TaxDome Blog

Introducing Proposals and Engagement Letters (ELs): a smarter way to approach clients and get paid

#TaxDome updates

Introducing Proposals and Engagement Letters (ELs): a smarter way to approach clients and get paid

We’re excited to announce that Proposals and ELs (engagement letters) are now available for all TaxDome users. This huge new update allows you to set expectations, pitch your services and explain the value they bring, and secure timely payments — all in one place.
TaxDome and NAEA Launch an Educational Program to Help EAs Run a Hybrid Practice

#TaxDome updates

TaxDome and NAEA Launch an Educational Program to Help EAs Run a Hybrid Practice

We partnered with the National Association of Enrolled Agents (NAEA) not only to keep you updated on the newest trends, but also to hold webinars about how to run a hybrid office or how a client portal makes your life easier.
Become a TaxDome Certified Advisor and get certification badge 

#Advisors

Become a TaxDome Certified Advisor and get certification badge 

In this article, we'll explain the certification levels, as well as the key benefits of honing your TaxDome skills and getting certified.
Athene Group experience: managing a team of 100+ staff across 10 offices in 3 countries with TaxDome

#Client stories

Athene Group experience: managing a team of 100+ staff across 10 offices in 3 countries with TaxDome

Read how TaxDome became Athene Group’s go-to software for all accounting processes, ensured quick and secure communication with clients, and slashed onboarding times
TaxDome and NAEA Launch an Educational Program to Help EAs Run a Hybrid Practice

#TaxDome updates

TaxDome and NAEA Launch an Educational Program to Help EAs Run a Hybrid Practice

We partnered with the National Association of Enrolled Agents (NAEA) not only to keep you updated on the newest trends, but also to hold webinars about how to run a hybrid office or how a client portal makes your life easier.
Become a TaxDome Certified Advisor and get certification badge 

#Advisors

Become a TaxDome Certified Advisor and get certification badge 

In this article, we'll explain the certification levels, as well as the key benefits of honing your TaxDome skills and getting certified.
Athene Group experience: managing a team of 100+ staff across 10 offices in 3 countries with TaxDome

#Client stories

Athene Group experience: managing a team of 100+ staff across 10 offices in 3 countries with TaxDome

Read how TaxDome became Athene Group’s go-to software for all accounting processes, ensured quick and secure communication with clients, and slashed onboarding times
Understanding the CAF number: your complete guide

#Accounting workflow

Understanding the CAF number: your complete guide

Get the inside scoop on the CAF number, a unique identifier in tax administration. Learn how to obtain, use, and save yours for streamlined IRS interactions.
New official IRS integration: download transcripts directly in TaxDome, streamline processes and save time

#TaxDome updates

New official IRS integration: download transcripts directly in TaxDome, streamline processes and save time

Tax season can be very hectic for accounting firms, especially when it comes to working with the IRS. The good news is that TaxDome is now an official IRS partner, and through TaxDome’s IRS-approved integration, you can now download transcripts – easily and securely – right from the TaxDome workspace without having to visit the […]
How to Document Your Accounting Firm’s Internal Processes

#Accounting workflow, #Document workflow

How to Document Your Accounting Firm’s Internal Processes

Internal documents in accounting firms hold so much value, so why do accounting firms often fail to update and utilize them like they should? Every accounting firm, regardless of size, should be documenting its best practices, processes, and systems – and they need to keep at it until it’s perfect.
How to Create Eye-Catching Social Media Marketing for Small Tax Firms

#Client management, #Growth

How to Create Eye-Catching Social Media Marketing for Small Tax Firms

Are you looking to grow your small tax firm? Here’s a look at how to get customers’ attention for your small tax firms with proven social media tactics. 
Creating a Website About Your Accounting Firm 

#Growth

Creating a Website About Your Accounting Firm 

If you are looking to create a website for your accounting firm, an accounting firm website template can be your best option. Here’s how you can get started. 
What Is the Best Tax Software for a Small Accounting Firm? 

#Growth, #Practice management

What Is the Best Tax Software for a Small Accounting Firm? 

We’ve narrowed down the best tax office management tax software for small tax firms. With this best business tax software list, you can decide which solution is ideal for your company. 
TaxDome’s continued investment in stability and increased performance: Q3 2023 update

#TaxDome updates

TaxDome’s continued investment in stability and increased performance: Q3 2023 update

In this article, we’ll outline some of their crucial infrastructure improvements that have and will continue to lead to performance improvements in your workspace in the coming years. 
What’s New: Mapped Virtual Drive, Task Templates, Windows App Updates

#TaxDome updates

What’s New: Mapped Virtual Drive, Task Templates, Windows App Updates

Lots of exciting product updates this month—and we’ve rounded them all up here, so you can stay in the know!
Brooklyn FI Experience: How to Scale Your Firm 3x with the Help of Modern Technologies

#Client stories, #Growth

Brooklyn FI Experience: How to Scale Your Firm 3x with the Help of Modern Technologies

Co-founder of Brooklyn FI tells a story about his firm's growth success. Find out what tools and techniques he uses to grow faster and stay efficient.
20 of the Funniest Accounting Memes to Bring Some Humor to Your Balance Sheet

#Productivity

20 of the Funniest Accounting Memes to Bring Some Humor to Your Balance Sheet

Get ready to laugh out loud with 20 of the funniest accounting memes. From clever puns to relatable situations, these memes are sure to bring some humor to your balance sheet. Perfect for tax professionals and accountants looking for a break from crunching numbers.
Deadlines, Exceptions and Extensions: A Complete Guide to the 2023 Tax Season

#Industry news

Deadlines, Exceptions and Extensions: A Complete Guide to the 2023 Tax Season

We cover the most important federal and state deadlines to mark on your 2023 tax calendar, how to file for an extension, what happens should you miss the deadline, and clever ways to reduce your taxable income.
Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome

#Client stories

Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome

Meet Darren Dowdell, founder of Acade Tax Services LLC in Buffalo, NY. Since 2008, he’s managed to grow his client base up to 600 clients, and is adding 400 more in the coming year with the help of TaxDome’s workflow automation.
F&S Projects on TaxDome ‘Bringing the Tax & Accounting Industry to the 21st Century’

#Client stories

F&S Projects on TaxDome ‘Bringing the Tax & Accounting Industry to the 21st Century’

Learn how TaxDome has allowed a financial services firm with 650 clients to improve their processes and to stay organized despite COVID-19.
Evolution Accounting & Consulting Experience: Growing a national practice to 1000+ clients with TaxDome

#Client stories

Evolution Accounting & Consulting Experience: Growing a national practice to 1000+ clients with TaxDome

Eric Gray, CEO of Evolution Accounting & Consulting, LLC, brings over three years experience of delivering tax, tax resolution, bookkeeping, CFO and many other services to clients nationwide. 
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