Author's posts

Client onboarding software for accountants: Streamlining the first step in client relationships

#Client management

Client onboarding software for accountants: Streamlining the first step in client relationships

Discover the best client onboarding software for accountants to remove friction and jump straight to delivering value — for clients and the firm.
Bookkeeping client onboarding checklist for 2026 (with templates inside)

#Client management

Bookkeeping client onboarding checklist for 2026 (with templates inside)

Streamline your bookkeeping client onboarding with our comprehensive checklist. Discover key steps, essential documents, and how TaxDome can enhance your process with templates, tools, and automation. 
Digital transformation in finance and accounting: breaking growth barriers with technology

#Industry news

Digital transformation in finance and accounting: breaking growth barriers with technology

Discover how the top accounting firms are breaking growth barriers with digital transformation strategies that improve efficiency throughout their practices.
The 14 best accountancy practice management software for UK firms (2026 update)

#Practice management

The 14 best accountancy practice management software for UK firms (2026 update)

Discover the 10 best accounting practice management software for UK firms. Compare features, limitations, and pricing to find the perfect software for your needs.
Referral program strategies for accounting firms: driving growth from loyalty

#Productivity

Referral program strategies for accounting firms: driving growth from loyalty

Client referrals are the gold standard of marketing strategies for accounting firms, but you don’t have to sit back and wait for recommendations. Every client on your system is a potential source of referrals, and some of them only need a gentle nudge to take the next step. A winning referral strategy turns your most […]
How much does an accountant cost in 2026? A complete guide to accountant fees and charges

#Accounting workflow

How much does an accountant cost in 2026? A complete guide to accountant fees and charges

Discover how much accountants cost, compare fee structures, and learn tips to reduce accounting expenses in this comprehensive guide.
CPA vs accountant: what’s the difference?

#Accounting workflow

CPA vs accountant: what’s the difference?

Learn the key differences between CPAs and accountants, including their roles, services, costs, and when to hire each for your financial needs.
Unpacking the differences between TaxDome Payments and Stripe

#Practice management, #TaxDome updates

Unpacking the differences between TaxDome Payments and Stripe

TaxDome Payments is a new payment solution for tax, bookkeeping, and accounting firms of all sizes, from firms with 50+ team members to solo practices. With Stripe as the infrastructure, TaxDome Payments builds on services trusted by millions of businesses worldwide and transforms it into a solution for the accounting profession’s most advanced payment needs. […]
Best Aero Workflow alternatives to streamline your accounting practice

#Practice management

Best Aero Workflow alternatives to streamline your accounting practice

TL;DR: Aero Workflow was an early pioneer in cloud software for accounting teams. It built a name for itself by helping firms move away from spreadsheets to an integrated system for managing tasks, client data, and recurring workflows. Modern practices need more than an upgrade from spreadsheets, though. In 2026, there are plenty of Aero […]
Pixie vs Karbon vs TaxDome: which practice management software is better for accountants?

#Practice management

Pixie vs Karbon vs TaxDome: which practice management software is better for accountants?

If you’re comparing Pixie and Karbon, the two platforms may look similar at a glance. Both position themselves as practice management systems for accounting firms, but the similarities end here. One is a simple solution for smaller firms; the other is a more advanced system for collaborative teams. As you dig into the details, everything […]
Free bank reconciliation template + guide to automating account reconciliation

#Productivity

Free bank reconciliation template + guide to automating account reconciliation

A bank reconciliation template brings speed and consistency to ongoing reconciliation work. This is one of the most time-intensive tasks for accounting teams, and the heavy emphasis on manual data entry means it’s also prone to errors. Every discrepancy requires investigation and each client query puts the workflow on pause. Some delays are unavoidable, but […]
How to make a profit and loss statement: free template, examples, and step-by-step instructions

#Productivity

How to make a profit and loss statement: free template, examples, and step-by-step instructions

Profit and loss statements provide fundamental insights into your clients’ financial health. By breaking down revenue and expenses, clear reporting can inform key business decisions and flag potential issues early. Consistency becomes increasingly challenging as you handle more clients, though. Your team is growing, and so is your workload, so how do you retain control […]
Best time tracking and billing software for accountants in 2025: the ultimate guide

#Accounting workflow, #Practice management

Best time tracking and billing software for accountants in 2025: the ultimate guide

Discover the best time tracking and billing software for accountants. Explore options for increasing efficiency, accuracy, and improving client management.
Top Senta alternatives for accountants: Compare the best practice management tools

#Productivity

Top Senta alternatives for accountants: Compare the best practice management tools

Methodology: how do we choose?We analyze Senta’s product offering and customer reviews vs the top alternatives. The percentages below indicate the weighting of each feature category in our recommendations: Last Updated: Jan 2026 Senta built a strong name for itself in the UK accounting scene, as one of the first cloud-based practice management systems. Founded […]
Cloud accounting: how it works, key benefits, and top platforms

#Accounting workflow

Cloud accounting: how it works, key benefits, and top platforms

Discover how cloud accounting works, the benefits it can bring, and tips for choosing the right software with this detailed guide.
8 best tax practice management software for accountants and tax professionals in 2026

#Practice management

8 best tax practice management software for accountants and tax professionals in 2026

Discover the 8 best tax practice management software for 2026. Streamline your tax workflows, improve client communication, and boost efficiency across your team.
The best BrightManager alternatives for accounting firms

#Productivity

The best BrightManager alternatives for accounting firms

Find the perfect BrightManager alternative for your accounting firm — compare features, pricing, and scalability to choose the right fit in 2025.
Top 25 US accounting conferences to attend in 2026

#Productivity

Top 25 US accounting conferences to attend in 2026

In an industry that’s rapidly evolving, accounting conferences are one of the best ways to keep up with the latest trends and technologies. They also provide excellent opportunities for networking, learning, and career development. TaxDome participated in some of the biggest and best industry events in 2025. It was a pleasure to connect with talented […]
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