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#Industry news, #TaxDome updates
GetApp rates TaxDome 96/100 — and a category leader in accounting practice management
TaxDome has earned the #2 spot in GetApp's 2024 Leaders for accounting software. Learn why users rate it so highly for ease of use, value, features, support, and recommendations.
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.
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.
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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.
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.
Client requests just got faster and easier: templates, automations, and bulk sends
Reusable templates, automations, and bulk sending added to one of our most popular updates — Client requests. Getting information from clients just got easier.
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.
Option to mandate 2FA for clients with TaxDome: the only practice management platform helping your firm meet FTC compliance
New: option to mandate 2FA for teams and clients with TaxDome - the only practice management platform helping your firm comply with the FTC Safeguards Rule
Webinar and Q&A: Meeting Taxpayer Expectations in 2025
Live webinar recording. Discover what 1,000 accounting clients expect in 2025 and how your firm can exceed their expectations.
#Accounting workflow, #TaxDome updates
Webinar and Q&A: Project Apollo, the usability initiative
Watch our webinar on TaxDome’s new usability initiative, project Apollo and read the Q&A to find out which improvements and features the initiative will bring.
November 2024 update
Job budget and time variance, no-login e-signatures, our free year-end bootcamp, and more.
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.
#Productivity, #TaxDome updates
Set Your Workflow on Autopilot with Scheduled Jobs & Automove
TaxDome now allows to build fully automated & customizable workflows suitable for whichever service you provide: taxes, accounting, bookkeeping, etc. Simply set it and forget it.
Webinar and Q&A: Q3 release roundup – latest features and enhancements for tax preparers, bookkeepers, and accounting professionals
Watch the recording of our recent webinar, where we introduced our latest features designed to elevate your firm’s efficiency and client experience.
Everything You Need to Know About TaxDome’s First-Ever Price Change
TaxDome updates pricing for the first time since launch — with effect on February 13, 2023. Freeze your existing $50/month subscription by committing to 3 years.
Faster document signing with no-login option in TaxDome’s e-signatures
Get documents signed faster with TaxDome’s new no-login e-signatures feature. Speed up document signing by 45%.
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