In a previous update, we introduced a native PDF editor, allowing you to annotate and modify  PDF documents in TaxDome just like you would with Adobe Acrobat, incorporated into your practice management workflow. Today, we are announcing the release of an integrated PDF...
Maria Kris Maria Kris
22 11 2021
TaxDome release notes November 2021
TaxDome Updates
3 Min

TaxDome November Update

More job customizations, organizer improvements, new export functionality & more

Maria Kris Maria Kris 08 11 2021
Client Portal Update: Option to Show Client Tasks in Email Notifications

If you do bookkeeping, payroll or any other work that requires clients to upload documents or perform other repetitive actions on a regular basis, sending a message with client tasks is a powerful tool to automate the process. 

Constantine Vasilakis Constantine Vasilakis 26 11 2021
Email Management Update: Delay or Schedule Sending Emails

Are you a night owl? Many of us are, too - but we may not want our clients to know that. Today we’re happy to introduce the ability to schedule emails in TaxDome.

Constantine Vasilakis Constantine Vasilakis 18 11 2021
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Discover how top accounting firms are staying ahead in 2025 – download the free guide

What makes the best accounting firms thrive while others struggle to keep up? We analyzed our top 20 TaxDome firms, representing over $100M in combined revenue, to uncover the strategies driving their success.

TaxDome October Update
TaxDome Updates
2 Min

TaxDome October Update

New Mobile app for firms, e-signature flow redesigned, merge PDF documents, pipeline UI improvements, extended text editor & more

Maria Kris Maria Kris
11 10 2021
Advanced Workflow Automations: The First Step to Conditional Pipelines

Many tax & accounting pros in our community asked for the ability to use one pipeline for different types of clients. For example, to use one pipeline (example: 1040 Tax Returns) for both new and returning clients as the stages of the process are the same, but tasks...

Maria Kris Maria Kris
25 10 2021
Email Creation Update: Send Emails Faster and Easier

We are excited to announce that emails now get created in the right sidebar, allowing you to email your clients in medias without disrupting your concurrent TaxDome activities. As a result, fewer clicks means better productivity.

Constantine Vasilakis Constantine Vasilakis 02 11 2021
TaxDome partner program launched

We are super excited to announce the TaxDome Partner Program! As a part of our Partner Program, accountants, consultants, agencies, content publishers, educators, influencers, and general marketers will be able to participate and earn a commission.

Ilya Radzinsky Ilya Radzinsky 04 10 2021
TaxDome + Zapier Integration
TaxDome Updates
1 Min

TaxDome + Zapier Integration

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 Constantine Vasilakis 21 08 2020