Native PDF editor added, upload redesigned, drag and drop possible directly from the document page and the ability to ‘follow’ accounts has been introduced
Contracts now support multiple signers, Job Templates with predefined context, Windows app now available on server installations & more
Document UI simplified, granular notification preferences introduced, organizer updates & improvements and more
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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.
Streamline new client onboarding with automation, message improvements & more
Client dashboard redesign, language localization, client tasks, custom CRM fields in accounts, new bulk actions and & more.
Introducing ‘Automove’ for Jobs, upload documents through automation, send invoices automatically & more