Accounting and bookkeeping firms must have a secure and easy way to share documents. Tax document storage is important as well. Here are three ways to share secure documents.
Lisa Chaud
24 08 2021
Lisa Chaud
Here, you will learn how to write a letter of engagement and why is it important to implement processes that ensure all clients sign before any services are rendered.
Lisa Chaud
22 06 2021
This article will cover all there is to know about typed signatures so you can have a better understanding of the legality behind this signature use.
Lisa Chaud
25 05 2021
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
13 05 2021
Thank you! The eBook has been sent to your email. Enjoy your copy.
There was an error processing your request. Please try again later.
Discover how top accounting firms are staying ahead in 2025 – download the free guide
What makes the best accounting firms thrive while others struggle to keep up? We analyzed our top 20 TaxDome firms, representing over $100M in combined revenue, to uncover the strategies driving their success.
5 facts a tax firm should know before going paperless and file your tax returns electronically. Find out which states and countries legalized tax e-signatures.
Lisa Chaud
16 02 2021
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
11 02 2021
3 Min
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
18 01 2021
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
22 12 2020
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
30 11 2020