Accountants calculate return on investment (ROI) to gauge the profit potential of investments in accounting software or past investments’ performance against the costs. The old way of doing calculations was excel tables - quite time-consuming, cumbersome, multi-step...
Lisa Chaud Lisa Chaud
Feb 1 2023
CRM Update: Streamlined Client Account Creation and UI/UX Improvements

In this blog we will take a look at our new simplified process of creating client accounts with a more intuitive UI and how it can help you reduce time, clicks and human error in your CRM operations.

Constantine Vasilakis Constantine Vasilakis Jan 19 2023
January 2023 Update
TaxDome Updates
3 Min

January 2023 Update

Simplified, more intuitive user interface to create and update your pipelines, support of HEIC format, new calendar views & more

Maria Kris Maria Kris Jan 16 2023
TaxDome for Bookkeepers

Today we are introducing a new course format that focuses on how to grow your practice with TaxDome depending on the specialized services you provide: bookkeeping, payroll, tax preparation.

Natalie Zorba Natalie Zorba Dec 30 2022
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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.

New Workflow Creation Interface: Simplified and More Intuitive Way to Create and Update Your Pipelines

Today, we are excited to introduce the renovated Pipelines settings page with a more intuitive and user-friendly interface, designed to make the process of setting up and modifying workflows 3x faster – and much easier.

Constantine Vasilakis Constantine Vasilakis
Dec 29 2022
Accounting Web Live Expo
TaxDome Updates
2 Min

Accounting Web Live Expo

Learn how you can use TaxDome to become TD-MTD ready! This blog is an overview of TaxDome’s participation at the Accounting Web Live Exposition in Coventry. We focused on how TaxDome could be used to streamline accounting processes to save time during the Making Tax...

Lisa Chaud Lisa Chaud
Dec 20 2022
December 2022 Update
TaxDome Updates
3 Min

December 2022 Update

New Firm Insights dashboard, pre-populated client data in organizers, improved invoicing flow for locked docs and more!

Maria Kris Maria Kris Dec 15 2022
Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A

Joe Cass is a practitioner of more than 30 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions...

Maria Kris Maria Kris Dec 13 2022
Everything You Need to Know About TaxDome’s First-Ever Price Change

TaxDome updates pricing for the first time since launch — with effect on February 13, 2023. Freeze your existing $50/month subscription by committing to 3 years.

Ilya Radzinsky Ilya Radzinsky Dec 12 2022