You can now set individual recurrence schedules within the same pipeline. This allows you to get rid of excess pipelines and view your work in one place.
Maria Kris
21 01 2022
Maria Kris
E-signatures have become the norm for tax accountants. Here is how an accounting firm can streamline the e-signing process with TaxDome.
Lisa Chaud
18 01 2022
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
12 01 2022
2 Min
January 2022 Update
Integration with schedulers, signature templates, move Jobs between pipelines, first step to reporting & more
Maria Kris
10 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.
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
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
28 12 2021
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
27 12 2021
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
16 12 2021
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