February 2025 update

Whether you’re a tax pro, accountant, or bookkeeper, we’re here to help you beat overwork and long hours — not just for tax season. That’s why our February update involves more quality-of-life improvements designed to eliminate more manual tasks, enhance your workflow efficiency, and make client management more seamless than ever.

See below for all the new solutions we’re equipping your firm with this February.

Watch a video overview of our February updates and enhancements:

Unleash automatic data accuracy — integration of client intake and CRM

Automatically sync client responses to their profiles

For tax preparers, tax season starts with intake. Collecting your clients’ information is already quick and easy with TaxDome’s organizers, saving you from endless follow-ups.

We’ve gone one step further by transforming intake to input. 

Now, when clients complete their organizers, their responses now sync directly to your CRM in TaxDome, meaning no more manual data entry. This reduces errors, ensures your records are up to date, and gives you more time to focus on what matters: serving your clients.

Track all client intake in one place 

To further improve your firm’s oversight, organization, and operational efficiency, we’ve also made it easier than ever to track client data intake. 

You now have a new global organizers menu that gives you a complete view of all your organizers across your firm. You can track progress at a glance, follow up with ease, and ensure nothing slips through the cracks — all in one place.  

Manage and view docs with increased ease

Save time organizing and finding client documents

Organizing and finding documents shouldn’t be a time drain, which is why document management in TaxDome is designed to be efficient, organized, and, above all, secure. 

We want to ensure you’re making every minute count this tax season. You now have the ability to quickly and seamlessly move files and folders between client accounts, one by one, or in bulk — especially useful if your clients have multiple entities and accidentally upload to the wrong one.

Enjoy easier document viewing

When reviewing documents, the last thing you want is to overlook any key information. 

Once you’ve received your client documents, you can now open documents in full-screen mode — so you can keep eye strain to a minimum this tax season and review with greater clarity.

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Boost team collaboration, reduce notifications, and enhance your workflow experience 

Keep your team on the same page and reduce notifications

To help you stay on top of your clients’ needs — especially during tax season — TaxDome’s Inbox+ gives you a central hub for tracking every update within your firm.

When archiving a notification in Inbox+, you now have the option to archive the notification just for yourself or for your entire team. 

If a team member has responded to a new client message, for example, they can archive this notification for the whole team, keeping everyone up to date on what’s already been addressed while saving their time. 

Minimize eye strain and tailor TaxDome to your workflow

We know late nights can happen during tax season. That’s why we’ve upgraded the sidebar to let you switch the sidebar between light mode and dark mode. 

This increased customization lets you tailor TaxDome to your liking. Dark mode also enhances contrast between the sidebar and main window, making navigation easier.

More must-know updates

Put TaxDome to work, so you can work less

Take full control of your workflows and achieve peak operational efficiency this busy season!

In our newest educational webinar, we joined forces with seasoned CPA, firm owner, and industry expert Russell Hoskins, delivering expert tips and best practices to help you:

• Boost productivity: automate complex workflows with conditional automations and tagging
• Integrate effortlessly: build an interconnected system with powerful integrations
• Increase visibility: track time and budgets to optimize resources and see real results

By watching the webinar, you’ll also earn a certificate — so you can showcase your mastery to your peers!

Take this opportunity to ensure every step is optimized for success.

Don’t miss your chance to meet us in person this 2025

Want an up-close demo of our platform, insights into our newest releases, expert answers to your biggest questions — or all of the above? 

Catch Team TaxDome at two upcoming events, both just around the corner: 

Festival of Accounting & Bookkeeping — Birmingham, England — March 12–13

Meet TaxDome at the Festival of Accounting & Bookkeeping 2025 in Birmingham, England — March 12–13, 2025. 

• Where: NEC, Birmingham
• When: March 12–13, 2025
• Booth: D14

What to expect:

• Live demos of our all-in-one platform
• Insights into how TaxDome can transform your workflows
• A chance to chat with our team and have your questions answered

Accounting & Business Expo — Sydney, Australia — March 12–13

Meet TaxDome at the Accounting & Business Expo 2025 in Sydney, Australia — March 12–13, 2025.

• Where: ICC Sydney
• When: March 12–13, 2025
• Booth: A72

Join us at the ICC Sydney, and get ready to discover how TaxDome is revolutionizing the way accounting professionals manage their teams, clients, and projects!

Plus, don’t miss TaxDome’s presentation, Say goodbye to app chaos: How TaxDome optimizes your workflows, to discover how you can automate manual tasks, decrease admin time per client, and improve client interactions.

• Speaker: Elise Bentley, VP of Marketing at TaxDome
• When: March 12 at 16:20

Wrapping up

That wraps up our February update — we’re bringing you all the above, plus 96 tweaks and fixes!

As a reminder, make sure you’re delivering an outstanding client experience with TaxDome’s client mobile app! Taxpayers love it; it’s rated 4.9/5 across 16,000+ ratings on App Store and Google Play, and is currently ranked #77 in the App Store’s top 100 Finance apps.

As always, expect more exciting product innovations and enhancements next month. In the meantime, join our active TaxDome Community to ask questions, suggest new features, or chat with other TaxDome users.

And in case you missed it, here’s a summary of the major updates we covered in our January 2025 update.