The TaxDome Advisor Directory is a unique list of experts in tax, accounting, bookkeeping, payroll and advisory services globally. Whether you seek assistance locally or remotely, you can find professionals who are focused on delivering not only proficiency, but a...

Today we are introducing a new course format that focuses on how to grow your practice with TaxDome depending on the specialized services you provide: bookkeeping, payroll, tax preparation.

With this update, your clients no longer have to type this kind of information each time; the pre-fill function will look at prior answers and roll them forward, saving hours of data entry time, leading to a superior client experience.

New Calendar for meeting deadlines and workload management, upgraded invoices, new ‘Done Uploading’ button in the client portal & more! 

You and clients can now attach images and embed videos from YouTube, Loom, Vimeo and Google Drive into chats without the hassle of extra email, messenger or file sharing apps - the files can be viewed within the chat via our new in-app media viewer.

How do clients notify my firm when they’re done uploading documents? Many firms worry about missing the moment when their clients are done uploading documents.  In general, we recommend that firms utilize workflows and useful features that have a clear “Complete”...