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Carter Cook CPAs Experience: Building a New Age Accounting Firm
Meet Michelle Cook, one of the partners at Carter Cook CPAs that helps small local businesses run more efficiently and maximize profit.
Stephanie Papini CPA Experience: Building an Accounting Business After Maternity Leave
Meet Stephanie Papini — a Toronto based CPA with a background in an auditing firm. While on maternity leave, Stephanie started building her own accounting business taking on clients from a retiring family member.
Workflow Automation Update: Moving Jobs Between Pipelines
Robust TaxDome automations now allow you to keep context inside Jobs through different client lifecycles. We’re introducing the ability to move Jobs between pipelines that serve this exact purpose.
Advanced Workflow Automation: Introducing Conditional Stages
Not too long ago we introduced conditional automations. This powerful feature allows you to run different automations for different types of clients within one pipeline based on account tags. For example, you can send different email templates to new and returning clients.
Email Management Update: Delay or Schedule Sending Emails
Are you a night owl? Many of us are, too - but we may not want our clients to know that. Today we’re happy to introduce the ability to schedule emails in TaxDome.
TaxDome Partner Program Officially Launched
We are super excited to announce the TaxDome Partner Program! As a part of our Partner Program, accountants, consultants, agencies, content publishers, educators, influencers, and general marketers will be able to participate and earn a commission.
TaxDome + Zapier Integration
We are psyched to announce the TaxDome + Zapier integration.You can now connect TaxDome to various other apps you use, such as Google Sheets or Mailchimp.
Joseph & Hetrick Experience: Growing Revenue By 50% With TaxDome
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If the form doesn't load, please call us at +1-833-TAX-DOME or email [email protected] — we'll help you schedule a meeting.