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
Trying to find bookkeeping clients online? Learn 15 quick tips other bookkeepers have used to land their first client.
Lisa Chaud
Jun 15 2022
2 Min
June 2022 Update
Custom field shortcodes, new CSV import tool, custom-branded PDF invoices and more!
Maria Kris
Jun 14 2022
We are glad to announce that TaxDome has partnered with the New Jersey Society of Certified Public Accountants (NJCPA) to help its members digitize their accounting practices with the help of TaxDome.
Peter Iliev
Jun 9 2022
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As your organization makes the much-needed switch from an on-site to a remote work environment, you might have become aware of a change in priorities. Besides the work processes, it has become essential for you to check how data is stored, protected and accessed on the...
Camren Majors
Jun 7 2022
Switching to new software can be a time-consuming hassle. To make the process as swift and smooth as possible, we are introducing our new CSV import tool. Now you can easily import clients into TaxDome and get your TaxDome up and running prior to the upcoming tax...
Constantine Vasilakis
May 31 2022
As a tax and accounting expert, your clients expect a professional invoice to match such a professional service, after all, your income and reputation are at stake. Today, we are taking the first step towards delivering a stronger invoicing process on TaxDome.
Constantine Vasilakis
May 26 2022
2 Min
May 2022 Update
Manually resending reminders, new organizer features and more
Maria Kris
May 19 2022
Are you looking to grow your small tax firm? Here’s a look at how to get customers’ attention for your small tax firms with proven social media tactics.
Helga Khasin
May 11 2022
A comprehensive checklist for onboarding new tax and accounting clients streamlines the process for bringing in new business while optimizing the customer experience towards efficiency and scalability.
Lisa Chaud
May 4 2022