Lisa Chaud
More job customizations, organizer improvements, new export functionality & more
Maria Kris
08 11 2021
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
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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.
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
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
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
New Mobile app for firms, e-signature flow redesigned, merge PDF documents, pipeline UI improvements, extended text editor & more
Maria Kris
11 10 2021
Overcoming objections is difficult for any service provider, but it's possible with a few tips. Learn how to close deals faster and handle client objections, too.
Lisa Chaud
07 10 2021
We are super excited to announce the TaxDome Partner Program! As a part of our Partner Program, accountants, consultants, agencies, content publishers, educators, influencers, and general marketers will be able to participate and earn a commission.
Ilya Radzinsky
04 10 2021