Tags in client accounts automatically updated based on client responses in organizers, new view and filter options, ability to provide “view” access to clients in Wiki Pages & more
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Accountants calculate return on investment (ROI) to gauge the profit potential of investments in accounting software or past investments’ performance against the costs. The old way of doing calculations was excel tables - quite time-consuming, cumbersome, multi-step...
Sydney H. Highley, the founder of Sydney H. Highley CPA, told us how they adopted TaxDome two weeks before the start of tax season 2021, and how it helped them to complete the most returns in their practice.
Simplified, more intuitive user interface to create and update your pipelines, support of HEIC format, new calendar views & more