articles

articles

4 Simple Ways to Get Documents from Clients (+3 Hacks to Automate Your Document Flow)

Getting documents from clients can be resource-intensive. Learn four key ways to get documents from clients and how to automate using client document portal software.

Lisa Chaud Lisa Chaud
6 mins read
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How Your Office Can Scale and Grow Using Accounting Workflow Management Software

4 Steps To Scale Your Tax & Accounting Practice With Workflow Automation that maintain the integrity of the client experience and deliver measurable, actionable data for future strategic planning.

Lisa Chaud Lisa Chaud
8 mins read
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Data Security for Tax and Accounting: 5-Step Plan to Securing Client Data

Why is data security important now more than ever? Learn why accounting & tax firms need to create a data security plan & how to do it in 5 steps....

Lisa Chaud Lisa Chaud
7 mins read
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Here is the Best CRM for Tax Professionals in 2021

Take your pick from our selection of some of the best CRM for tax professionals in the industry.

Lisa Chaud Lisa Chaud
9 mins read
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How to Grow Your Accounting Practice at Little to No Cost

5 hacks on how to get more clients (and money) with minimal expenses and using your clients’ reviews

Lisa Chaud Lisa Chaud
8 mins read
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10 Zapier Accounting Integrations You Should Know

Accountants and bookkeepers use many apps and tools to increase efficiency and productivity. These 10 zaps can help.

Lisa Chaud Lisa Chaud
6 mins read
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How to Promote Improved Customer Experience with Digital Transformation

How can you make your clients go digital? Show them how much transforming digitally benefits them with easy-to-use software that’s affordable, secure, and time-saving.

Lisa Chaud Lisa Chaud
7 mins read
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6 Tactics to Prevent "Clients Not Paying" Situations After Your Work Is Done

Learn how to handle a client who doesn’t pay for work completed and see our simple solution to getting paid every time. Automate invoicing with TaxDome today.

Lisa Chaud Lisa Chaud
6 mins read
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Paperless Tax Firm: What You Should Know About E-Signatures

5 facts a tax firm should know before going paperless and file your tax returns electronically. Find out which states and countries legalized e-signatures.

Lisa Chaud Lisa Chaud
7 mins read
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How to Streamline Tax Preparation Process With Forms and Customizable Organizers

Accounting and tax firms rely on organizers to obtain information needed to facilitate their work from clients. They offer a more efficient option for streamlining client onboarding and workflow.

Lisa Chaud Lisa Chaud
8 mins read
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How to Bill Effectively for Your Accounting & Tax Services

Smooth workflow and maximum cash flow are real with our six tips on how to get clients to pay you faster.

Maria Kris Maria Kris
6 mins read
articles

Why Excel is Bad

Microsoft Excel is used widely as a business tool. Unfortunately, it’s far from perfect. Spreadsheet errors, reliance on manual input make Excel a bad idea to run your business.

Maria Kris Maria Kris
6 mins read
articles

Should You Move Your Business to the Cloud?

Still not using Cloud solutions? Here's 6 reasons why you should move to the cloud and how it positively affects on your business.

Lisa Chaud Lisa Chaud
11 mins read
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Why SMS-Based 2FA is Not Secure and How You Can Protect Your Data with TaxDome

Did you know that SMS-based authentication is not secure and compliant? Read six reasons why it's important and the secure solution powered by TaxDome.

Lisa Chaud Lisa Chaud
5 mins read
articles

Free KBA: is there such a thing?

Did you know that each time a provider offers you a free KBA, they lie to you? Free KBA doesn't exist, and here's why.

Maria Kris Maria Kris
3 mins read
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Why SMS is not Secure for Client Communications & Inefficient for Your Practice

Messaging apps are becoming more and more popular nowadays. Learn why you should not rely on SMS. Find out about its alternative - TaxDome Secure messages.

Maria Kris Maria Kris
4 mins read
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How to Automate Client Onboarding with TaxDome

We created a useful guide to onboard clients without lifting a finger. You can find out six simple steps to automate the onboarding process efficiently.

Maria Kris Maria Kris
6 mins read
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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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Maria Kris Maria Kris
5 mins read
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New York is finally allowing e-signatures, joining other 49 states

New York Governor Cuomo signed S.8832 on Aug 24, 2020. This bill authorizes tax preparers to accept electronic signatures on e-file authorizations for purposes of filing tax documents electronically with...

Maria Kris Maria Kris
1 min read
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How Every Accounting Firm Owner Can Scale WITHOUT Investing More

A Dream Firms Guest Post On The TaxDome Blog.

Tyler Clark Tyler Clark
3 mins read
articles

Canada CRA Now Accepts Electronic Signatures for T183 & T183Corp

Good news for Canadian accountants! The Canada Revenue Agency (CRA) recently announced several COVID-19 tax flexibility measures.

Mary Cooper Mary Cooper
2 mins read
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How to Stay “Business as Usual” During Unusual Times: Tools for Accountants for Working Remotely

Here, find tips and tools to help your tax, accounting, or bookkeeping practice run smoothly during uncertain times.

Mary Cooper Mary Cooper
3 mins read
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How to Automatically Shut Down Your Office PCs Over the Weekend

Use Task Scheduler and a dedicated third-party software. We’ll run you through both options here.

Mary Cooper Mary Cooper
3 mins read
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4 Overlooked Tips for Modern Accounting Practice Management

Each change requires a slight change of perspective, however, which can be dizzying for firms simply trying to keep up.

Mary Cooper Mary Cooper
5 mins read
articles

Why Your Client Portal Adoption Rates Suck?

And, how TaxDome can help you improve…

Mary Cooper Mary Cooper
6 mins read
articles

Why TaxDome is Important for UK Citizens

If the government is taking their tax-related processes online, why aren’t you?