release notes

December 2020 Update

What's new in December? Improved mobile scanner, client upload without login, automation setup simplified, and more.

Maria Kris Maria Kris
4 mins read
articles

Free KBA: is there such a thing?

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 Maria Kris
3 mins read
articles

Why SMS is not Secure for Client Communications & Inefficient for Your Practice

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 Maria Kris
4 mins read
articles

How to Automate Client Onboarding with TaxDome

We created a useful guide to onboard clients without lifting a finger. You can find out six simple steps to automate the onboarding process efficiently.

Maria Kris Maria Kris
6 mins read
news

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 Constantine Vasilakis
1 min read
release notes

November 2020 Update

Streamline new client onboarding with automation, message improvements & more

Maria Kris Maria Kris
5 mins read
news

The Mascot Contest is Over: Meet General L. Edger

A big thank you to everyone who submitted names and voted to name our mascot – we had so much fun and we hope you did too. Before we announce...

Ilya Radzinsky Ilya Radzinsky
1 min read
client stories

Boundless Tax Experience: How to Establish and Grow Your 100% Virtual Firm

Growing your own business as a tax preparer or a bookkeeper is tough. You wear a lot of hats: you’re a CEO, marketer, client assistant, office manager, so oftentimes the...

Maria Kris Maria Kris
6 mins read
news

Workflow Automation Improvements: Adding Context to Jobs

Link Organizers, Bills, Contracts, Documents, Tasks & More To Jobs, adding context and ease of record-keeping.

Constantine Vasilakis Constantine Vasilakis
2 mins read
news

Updated Document Workflow: Organize Files & Folders in the Way It Works for Your Firm

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 Constantine Vasilakis
1 min read
release notes

October 2020 Update

Client dashboard redesign, language localization, client tasks, custom CRM fields in accounts, new bulk actions and & more.

Maria Kris Maria Kris
6 mins read
articles

What is KBA (knowledge-based authentication) and why you should care

KBA is required for IRS Form 8879. Here, we analyzed five providers and found out that you are probably paying three times more for KBA than you should.

...
Maria Kris Maria Kris
5 mins read