Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more
Mari Sam Mari Sam
Dec 16 2024
Tips on Onboarding Your New Employees

Onboarding new employees can be an exciting, yet daunting task if your organization doesn’t have a sample onboarding plan for new employees.

Lisa Chaud Lisa Chaud Aug 26 2021
Secure documents sharing and tax document storage with TaxDome.

Accounting and bookkeeping firms must have a secure and easy way to share documents. Tax document storage is important as well. Here are three ways to share secure documents.

Lisa Chaud Lisa Chaud Aug 24 2021
Secure Messages Update: Moving Towards Chat-Like Messenger

Recently, we began our quest to improve the interface and user experience of firms utilizing secure messages by reducing the amount of time it takes to send a message by moving new message creation to the right sidebar  the first step towards a better client...

Maria Kris Maria Kris Aug 24 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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Document Management Improvement: Individual Settings For Bulk Uploaded Documents

This release is the next step to quick document uploads with granular control for your team. Since document uploads were transitioned to the right sidebar last month, it is 8x faster to upload documents than before. 

Constantine Vasilakis Constantine Vasilakis
Aug 19 2021
Top Five Best Payment Systems to Charge Accounting Clients Virtually

Virtual accounting firms need the right payment system in order to easily manage client transactions. Here’s a look at five top payment processors.

Lisa Chaud Lisa Chaud
Aug 17 2021
August 2021 Update

Hi [firstname]!: CRM shortcodes added to emails; @mentions added for team communication, conditional jumps for entire organizer sections & more

Maria Kris Maria Kris
Aug 13 2021
Secure Messages Update: A More Streamlined Client Communication Tool

In TaxDome, we’ve built an ecosystem where you keep clients in the loop without spending extra effort on this by means of automations and bulk actions.

Constantine Vasilakis Constantine Vasilakis Aug 10 2021
Robust Team Communication in TaxDome: Introducing @Mentions and Account Followers

TaxDome was created to be an all-in-one solution for accounting practices of all sizes, and today we’re excited to introduce a suite of team communication tools: @mentions (tag your colleagues) and the ability to disassociate notifications on an account (follow) from...

Maria Kris Maria Kris Aug 5 2021
Document Management Simplification in TaxDome

We’re excited to share the next phase of revamping documents - in this phase, we focused on providing even greater flexibility to your firm.

Constantine Vasilakis Constantine Vasilakis Aug 4 2021