Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more
Mari Sam Mari Sam
Dec 16 2024

Suggest a name for our mascot, submit as many ideas as you have & win a $1000 Amazon Gift Card.

Maria Kris Maria Kris Sep 28 2020
Client Tasks: New Feature for Efficient Communication with Your Clients

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

Constantine Vasilakis Constantine Vasilakis Sep 22 2020
Client Portal Redesigned with To-do List

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 Vasilakis Constantine Vasilakis Sep 22 2020
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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.

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New York is finally allowing e-signatures, joining other 49 states

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.

Maria Kris Maria Kris
Sep 16 2020

Contracts, Zapier, Jobs, Client Portal Improvements and More

Mary Cooper Mary Cooper
Sep 13 2020
TaxDome Now Supports Multiple Languages

Now you and your clients can use TaxDome in Spanish, French, German, Italian and Dutch (along with English).

Maria Kris Maria Kris
Sep 10 2020
TaxDome + Zapier Integration

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.

Constantine Vasilakis Constantine Vasilakis Aug 21 2020
Sneak Peek – Upcoming Job Improvements

Please read below to see upcoming changes to Jobs.

Mary Cooper Mary Cooper Aug 13 2020
How Every Accounting Firm Owner Can Scale WITHOUT Investing More

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.

Constantine Vasilakis Constantine Vasilakis Aug 10 2020