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

Nicholas Edwards Nicholas Edwards
Apr 16 2024
New Workflow Creation Interface: Simplified and More Intuitive Way to Create and Update Your Pipelines

Today, we are excited to introduce the renovated Pipelines settings page with a more intuitive and user-friendly interface, designed to make the process of setting up and modifying workflows 3x faster – and much easier.

Constantine Vasilakis Constantine Vasilakis Dec 29 2022
7 Must-Have Accounting Soft Skills

Learn the seven critical soft skills that can allow you to grow your accounting practice and help empower your staff to become more efficient professionals.

Lisa Chaud Lisa Chaud Dec 26 2022
Accounting Web Live Expo

Learn how you can use TaxDome to become TD-MTD ready! This blog is an overview of TaxDome’s participation at the Accounting Web Live Exposition in Coventry. We focused on how TaxDome could be used to streamline accounting processes to save time during the Making Tax...

Lisa Chaud Lisa Chaud Dec 20 2022
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December 2022 Update

New Firm Insights dashboard, pre-populated client data in organizers, improved invoicing flow for locked docs and more!

Maria Kris Maria Kris
Dec 15 2022
Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A

Joe Cass is a practitioner of more than 30 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions...

Maria Kris Maria Kris
Dec 13 2022
Everything You Need to Know About TaxDome’s First-Ever Price Change

TaxDome updates pricing for the first time since launch — with effect on February 13, 2023. Freeze your existing $50/month subscription by committing to 3 years.

Ilya Radzinsky Ilya Radzinsky
Dec 12 2022
Insights: Customizable Dashboards to Review Team Performance, Manage Workloads and Stay On Top of Pending Client Activity 

Today, we’re excited to launch TaxDome’s revamped dashboard — Insights. The insights page is a collection of fully customizable widgets. Each member of your team can set up their own widgets to ensure they see the most important information for them.

Constantine Vasilakis Constantine Vasilakis Dec 1 2022
TaxDome participates in events in Sweden, Denmark and Norway

TaxDome participates in Regnskabsevent 2022 in Denmark, Ekonomi & Företag 2022 in Sweden and Overskudd 2022 in Norway, the three most important and highly anticipated accounting and bookkeeping industry events in the Nordic countries.

Kalle Granlund Kalle Granlund Nov 30 2022
Clients Can Now Roll Forward Answers From Prior Organizers (Forms), Saving Time and Providing a Better Experience

With this update, your clients no longer have to type this kind of information each time; the pre-fill function will look at prior answers and roll them forward, saving hours of data entry time, leading to a superior client experience.

Constantine Vasilakis Constantine Vasilakis Nov 28 2022