Explore why secure file sharing is critical for accounting professionals and how to safely transfer confidential tax documents and other sensitive client data.
Lisa Chaud Lisa Chaud
09 11 2023
kba digital

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.

Maria Kris Maria Kris 15 03 2022
Introducing Global Documents: Save Time and Work Smarter in Redesigned Documents Section

Not too long ago, we released a new design for the client portal Documents section, allowing clients to find necessary files much easier and faster and reducing document turnaround time by up to 30%. Our next goal was to provide firms with more centralized and...

Constantine Vasilakis Constantine Vasilakis 20 10 2022
How to Document Your Accounting Firm’s Internal Processes

Internal documents in accounting firms hold so much value, so why do accounting firms often fail to update and utilize them like they should? Every accounting firm, regardless of size, should be documenting its best practices, processes, and systems – and they need to...

Lisa Chaud Lisa Chaud 09 11 2021
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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.

TaxDome is tax preparation software for professionals that helps them streamline their business

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
11 02 2021
Engagement Letter in Accounting: Dos and Don’ts That Help You Protect Your Practice

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 Lisa Chaud
22 06 2021
TaxDome secure text messages help you get in touch with your tax clients

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 22 12 2020
Secure documents sharing and tax document storage with TaxDome.

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 Lisa Chaud 24 08 2021
How to Get an Electronic Signature From Tax Client, Including Form 8879

E-signatures have become the norm for tax accountants. Here is how an accounting firm can streamline the e-signing process with TaxDome. 

Lisa Chaud Lisa Chaud 18 01 2022