March 2024 update
SMS communication, faster data import, the ability for clients to upload entire folders, and more.
SMS communication, faster data import, the ability for clients to upload entire folders, and more.
Many tax & accounting pros in our community asked for the ability to use one pipeline for different types of clients. For example, to use one pipeline (example: 1040 Tax Returns) for both new and returning clients as the stages of the process are the same, but tasks...
We’re here to announce a new $25 per month price tier, TaxDome Lite. TaxDome Lite is a CRM with client portal & mobile app for exchanging documents, obtaining e-signatures, and communicating with your clients securely.
New Mobile app for firms, e-signature flow redesigned, merge PDF documents, pipeline UI improvements, extended text editor & more
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Overcoming objections is difficult for any service provider, but it's possible with a few tips. Learn how to close deals faster and handle client objections, too.
We are super excited to announce the TaxDome Partner Program! As a part of our Partner Program, accountants, consultants, agencies, content publishers, educators, influencers, and general marketers will be able to participate and earn a commission.
The right accounting website builder will not only reduce set-up time, but it will also create a better visitor experience. Here are the top accountant website builders available.
Should you have a document management system apart from your tax software for secure document sharing? If so, then what is the ideal all-in-one solution?
TaxDome first native iOS & Android mobile app for firm owners and employees released. This is the first version of the app, and future versions will include more features from the web version.
We’re striving to make your e-signature workflow as smooth as possible this upcoming tax season. For that very reason we have slightly changed the way you pick signers for the document. This simple yet important step will allow us to roll out E-signature Templates as...