Conditional stages, scheduled emails, improved UI in organizers, archive accounts, e-signature flow boosted & more
Maria Kris Maria Kris
07 12 2021
Why TaxDome Never Goes on Sale

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. 

Ilya Radzinsky Ilya Radzinsky 03 12 2021
Advanced Workflow Automation: Introducing Conditional Stages

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...

Maria Kris Maria Kris 02 12 2021
Carter Cook CPAs Experience: Building a New Age Accounting Firm

Meet Michelle Cook, one of the partners at Carter Cook CPAs that helps small local businesses run more efficiently and maximize profit. 

Maria Kris Maria Kris 30 11 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.

Client Portal Update: Option to Show Client Tasks in Email Notifications

If you do bookkeeping, payroll or any other work that requires clients to upload documents or perform other repetitive actions on a regular basis, sending a message with client tasks is a powerful tool to automate the process. 

Constantine Vasilakis Constantine Vasilakis
26 11 2021
Facebook Groups Accountants Must Follow

Level up your accounting business, by belonging to the best Facebook groups for accountants and tax professionals. You’ll network, get the answers you need, and learn new strategies.

Helga Khasin Helga Khasin
24 11 2021
Scanning documents to TaxDome - Win app

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...

Maria Kris Maria Kris
22 11 2021
Email Management Update: Delay or Schedule Sending Emails

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.

Constantine Vasilakis Constantine Vasilakis 18 11 2021
How to Synchronize Your Team Efforts

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

Lisa Chaud Lisa Chaud 16 11 2021
How to Document Your Accounting Firm’s Internal Processes

Internal documents in accounting firms hold so much value, so why do accounting firms often fail to update and utilize them like they should? Every accounting firm, regardless of size, should be documenting its best practices, processes, and systems – and they need to...

Lisa Chaud Lisa Chaud 09 11 2021