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...

Multiple recurring schedules, filters & printable reports, improved visibility of client answers in organizers, quick 1-1 onboarding session booking & more

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. 

For tax practices, the process of obtaining signatures can be laborious, reducing your productivity and taking up a great deal of admin time. The first step was to go from paper signatures, which TaxDome provides with unlimited e-signatures. 

You can now integrate the most popular schedulers with your TaxDome portal: Calendly, Acuity, Youcanbookme and Schedulista. This was highly requested by the community, so we’re excited to deliver it to you before tax season gets underway. 

Robust TaxDome automations now allow you to keep context inside Jobs through different client lifecycles. We’re introducing the ability to move Jobs between pipelines that serve this exact purpose.