We are simplifying the process of uploading and organizing your documents with the goal of giving you full control of the folder structure.

Constantine Vasilakis Constantine Vasilakis
Oct 7 2020
October 2020 Update

Client dashboard redesign, language localization, client tasks, custom CRM fields in accounts, new bulk actions and & more.

Maria Kris Maria Kris Oct 5 2020

Suggest a name for our mascot, submit as many ideas as you have & win a $1000 Amazon Gift Card.

Maria Kris Maria Kris Sep 28 2020
Client Tasks: New Feature for Efficient Communication with Your Clients

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

Constantine Vasilakis Constantine Vasilakis Sep 22 2020
Ebook CTA

Thank you! The eBook has been sent to your email. Enjoy your copy.

There was an error processing your request. Please try again later.

Looking to boost your firm's profitability and efficiency?

Download our eBook to get the answers

Please enter a valid email address.
Client Portal Redesigned with To-do List

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.

Constantine Vasilakis Constantine Vasilakis
Sep 22 2020

Contracts, Zapier, Jobs, Client Portal Improvements and More

Mary Cooper Mary Cooper
Sep 13 2020
TaxDome Now Supports Multiple Languages

Now you and your clients can use TaxDome in Spanish, French, German, Italian and Dutch (along with English).

Maria Kris Maria Kris Sep 10 2020
TaxDome + Zapier Integration

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.

Constantine Vasilakis Constantine Vasilakis Aug 21 2020