A PDF is the most professional way for accountants to share information. Here are the six top PDF viewer and editor solutions that are currently available. 
Lisa Chaud Lisa Chaud
Oct 26 2021
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 Aug 24 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 Jun 22 2021
Typed or Not E-signatures: which ones are legal?

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 Lisa Chaud May 25 2021
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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
May 13 2021
Get an electronic tax signature for a tax firm

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 Lisa Chaud
Feb 16 2021
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 Feb 11 2021
uses of excel in business often use it to track time, tasks, and clients.
Document Workflow
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 Maria Kris Jan 18 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 Dec 22 2020