Author's posts
#Client management, #Practice management
Why accountants need a CRM: unlocking key benefits for your practice
Discover why accountants need a CRM — and the key benefits it can unlock to streamline operations and drive growth for your firm.
#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
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
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
Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more
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
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
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
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
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
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
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
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
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
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
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
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
Discover how TaxDome's upcoming interface upgrades, such as improved menu design, a revamped job sidebar, and customizable tables, will benefit your practice.
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