Explore the newest features in TaxDome added in May! A new billable hours, instant client search from sidebar, and more improvements.
Time Tracker – keep track of your billable hours for each client
Today we’re introducing billable hours feature. From now on, you don’t need to use third-party time tracking software, since you already have it inside your TaxDome account. With one click, you can start and stop the timer, as well as manually record entries. Ensure you always bill appropriately!
Instant Search – оpen your clients profiles even faster
We’ve revamped our Sidebar search behind the scenes so that it will fire instantly when you start typing client’s name. Thanks to our instant search, you can now open your clients’ profiles even faster and save you even more time.
Client Specific Dashboard - see everything you need to know for the client with a quick glance
Client profile keeps improving. We’ve recently added the Overview tab which is now the first tab of the client’s profile. Thus, new documents, tasks, requests, emails, approvals, organizers and unpaid bills are just in one place.
Zip Uploading – add files even faster!
Starting the last month, you’ll be able to add your files faster with zip uploading option. No need to unpack your zip files locally before uploading. Simply add your compressed files, and we’ll unpack them automatically.
New client list filters – filter it your way!
We’ve also added several new filters on client list. Thanks to that, you can now quickly find clients that are managed by a specific team member, have overdue tasks or documents to approve, etc. And don’t forget good old filters, too!