Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more
Mari Sam Mari Sam
Dec 16 2024
TaxDome release notes November 2021

More job customizations, organizer improvements, new export functionality & more

Maria Kris Maria Kris Nov 8 2021
Email Creation Update: Send Emails Faster and Easier

We are excited to announce that emails now get created in the right sidebar, allowing you to email your clients in medias without disrupting your concurrent TaxDome activities. As a result, fewer clicks means better productivity.

Constantine Vasilakis Constantine Vasilakis Nov 2 2021
How to Get Rid of a Difficult Accounting Client Without Feeling Bad

Knowing how to get rid of a difficult client is the key to a successful practice. You will no longer feel drained and your client can get the help they need, but which isn’t what you offer. So how do you get rid of a client politely and without feeling bad? Here are...

Lisa Chaud Lisa Chaud Nov 2 2021
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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.

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Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome

Meet Darren Dowdell, founder of Acade Tax Services LLC in Buffalo, NY. Since 2008, he’s managed to grow his client base up to 600 clients, and is adding 400 more in the coming year with the help of TaxDome’s workflow automation.

Maria Kris Maria Kris
Oct 29 2021
The Best PDF Readers for Accountants 

A PDF is the most professional way for accountants to share information. Here are the six top PDF viewer and editor solutions that are currently available. 

Lisa Chaud Lisa Chaud
Oct 26 2021
Advanced Workflow Automations: The First Step to Conditional Pipelines

Many tax & accounting pros in our community asked for the ability to use one pipeline for different types of clients. For example, to use one pipeline (example: 1040 Tax Returns) for both new and returning clients as the stages of the process are the same, but tasks...

Maria Kris Maria Kris
Oct 25 2021
TaxDome October Update

New Mobile app for firms, e-signature flow redesigned, merge PDF documents, pipeline UI improvements, extended text editor & more

Maria Kris Maria Kris Oct 11 2021
Closing the Deal Faster: Common Client Objections Related to The Accounting Business

Overcoming objections is difficult for any service provider, but it's possible with a few tips. Learn how to close deals faster and handle client objections, too.

Lisa Chaud Lisa Chaud Oct 7 2021
TaxDome partner program launched

We are super excited to announce the TaxDome Partner Program! As a part of our Partner Program, accountants, consultants, agencies, content publishers, educators, influencers, and general marketers will be able to participate and earn a commission.

Ilya Radzinsky Ilya Radzinsky Oct 4 2021