This release is all about your requests. One of the most requested features has been the ability to integrate a scheduler into TaxDome – with this release you can integrate Calendly, Acuity and more directly into your client portal.
We’re also excited to release signature templates, allowing you to reduce admin work and focus on billable hours, just when you need it most. You can now template commonly requested forms (i.e 8879, 8821, 2848) and request signatures in seconds, without needing to manually drag fields. Additionally, we’ve made updates to the Firm mobile app, improved organizers UI for firms and have begun a big project for a robust reporting system. The first step is persistent filters, a highly requested update. We’ll continue to add new reporting features in Q1.
👨👩👧👧 Client Portal
Integration with Schedulers
You now have the ability to integrate TaxDome with Calendly, Acuity, Youcanbookme and Schedulista. In your client portal clients will see a new quick button — ‘Book appointment’ — and be able to book a time slot with your team directly from your client portal.
📝 Document management
Signature templates give you the ability to request e-signatures 2x faster. Create templates for 8879, 8821, 2848 and more – instead of manually adding fields (signature, initials, date, free text entry, etc) – you can apply a template, saving you time and reducing clicks.
Organizers: new interface for firms
When you view client answers in organizers — they are now highlighted and easier to differentiate, including questions that were not answered.
You can now print organizers or save as PDF directly from TaxDome.
Coming soon, you will be able to request e-signatures through the Windows desktop app.
🤖 Workflow Automation
Move jobs between pipelines
You can now move Jobs between pipelines while retaining context.
For example, a bookkeeping lead becomes a client, you can move the Job from the lead pipeline to the bookkeeping pipeline keeping linked documents, messages, time entries and contracts in place.
Coming soon: you will be able to set individual job schedules for accounts. This will allow you to keep clients with different schedules within one pipeline: e.g. weekly, bi-weekly and monthly payrolls all together.
You can now invoice clients faster by creating and reusing templates for one-off invoices.
- You now have the ability to filter a list of Jobs by Overdue status. More>>
- We implemented a search bar under the Archived Jobs tab for easier searching of Jobs across multiple parameters: name, stage, pipeline, date added, date archived.
Firm Mobile App: edit data on the go
You can now edit contacts and account information right in the mobile app. This includes first, middle and last names, phone numbers, company names, addresses, etc. Additionally, you can edit your personal info, add and edit avatars for you and your clients.
Windows Desktop App
Bulk-upload thousands of files 4x faster. We’ve improved the performance of the Windows desktop app so that you can transfer documents from systems like SmartVault, ShareFile seamlessly.
🧑🤝🧑 Team Management
The ability to add or edit information about team members has moved to the right sidebar as another step towards a unified and predictable UI across TaxDome.
Follow/Unfollow in bulk
As a reminder, following accounts enables you to choose which accounts you wish to receive notifications about. Today we are introducing the ability to follow/unfollow accounts in bulk.
- Two-Factor Authentication via SMS added to provide an extra layer of security when accessing TaxDome. More>>
- Exports in ZIP. The mechanism of exporting data from TaxDome has been reworked and now all files are sent to the user in .zip format. More>>
- TaxDome Academy: get your team educated about ins and outs of TaxDome and how you can apply it to your practice. Join the TaxDome Academy!
- Persistent filters for accounts as a first step to a bigger reporting system. Once the filter is applied, the filtered data will be preserved even by clicking back in your browser or reloading the page. More>>
All of the above plus 97 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.
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