November 2024 update

With tax season right around the corner, we’re thrilled to bring you updates that will help your firm’s efficiency,  profitability, and client experience reach new heights. Plus, you’ll be able to set goals, track your team’s achievements, and adjust to plan jobs more effectively with our latest major release — Job budget and time variance.  

Explore all our November product updates below, plus: 

• Our final U.S. event for 2024
• Our free year-end bootcamp led by CPA and managing partner at a 15-person firm, Ross Hoskins, that will guide you best practices and tips led by  that will equip you for success this tax season
• Weekly onboarding sessions to help you hit the ground running and master TaxDome from day one

But first, a sneak peek at what’s in the works. 

Watch this video for an overview of this month’s features and improvements: 

🎥 Education & training

CPA-hosted year-end bootcamp

Since we launched our first boot camp almost a year ago, we’ve helped guide nearly 3,000 accountants, tax preparers and bookkeepers towards greater profitability, and an untold amount of hours saved through automation. Now, we’re offering one more completely free year-end bootcamp for 2024. 

From November 18th to the 22nd, join us daily at 1 pm ET to gain insights from our experts and Russ Hoskins, managing partner of a 15-person firm and a long-time TaxDome user. Discover how to quickly set up and customize TaxDome to fit your needs and make this tax season the most successful and efficient one your firm has ever experienced. 

Register now to secure your spot! Although these are hands-on workshops and we strongly recommend attending live, if you are unable to, make sure to register anyway to get access to the recordings. 

🕓 Time management

Job budget and time variance: insight that drives productivity

With built-in time tracking, you’re already able to use TaxDome to track how long your team spends on jobs with just a simple click. Now, we’re giving your firm the power to set a roadmap for greater productivity and profitability with Job budget and time variance. 

With this new upgrade, you can set time goals for each job and track how your team’s actual hours measure up. By monitoring time variance, you’ll be able to refine your workflow to improve efficiency, balance workloads, and even tailor your pricing to reflect real-time data.

How Job budget & time variance supports your success:

• Establish clear timelines: set realistic time estimates for each job to keep projects on track and clients satisfied.
• Manage team workload: gain insights to help you better allocate tasks, reduce deadline pressure, and help your team stay productive and balanced.
• Optimize pricing based on data: use real-time data to refine your pricing strategy, ensuring services are both profitable and fairly priced.

🖋️ E-signatures

Your clients can now sign documents faster without logging in (45% faster than requiring a login). 

With no-login e-signatures, your clients get the same signer experience as Docusign or similar services, except that unlimited e-signatures are included in TaxDome at no extra cost. 

With no-login signatures enabled, your clients can access the e-signature page via a direct link in their email without having to log in to their accounts. By default, all signatures require login, but you can choose which login option you prefer for your firm in your settings. 

TaxDome’s e-signature feature makes it easy to keep all your practice management tasks on one platform. Our e-signatures are secure and adhere to a multitude of compliance standards, including:

• IRS compliance
• The E-Sign Act and UETA
• Knowledge-based authentication (KBA)
• Qualified Electronic Signatures (QES)

Plus, with integrated e-signatures and payments in one system, it’s easier for clients to approve recurring payments without wasting time using multiple platforms.

🔥 Other

Managing client accounts is now easier and faster thanks to our new bulk toggle control for logins, notifications, and email syncs. 

Previously, updating these settings across multiple contacts meant opening each account individually. Now, with just a few clicks, you can apply bulk actions across all relevant contacts linked to any number of accounts. Simply select the accounts you want to update, adjust the toggles, and let TaxDome take care of the rest.

We’ve also upgraded our Zapier integration to include tagging capabilities when creating or updating contacts. This means easier, more precise organization of client data right from the start, so your CRM always reflects exactly what you need.

We’re working on more upgrades to our Zapier integration that involve new actions and triggers—like creating, updating, and linking accounts to contacts to help you fully integrate your client management processes within TaxDome.

🌍 Meet us in-person

Don’t miss the final stop of our world tour! After connecting with amazing professionals across 14 countries and over 20 cities (including our first visit to Japan!), we’re thrilled to announce our last U.S. event of the year:

The National Service Bureau Conference on November 20th and 21st in Houston, Texas is the annual event for tax service bureaus, gathering 1,500+ tax offices and 100,000+ bank products under one roof.

This event offers:

• Educational panels to stay ahead in the industry
• Premium networking for valuable connections
• Product showcases to help bureaus onboard more offices, grow bank product sales, and drive revenue.

Don’t miss out on the last opportunity of the year to connect with us and discover how we can elevate your practice with our latest innovations! Can’t make it? We look forward to seeing you next year!

Wrapping up

We’re bringing you all the above — plus 157 more tweaks and fixes this month!

More updates will be coming your way in December. In the meantime, join our Facebook Community to ask questions, suggest new updates, or chat with other TaxDome users.

And in case you missed it, here’s a summary of the major updates we covered in our October 2024 update.