3 Min
November 2024 update
Job budget and time variance, no-login e-signatures, our free year-end bootcamp, and more.
Jeff Nichols
Nov 14 2024
Jeff Nichols
Did you know that each time a provider offers you a free KBA, they lie to you? Free KBA doesn't exist, and here's why.
Maria Kris
Nov 30 2020
Messaging apps are becoming more and more popular nowadays. Learn why you should not rely on SMS. Find out about its alternative - TaxDome Secure messages.
Maria Kris
Nov 23 2020
1 Min
Pipeline Set Up Redesign
Automations help save your time and stay focused on business. Find out more about our redesigned pipeline set up and edit to speed up your accounting processes.
Constantine Vasilakis
Nov 12 2020
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3 Min
November 2020 Update
Streamline new client onboarding with automation, message improvements & more
Maria Kris
Nov 3 2020
When we asked you to choose our mascot name, you gladly accepted this challenge and submitted over 300 different names! Your votes spoke loud and clear and the winning name is: General L. Edger.
Ilya Radzinsky
Nov 2 2020
Meet Dane Janas, an Enrolled Agent and the founder of Boundless Tax firm. Dane founded Boundless Tax firm in 2017 and during 2020 he has converted to being a 100% virtual firm. He has automated many manual processes, increased client adoption, and is now looking to add...
Maria Kris
Oct 28 2020
Link Organizers, Bills, Contracts, Documents, Tasks & More To Jobs, adding context and ease of record-keeping.
Constantine Vasilakis
Oct 21 2020
We are simplifying the process of uploading and organizing your documents with the goal of giving you full control of the folder structure.
Constantine Vasilakis
Oct 7 2020
3 Min
October 2020 Update
Client dashboard redesign, language localization, client tasks, custom CRM fields in accounts, new bulk actions and & more.
Maria Kris
Oct 5 2020