Blog: accounting tips & TaxDome feature updates (Page 48)

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Customise your client tax portal, including the URL to point to your own domain.

3 Min

How to Gain More Clients with a Professional Tax or Accounting Firm Website

Learn why a website is important for an accounting firm or a tax professional. Find out useful tips on what to include on your firm’s website and how to make it top-rated.

Lisa Chaud

28 05 2021

Typed or Not E-signatures: which ones are legal?

Document Workflow

3 Min

Typed or Not E-signatures: which ones are legal?

This article will cover all there is to know about typed signatures so you can have a better understanding of the legality behind this signature use.

Lisa Chaud 25 05 2021

TaxDome Updates

3 Min

May 2021 Updates

Document UI simplified, granular notification preferences introduced, organizer updates & improvements and more

Maria Kris 18 05 2021

4 Simple Ways to Get Documents from Clients (+3 Hacks to Automate Your Document Flow)

Document Workflow

3 Min

4 Simple Ways to Get Documents from Clients (+3 Hacks to Automate Your Document Flow)

Getting documents from clients can be resource-intensive. Learn four key ways to get documents from clients and how to automate using client document portal software.

Lisa Chaud 13 05 2021

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.

Accounting Workflow

Growth

4 Min

How Your Office Can Scale and Grow Using Accounting Workflow Management Software

4 Steps To Scale Your Tax & Accounting Practice With Workflow Automation that maintain the integrity of the client experience and deliver measurable, actionable data for future strategic planning.

Lisa Chaud

06 05 2021

Data Security for Tax and Accounting: 5-Step Plan to Securing Client Data

Client Management

4 Min

Data Security for Tax and Accounting: 5-Step Plan to Securing Client Data

Why is data security important now more than ever? Learn why accounting & tax firms need to create a data security plan & how to do it in 5 steps.

Lisa Chaud

30 04 2021

Document Interface Update: Silos Are On Their Way Out. The First Step to a Simplified Document Workflow

TaxDome Updates

2 Min

Document Interface Update: Silos Are On Their Way Out. The First Step to a Simplified Document Workflow

In TaxDome you have full control over document permissions. We are taking steps to reduce clicks and make working with documents even faster.

Constantine Vasilakis

19 04 2021

5 tips on growing your accounting practice

Growth

4 Min

How to Grow Your Accounting Practice at Little to No Cost

One of the biggest challenges’ accountants face is trying to regularly attract new clients. If you are looking at how to grow your accounting practice, then it’s best to look at what worked for others. Here is a look at five of the most effective ways to grow an...

Lisa Chaud 16 04 2021