October 2024 update

With the fall season in full swing, we’ve been hard at work to bring you new product features and improvements to ensure your firm is fully prepared for a successful tax season ahead — including one newly released feature that we’re especially excited for your firm to utilize: Client requests.

Explore all our October product updates below, plus: 

• upcoming events where you can catch us in person
• new TaxDome Academy courses we’ve launched to help you get paid faster
• a year-end bootcamp packed with best practices and tips that will equip you for success in the upcoming tax season

Watch a video overview of our new features and improvements:

📞 CRM

Client requests

Obtaining information from clients is one of the biggest pain points for tax preparers, bookkeepers, and accountants worldwide. At TaxDome, we’re committed to providing innovative solutions that simplify and enhance your practice. That’s why we’re thrilled to introduce our latest feature: Client requests.

Client requests enable you to get ad-hoc information and documents from clients quickly and easily. It’s as easy as sending a chat message, but it’s organized and trackable, ensuring that all necessary information is collected efficiently.

• Quick and customizable: client requests are fully customizable and can be sent quickly, allowing you to make ad-hoc requests mid-engagement. 
• Faster client responses: create and send requests for information or documents directly to clients without requiring them to log into TaxDome.
• Automated workflow: link requests to specific jobs, allowing the job to move forward automatically once the requested information is provided.

How do clients respond to requests?

Clients can respond to your requests in several ways. As always, they can respond through the client portal or via our highly-rated client mobile app on iOS and Android; they will receive a push notification and will be able to respond on the go. 

Additionally, you also have the ability to dictate whether you want the client to be able to answer the request without logging in. When sending a request, you have full control over the authorization setting in each client request. You can select ‘Require sign-in’, if you want clients to have to sign in to fulfill your client request, or deselect it if you want to make it easier for clients to fulfill your request.

A comprehensive suite of tools to gather client information

Client requests complement our existing functionality, providing a holistic approach to client management. Our organizers help you send out new client intake forms via organizers, while client tasks remind your clients to take care of vital tasks — such as completing an authorization form on their bank’s website. Client requests help you get answers to clarifying questions mid-project, ensuring you have everything you need to keep your jobs moving and your clients happy.

At TaxDome, we’re laser-focused on enhancing the client experience. As Seinfeld taught us, it’s one thing to ask for information; it’s another to actually receive it. By focusing on the client experience and ensuring ease of use for the end user — your client — we ensure that you, the practitioner, get what you need as quickly as possible. 

The Client request feature is fully integrated with our mobile apps available on iOS and Android, allowing clients to respond on the go. Our client mobile app is already a favorite among users, ranking in the top 100 of the iOS App Store Finance section. This means your clients can engage with you anytime, anywhere, making the process even more convenient and efficient.

🤖 Workflow

Add images to job comments

• Provide greater clarity and detail for any job
• Complete jobs faster and meet deadlines with ease

As much as we’re focused on helping you elevate your firm’s client experience, we’re always looking for ways to improve communication and collaboration across your team. 

This new update lets you add images in the comments section of any job — in the same way you can easily add images to chats — useful for providing greater clarity and detail on what needs to be done. 

Not only will this improve team communication and collaboration; it will also help your firm complete jobs faster — and meet deadlines with ease.

🔥 Other

• E-signatures: you can now view the amount of money reserved from your firm balance for outstanding KBA e-signatures, along with QES and AdES signatures, helping you budget and plan any expenses — see more information
• Payments: payments with “incomplete”/“verifying” statuses can now be unlinked from invoices — see more information

🎥 Education and training

TaxDome Academy: Invoicing

Streamline your invoicing process (even more) and get paid faster — we’ve launched six new TaxDome Academy invoicing courses tailored for both beginners and advanced users, covering everything you need to master invoicing in TaxDome:

• Set up invoicing
• Bill your clients
• Track, bill, and analyze time spent
• Send proposals
• Automate invoicing & recurring payments
• Best practices for efficient invoicing

Like all our on-demand TaxDome Academy courses, the best thing is you can dive in whenever you’re ready and complete them at your own pace — so be sure to bookmark the link above.

November 2024 bootcamp: Get ready for tax season with Russ Hoskins, Managing partner of 15-person firm, and TaxDome

This November, we’re also hosting a year-end bootcamp offering five hands-on workshops led by experts, including special guest Russ Hoskins — CPA, firm managing partner, and long-time TaxDome customer.

Gain expert tips and best practices in TaxDome that will make your life easier for the upcoming tax season! Make sure to register here.

Bootcamp agenda:

• Get set up quickly — enjoy a hands-on walkthrough of the very first steps in TaxDome
• Improve your client experience — discover how to set up your CRM and streamline client interactions
• Level up your firm’s operations — optimize your processes, boost collaboration, and ramp up your firm’s efficiency

💡 More useful updates

Live webinar: Q3 Feature Release Roundup

We recently hosted a live webinar where we introduced our latest innovative features designed to elevate your firm’s efficiency and client experience.

More than 400 tax, bookkeeping, and accounting professionals joined co-founder and chief product officer Ilya Radzinsky, chief revenue officer Petar Iliev, and two special guests — Russ Hoskins, CPA and managing partner at Hoskins Quiros Osborne LaBeaume, CPA, LLC, and Jamie Gruol, creator and co-founder of Workflows for Tax Pros.

Thanks to everyone who joined us for this exciting deep dive into our newest features, designed to give your firm an edge in the upcoming tax season!

If you weren’t able to attend, you can watch a full recording of the webinar below. 

🌍 Meet us in person

As the year winds down, our world tour is approaching its final stops — and we don’t want you to miss out! After connecting with incredible professionals across 14 countries and more than 20 cities this year, we’re excited to announce our October events in the U.S., Japan, and Austria.

Here’s where you can catch us:

📍 Reframe 2024, Hollywood, FL – October 16-19
📍 Kaikei Jimusho Hakurankai 2024, Tokyo, Japan – October 17-18
📍 TAXarena, Vienna, Austria – October 24
📍 Intuit Connect, Las Vegas, NV – October 28-30

Don’t miss these exciting opportunities to connect with us and discover how our latest innovations will future-proof your firm’s operations — and ensure its success.

Wrapping up

We’re bringing you all the above this month — plus 108 more tweaks and fixes!

More exciting updates will be coming your way in November. 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 September 2024 update.