Author's posts

JM Tax Advisors: how a unified, end-to-end experience for 500+ tax clients delivered 10x faster responses and 50% faster intake

#Client stories

JM Tax Advisors: how a unified, end-to-end experience for 500+ tax clients delivered 10x faster responses and 50% faster intake

TaxDome case study: how a unified, end-to-end experience for 500+ tax clients helped UK firm JM Tax Advisors achieve 10x faster responses and 50% faster intake.
Webinar recap: Get Ready for Tax Season 2026 with TaxDome — Prebuilt Templates, One End-to-End Workflow

#TaxDome updates

Webinar recap: Get Ready for Tax Season 2026 with TaxDome — Prebuilt Templates, One End-to-End Workflow

Get ready for tax season 2026: watch the full webinar recording to see an end-to-end tax workflow, powered by prebuilt templates and automated at every step.
TaxDome ranks #1 on G2 for User Satisfaction

#TaxDome updates

TaxDome ranks #1 on G2 for User Satisfaction

Exciting update: TaxDome sweeps the categories in G2’s Best Tax Practice Management Software at a Glance and ranks #1 for Highest User Satisfaction, Market Presence, and Ease of Use in tax practice management software.
Accounting firm mergers: strategies, benefits, and key challenges

#Growth

Accounting firm mergers: strategies, benefits, and key challenges

The complete guide to accounting firm mergers: learn why it’s on the rise, the key benefits and challenges, plus practical steps for a successful merge.
How to sell your accounting practice and maximize value: 6-step guide

#Growth

How to sell your accounting practice and maximize value: 6-step guide

Learn how to sell your accounting practice and maximize its value with this step-by-step guide — from improving your valuation to ensuring a smooth exit.
Redesigned TaxDome Client Portal: clients now complete tasks up to 47% faster

#TaxDome updates

Redesigned TaxDome Client Portal: clients now complete tasks up to 47% faster

Explore how our redesigned portal delivers a simpler, faster client experience — so your clients can work smarter and your firm can operate more efficiently.
Granular Access Rights: the latest layer in our enterprise-grade security framework — control what your team and clients see, document by document

#TaxDome updates

Granular Access Rights: the latest layer in our enterprise-grade security framework — control what your team and clients see, document by document

Granular Access Rights: control file and folder access at the individual level, built to help large and multi-location teams protect sensitive data at scale.
Webinar recording and recap: What Makes Clients Your Best Salespeople?

#TaxDome updates

Webinar recording and recap: What Makes Clients Your Best Salespeople?

Discover what really builds unshakeable client trust and loyalty — watch the full recording of our live webinar: What Makes Clients Your Best Salespeople? 
April 2025 product update

#TaxDome updates

April 2025 product update

TaxDome April update: firm-wide security visibility, proposal updates, e-sign updates, and more — refine your processes and achieve even bigger goals this year.
Celebrating team excellence and impact: TaxDome wins award for Employer of the Year (Business & Professional Services)

#TaxDome updates

Celebrating team excellence and impact: TaxDome wins award for Employer of the Year (Business & Professional Services)

Celebrating team excellence and impact: TaxDome wins the Silver Stevie Award for Employer of the Year in the Business & Professional Services category.
TaxDome wins 7 categories in the 2025 CPA Practice Advisor Readers’ Choice Awards

#TaxDome updates

TaxDome wins 7 categories in the 2025 CPA Practice Advisor Readers’ Choice Awards

TaxDome wins 7 awards across multiple categories in the 2025 CPA Practice Advisor Readers’ Choice Awards, proving why 10k+ firms trust our all-in-one platform.
Blueridge Tax Accounting on TaxDome: client retention went up to 90%, “You’re making things so easy for me and my team” 

#Client stories

Blueridge Tax Accounting on TaxDome: client retention went up to 90%, “You’re making things so easy for me and my team” 

Customer success: discover how implementing TaxDome helped Blueridge Tax Accounting achieve 20% time savings in less than a year, freeing up 40 hours per week.
Global Tax Consulting on TaxDome: “It makes the experience significantly better for the firm and for the client”

#Client stories

Global Tax Consulting on TaxDome: “It makes the experience significantly better for the firm and for the client”

Customer success: how TaxDome’s innovative all-in-one platform helped Global Tax Consulting modernize its client experience and increase operational efficiency.
February 2025 update

#TaxDome updates

February 2025 update

Don’t let long hours take over this tax season. Work smarter, increase your efficiency, and save even more time with our new February 2025 updates in TaxDome.
Recognized for excellence: TaxDome wins award for Best Customer Service (100+ Employees)

#TaxDome updates

Recognized for excellence: TaxDome wins award for Best Customer Service (100+ Employees)

TaxDome wins a Stevie Award for Customer Service Department of the Year (100+ Employees), recognized for delivering top-tier support to tax and accounting firms worldwide 
Building future leaders: Mike Sylvester on selling to private equity and the current state of the accounting profession

#Client stories

Building future leaders: Mike Sylvester on selling to private equity and the current state of the accounting profession

Dive into an interview and article with Mike Sylvester discussing the rise of private equity in accounting and the current state of the accounting profession.
Foundation Group—50+ staff, 3000+ clients, and one of Inc. 5000’s fastest-growing US companies: “TaxDome has been a huge success for us”

#Client stories

Foundation Group—50+ staff, 3000+ clients, and one of Inc. 5000’s fastest-growing US companies: “TaxDome has been a huge success for us”

TaxDome success story: how Foundation Group, a large firm with 50+ staff and 3,000+ clients, boosted employee and client satisfaction by switching to TaxDome.
New: Activity feed and Team capacity — track all activity across your firm and maximize team performance

#TaxDome updates

New: Activity feed and Team capacity — track all activity across your firm and maximize team performance

Introducing Activity feed and Team capacity: two new features in TaxDome that work together to enhance your management oversight and operational efficiency. 
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