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Award-winning practice management trusted by more than 10,000 accounting firms
For everything to be on one platform, it’s huge. It costs us less money too. Having everything centralized in TaxDome helps us, and it helps the client.
As the year comes to a close, we know your focus is shifting to getting ready for the 2025 tax season. That’s why we’re thrilled to announce over 30 new features and enhancements designed to save time, improve accuracy, and simplify collaboration for your team and clients.
From a wide-screen document viewer, a new chat interface, and AI-powered document sorting to setting multi-factor authentication policies for firms & clients and custom job automations, these updates are built to meet your needs during the busiest time of the year. Learn more about them on our blog in the new TaxDome Community!
But before we dive into the updates, we’re excited to share a big announcement that will change the way you think about client expectations.
The New Standard: Meeting Taxpayer Expectations in 2025
Warning! This isn’t just another cookie-cutter industry report. You know the kind—where
they only ask professionals (in this case, accounting) what they think their clients want.
At TaxDome, we did something bold: we surveyed 1,000 real people across the United States, 18 years or older, who have hired accountants and tax preparers.
This report is packed with client-first data that you won’t find anywhere else, asking clients directly what they expect from accounting professionals. The findings are game-changing —and they’re backed by rigorous research.
For in-depth insights, access the report and join us for a live webinar on Dec 19 at 2 p.m. EST, where we’ll uncover these findings and discuss their implications with our panel of industry experts.
Speaking of tax season…
Don’t miss the recording of our latest webinar, “Get Ready for Tax Season 2025 with TaxDome,” to equip yourself with expert tips and actionable strategies:
Now, let’s take a quick look at what’s in the works.
Sneak peek
- Bookkeeping features: In Q1, we’ll be rolling out direct integrations with your clients’ general ledgers, starting with QuickBooks Online (QBO). You’ll be able to view transactions, ask questions, recategorize entries, and make updates directly within TaxDome — for both you and your clients. And best of all, with unlimited clients and no per-client fees, you can scale your practice without worrying about extra costs. Join our waitlist to stay updated.
Watch this video for an overview of this month’s features and improvements:
Client requests
Let’s start with an update on one of your favorite tools — Client Requests.
Client Requests have been a hit since their release in October, and now getting the information you need from clients has never been easier.
As a reminder, requests let you quickly and easily create an itemized list of questions you want your clients to answer. Just like an organizer, you can utilize many question types — text entry, dates, numbers, file uploads, and more.
With this release, we’ve added the ability to template requests, include them in automations, and bulk-send requests.
Whether you need a template for frequently recurring requests or want to make sending a request a regular part of a specific pipeline, Client requests adapt to your needs.
- Reusable templates: standardize and save frequently sent requests.
- Customizable automations: make Client requests a regular part of your pipeline to automatically send requests and advance jobs in your workflow when clients respond.
- Bulk sending: send a single request to multiple clients or accounts at once, ensuring everyone gets what they need without all the extra effort.
The community has had rave reviews about requests so far, and we’re confident that these additions will make them even more popular.
Once your clients provide the information you need, the next step is acting on it. And our new job sidebar ensures your team can use that data to its fullest potential, giving you quicker access to the information you need to help get the job done.
All of the context your team needs access to is visible in one organized window — documents, invoices, chats, and more.
The tables have been updated to show document statuses and other relevant information to reduce clicks and provide you with the information you need.
We’ve also made navigation faster with a pinned header. No more scrolling to link documents or add notes — it’s all just one click away.
Chats
At TaxDome, we know that even small improvements can make a big difference in your day-to-day workflows. That’s why we’ve introduced a new reply-to feature in Chats, just like on WhatsApp and iMessage.
Now, you and your clients can respond to specific messages in busy conversations where multiple topics overlap, making it easier to keep things organized.
In 2023 alone, more than a million secure chats were exchanged between firms and their clients. We’re excited to see the impact they will have on your workflows and client experience in 2025!
🔥 Other
- Flawless data sync between QBO and TaxDome: Keep your records accurate and save your team hours of manual reconciliation. TaxDome now automatically reflects changes from QuickBooks Online, including deleted or inactive entities.
- IRS notifications front and center: Focus on what matters most with a dedicated IRS filter in Inbox+. IRS notifications are easy to locate, helping your team act quickly and stay compliant.
- A cleaner look for invoices and proposals: Your clients deserve the full picture — without clutter. Long descriptions are now displayed compactly, letting you include every detail about your services without compromising the design.
- Account imports with custom fields: Handle client data your way. Include and manage custom “User” fields during imports and exports, ensuring accuracy while simplifying client organization and team assignments.
New TaxDome Community
Earlier, we mentioned that you can find more details about this month’s updates in our new Community, but we didn’t share the most exciting part — it’s already buzzing with activity, and people are loving it!
This community is more than just a forum. It’s a space where TaxDome users connect, exchange insights, and collaborate to get the most out of the platform. With dedicated spaces for product discussions, announcements, business tips, and more, there’s something for everyone.
You can access it directly from your workspace — jump in and join the conversation. We’d love to see you there!
🎥 Education & training
💻 Free onboarding series
Start your TaxDome journey with confidence by joining our free onboarding series.
In just three live sessions, you’ll learn how to set up your account, manage clients effortlessly, and build automated workflows that save time. Each session includes expert-led demos and interactive Q&A to ensure you leave ready to maximize your practice.
Join us every Tuesday, Wednesday, and Thursday at 1 p.m. ET. Register now to reserve your spot!
CPA-hosted year-end bootcamp
Missed our latest bootcamp? Catch up on all five sessions now available on TaxDome Academy!
Led by our experts and Russ Hoskins, managing partner of a 15-person firm and a long-time TaxDome user, these workshops are packed with actionable insights to help you prepare for tax season with confidence.
Discover how to quickly set up and customize TaxDome to fit your needs and make this your most efficient and successful tax season yet.
📜 TaxDome Academy Advisors Certification
Take your expertise to the next level with the TaxDome Academy Advisors Certification!
This program equips you with the knowledge and skills to maximize the cost-efficiency of using TaxDome in your practice. Once certified, you can share your achievement on LinkedIn, Facebook, or X to showcase your expertise to your network.
And the best part? You’ll boost your credibility with clients and stand out in your field by being featured in our exclusive Advisor Directory.
Wrapping up
This year has been incredible, and we’re proud to be a part of your success story.
In 2024, TaxDome was recognized by G2, Capterra, GetApp, and CPA Practice Advisor for innovation, usability, and customer satisfaction. But what we’re most proud of are the awards that show how much you, our users, love TaxDome.
This month alone, we’ve delivered over 30 updates and 126 additional tweaks and fixes to help you prepare for the tax season.
As we look ahead, join our new Community to ask questions, suggest new updates, or chat with other TaxDome users.
And in case you missed it, here’s a summary of the major updates we covered in our November 2024 update.
Mari Sam
Mari Sam is a content writer at TaxDome who is passionate about crafting compelling copy. Her job is to ensure that TaxDome clients fully utilize the platform's latest features and enhancements. Through clear communication of updates, changes, and new capabilities, Mari produces engaging content that enables clients to make the most out of the platform.
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