Author's posts

Key features of an accounting CRM: mastering client relationships

#Client management, #Practice management

Key features of an accounting CRM: mastering client relationships

Discover the key features to look for in an accounting CRM and select the best solution for streamlining your company's operations and client relationships.
Sync client responses directly to your CRM & view statuses of all organizers across your firm in one place

#TaxDome updates

Sync client responses directly to your CRM & view statuses of all organizers across your firm in one place

Discover how the latest updates to TaxDome organizers, including a global menu and CRM sync, help you work smarter and give your clients an experience they’ll love.
The top 23 accounting websites for accessing news, education and professional development

#Productivity

The top 23 accounting websites for accessing news, education and professional development

Stay sharp and expand your expertise with the top 23 accounting websites for timely news, strategic insights, professional development and technical skills. 
December 2024 update

#TaxDome updates

December 2024 update

Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more
Invisible teamwork, visible results: internal team messages in client chats 

#TaxDome updates

Invisible teamwork, visible results: internal team messages in client chats 

Streamline teamwork with TaxDome’s internal notes for secure chats. Collaborate privately within client threads, keep your team organized, and deliver seamless client service.
Make every minute count this tax season with smarter document tools

#TaxDome updates

Make every minute count this tax season with smarter document tools

Simplify tax season with TaxDome’s new document tools, including AI-powered file organization and full-screen reviews. Save time on admin tasks and focus on delivering exceptional service when clients need it most.
Scale effortlessly by delegating team management to TaxDome through role-based automations

#TaxDome updates

Scale effortlessly by delegating team management to TaxDome through role-based automations

Discover how TaxDome's role-based automations streamline team management without adding to your admin workload. Tasks are assigned and progress automatically, so you can focus on growing your firm.
Take full control of your workflow: turn exceptions into seamless processes with custom job statuses

#TaxDome updates

Take full control of your workflow: turn exceptions into seamless processes with custom job statuses

Discover how to handle workflow exceptions like a pro with custom job statuses. See priorities at a glance, automate follow-ups, and keep your team aligned.
September 2024 update

#TaxDome updates

September 2024 update

Firm mobile app updates, partial payments for invoices, improved client experience, new onboarding series
What are virtual CFO services? A complete guide to on-demand financial expertise

#Accounting workflow

What are virtual CFO services? A complete guide to on-demand financial expertise

Explore the realm of virtual CFO services, discover how they differ from in-house CFOs, and uncover the steps to becoming one in our comprehensive guide.
How to become a CFO: a strategic career path guide to the executive suite

#Growth

How to become a CFO: a strategic career path guide to the executive suite

Discover the key steps to becoming a CFO, from essential education to overcoming industry challenges, in this detailed career path guide to the executive suite.
8 benefits of live chat for accounting professionals

#Growth

8 benefits of live chat for accounting professionals

Live chat transforms accounting client service with instant communication and data-driven insights. Explores these and many other live chat benefits in our article.
50 funniest tax memes to brighten up your tax season

#Productivity

50 funniest tax memes to brighten up your tax season

Lighten up your tax season with our collection of 50 hilarious tax memes! Experience how humor can ease stress and make tax preparation more enjoyable.
May 2024 update

#TaxDome updates

May 2024 update

AI-powered reporting & analytics, client-facing job statuses, increased pipeline flexibility, streamlined communication workflows and more.
BHR Finans & Regnskap AS: achieving efficiency to grow by 9% in 12 months with TaxDome

#Client stories

BHR Finans & Regnskap AS: achieving efficiency to grow by 9% in 12 months with TaxDome

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.
How much do CFOs make in 2024? Salary insights and benchmarks

#Growth

How much do CFOs make in 2024? Salary insights and benchmarks

Explore the latest salary trends for CFOs in 2024, including industry comparisons, key factors influencing compensation, and real-world examples, in our comprehensive guide.
Redesigned for optimal efficiency: TaxDome’s upcoming interface upgrades

#TaxDome updates

Redesigned for optimal efficiency: TaxDome’s upcoming interface upgrades

Discover how TaxDome's upcoming interface upgrades, such as improved menu design, a revamped job sidebar, and customizable tables, will benefit your practice.
How to write accounting memos: walkthrough, examples, downloadable template

#Accounting templates, #Accounting workflow

How to write accounting memos: walkthrough, examples, downloadable template

Master accounting memo writing with our comprehensive guide: explore best practices for structure, content and clear communication and download a free template.
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