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
18 11 2021
Constantine Vasilakis
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
16 11 2021
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
09 11 2021
3 Min
TaxDome November Update
More job customizations, organizer improvements, new export functionality & more
Maria Kris
08 11 2021
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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.
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
02 11 2021
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
02 11 2021
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
29 10 2021
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
26 10 2021
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
25 10 2021
2 Min
TaxDome October Update
New Mobile app for firms, e-signature flow redesigned, merge PDF documents, pipeline UI improvements, extended text editor & more
Maria Kris
11 10 2021