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.

#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.

#TaxDome updates

December 2024 update

Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more

#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.

#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.

#TaxDome updates

December 2024 update

Client experience webinar, upgraded client requests, job sidebar redesign, our new community, and more

#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.

#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.

#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.

#TaxDome updates

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.

#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.

#TaxDome updates

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

#TaxDome updates

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.

#TaxDome updates

November 2024 update

Job budget and time variance, no-login e-signatures, our free year-end bootcamp, and more.

#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.

#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.

#TaxDome updates

October 2024 update

Client requests, year-end bootcamp — and more

#Growth, #TaxDome updates

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.

#TaxDome updates

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.

#TaxDome updates

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%.

See TaxDome in action with a free demo

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