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.
Constantine Vasilakis
29 07 2021
Constantine Vasilakis
4 Min
July 2021 Updates
Native PDF editor added, upload redesigned, drag and drop possible directly from the document page and the ability to ‘follow’ accounts has been introduced
Maria Kris
13 07 2021
2 Min
Document Upload Redesign
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.
Constantine Vasilakis
02 07 2021
Built-in PDF Editor is live. TaxDome’s PDF editor allows you to highlight, rotate, make notes or mark anything inside your PDF files. You and your team members can edit any PDF document in TaxDome, and clients can edit.
Constantine Vasilakis
28 06 2021
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Services: now you can add itemized services to invoices and contracts.
Constantine Vasilakis
21 06 2021
3 Min
June 2021 Updates
Recurring jobs, bulk actions with jobs, conditional organizers, simplified document upload for your clients & more
Maria Kris
15 06 2021
3 Min
May 2021 Updates
Document UI simplified, granular notification preferences introduced, organizer updates & improvements and more
Maria Kris
18 05 2021
In TaxDome you have full control over document permissions. We are taking steps to reduce clicks and make working with documents even faster.
Constantine Vasilakis
19 04 2021
2 Min
April 2021 Update
New automation to protect client data, import simplified, workflow UI improvements & more
Maria Kris
14 04 2021