Constantine Vasilakis
You can now set individual recurrence schedules within the same pipeline. This allows you to get rid of excess pipelines and view your work in one place.
Maria Kris
21 01 2022
Recently, we began our quest to improve the interface and user experience of firms utilizing secure messages by reducing the amount of time it takes to send a message by moving new message creation to the right sidebar the first step towards a better client...
Maria Kris
24 08 2021
Explore the newest features in TaxDome added in May! A new billable hours, instant client search from sidebar, and more improvements.
Mary Cooper
04 06 2019
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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.
We’ve added several important new features last month. Check them out!
Mary Cooper
Wiki Pages, Custom schedules for recurring Jobs, more streamlined Job creation process and more!
Maria Kris
Multiple recurring schedules, filters & printable reports, improved visibility of client answers in organizers, quick 1-1 onboarding session booking & more
Maria Kris
07 02 2022
We’re definitely jazzed about what we have to share with you today. We’ve got Inbox+, multiple logins feature, enhanced QuickBooks sync, and more. Read on!
Mary Cooper
03 07 2019
Integration with schedulers, signature templates, move Jobs between pipelines, first step to reporting & more
Maria Kris
10 01 2022