New Firm Insights dashboard, pre-populated client data in organizers, improved invoicing flow for locked docs and more!
Maria Kris Maria Kris
15 12 2022
Get Ready for Tax Season with TaxDome + Joe Cass Webinar & Q&A

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 Maria Kris 13 12 2022
Everything You Need to Know About TaxDome’s First-Ever Price Change

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 Ilya Radzinsky 12 12 2022
Insights: Customizable Dashboards to Review Team Performance, Manage Workloads and Stay On Top of Pending Client Activity 

Today, we’re excited to launch TaxDome’s revamped dashboard — Insights. The insights page is a collection of fully customizable widgets. Each member of your team can set up their own widgets to ensure they see the most important information for them.

Constantine Vasilakis Constantine Vasilakis 01 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.

TaxDome participates in events in Sweden, Denmark and Norway

TaxDome participates in Regnskabsevent 2022 in Denmark, Ekonomi & Företag 2022 in Sweden and Overskudd 2022 in Norway, the three most important and highly anticipated accounting and bookkeeping industry events in the Nordic countries.

Kalle Granlund Kalle Granlund
30 11 2022
Clients Can Now Roll Forward Answers From Prior Organizers (Forms), Saving Time and Providing a Better Experience

With this update, your clients no longer have to type this kind of information each time; the pre-fill function will look at prior answers and roll them forward, saving hours of data entry time, leading to a superior client experience.

Constantine Vasilakis Constantine Vasilakis
28 11 2022
How to re-engage your clients year after year

Re-engaging your existing clients means finding out their goals for the next year and offering your services that add value to their bottom line.

Lisa Chaud Lisa Chaud
21 11 2022
TaxDome November Update

Redesigned documents section, ‘Done uploading’ button in client portal, interactive secure messages & more! 

Maria Kris Maria Kris 14 11 2022
Chat improvements

You and clients can now attach images and embed videos from YouTube, Loom, Vimeo and Google Drive into chats without the hassle of extra email, messenger or file sharing apps - the files can be viewed within the chat via our new in-app media viewer.

Constantine Vasilakis Constantine Vasilakis 10 11 2022
Millennial Business Owners

Learn how to attract and retain millennial business owners with your accounting and bookkeeping services. Strong relationships and a digital focus open up new opportunities with new-generation professionals.

Lisa Chaud Lisa Chaud 09 11 2022