Conditional stages, scheduled emails, improved UI in organizers, archive accounts, e-signature flow boosted & more

While many companies dole out large discounts on certain holy consumer days of the year, at TaxDome we prefer to keep our pricing simple and boring all year long. 

Not too long ago we introduced conditional automations. This powerful feature allows you to run different automations for different types of clients within one pipeline based on account tags. For example, you can send different email templates to new and returning...

In a previous update, we introduced a native PDF editor, allowing you to annotate and modify  PDF documents in TaxDome just like you would with Adobe Acrobat, incorporated into your practice management workflow. Today, we are announcing the release of an integrated PDF...

Are you a night owl? Many of us are, too - but we may not want our clients to know that. Today we’re happy to introduce the ability to schedule emails in TaxDome.

Tired of the chaos during busy season? Missed deadlines, overworked employees, and too many things slipping through the cracks are clear signs that your firm needs to synchronize your team's efforts. I