We are excited to announce the launch of the TaxDome Consultant Program, aiming to match verified consultants with firms seeking implementation specialists.

You now have a robust document management system on your PC. Uploading documents, requesting client approval, locking to invoice and now — requesting e-signatures — can all be done directly in the windows app, streamlining processes and reducing clicks.  

In a recent update, we introduced individual recurrence schedules, enabling different recurrence schedules and different templates within the same pipeline. Today we are enhancing this feature with additional UX/UI improvements to make it easier to add, remove and...

You can now integrate the most popular schedulers with your TaxDome portal: Calendly, Acuity, Youcanbookme and Schedulista. This was highly requested by the community, so we’re excited to deliver it to you before tax season gets underway. 

Robust TaxDome automations now allow you to keep context inside Jobs through different client lifecycles. We’re introducing the ability to move Jobs between pipelines that serve this exact purpose.

Not too long ago we introduced conditional automations. This powerful feature allows you to run different automations for different types of clients within one pipeline based on account tags. For example, you can send different email templates to new and returning...