Job budget and time variance, no-login e-signatures, our free year-end bootcamp, and more.
Jeff Nichols Jeff Nichols
Nov 14 2024
Tax Man To You Experience: Scaling a Sales Tax Business 2x

Meet Brittany Pullin, manager and sales tax associate at Tax Man To You, LLC. The firm focuses on e-commerce sellers and sales taxes. Having experienced strong growth for the last 3 years, Tax Man To You were looking to build predictable processes and centralize client...

Maria Kris Maria Kris Feb 28 2022
Reporting: Introducing Saved Filters & Revamped UI

As announced earlier this year, we’re moving towards a robust reporting system that will allow you to detail your firm’s critical output, efficiency and revenue. Today we’re introducing the first bundle of improvements — revamped filters UI that enable you to easily...

Constantine Vasilakis Constantine Vasilakis Feb 18 2022
cpas and eas

What is an enrolled agent for taxes? Learn what an enrolled agent can do for you, the requirements to become an EA and how to find one for yourself.

Lisa Chaud Lisa Chaud Feb 9 2022
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February 2022 Update

Multiple recurring schedules, filters & printable reports, improved visibility of client answers in organizers, quick 1-1 onboarding session booking & more

Maria Kris Maria Kris
Feb 7 2022
taxmama

Meet Stephanie Papini — a Toronto based CPA with a background in an auditing firm. While on maternity leave, Stephanie started building her own accounting business taking on clients from a retiring family member.

Maria Kris Maria Kris
Jan 24 2022
Advanced Workflow Automation: Introducing Individual Recurrence Schedules 

You can now set individual recurrence schedules within the same pipeline. This allows you to get rid of excess pipelines and view your work in one place. 

Maria Kris Maria Kris
Jan 21 2022
How to Get an Electronic Signature From Tax Client, Including Form 8879

E-signatures have become the norm for tax accountants. Here is how an accounting firm can streamline the e-signing process with TaxDome. 

Lisa Chaud Lisa Chaud Jan 18 2022
How To Keep Clients in the Loop During the Busy Season and Why You Should Care

In this article, we share an example of how you can automate your client communications with TaxDome, an all-in-one practice management software for tax practitioners and accounting firms. More communications doesn’t mean more work with leveraging tools, like TaxDome. 

Lisa Chaud Lisa Chaud Jan 12 2022
January 2022 Update

Integration with schedulers, signature templates, move Jobs between pipelines, first step to reporting & more

Maria Kris Maria Kris Jan 10 2022