Chat-like messages, custom account fields for imports, flexible data in job cards, individual document settings, & more

Kanban boards are great at visualizing your firm’s projects and activities: when are due dates, what each of your team members are working on, which tasks are overdue, and so on. At TaxDome, we help you visualize and complete your projects and jobs faster with Workflow...

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...

In TaxDome, we’ve built an ecosystem where you keep clients in the loop without spending extra effort on this by means of automations and bulk actions.

TaxDome was created to be an all-in-one solution for accounting practices of all sizes, and today we’re excited to introduce a suite of team communication tools: @mentions (tag your colleagues) and the ability to disassociate notifications on an account (follow) from...

We’re excited to share the next phase of revamping documents - in this phase, we focused on providing even greater flexibility to your firm.