The client portal homepage now features an easy to read to-do list for your clients to accomplish. The to-do’s include pending signatures, messages, pending contracts, unpaid bills, unread documents, etc.
Constantine VasilakisSep 22 2020
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Looking to boost your firm's profitability and efficiency?
New York Governor Cuomo signed S.8832 on Aug 24, 2020. This bill authorizes tax preparers to accept electronic signatures on e-file authorizations for purposes of filing tax documents electronically.
We are psyched to announce the TaxDome + Zapier integration.You can now connect TaxDome to various other apps you use, such as Google Sheets or Mailchimp.
Dream Firms and TaxDome share a core value in that we both believe in slashing unnecessary and expensive costs for your accounting firm while increasing the returns of your investments.