July 2024 update

Our July update is packed with exciting new features and enhancements for you to check out.  

In keeping with our ethos of innovation, over the past month, we’ve implemented a host of updates designed to upgrade our user experience — for both you and your clients — and of course to continue making your daily work smoother, faster, and easier.

We’re also looking forward to rolling out the following new features soon!

Sneak Peek

• Client requests: A new way to get ad-hoc information from your clients. Control the authentication settings and enable clients to provide you with answers quickly from any device without logging in — streamlining the process and enabling you to get jobs done faster.  Sign up to get updates on this release. 
• Capacity planning: Transform project planning into a precise science by using historical data to make informed decisions. Join the waitlist to learn how capacity planning can optimize your team’s time and resources, ensuring maximum productivity and efficiency.
• Global communication: Centralize all customer interactions in one omnichannel inbox, unifying communication across your firm. With global communication, your team can work more efficiently while providing customers with a seamless experience. Stay up-to-date on global communication to discover how it will revolutionize your firm’s client communication tracking.  

Check out this video overview of our new features and improvements:

📐 User experience (UX)

To help you navigate data more easily, we’ve redesigned the tables in the workflow section. 

Header rows and first columns now stay pinned as you scroll, ensuring that critical data is always visible. Infinite scrolling lets you browse rows without reloading pages. And a convenient “+New” button makes it possible to add new entries from anywhere in one click.

You can now also:

• Hide, reorder, or resize columns as you see fit
• Adjust cell widths for optimal readability
• Sort based on the criteria that matter most to you, such as due dates or client names

With flexible customization options, you’re in complete control and can design tables that align with your firm’s processes.

📞 CRM

Send all your bulk emails at once instead of sending a few hundred daily over the course of a week. Firm owners and admins can now increase daily email limits up to 10,000. This ensures that mass communications, such as marketing emails, are delivered to all your clients on the same day. 

Just go to the ‘bulk email limits’ section of your firm settings to set the limit that’s right for you and lies within your email provider’s daily limit.

💰 Invoicing

If you recall our webinar on Project Apollo, you’ll know it’s an ongoing effort to improve usability within the workflow, invoices, and payments sections of your portal.

In addition to the above UX improvements, Project Apollo is also bringing customizations that allow you to conveniently add and remove columns, and adjust their size to display information in your preferred format. This also allows each member of your team to have complete control and set up the view that aligns best with their processes.

🤖 Workflow

Over the past few months, we rolled out a significant upgrade called ‘client-facing statuses.’ We’ve had amazing feedback from the community and from their clients.

We’ve now upgraded client-facing statuses to support shortcodes. These variables automatically populate data about personal information, such as:

• A client’s name
• Unique due dates
• Tax forms addressed

By using shortcodes in client-facing statuses, you can further personalize client communications without sacrificing time.

You can also now monitor the efficiency of your workflow right within your improved tables. For each job, we’ve added dates of when the job was created, when it was updated, and when it moved to the current stage. In the coming quarters, we’re also going to add job custom fields, enabling you to add intake dates, internal delivery dates, and more.This enables your firm to audit processes and discover efficiency improvements that can help you get the most out of TaxDome’s workflow and automation features.

🎥 Webinar

If you missed our Perk & Offers webinar, we’ve vetted and partnered with companies serving the tax, bookkeeping, and accounting industry to give exclusive discounts to our community. 

The services span multiple industries, including cybersecurity, hosting, insurance, and more. We’ll continue to partner with companies that service your firm’s needs, so keep an eye out for additional offers soon.

In your portal, click Perks and Offers on the menu sidebar and check them out for yourself!

🔥 Other

• TaxDome essentials bootcamp:
  Perfect your setup and make the most of TaxDome’s automations with our 5-day bootcamp!
  Cut admin time by 40+ hours per employee monthly, improve efficiency with customized workflows, and get paid 2x faster with automated billing.
  Join us daily from July 29 to August 2 at 1 pm ET for five expert-led workshops.
  Secure your spot now to boost your productivity, ease your daily work, and provide a better client experience. You’ll thank us and your clients will thank you. See you soon!

This month, we’re bringing you all the above — plus 154 more tweaks and fixes!

More updates will be coming your way in August. In the meantime, join our Facebook Community to ask questions, suggest new features, or chat with other TaxDome users.

And in case you missed it, here’s a summary of the major features we covered in our June 2024 update.