August 2024 update
TaxDome AI, invoice customization, Google SSO, advanced bootcamp
TaxDome AI, invoice customization, Google SSO, advanced bootcamp
Chat-like messages, custom account fields for imports, flexible data in job cards, individual document settings, & more
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.
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.
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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.
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...
Onboarding new employees can be an exciting, yet daunting task if your organization doesn’t have a sample onboarding plan for new employees.
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.
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...
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.