Simpler imports, SOC 2 certification, enhancements to our Proposals & ELs feature, and more.

Nicholas Edwards Nicholas Edwards
Apr 16 2024
TaxDome Takes Part for the Second Time in Tili -Ja Veropäivät in Finland, Helsinki

TaxDome participates again in Tili -ja Veropäivät 2023, appearing for the second time at the most important and highly anticipated annual accounting, tax and bookkeeping industry event in Helsinki, Finland.

Kalle Granlund Kalle Granlund Feb 24 2023
February 2023 Update

Tags in client accounts automatically updated based on client responses in organizers, new view and filter options, ability to provide “view” access to clients in Wiki Pages & more

Julia Gorn Julia Gorn Feb 14 2023
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Accounting conferences 2023

The best accounting conferences to attend in 2023 with our comprehensive list featuring a mix of in-person, virtual and hybrid options. 

Helga Khasin Helga Khasin
Feb 8 2023
CRM Optimization: Automatically Update Tags in Client Accounts Based on Client Responses in Organizers

With this release, data input into your organizers can be integrated into your CRM automatically by applying and removing account tags automatically from client responses.

Constantine Vasilakis Constantine Vasilakis
Feb 2 2023
ROI Calculator: How to Evaluate and Improve Your Firm’s Performance 

Accountants calculate return on investment (ROI) to gauge the profit potential of investments in accounting software or past investments’ performance against the costs. The old way of doing calculations was excel tables - quite time-consuming, cumbersome, multi-step...

Lisa Chaud Lisa Chaud
Feb 1 2023
Sydney H. Highley CPA Experience: How to Meet Tax Season Challenges with TaxDome 

Sydney H. Highley, the founder of Sydney H. Highley CPA, told us how they adopted TaxDome two weeks before the start of tax season 2021, and how it helped them to complete the most returns in their practice.

Lisa Chaud Lisa Chaud Jan 26 2023
CRM Update: Streamlined Client Account Creation and UI/UX Improvements

In this blog we will take a look at our new simplified process of creating client accounts with a more intuitive UI and how it can help you reduce time, clicks and human error in your CRM operations.

Constantine Vasilakis Constantine Vasilakis Jan 19 2023
January 2023 Update

Simplified, more intuitive user interface to create and update your pipelines, support of HEIC format, new calendar views & more

Maria Kris Maria Kris Jan 16 2023