How do clients notify my firm when they’re done uploading documents? Many firms worry about missing the moment when their clients are done uploading documents.  In general, we recommend that firms utilize workflows and useful features that have a clear “Complete”...
Constantine Vasilakis Constantine Vasilakis
Nov 2 2022
The Freeze Release Policy: Fewer Changes During Your Busy Season

Starting in April 2022 we implemented a freeze over any releases in the last two weeks before important deadlines (April 15, June 15, September 15, October 15 (17 in 2022). We wanted to explain our thought process and logic, so you have transparency.

Ilya Radzinsky Ilya Radzinsky Oct 31 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 Oct 20 2022
October 2022 Update
TaxDome Updates
3 Min

October 2022 Update

New Calendar for meeting deadlines and workload management, upgraded invoices, new ‘Done Uploading’ button in the client portal & more! 

Maria Kris Maria Kris Oct 13 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.

TaxDome Roadmap Preview
TaxDome Updates
4 Min

TaxDome Roadmap Preview

Welcome to the TaxDome Product Roadmap - a list of major feature releases scheduled for release in the coming quarter.

Constantine Vasilakis Constantine Vasilakis
Oct 11 2022
Introducing the TaxDome Advisor Directory

We are excited to announce the launch of the TaxDome Advisor Directory – a marketplace to connect firms with client leads who are looking for accounting and bookkeeping professionals globally.

Peter Iliev Peter Iliev
Sep 27 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 Sep 22 2022
Calendar: Manage Your Day, Workload and Due Dates in a Handy Timeline Format

What does your workday look like? With the new Calendar in TaxDome, you can see task and job due dates visualized in a handy timeline format. Manage your day, workload and due dates within one workspace!

Constantine Vasilakis Constantine Vasilakis Sep 19 2022
September 2022 Update - TaxDome
TaxDome Updates
3 Min

September 2022 Update

Ability to draw signatures, automatically seal organizers, more detailed and transparent invoices, link time entries to Jobs & more! 

Maria Kris Maria Kris Sep 8 2022