join our TaxDome Community to ask questions, suggest new features, or chat with thousands of other TaxDome users!

And in case you missed it, get up to speed on all the latest updates we announced in our Spring 2025 Update.