Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more
Mari Sam Mari Sam
Dec 16 2024
Accounting conferences 2023

The best accounting conferences to attend in 2023 with our comprehensive list featuring a mix of in-person, virtual and hybrid options. 

Helga Khasin Helga Khasin Feb 8 2023
CRM Optimization: Automatically Update Tags in Client Accounts Based on Client Responses in Organizers

With this release, data input into your organizers can be integrated into your CRM automatically by applying and removing account tags automatically from client responses.

Constantine Vasilakis Constantine Vasilakis Feb 2 2023
ROI Calculator: How to Evaluate and Improve Your Firm’s Performance 

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...

Lisa Chaud Lisa Chaud Feb 1 2023
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Discover how top accounting firms are staying ahead in 2025 – download the free guide

What makes the best accounting firms thrive while others struggle to keep up? We analyzed our top 20 TaxDome firms, representing over $100M in combined revenue, to uncover the strategies driving their success.

Sydney H. Highley CPA Experience: How to Meet Tax Season Challenges with TaxDome 

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.

Lisa Chaud Lisa Chaud
Jan 26 2023
CRM Update: Streamlined Client Account Creation and UI/UX Improvements

In this blog we will take a look at our new simplified process of creating client accounts with a more intuitive UI and how it can help you reduce time, clicks and human error in your CRM operations.

Constantine Vasilakis Constantine Vasilakis
Jan 19 2023
January 2023 Update

Simplified, more intuitive user interface to create and update your pipelines, support of HEIC format, new calendar views & more

Maria Kris Maria Kris
Jan 16 2023
How to set accounting goals

Learn how to set accounting goals correctly: examples of goals, SMART principles, long-term and short-term goals. Grow your accounting firm with TaxDome!

Lisa Chaud Lisa Chaud Jan 11 2023
TaxDome for Bookkeepers

Today we are introducing a new course format that focuses on how to grow your practice with TaxDome depending on the specialized services you provide: bookkeeping, payroll, tax preparation.

Natalie Zorba Natalie Zorba Dec 30 2022
New Workflow Creation Interface: Simplified and More Intuitive Way to Create and Update Your Pipelines

Today, we are excited to introduce the renovated Pipelines settings page with a more intuitive and user-friendly interface, designed to make the process of setting up and modifying workflows 3x faster – and much easier.

Constantine Vasilakis Constantine Vasilakis Dec 29 2022