April 2024 update
Simpler imports, SOC 2 certification, enhancements to our Proposals & ELs feature, and more.
Simpler imports, SOC 2 certification, enhancements to our Proposals & ELs feature, and more.
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.
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
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The best accounting conferences to attend in 2023 with our comprehensive list featuring a mix of in-person, virtual and hybrid options.
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.
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...
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.
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.
Simplified, more intuitive user interface to create and update your pipelines, support of HEIC format, new calendar views & more