April 2024 update
Simpler imports, SOC 2 certification, enhancements to our Proposals & ELs feature, and more.
Simpler imports, SOC 2 certification, enhancements to our Proposals & ELs feature, and more.
Onboarding new employees can be an exciting, yet daunting task if your organization doesn’t have a sample onboarding plan for new employees.
Accounting and bookkeeping firms must have a secure and easy way to share documents. Tax document storage is important as well. Here are three ways to share secure documents.
Recently, we began our quest to improve the interface and user experience of firms utilizing secure messages by reducing the amount of time it takes to send a message by moving new message creation to the right sidebar the first step towards a better client...
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This release is the next step to quick document uploads with granular control for your team. Since document uploads were transitioned to the right sidebar last month, it is 8x faster to upload documents than before.
Virtual accounting firms need the right payment system in order to easily manage client transactions. Here’s a look at five top payment processors.
Hi [firstname]!: CRM shortcodes added to emails; @mentions added for team communication, conditional jumps for entire organizer sections & more
In TaxDome, we’ve built an ecosystem where you keep clients in the loop without spending extra effort on this by means of automations and bulk actions.
TaxDome was created to be an all-in-one solution for accounting practices of all sizes, and today we’re excited to introduce a suite of team communication tools: @mentions (tag your colleagues) and the ability to disassociate notifications on an account (follow) from...
We’re excited to share the next phase of revamping documents - in this phase, we focused on providing even greater flexibility to your firm.