We are simplifying the process of uploading and organizing your documents with the goal of giving you full control of the folder structure.
We are simplifying the process of uploading and organizing your documents with the goal of giving you full control of the folder structure.
Client dashboard redesign, language localization, client tasks, custom CRM fields in accounts, new bulk actions and & more.
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Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.
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The client portal homepage now features an easy to read to-do list for your clients to accomplish. The to-do’s include pending signatures, messages, pending contracts, unpaid bills, unread documents, etc.
Contracts, Zapier, Jobs, Client Portal Improvements and More
Now you and your clients can use TaxDome in Spanish, French, German, Italian and Dutch (along with English).
We are psyched to announce the TaxDome + Zapier integration.You can now connect TaxDome to various other apps you use, such as Google Sheets or Mailchimp.
Please read below to see upcoming changes to Jobs.