TaxDome Blog

Granular Access Rights: the latest layer in our enterprise-grade security framework — control what your team and clients see, document by document

Granular Access Rights: control file and folder access at the individual level, built to help large and multi-location teams protect sensitive data at scale.

#Productivity

Accounting RPA: a practical guide for growing firms

Learn how RPA in accounting works, where it adds value, and which processes to automate first, plus tips for getting started

#TaxDome updates

Webinar recording and recap: What Makes Clients Your Best Salespeople?

Discover what really builds unshakeable client trust and loyalty — watch the full recording of our live webinar: What Makes Clients Your Best Salespeople?

#TaxDome updates

April 2025 product update

TaxDome April update: firm-wide security visibility, proposal updates, e-sign updates, and more — refine your processes and achieve even bigger goals this year.

#Productivity

Accounting RPA: a practical guide for growing firms

Learn how RPA in accounting works, where it adds value, and which processes to automate first, plus tips for getting started

#TaxDome updates

Webinar recording and recap: What Makes Clients Your Best Salespeople?

Discover what really builds unshakeable client trust and loyalty — watch the full recording of our live webinar: What Makes Clients Your Best Salespeople?

#TaxDome updates

April 2025 product update

TaxDome April update: firm-wide security visibility, proposal updates, e-sign updates, and more — refine your processes and achieve even bigger goals this year.

#TaxDome updates

Celebrating team excellence and impact: TaxDome wins award for Employer of the Year (Business & Professional Services)

Celebrating team excellence and impact: TaxDome wins the Silver Stevie Award for Employer of the Year in the Business & Professional Services category.

#Practice management

HMRC scam letters and emails: a cybersecurity guide for accountants

Protect your accounting firm from HMRC scams and cyber threats. Learn how to identify fake letters and emails — and discover essential cybersecurity practices for accountants.

#TaxDome updates

Back-to-Back Win: TaxDome Named #1 on Capterra’s 2025 Shortlist for Accounting Practice Management

TaxDome earns the #1 spot on Capterra’s 2025 Shortlist for Accounting Practice Management Software for the second year in a row — with a 95/100 overall score and 4.7/5 customer rating.

#Client management

10 best client portals for accountants in 2024: features, pricing, and reviews

Discover the 10 best client portals for accountants in 2024. Our detailed guide examines the features, pricing, and reviews of leading options to help you choose the best platform for your practice.

#Document workflow

How to create a bookkeeping client intake form (with free template)

Learn what to include in a bookkeeping client intake form, get expert tips, and download a free editable template to simplify your client onboarding process.

#Growth

Communication in accounting: key skills to build stronger relationships

Discover why communication skills are critical for accountants, where problems happen, and how to improve client and team communication in your firm.

#Marketing

Social media for accountants: how to build your brand and attract clients online

Learn how accounting firms can use social media to build their brand, connect with prospects, and create content that attracts clients consistently.

#Growth

Top Financial Cents alternatives in 2025: smarter tools for end-to-end practice management

Explore the best Financial Cents alternatives in 2025. Compare top practice management tools for growing accounting, tax, and bookkeeping firms.

#Practice management

What is CAS accounting? Grow your practice with client accounting services

Discover how CAS can grow your accounting business, including six top strategies on how to get started with CAS to improve and bolster your firm’s services.

#Accounting workflow

SOX compliance explained: what accounting teams need to know

Discover how SOX compliance impacts accountants, from key requirements to practical prep steps and a checklist to assess your controls.

#Document workflow

How to send tax documents securely: an ultimate guide

Sending tax documents via email? Find out the safest methods, best practices, and risks you need to know before hitting send.

#Productivity

Digital accounting: everything you need to know to go fully digital

Discover what digital accounting really means, how it works in practice, and how to apply it across your firm’s workflows.

#TaxDome updates

TaxDome wins 7 categories in the 2025 CPA Practice Advisor Readers’ Choice Awards

TaxDome wins 7 awards across multiple categories in the 2025 CPA Practice Advisor Readers’ Choice Awards, proving why 10k+ firms trust our all-in-one platform.

#TaxDome updates

Webinar and Q&A: Spring 2025 Update recap

Watch the Spring 2025 Update webinar and see how TaxDome helps firms work smarter and elevate their client experience.

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