August 2024 update

Our August update is packed with exciting new features and enhancements, arriving just in time to explore before tax season begins.  

In keeping with our drive to innovate, these updates are sure to upgrade both your and your clients’ experience.

We’re also looking forward to rolling out the following new features soon!

Sneak Peek

• Capacity planning v1: the first step in capacity planning, job estimation and time variance, is coming soon! Manage resources more effectively by comparing time allocated versus time spent on jobs and tasks
• Job custom statuses: more customization options for extensions, missing information, and more
• Integration of organizers & CRM: automatically update CRM data from client-provided responses— say goodbye to manually updating new client info every year

Check out this video overview of our new features and improvements:

🤖 TaxDome AI

We’re excited to announce the launch of TaxDome AI which delivers organized workpapers from clients and replaces manual document workflows. By incorporating AI into the client experience, we are addressing core issues faced by tax professionals, including the disorganization of client workpapers, time-consuming manual document management, and the inefficiencies caused by non-descriptive file names.

In short – your team will receive organized documents – with clear, descriptive file names and (new) document tags. For your client – absolutely no work is required. They simply upload as they always have, except the end result is, for once, organized and clearly labeled.

Currently in beta, our goal with TaxDome AI is to replace repetitive workflows entirely, allowing professionals to focus on more valuable aspects of their work and save countless hours.

Think of how much time you’ve spent looking through random file names over the years — those days are over. 

As we continue to develop TaxDome AI, we’ll also add new use cases, including bank statements, driver’s licenses, and more. So, join the TaxDome AI waitlist to receive important updates on when this feature will be available to all firms. 

It’s important to note that as a SOC-2 certified platform, TaxDome does not use your data to train AI models and incorporates zero retention policy, so your clients’ private information stays private.

💰 Invoicing

Last month, as part of our usability initiative, Project Apollo, we introduced new UX customizations in invoices and payment tables. Now, we’ve added options that will help you create professional invoices that match your firm’s branding.

You can customize your invoice layout, logo size, colors, and more to create invoices that uniquely reflect your firm and brand. You can also tailor your invoices to focus on the information you want your clients to see by emphasizing services, adding personalized client notes, and modifying column visibility. 

🔐 Security

To further increase security and improve your workflow, we’ve introduced Google Single Sign-On (SSO) for all Google account users, including both paid Google Workspace emails and free Gmail accounts. This allows both your team members and clients to log in effortlessly, eliminating the need to remember multiple passwords and reducing potential login issues.

If you haven’t used it before, SSO allows you to skip entering your password every time you log in — so long as you are logged in to your Google account. You simply click ‘login with Google’ and that’s it.

With Google SSO, you also get the benefit of Google’s robust security features, boosting protection for your firm’s and your clients’ valuable data.

If you are not currently using a Google email but would like to use SSO, simply change your login email to a Google email in your settings.

In future releases, we will also add support for Microsoft 365 single sign-on.

🎥 Education & training

TaxDome Essentials bootcamp recording

From July 29th to August 2nd, we hosted the TaxDome Essentials bootcamp. More than 900 tax, bookkeeping and accounting professionals master TaxDome basics by working with specialists that covered:

• Task automation
• Client management
• Using templates
• Getting paid faster with TaxDome’s integrated invoicing and payment system

If you missed it, register on the TaxDome Essentials bootcamp page to receive recordings of all five sessions. 

TaxDome Advanced bootcamp Sep 4-6

Once you’ve mastered TaxDome Essentials, take your practice to the next level by enrolling in TaxDome Advanced bootcamp for three days of live, hands-on training sessions. 

These workshops are designed to help our experienced community members simplify complex workflows, gain valuable firm insights using TaxDome’s AI-powered reporting, and maximize productivity by discovering ways to manage teams more effectively within the TaxDome platform. 

Here’s the pertinent info:

Plus, when you register, you’ll also be signed up to receive recordings of all three sessions. So, get ready to boost client satisfaction with smarter automations and team management. Register to join TaxDome Advanced, 3-day bootcamp today!

🔎 Beta updates

Client requests

We’ve been talking about it for a while, and now the new Client requests feature is right around the corner. This powerful new tool speeds up the process of gathering ad-hoc information and documents from your clients. With Client requests, you can quickly and easily create an itemized list of questions you want your clients to answer. One beta user writes, “Requests is a great alternative to Organizers for bookkeeping in my opinion”. 

Just like an organizer, you can utilize many question types, such as text entry, dates, numbers, file uploads, and more. But, they’re much faster to create because they don’t require templates – you can quickly create a request and send it off. Combined with client tasks and organizers, your team can utilize a comprehensive suite of tools to gather information covering multiple use cases.

MacOS desktop app

As we continue to develop a cross-platform desktop app, we’re also working to release a new Mac OS desktop app. This will offer Mac users greater convenience and efficiency in organization. Via the Finder, you’ll be able to view, edit, and upload docs to TaxDome quickly and easily, so stay tuned for more updates. 

🌍Meet us in-person

The TaxDome world tour continues! In the space of just a few short months, we’re visiting over 20 cities worldwide. Each stop is a chance to connect with our community and forge new relationships — and we couldn’t be more excited! Join us at the IRS Tax Forums in the cities listed below to stay informed on federal and state tax issues and meet the TaxDome team in person. We will also have Spanish-speaking representatives available to assist you in your preferred language.  

Catch us in:
📍 Baltimore, MD, Aug 13-15
📍 Dallas, TX, Aug 20-22
📍 San Diego, CA, Sep 10-12

We’re bringing you all the above — plus 185 more tweaks and fixes this month!

More updates will be coming your way in September. In the meantime, join our Facebook Community to ask questions, suggest new features, or chat with other TaxDome users.

And in case you missed it, here’s a summary of the major features we covered in our July 2024 update.