New contact shortcodes make your mass emails look like personalized messages. If a family account includes two contacts—husband Bob and wife Mary—they both get personalized greetings.

Native PDF editor added, upload redesigned, drag and drop possible directly from the document page and the ability to ‘follow’ accounts has been introduced

The simplified document upload process to firm owners and employees is extended. Now you can upload files in the right sidebar without opening new tabs and losing context.

Recurring jobs, bulk actions with jobs, conditional organizers, simplified document upload for your clients & more

Document UI simplified, granular notification preferences introduced, organizer updates & improvements and more

In TaxDome you have full control over document permissions. We are taking steps to reduce clicks and make working with documents even faster.