TaxDome Updates
2 Min

March 2022 Update

Saved filters & UI improvements in reporting, workflow UI updates, bulk cancel scheduled emails, date shortcodes in contracts & more.
Maria Kris Maria Kris
09 03 2022
Insights: Customizable Dashboards to Review Team Performance, Manage Workloads and Stay On Top of Pending Client Activity 

Today, we’re excited to launch TaxDome’s revamped dashboard — Insights. The insights page is a collection of fully customizable widgets. Each member of your team can set up their own widgets to ensure they see the most important information for them.

Constantine Vasilakis Constantine Vasilakis 01 12 2022
Invoice Upgrades: Client-Facing Itemized List of Products & Services

Today, we’re introducing line items — the new way to present services rendered on invoices to provide transparency to your clients along with ease of use and flexibility to meet the needs of firms. 

Constantine Vasilakis Constantine Vasilakis 22 09 2022
Redesigned for optimal efficiency: TaxDome’s upcoming interface upgrades

Discover how TaxDome's upcoming interface upgrades, such as improved menu design, a revamped job sidebar, and customizable tables, will benefit your practice.

Mari Sam Mari Sam 24 05 2024
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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.

April 2024 update - Banner

Simpler imports, SOC 2 certification, enhancements to our Proposals & ELs feature, and more.

Nicholas Edwards Nicholas Edwards
16 04 2024
Client-facing job statuses: where peak productivity meets client experience - Banner

Discover how our new client-facing job statuses bring the convenience of pizza tracking to accounting services, boosting transparency and productivity

Mari Sam Mari Sam
13 05 2024
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 15 12 2022
Reporting: Introducing Saved Filters & Revamped UI

As announced earlier this year, we’re moving towards a robust reporting system that will allow you to detail your firm’s critical output, efficiency and revenue. Today we’re introducing the first bundle of improvements — revamped filters UI that enable you to easily...

Constantine Vasilakis Constantine Vasilakis 18 02 2022
March 2024 update - Banner
TaxDome Updates
3 Min

March 2024 update

SMS communication, faster data import, the ability for clients to upload entire folders, and more.

Jeff Nichols Jeff Nichols 15 03 2024