May 2024 update
AI-powered reporting & analytics, client-facing job statuses, increased pipeline flexibility, streamlined communication workflows and more.
AI-powered reporting & analytics, client-facing job statuses, increased pipeline flexibility, streamlined communication workflows and more.
Eric Gray, CEO of Evolution Accounting & Consulting, LLC, brings over three years experience of delivering tax, tax resolution, bookkeeping, CFO and many other services to clients nationwide.
With the new GDPR regulations, accounting firms need to stay up to date on how they manage client data with a fully realized GDPR compliance roadmap.
Redesigned docs section in client portal, Client Mobile App scanner made more prominent, ability to void pending signature requests & more!
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Accounting conferences in 2022 offer numerous networking and professional growth opportunities. Join our success team in a TaxDome exhibit booth and see how incredibly efficient practice management could be with TaxDome.
We are excited to introduce the new client portal document section. We believe this release will solve a key pain point: make it easier for clients to find the files you need them to see.
Your clients may choose to sign the hard copy of the prepared forms in your office. Previously, in such cases, the e-version of the document stayed labeled as ‘Pending Signature’, confusing you and your clients and disrupting your automated workflow.
Meet Tatsiana Bender — a Texas-based solo practitioner with over 15 years of experience in tax preparation and advisory services and a four-year-old practice, Bender CPA. She manages about 100 clients and grows her business by automating every possible admin task...
Wiki Pages, Custom schedules for recurring Jobs, more streamlined Job creation process and more!
A good summary for LinkedIn as an accountant is just the start of attracting a larger network. Learn how LinkedIn can help your accounting practice.