February 2022 Update

This release is headlined by improved flexibility in workflow by enabling Jobs to recur at different schedules within the same pipeline. Additionally, we’ve started the initial stages of a big push towards improved reporting by making UI improvements to filters & making reports printable (more on the way). In the next few months you’ll be looking at a lot of organizers, so we redesigned your view making it easier to see client answers, attached documents and made it easier to identify unanswered questions. Finally, we’ve integrated our booking system directly into your portal, so that you can book free training sessions with our team quickly and easily. 

Let’s see what else we’ve been working on in the past month!

🤖 Workflow Automation

Multiple recurring schedules in one pipeline

You can now set individual recurrence schedules within the same pipeline. This allows you to keep all similar Jobs/services in one place even if they recur at different intervals. All payroll or bookkeeping Jobs can now be in the same pipeline with different schedules: weekly, bi-weekly, monthly, etc

Get rid of excess pipelines and track your work more effectively.

More>>

Additional Job card customization

You can customize whether you want account ID to be visible in job cards — we added a new ‘Account ID’ toggle in pipeline settings. 

📈 Reporting

You may have noticed changes to filters aiming to help you extract needed data quickly and easily:

• UX: Filters are moving to the right sidebar, making it easier to add multiple parameters to find exactly what you need. 
• UX: Applied filter categories appear at the top of the sidebar.
• You can now print tables: account lists, contact lists, organizers, jobs, time entries. 
• To print select data, apply filters first.
• Coming soon: Saved filters!

📝 Document Management

UX: Organizer view revamp

As you will be looking at many, many completed organizers in the coming months, we tackled a few key issues that will speed up your document workflow. 

• Show hidden questions: with the use of conditional logic, there are likely many questions that the client never sees. They are clearly marked for easy identification. 
• Show unanswered questions: toggle off to view only answered questions making it easier for you to focus on what you need to.
  

If you print organizers, the results will take into account the status of these toggles. 

More>>

• No scrolling to add question, text block or section in organizers. We’ve made it easier to add new items to organizers (new questions, new sections).
• E-signature reminders after document was sent. Now you can add new reminders or modify existing reminders even after signature requests have been sent. More>>

🔥Other

• Mobile scanner improvements. Did you know that your clients have a native scanner built into their mobile app? We discovered a few unpleasant bugs, fixed them and overhauled the functionality. By using the native scanner, you will receive high-quality PDFs just like you would if you manually scanned them in your office printer, except no one comes to your office and you don’t spend hours on admin work. See it in action>>
• Book free 1:1 training sessions inside TaxDome. Now you can book a session from within your portal – click the ❓ help bar icon. We’re adding more slots daily! 

All of the above plus 76 more tweaks and fixes! Join our Facebook Community to ask any questions, request features, or just chat with your peers.

In case you missed it, here’s a summary of the major features that we covered in the previous post.