TaxDome Blog

Updated Document Workflow: Organize Files & Folders in the Way It Works for Your Firm

We are simplifying the process of uploading and organizing your documents with the goal of giving you full control of the folder structure.

#TaxDome updates

TaxDome ranks #1 on G2 for User Satisfaction

Exciting update: TaxDome sweeps the categories in G2’s Best Tax Practice Management Software at a Glance and ranks #1 for Highest User Satisfaction, Market Presence, and Ease of Use in tax practice management software.

#Client management

Client onboarding software for accountants: Streamlining the first step in client relationships

Discover the best client onboarding software for accountants to remove friction and jump straight to delivering value — for clients and the firm.

#Practice management

Jetpack Workflow vs Karbon: Which practice management software is right for your firm?

Jetpack Workflow vs Karbon: compare features, pricing, and pros and cons — choose the best practice management software for your accounting firm.

#TaxDome updates

TaxDome ranks #1 on G2 for User Satisfaction

#Client management

Client onboarding software for accountants: Streamlining the first step in client relationships

Discover the best client onboarding software for accountants to remove friction and jump straight to delivering value — for clients and the firm.

#Practice management

Jetpack Workflow vs Karbon: Which practice management software is right for your firm?

Jetpack Workflow vs Karbon: compare features, pricing, and pros and cons — choose the best practice management software for your accounting firm.

#Growth

Accounting firm mergers: strategies, benefits, and key challenges

The complete guide to accounting firm mergers: learn why it’s on the rise, the key benefits and challenges, plus practical steps for a successful merge.

#Growth

How to sell your accounting practice and maximize value: 6-step guide

Learn how to sell your accounting practice and maximize its value with this step-by-step guide — from improving your valuation to ensuring a smooth exit.

#Practice management

Career-boosting accounting goals: real examples and how to set them

Explore key accounting goals, real examples, and a step-by-step guide to set and achieve them for lasting career growth.

#TaxDome updates

How forward-thinking firms are winning tax season early: insights from TaxDome’s two-part workshop series

From packaging services that drive premium pricing to automating intake and delivery, learn how firms master tax season with TaxDome

#Productivity

ClickUp for accountants: flexibility vs capability for accounting firms

Discover the limitations of ClickUp for accountants and the best alternatives for accounting firms and professionals

#TaxDome updates

Digital transformation in finance and accounting: breaking growth barriers with technology

Discover how the top accounting firms are breaking growth barriers with digital transformation strategies that improve efficiency throughout their practices.

#TaxDome updates

TaxDome AI: more than 2,000,000 documents organized for accountants this past tax season—and we’re just getting started

2M+ documents already renamed and tagged with TaxDome AI. Firms have saved an estimated 16k+ hours of work.

#Growth, #Productivity

Accounting process improvement: Practical strategies, tools, and real-world examples

Unlock your firm’s growth potential with accounting process improvement. Learn how to increase productivity, reduce waste, and scale efficiently.

#TaxDome updates

TaxDome recognized in multiple Top Accounting Practice Management Software reports by Gartner Digital Markets

TaxDome recognized by Gartner Digital Markets, Capterra, GetApp & Software Advice. See why firms trust TaxDome to build a more efficient, profitable practice that clients love.

#Productivity

Bookkeeping clean-up made simple: A step-by-step guide + free checklist

Get a proven bookkeeping clean-up workflow that you can repeat, scale and automate — with a free template ready to download and use.

#Productivity

How to create a tax preparation checklist that keeps clients on track

Discover what documents to include in a tax preparation checklist and learn practical ways to make collection faster and more secure.

#TaxDome updates

[Webinar recap] Security Smarts: Learn what to ask your software vendors (and why)

TaxDome’s expert panel broke down the security questions every firm should ask their vendors and how to explain it all to your clients in plain English.

#TaxDome updates

How TaxDome’s Bookkeeping Hub slashes per-client fees and turns your business into a profit machine

Discover how TaxDome’s Bookkeeping Hub helps bookkeeping firms manage more clients without added software costs. No per-client fees, real-time sync, and unified workflows.

#Marketing

Branding for accounting firms: build a scalable identity that grows with you

Discover how to build a strong, scalable brand for your accounting firm and get a downloadable guide to share with your team.

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