3 Min
April 2024 update
Simpler imports, SOC 2 certification, enhancements to our Proposals & ELs feature, and more.
Nicholas Edwards
Apr 16 2024
Nicholas Edwards
5 Min
November 2022 Update
Redesigned documents section, ‘Done uploading’ button in client portal, interactive secure messages & more!
Maria Kris
Nov 14 2022
You and clients can now attach images and embed videos from YouTube, Loom, Vimeo and Google Drive into chats without the hassle of extra email, messenger or file sharing apps - the files can be viewed within the chat via our new in-app media viewer.
Constantine Vasilakis
Nov 10 2022
Learn how to attract and retain millennial business owners with your accounting and bookkeeping services. Strong relationships and a digital focus open up new opportunities with new-generation professionals.
Lisa Chaud
Nov 9 2022
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Want to be the first to see and play around with the new TaxDome features before the release? Happy to introduce our Early access program. A rollout of new features designed specifically for early adopters.
Ilya Radzinsky
Nov 7 2022
4 Min
Introducing the TaxDome Advisor Directory: Connect with Top PROs in the Tax & Accounting Industry
The TaxDome Advisor Directory is a unique list of experts in tax, accounting, bookkeeping, payroll and advisory services globally. Whether you seek assistance locally or remotely, you can find professionals who are focused on delivering not only proficiency, but a...
Lisa Chaud
Nov 4 2022
How do clients notify my firm when they’re done uploading documents? Many firms worry about missing the moment when their clients are done uploading documents. In general, we recommend that firms utilize workflows and useful features that have a clear “Complete”...
Constantine Vasilakis
Nov 2 2022
Starting in April 2022 we implemented a freeze over any releases in the last two weeks before important deadlines (April 15, June 15, September 15, October 15 (17 in 2022). We wanted to explain our thought process and logic, so you have transparency.
Ilya Radzinsky
Oct 31 2022
Not too long ago, we released a new design for the client portal Documents section, allowing clients to find necessary files much easier and faster and reducing document turnaround time by up to 30%. Our next goal was to provide firms with more centralized and...
Constantine Vasilakis
Oct 20 2022
3 Min
October 2022 Update
New Calendar for meeting deadlines and workload management, upgraded invoices, new ‘Done Uploading’ button in the client portal & more!
Maria Kris
Oct 13 2022