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
Maria Kris
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
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
01 12 2022
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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 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
30 11 2022
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
28 11 2022
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
21 11 2022
5 Min
November 2022 Update
Redesigned documents section, ‘Done uploading’ button in client portal, interactive secure messages & more!
Maria Kris
14 11 2022
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
10 11 2022
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
09 11 2022