4 Min
October 2024 update
Client requests, year-end bootcamp — and more
Josef Hynard
Oct 18 2024
Accounting and tax firms rely on organizers to obtain information needed to facilitate their work from clients. They offer a more efficient option for streamlining client onboarding and workflow.
Lisa Chaud
Feb 11 2021
ACH payments, TaxAct integration, client portal and system emails & more
Maria Kris
Feb 8 2021
Meet Cassandra Centeno, owner of Total Tax Services. Last year she grew her client base to 150, and she’s planning on doubling this number this year.
Maria Kris
Feb 8 2021
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We’re excited to release one of the most in-demand features among our US-based clients — ACH electronic payments.
Constantine Vasilakis
Feb 3 2021
Smooth workflow and maximum cash flow are real with our six tips on how to get clients to pay you faster.
Maria Kris
Jan 24 2021
3 Min
Why Excel is Bad
Microsoft Excel is used widely as a business tool. Unfortunately, it’s far from perfect. Spreadsheet errors, reliance on manual input make Excel a bad idea to run your business.
Maria Kris
Jan 18 2021
3 Min
January 2021 Update
Introducing ‘Automove’ for Jobs, upload documents through automation, send invoices automatically & more
Maria Kris
Jan 12 2021
Still not using Cloud solutions? Here's 6 reasons why you should move to the cloud and how it positively affects on your business.
Lisa Chaud
Dec 29 2020
Did you know that SMS-based authentication is not secure and compliant? Read six reasons why it's important and the secure solution powered by TaxDome.
Lisa Chaud
Dec 22 2020