Lisa Chaud
Integration with schedulers, signature templates, move Jobs between pipelines, first step to reporting & more
Maria Kris
10 01 2022
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
05 01 2022
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
05 01 2022
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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.
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
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
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
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
15 12 2021
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
14 12 2021
Conditional stages, scheduled emails, improved UI in organizers, archive accounts, e-signature flow boosted & more
Maria Kris
07 12 2021