TaxDome AI, invoice customization, Google SSO, advanced bootcamp

Jeff Nichols Jeff Nichols
Aug 15 2024
September 2021 Update

Chat-like messages, custom account fields for imports, flexible data in job cards, individual document settings, & more

Maria Kris Maria Kris Sep 14 2021
Tax Therapy Experience - sell my accounting practice

Meet Amber Gray-Fenner, owner of Tax Therapy, LLC. She’s not only an EA, but also a tax writer and a regular columnist for forbes.com and thinkoutsidethetaxbox.com.

Maria Kris Maria Kris Sep 9 2021
How to Create a Client Intake Form That Your Tax Clients Will Actually Complete

CPA client intake forms can make your accounting or bookkeeping service stand out. Learn how to use intake forms, their benefits, and the types of forms to create.

Lisa Chaud Lisa Chaud Sep 2 2021
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What is the FIFO accounting method? 

As a bookkeeper or accountant, learning the globally accepted FIFO accounting method is a smart way to handle inventory or asset management for your organization. 

Lisa Chaud Lisa Chaud
Aug 31 2021
Workflow Automation Update: Customize Information in Job Cards

Kanban boards are great at visualizing your firm’s projects and activities: when are due dates, what each of your team members are working on, which tasks are overdue, and so on. At TaxDome, we help you visualize and complete your projects and jobs faster with Workflow...

Constantine Vasilakis Constantine Vasilakis
Aug 30 2021
Tips on Onboarding Your New Employees

Onboarding new employees can be an exciting, yet daunting task if your organization doesn’t have a sample onboarding plan for new employees.

Lisa Chaud Lisa Chaud
Aug 26 2021
Secure documents sharing and tax document storage with TaxDome.

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.

Lisa Chaud Lisa Chaud Aug 24 2021
Secure Messages Update: Moving Towards Chat-Like Messenger

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...

Maria Kris Maria Kris Aug 24 2021
Document Management Improvement: Individual Settings For Bulk Uploaded Documents

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. 

Constantine Vasilakis Constantine Vasilakis Aug 19 2021