As a tax and accounting expert, your clients expect a professional invoice to match such a professional service, after all, your income and reputation are at stake. Today, we are taking the first step towards delivering a stronger invoicing process on TaxDome.

Manually resending reminders, new organizer features and more

We partnered with the National Association of Enrolled Agents (NAEA) not only to keep you updated on the newest trends, but also to hold webinars about how to run a hybrid office or how a client portal makes your life easier.

You now have a robust document management system on your PC. Uploading documents, requesting client approval, locking to invoice and now — requesting e-signatures — can all be done directly in the windows app, streamlining processes and reducing clicks.  

In a recent update, we introduced individual recurrence schedules, enabling different recurrence schedules and different templates within the same pipeline. Today we are enhancing this feature with additional UX/UI improvements to make it easier to add, remove and...

In late 2021, signature templates were released to provide each firm with tools to mark-up boilerplate documents. 8879, 8821, and 2848 are a few examples, but this works with any type of document – add it one time and then reuse it in all future client interactions....