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
12 01 2022
January 2022 Update

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

Maria Kris Maria Kris 10 01 2022
Introducing TaxDome Academy 

TaxDome never stops evolving so you have a deeply customizable and robust platform on which to manage your accounting practice. Along the way, we continue building our education system to provide you with various tools for learning how to create your ideal workflow and...

Natalie Zorba Natalie Zorba 05 01 2022
5 Ways to Protect Your Clients Against Tax Identity Theft

Is your client’s accounting and tax data properly protected from cyberhackers? Here’s a look at five ways on how to prevent tax identity theft. 

Lisa Chaud Lisa Chaud 05 01 2022
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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.

E-signatures Automated: Introducing E-signature Templates

For tax practices, the process of obtaining signatures can be laborious, reducing your productivity and taking up a great deal of admin time. The first step was to go from paper signatures, which TaxDome provides with unlimited e-signatures. 

Constantine Vasilakis Constantine Vasilakis
28 12 2021
Native Integration with Schedulers 

You can now integrate the most popular schedulers with your TaxDome portal: Calendly, Acuity, Youcanbookme and Schedulista. This was highly requested by the community, so we’re excited to deliver it to you before tax season gets underway. 

Maria Kris Maria Kris
27 12 2021
Workflow Automation Update: Moving Jobs Between Pipelines

Robust TaxDome automations now allow you to keep context inside Jobs through different client lifecycles. We’re introducing the ability to move Jobs between pipelines that serve this exact purpose.

Maria Kris Maria Kris
16 12 2021
How to Automate Client Onboarding With TaxDome

Even before the pandemic, modern firms using digital tools had already embraced remote working as part of their operations. The need to modernize operations is growing more than ever. One efficient solution is adopting accounting workflow automation to improve lead...

Maria Kris Maria Kris 15 12 2021
2022 Tax Return Deadlines

With tax season upon us, it's crucial to consider the business tax deadline for 2022. We'll cover the most important deadlines and changes to consider.

Lisa Chaud Lisa Chaud 14 12 2021
December 2021 Update

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

Maria Kris Maria Kris 07 12 2021