Link Organizers, Bills, Contracts, Documents, Tasks & More To Jobs, adding context and ease of record-keeping.
Constantine Vasilakis
Oct 21 2020
Constantine Vasilakis
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
Oct 7 2020
3 Min
October 2020 Update
Client dashboard redesign, language localization, client tasks, custom CRM fields in accounts, new bulk actions and & more.
Maria Kris
Oct 5 2020
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Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.
Constantine Vasilakis
Sep 22 2020
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
Sep 22 2020
Now you and your clients can use TaxDome in Spanish, French, German, Italian and Dutch (along with English).
Maria Kris
Sep 10 2020
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
Aug 21 2020