articles

Paperless Tax Firm: What You Should Know About E-Signatures

5 facts a tax firm should know before going paperless and file your tax returns electronically. Find out which states and countries legalized e-signatures.

Lisa Chaud Lisa Chaud
7 mins read
articles

How to Streamline Tax Preparation Process With Forms and Customizable Organizers

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 Lisa Chaud
8 mins read
client stories

Total Tax Services Experience: How to Double Client Base with Minimal Effort

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 Maria Kris
4 mins read
release notes

February 2021 Update

Introducing ACH payments, TaxAct integration, fully white-labeled website, client portal and system emails & more

Maria Kris Maria Kris
4 mins read
news

Introducing ACH Payments in TaxDome

We’re excited to release one of the most in-demand features among our US-based clients — ACH electronic payments.

Constantine Vasilakis Constantine Vasilakis
1 min read
client stories

Tax Preparation Workflow Automation: The Beginner’s Guide

As a tax professional, one of the biggest challenges for your practice is trying to keep up with everything as you handle more clients and admin tasks.

Lisa Chaud Lisa Chaud
7 mins read
articles

How to Bill Effectively for Your Accounting & Tax Services

Smooth workflow and maximum cash flow are real with our six tips on how to get clients to pay you faster.

Maria Kris Maria Kris
6 mins read
articles

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 Maria Kris
6 mins read
release notes

January 2021 Update

Introducing ‘Automove’ for Jobs, upload documents through automation, send invoices automatically & more

Maria Kris Maria Kris
6 mins read
articles

Should You Move Your Business to the Cloud?

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 Lisa Chaud
11 mins read
articles

Why SMS-Based 2FA is Not Secure and How You Can Protect Your Data with TaxDome

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 Lisa Chaud
5 mins read
client stories

Brooklyn FI Experience: How to Scale Your Firm 3x with the Help of Modern Technologies

Co-founder of Brooklyn FI tells a story about his firm's growth success. Find out what tools and techniques he uses to grow faster and stay efficient.

Maria Kris Maria Kris
5 mins read