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
19 01 2023
Constantine Vasilakis
3 Min
January 2023 Update
Simplified, more intuitive user interface to create and update your pipelines, support of HEIC format, new calendar views & more
Maria Kris
16 01 2023
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
11 01 2023
1 Min
Introducing TaxDome for Bookkeepers: Complete Training on How to Scale Your Bookkeeping Practice
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
30 12 2022
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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.
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
29 12 2022
Learn the seven critical soft skills that can allow you to grow your accounting practice and help empower your staff to become more efficient professionals.
Lisa Chaud
26 12 2022
2 Min
Accounting Web Live Expo
Learn how you can use TaxDome to become TD-MTD ready! This blog is an overview of TaxDome’s participation at the Accounting Web Live Exposition in Coventry. We focused on how TaxDome could be used to streamline accounting processes to save time during the Making Tax...
Lisa Chaud
20 12 2022
3 Min
December 2022 Update
New Firm Insights dashboard, pre-populated client data in organizers, improved invoicing flow for locked docs and more!
Maria Kris
15 12 2022
Joe Cass is a practitioner of more than 30 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions...
Maria Kris
13 12 2022
TaxDome updates pricing for the first time since launch — with effect on February 13, 2023. Freeze your existing $50/month subscription by committing to 3 years.
Ilya Radzinsky
12 12 2022