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
Knowing how to get rid of a difficult client is the key to a successful practice. You will no longer feel drained and your client can get the help they need, but which isn’t what you offer. So how do you get rid of a client politely and without feeling bad? Here are...
Lisa Chaud
Nov 2 2021
Meet Darren Dowdell, founder of Acade Tax Services LLC in Buffalo, NY. Since 2008, he’s managed to grow his client base up to 600 clients, and is adding 400 more in the coming year with the help of TaxDome’s workflow automation.
Maria Kris
Oct 29 2021
A PDF is the most professional way for accountants to share information. Here are the six top PDF viewer and editor solutions that are currently available.
Lisa Chaud
Oct 26 2021
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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
Oct 25 2021
2 Min
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
Oct 21 2021
2 Min
TaxDome October Update
New Mobile app for firms, e-signature flow redesigned, merge PDF documents, pipeline UI improvements, extended text editor & more
Maria Kris
Oct 11 2021
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
Oct 7 2021
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
Oct 4 2021
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
Sep 28 2021