SMS communication, faster data import, the ability for clients to upload entire folders, and more.

Jeff Nichols Jeff Nichols
Mar 15 2024
Advanced Workflow Automations: The First Step to Conditional Pipelines

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...

Maria Kris Maria Kris Oct 25 2021
Introducing TaxDome Lite

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.

Ilya Radzinsky Ilya Radzinsky Oct 21 2021
TaxDome October Update

New Mobile app for firms, e-signature flow redesigned, merge PDF documents, pipeline UI improvements, extended text editor & more

Maria Kris Maria Kris Oct 11 2021
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Closing the Deal Faster: Common Client Objections Related to The Accounting Business

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.

Lisa Chaud Lisa Chaud
Oct 7 2021
TaxDome partner program launched

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.

Ilya Radzinsky Ilya Radzinsky
Oct 4 2021
Top Providers of Websites for Accountants

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.

Lisa Chaud Lisa Chaud
Sep 28 2021
Do You Really Need a Document Management System Apart from Your Tax Software?

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?

Lisa Chaud Lisa Chaud Sep 23 2021
Mobile App for Firms Released

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.

Constantine Vasilakis Constantine Vasilakis Sep 21 2021
Redesigned E-Signature Flow in TaxDome

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...

Maria Kris Maria Kris Sep 16 2021