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.
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.
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.
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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.
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.
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.
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.
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.
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.