4 Min
December 2024 update
Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more
Mari Sam
Dec 16 2024
Mari Sam
In late 2021, signature templates were released to provide each firm with tools to mark-up boilerplate documents. 8879, 8821, and 2848 are a few examples, but this works with any type of document – add it one time and then reuse it in all future client interactions....
Maria Kris
Mar 28 2022
What’s the difference between a financial controller vs CFO? Learn more about the roles of these financial professionals and when you may want to hire one.
Lisa Chaud
Mar 22 2022
KBA is required for IRS Form 8879. Here, we analyzed five providers and found out that you are probably paying three times more for KBA than you should.
Maria Kris
Mar 15 2022
Thank you! The eBook has been sent to your email. Enjoy your copy.
There was an error processing your request. Please try again later.
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.
2 Min
March 2022 Update
Saved filters & UI improvements in reporting, workflow UI updates, bulk cancel scheduled emails, date shortcodes in contracts & more.
Maria Kris
Mar 9 2022
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
Feb 28 2022
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
Feb 18 2022
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
Feb 9 2022
2 Min
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
Feb 7 2022
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
Jan 24 2022