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
What is an enrolled agent for taxes? Learn what an enrolled agent can do for you, the requirements to become an EA and how to find one for yourself.
Lisa Chaud
Feb 9 2022
2 Min
February 2022 Update
Multiple recurring schedules, filters & printable reports, improved visibility of client answers in organizers, quick 1-1 onboarding session booking & more
Maria Kris
Feb 7 2022
Meet Stephanie Papini — a Toronto based CPA with a background in an auditing firm. While on maternity leave, Stephanie started building her own accounting business taking on clients from a retiring family member.
Maria Kris
Jan 24 2022
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You can now set individual recurrence schedules within the same pipeline. This allows you to get rid of excess pipelines and view your work in one place.
Maria Kris
Jan 21 2022
E-signatures have become the norm for tax accountants. Here is how an accounting firm can streamline the e-signing process with TaxDome.
Lisa Chaud
Jan 18 2022
In this article, we share an example of how you can automate your client communications with TaxDome, an all-in-one practice management software for tax practitioners and accounting firms. More communications doesn’t mean more work with leveraging tools, like TaxDome.
Lisa Chaud
Jan 12 2022
3 Min
January 2022 Update
Integration with schedulers, signature templates, move Jobs between pipelines, first step to reporting & more
Maria Kris
Jan 10 2022
TaxDome never stops evolving so you have a deeply customizable and robust platform on which to manage your accounting practice. Along the way, we continue building our education system to provide you with various tools for learning how to create your ideal workflow and...
Natalie Zorba
Jan 5 2022
Is your client’s accounting and tax data properly protected from cyberhackers? Here’s a look at five ways on how to prevent tax identity theft.
Lisa Chaud
Jan 5 2022