March 2024 update
SMS communication, faster data import, the ability for clients to upload entire folders, and more.
SMS communication, faster data import, the ability for clients to upload entire folders, and more.
See how Norway's BHR Finans & Regnskap overcame manual client onboarding and fragmented systems to gain overview and utilize automations with TaxDome's workflows, centralized data and customization.
Meet Joseph Serrone, president and managing partner of Polaris Tax & Accounting, a virtual accounting firm based in Davenport, FL. As a rapidly growing firm, it was important for Polaris to achieve its expansion milestones while improving existing processes, ensuring a...
Read how TaxDome became Athene Group’s go-to software for all accounting processes, ensured quick and secure communication with clients, and slashed onboarding times
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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.
Sydney H. Highley, the founder of Sydney H. Highley CPA, told us how they adopted TaxDome two weeks before the start of tax season 2021, and how it helped them to complete the most returns in their practice.
Joe Cass is a practitioner of more than 30 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions...
Eric Gray, CEO of Evolution Accounting & Consulting, LLC, brings over three years experience of delivering tax, tax resolution, bookkeeping, CFO and many other services to clients nationwide.
Meet Tatsiana Bender — a Texas-based solo practitioner with over 15 years of experience in tax preparation and advisory services and a four-year-old practice, Bender CPA. She manages about 100 clients and grows her business by automating every possible admin task...
Meet Brittany Pullin, manager and sales tax associate at Tax Man To You, LLC. The firm focuses on e-commerce sellers and sales taxes. Having experienced strong growth for the last 3 years, Tax Man To You were looking to build predictable processes and centralize client...